discovery of the attorney client relationship florida retainer how client found lawyer

by Prof. Eleanore Thiel PhD 6 min read

What is the attorney-client privilege?

Need a Lawyer? Let Us Help You Communications between a client and his attorney are generally privileged under the attorney-client privilege, which is a legal and ethical concept that preserves the confidentiality of communications between a client and his attorney.

What are my duties as a client under a retainer agreement?

Because the retainer agreement is a contract, you are legally bound by its terms. In general, clients have the following duties: Be truthful with your lawyer. Cooperate with your lawyer and respond to requests for information in a timely manner.

What is an attorney-client relationship?

An attorney-client relationship is formed when a lawyer agrees to provide legal assistance to someone seeking the lawyer’s services. The scope of the representation depends on the terms of the agreement.

Do you owe your lawyer a retainer for past criminal acts?

However, the rule generally does not apply to discussions of past criminal acts, unless the purpose is to cover up the crime. If you signed a retainer agreement when your hired your lawyer, it may include specific duties that you owe your lawyer. Because the retainer agreement is a contract, you are legally bound by its terms.

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How do we determine the existence of attorney-client relationship?

An attorney-client relationship is considered established immediately upon the potential client asking the attorney for legal advice regarding the former's business. To establish professional employment, it is not necessary that the client employed the attorney professionally on any previous occasion.

What are the elements necessary to establish an attorney-client relationship?

No matter how the attorney-client privilege is articulated, there are four basic elements necessary to establish its existence: (1) a communication; (2) made between privileged persons; (3) in confidence; (4) for the purpose of seeking, obtaining or providing legal assistance to the client.

Are emails between lawyers discoverable?

Emails are discoverable, unless they are subject to the Attorney Client or Work Product Privilege. It is important to note that forwarding a privileged email to a party outside of the attorney client relationship will likely result in the waiver of the privilege. Emails of in-house counsel are especially sensitive.

Are retainer agreements privileged Florida?

fee agreements, and retainer agreements are generally not protected by the attorney-client privilege.”).

Which of the following may not be protected under the attorney-client privilege?

Which of the following may not be protected under the attorney-client privilege? A client who orally confesses to a crime.

How do lawyers introduce themselves to clients?

1. How do lawyers introduce themselves? Lawyers typically introduce themselves by stating their name, firm, and area of practice. For example, “My name is Jane Smith and I'm a lawyer with the law firm of Smith & Associates.

Are emails between lawyer and client confidential?

When an attorney and the client discuss the client's case, the conversation between the attorney and client is attorney-client privileged, which means it is confidential.

What information is not privileged?

Non-Privileged Records . Means documents and records, whether hard copy or electronic, which are not subject to any legal privilege preventing its discovery and/or disclosure in a legal proceeding.

What emails are discoverable?

Still, personal emails are certainly discoverable under the Federal Rules of Civil Procedure. Specifically, personal emails would be considered “electronically stored information” under FRCP 34(a)(1)(A) and discoverable so long as they meet the relevance and proportionality requirements of FRCP 26(b).

Are retainer agreements confidential?

Retainer agreements are not privileged, however, unless they reveal a confidential communication of legal advice — the identity of the client, the fee arrangement, and the fact of retention are not privileged because they only involve the incidents of representation.

Are attorney fees protected by attorney-client privilege in Florida?

Communications between a client and his attorney are generally privileged under the attorney-client privilege, which is a legal and ethical concept that preserves the confidentiality of communications between a client and his attorney.

Are attorney invoices privileged in Florida?

The Florida Supreme Court found that “the entirety of the billing record is not privileged.” Therefore, if a trial court rules that privileged information may be redacted, that should be sufficient to allow the insured to discover the unredacted portions of the records.

Do emails hold up in court?

This is a question of concern to many who frequently deal with contracts or imagine that they soon will be, and the answer to this question is yes, emails will generally be considered by courts to be legally binding, and although there may be some exceptions, to play it safe, one should always assume that a contract ...

Is work email discoverable?

While emails among and between employees will almost certainly be discoverable in litigation, where email communications are directed from an employee to an attorney for legal advice, the communication may be privileged from disclosure under the attorney-client privilege.

Is email considered as evidence?

Answers (5) Yes, an email can be presented in court as electronic evidence. For getting it on record as an admissible evidence, it will have to be filed along with an Affidavit under Section 65B of the Indian Evidence Act.

Is an email hearsay evidence?

Out of court statements, including e-mail, are often inadmissible under the doctrine of hearsay. Hearsay is when an out of court statement is offered to prove the truth of the matter asserted.

What section of Florida statutes is the hours expended by counsel for the defendant insurance company in a contested claim?

A fter further addressing the Fourth District’s improper grant of certiorari to review such a discovery issue, the Florida Supreme Court held that “the hours expended by counsel for the defendant insurance company in a contested claim for attorney’s fees filed pursuant to sections 624.155 and 627.428, Florida Statutes, is [sic] relevant to the issues of the reasonableness of time expended by counsel for the plaintiff, and discovery of such information, where disputed, falls within the sound decision of the trial court.” 11

What is the fight over attorneys fees and costs?

Nowadays, the fight over attorneys’ fees and costs due a prevailing party at the end of litigation can be just as contentious — and consequential to the parties — as any single piece of the litigation itself. Parties gather evidence and present expert testimony, with the nonprevailing party contending throughout that the case was simple, should not have taken as much time or effort as it did, or that the prevailing party’s counsel was otherwise unreasonable in its prosecution (or defense) of the action. Sometimes, the party opposing the fee and cost award references its own amount of time expended as a benchmark against which the reasonable amount of fees and costs awardable should be judged. Alternatively, the party seeking the fee and cost award might seek the opposing side’s fee information for the purpose of establishing the reasonableness of its own time. In either event, though, how truly relevant is an opponent’s billable time?

What metaphor was used by a panel of the Fifth Circuit in 1981?

The metaphor used by a panel of the Fifth Circuit in 1981 is as apropos today as it was then:

Do Florida courts take into consideration attorneys fees?

There can be no disputing that in decisions rendered in Florida and elsewhere, trial courts take into consideration the attorneys’ fees paid by a nonprevailing party in determining the reasonableness of the fees sought by a prevailing party.

Does time have to be recognized to be considered unrewarding?

Time must, however, be recognized, else opposing counsel might make every case unrewarding by requiring maximum exertion and thus effectively prevent effectuation of one of the purposes of statutes authorizing the award of attorney’s fees: to enable the litigant to gain the services of counsel. 81.

Is an opposing party's attorney's fee and cost records relevant?

A recent Florida Supreme Court decision indicates that an opposing party’s attorneys’ fee and cost records are relevant, at least for discovery purposes. Yet the court’s conclusion seems to conflict with the general principle held in many other cases that what an opponent spends in litigation is only marginally relevant to an ultimate determination of the reasonableness of a prevailing party’s fees. The purpose of this article is to outline the relevant cases and propose a rule that takes into account both the Florida Supreme Court’s recent decision and decades of seemingly contrary caselaw.

Is an opponent's billing record relevant?

The Second District continued by explaining that “the records of one’s opponent are, at best, only marginally relevant to the general issue of determining an appropriate amount of attorney’s fees to be awarded in a given case.” 23 The court then recognized that an opponent’s billing records would likely only be relevant in the rare event of a dispute over a particular billable event — for example, the length of time that the parties attended a mediation session. 24

Which court found that the lawyer-client privilege overrode the trustee’s duty of disclosure to beneficiaries?

The Texas Supreme Court found the policy supporting the lawyer-client privilege overrode the trustee’s duty of disclosure to beneficiaries:

What is the lawyer-client privilege in Florida?

1 The lawyer-client privilege is the oldest of the privileges for confidential communications known in the common law and existed as part of the common law of Florida until its codification. 2 The privilege was first codified by statute in 1976 and remains so to this day. 3 The privilege promotes the administration of justice by encouraging full disclosure by clients to their counsel. 4

Why is the absolute rule of disclosure important in ERISA?

The court’s adoption of an absolute rule of disclosure hinged in part on the fact that an ERISA fiduciary need not be concerned with other shareholders as would management in a corporation. The ERISA cases can be distinguished from the private trust situation because the trustee of a private trust must consider the settlor’s intentions expressed in the trust instrument, a factor absent in administering an ERISA plan.

What is the duty of a trustee?

A trustee is charged with a fundamental duty to “administer a trust diligently for the benefit of the beneficiaries.” 7 A personal representative has a similar duty to administer an estate diligently for the benefit of the beneficiaries and creditors. 8 Of the array of duties owed to a beneficiary, a trustee has a duty to keep the beneficiaries reasonably informed about the trust and its administration. 9 At the reasonable request of a beneficiary, a trustee “shall provide a beneficiary with relevant information about the assets of the trust and the particulars relating to administration.” 10 If requested, a fiduciary also is obliged to provide the beneficiary “complete and accurate information as to the nature and amounts of trust property, and permit him. . . to inspect the. . . accounts and vouchers and other documents relating to the trust.” 11 Last but not least, the fiduciary owes the beneficiary duties of good faith and loyalty in administering the trust for the benefit of the beneficiaries. 12 B ecause the fiduciary’s efforts must be driven and circumscribed by these duties, courts have come to differing conclusions about whether the lawyer-client privilege overrides the fiduciary’s duties to a beneficiary.

Why did the Riggs court rule that the fiduciary was the real client of the lawyer?

The Riggs court justified its ruling because the fiduciary and its lawyer were in reality acting for the benefit of the beneficiary and therefore the beneficiary was the “real client” of the lawyer, not the trustee. The implication of the Second District’s use of the Riggs analysis is of great importance.

How to reduce the risk of discovery of communications between a fiduciary and lawyer?

Another way of reducing the risk of discovery of communications between a fiduciary and lawyer is for the lawyer to identify and document the “good cause” factors that weigh in favor of maintaining the fiduciary privilege.

Why did the court decide that a successor trustee could obtain lawyer-client communications of its predecessor trustee?

In Moeller, the court determined that a successor trustee could obtain lawyer-client communications of its predecessor trustee because the privilege was owned by the office of trustee, not the predecessor trustee.

Attorney Client Relationship Responsibilities

Each state has its own rules of ethics for attorneys, known as the rules of professional conduct. When attorneys do not live up to their code of conduct, the state can take disciplinary action against them, within a spectrum of possible actions.

Attorney-Client Privilege

When you have a consultation with an attorney about a legal issue, your private communications are protected by the attorney-client privilege. Your attorney is not allowed by law to reveal any disclosed confidential information, unless express permission is given by the client.

Client Responsibilities

If a client signs a retainer agreement upon hiring a lawyer, it may include specific client responsibilities. Responsibilities are often implied, even if the client didn’t expressly agree to them, outlined in a retainer agreement.

About the Author: Brent Probinsky

I grew up in Miami, Florida and enjoyed its rich multi-cultural community. As a student, I traveled to Latin America and learned Spanish in Mexico and Portuguese in Brazil. I have always enjoyed working with young people and have been a Big Brother, a mentor for high school kids. I give scholarships to students in developing countries.

Why is it important to have attorney-client privileges?

While the attorney-client privileges applies in all types of legal matters, it is especially important in criminal matters where clients often tell their lawyers information that could be extremely damaging if disclosed.

Is attorney-client privilege absolute?

Keep in mind that the attorney-client privilege is not absolute. Even if the above four elements are established and the requirements of Section 90.502 are met, the attorney-client privilege does not exists in these five circumstances: (1) when a client seeks or obtains an attorney to aid in the commission of a crime or in the planning ...

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Attorney Client Relationship Responsibilities

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Each state has its own rules of ethics for attorneys, known as the rules of professional conduct. When attorneys do not live up to their code of conduct, the state can take disciplinary action against them, within a spectrum of possible actions. They may receive a simple warning for their actions, but ramifications m…
See more on probinskylaw.com

Attorney-Client Privilege

  • When you have a consultation with an attorney about a legal issue, your private communications are protected by the attorney-client privilege. Your attorney is not allowed by law to reveal any disclosed confidential information, unless express permission is given by the client. With the exception of some strictly limited scenarios, a court of law can’t compel your attorney to reveal t…
See more on probinskylaw.com

Client Responsibilities

  • If a client signs a retainer agreement upon hiring a lawyer, it may include specific client responsibilities. Responsibilities are often implied, even if the client didn’t expressly agree to them, outlined in a retainer agreement. Because this retainer is a contract, clients are legally bound by its terms. In general, these include: 1. Being truthful with your attorney 2. Cooperating with your …
See more on probinskylaw.com