obligations of california attorney when receiving privileged communication

by Toy Ondricka 9 min read

Proposed rule 4.4 requires a lawyer who receives a writing relating to the representation of the lawyer’s client and knows or reasonably should know that the writing is either privileged or subject to the work product doctrine, when it is reasonably apparent to the receiving lawyer that the writing was inadvertently sent or produced, to promptly notify the sender. The Commission is recommending that California adopt this duty as a rule of professional conduct because California case law1affirmatively states it is an ethical obligation of an attorney who receives inadvertently produced materials that obviously appear to be subject to the attorney-client privilege or otherwise clearly appear to be confidential and privileged that the attorney shall immediately notify the sender. In California, this duty is currently only found in case law and the Commission believes capturing the obligation in a rule of professional conduct will help protect the public and the administration of justice, as well as inform attorneys of their ethical obligation.

Full Answer

When is an attorney not ethically obligated to return privileged information?

affirmatively states it is an ethical obligation of an attorney who receives inadvertently produced materials that obviously appear to be subject to the attorney-client privilege or otherwise clearly appear to be confidential and privileged that the attorney shall immediately notify the sender.

Are lawyers imperfect in dealing with privileged material?

Even if a receiving attorney suspects that the “crime-fraud” exception applies to a privileged communication, the attorney should still follow the guidance of Rico and State Fund. (Cal. State Bar Form.Opn. 2013-188.) Simply asserting the crime-fraud exception applies is not enough.

What happens if a lawyer reads confidential documents?

Accordingly, we hold that the obligation of an attorney receiving privileged documents due to the inadvertence of another is as follows: When a lawyer who receives materials that obviously appear to be subject to an attorney-client privilege or otherwise clearly appear to be confidential and privileged and where it is reasonably apparent that the materials were provided or made …

What does Rule 502 (b) mean for privileged materials?

In California, the privilege is defined by statute. Under Evidence Code § 954, a “client, whether or not a party, has a privilege to refuse to disclose, and to prevent another from disclosing, a confidential communication between client and lawyer,” subject to exceptions provided in Evidence Code §§ 950-962.

What does California law require a lawyer to do if he she receives inadvertently disclosed privileged information?

If there are any indicia of an applicable privilege, a receiving attorney should immediately consider and apply the State Fund Rule as adopted by California's Supreme Court. No matter how zealous an advocate, an attorney who is disqualified has not served the client well.

Are emails between attorney and client privileged?

Emailed correspondence between attorney and client is privileged. However, the client can take some actions which will waive this attorney client privilege.Apr 28, 2021

What privileged communication must be reported?

What Qualifies as Privileged Communication? In judicial proceedings, the law allows people to refuse to disclose the contents of certain privileged conversations and writings. Communications between an attorney and client, husband and wife, clergyperson and penitent, and doctor and patient are all privileged.

What are the requisites for lawyer and client privilege communication?

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.

What is considered privileged communication?

privileged communication, in law, communication between persons who have a special duty of fidelity and secrecy toward each other. Communications between attorney and client are privileged and do not have to be disclosed to the court.

Are communications between clients privileged?

Evidence Code 954 is the California statute that makes communications between attorneys and their clients privileged and confidential. This is what is known as the “lawyer-client privilege” (or the “attorney-client privilege”).

What are three examples of privileged communications that are exempt by law and must be reported?

List 3 examples of information that is exempt by law and not considered to be privileged communications. births and death, injuries caused by violence =, and drug abuse. Who has ownership of health care records?

What are the grounds under privileged communication rule?

Communication made by the client to the attorney, or advice given by the latter to the former; 3. Communication or advice must have been made confidentially; 4. Such communication must have been made in the course of professional employment. Absent the existence of all these requisites, the privilege does not apply.

Can privileged communication be subpoenaed?

In particular, while the attorney-client privilege protects confidential communications seeking and providing legal advice, even if the communications also include facts, parties may use depositions and third-party subpoenas to discover the facts underlying privileged communications, because the facts themselves are ...Jun 28, 2016

When can privileged communication be broken?

Some relationships that provide the protection of privileged communication include attorney-client, doctor-patient, priest-parishioner, two spouses, and (in some states) reporter-source. If harm—or the threat of harm—to people is involved, the privileged communication protection disappears.

What should you not say to a lawyer?

9 Taboo Sayings You Should Never Tell Your LawyerI forgot I had an appointment. ... I didn't bring the documents related to my case. ... I have already done some of the work for you. ... My case will be easy money for you. ... I have already spoken with 5 other lawyers. ... Other lawyers don't have my best interests at heart.More items...•Mar 17, 2021

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. Correct!