Confidentiality Flashcards
Confidentiality (3)
L must not reveal any info relating to representation of a C or using confidential info to the disadvantage of a client (former, current or prospective included)
Confidentiality is not destroyed EVEN IF another person knows—it must be generally known to destroy duty of confidentiality.
Use of adverse confidential info reqs informed consent confirmed in writing.
A/C Privilege
Exclusionary rule of evidence that prevents
government from compelling disclosure of privileged communications
A/C Privilege - Corporate Client
Covers comms between L and high-ranking corporate official
H/E may cover comms between L and another employee if:
1. Directed E communicates at direction of supervisor
2. Knowledge of Purpose E knows the purpose is to get legal advice for the corp
3. W/in Scope of Duty concerns a subject w/in scope of E’s duties to act for corp
A/C Privilege - Communication
Does not cover identity unless disclosing is tantamount to disclosing privileged comm
Preexisting docs are not privileged
A/C Privilege - What makes comm’n “Confidential”?
Comm’n made by means not intended to disclose communicated info to outsiders
A/C Privilege - 3Ps Confidentiality (2)
3P will not destroy confidentiality if:
- 3Ps present to aid the A/C relax
- Eavesdroppers
A/C Privilege - Exceptions (4)
- Seeks services to engage/assist in future crime/fraud
- Relevant to issue of breach AOO A/C relax
- Civil litigation arising b/t formerly joint clients
- Asked about C’s competency/intent as relates to will/inter vivos transfer
Work Product Doctrine (3)
Materials prepped by L in anticipation of litigation is immune from discovery
UNLESS
show of substantial need and inability to gather material w/o undue hardship
H/E
L’s mental impressions are always immune unless waived
Confidentiality Exceptions (7)
- consent. Informed consent and implied authority
- self-protection. dispute re A’s conduct
- advice. disclosure for legal ethics advice
- req’d. disclosure req’d by law/court order
- save someone. disclosure to prevent death or SBH
- $ harm. disclosure to prevent/mitigate subst’l financial harm (if C used L’s services in the matter)
- COI. disclosure to detect and resolve COI
Confidentiality - Firm Merger Exception
L may disclose limited C information (e.g. names, brief summary of issues) to detect/resolve COI
- Only after substantive discussions
- disclosure limited to min necc’y to detect COI
- must not compromise A/C privilege or prejudice C
- use limited only to extent necc’y to detect/resolve COI
Confidentiality - Firm Merger Exception
L may disclose limited C information (e.g. names, brief summary of issues) to detect/resolve COI
- Only after substantive discussions
- disclosure limited to min necc’y to detect COI
- must not compromise A/C privilege or prejudice C
- use limited only to extent necc’y to detect/resolve COI