when does attorney client privilege first interview

by Randal Pouros 10 min read

How a legal practitioner may conduct an interview with a client?

Tell your client what you know about his case and then let him fill in the blanks. Ask him to walk you through the case and discuss his expectations. Encourage him to express his concerns and tell you more about the desired outcome. Make sure you have a clear understanding of what he wants you to do.

What are some of the important things that an attorney should do when first considering representation of a client?

In order to determine whether an attorney may represent a potential new client or an existing client in a new matter, the attorney must (1) identify the client; (2) determine whether a conflict exists; (3) decide if representation could be undertaken despite the conflict; and, (4) get consent from all clients involved ...Jan 31, 2008

What is the Upjohn test?

In Upjohn, the US Supreme Court held that the attorney-client privilege is preserved between the company and its attorney when its attorney communicates with the company's employees, despite the rule that communications with third parties constitute a waiver of the attorney-client privilege.

How do you assert attorney-client privilege?

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.

How often should I hear from my attorney?

You should never be afraid or feel like an intrusion to contact your attorney every three weeks or so, or more frequently if there is a lot going on with your health or other matters related to your legal case. There is of course a limit to how much you should be contacting or sharing.Jun 17, 2020

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

What is the Upjohn rule?

The Upjohn Warning. The so-called Upjohn warning takes its name from the seminal Supreme Court case Upjohn Co. v. United States,1 in which the court held that communications between company counsel and employees of the company are privileged, but the privilege is owned by the company and not the individual employee.

Does Upjohn apply to states?

In subsequent cases, failure to give an Upjohn warning has led to the employee being able to claim privilege over communications with company lawyers....Upjohn Co. v. United States.Upjohn v. United StatesPriorUnited States v. Upjohn Co., 600 F.2d 1223 (6th Cir. 1979); cert. granted, 445 U.S. 925 (1980).Holding11 more rows

What are the Upjohn factors?

In Upjohn, the US Supreme Court held that the attorney-client privilege is preserved between the company and its attorney when its attorney communicates with the company's employees, despite the rule that communications with third parties constitute a waiver of the attorney-client privilege.

Are emails subject to attorney-client privilege?

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

Are emails to lawyers confidential?

Don't assume that an email you send or receive at work will be protected against disclosure and use in a lawsuit. To be protected by the attorney-client privilege, courts have always required that an individual have a reasonable expectation that communications with his or her attorney will be private and confidential.Jun 16, 2020

What is an example of privileged communication?

Examples of privileged communication recognized in many legal jurisdictions include: Attorney-client privilege, involving private conversations between lawyers and those they represent. Spousal conversations, as in the case where one spouse cannot be compelled to testify against another.Mar 25, 2019

Definition

Attorney-client privilege refers to a legal privilege that works to keep confidential communications between an attorney and his or her client secret.

Further Reading

For more on the attorney-client privilege, see this Cornell Law Review article, this Fordham Law Review article, and this Pepperdine Law Review article .

What Is Attorney-Client Privilege?

Attorney-client privilege refers to a legal privilege that works to keep confidential communications between an attorney and his or her client secret. This is the name given to the common law concept of legal professional privilege in the United States.

Purpose of Attorney-Client Privilege

The purpose of the attorney-client privilege is to promote open and frank communications between clients and their lawyers. To represent a client effectively, lawyers must have access to all relevant information concerning the representation.

Attorney Client Privilege Exceptions

Death of a client. The privilege may be breached upon the death of a testator-client if litigation ensues between the decedent’s heirs, legatees or other parties claiming under the deceased client.

What Happens When Attorney-Client Privilege is Broken?

Specific sanctions may be imposed on an attorney who reveals confidential communications, but where there is the mere potential for disclosure, disqualification motions are common.

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G'day, my name is Michele! I work with startups, entrepreneurs and small/medium-sized businesses across the country in a wide array of industries. I help them with all of their ongoing, daily legal needs. This includes entity formation, M&A, contract drafting and review, employment, asset sale & acquisition, and business sales or shareholder exits.

What is the potential client confidentiality principle?

The potential-client-confidentiality principle also comes into play when an arrestee consults with a public defender at or from the police station or jail. The conversation is privileged, even though the public defender does not, and may never, represent the arrestee, and even though the public defender doesn't receive a fee.

What is attorney-client privilege?

An attorney-client relationship generally doesn't form until the lawyer and client agree to it. But the attorney-client privilege protects some communications made before the prospective client hires the attorney, and even some where there's never any hire. (For all kinds of information about lawyer-client relationships, ...

Do you have to give consent to a text message from Martindale-Nolo?

You are not required to provide consent as a condition of service. Attorneys have the option, but are not required, to send text messages to you. You will receive up to 2 messages per week from Martindale-Nolo. Frequency from attorney may vary. Message and data rates may apply.

Is it a good idea to talk to an attorney who doesn't represent you?

So, it's a good idea to start any communication with an attorney who doesn't represent you by confirming with him or her that your communications will be privileged. Talk to a Lawyer.

What is confidentiality in law?

Confidentiality is a duty of ethical restriction on what an attorney can disclose regarding their representation of a client. Nearly every state has ethical rules based on those established by the ABA (American Bar Association).

Why is privileged information evolving?

Because these rules and exceptions generally derive from common law, the definition of privileged information and how far it goes is also evolving in respect to new technologies and forms of communication.

What is attorney-client privilege?

The attorney-client privilege applies to all areas of law in which individuals seek the counsel of legal professionals, but is of particular importance in criminal law. As one of the oldest recognized privileges concerning confidential communication, the attorney-client privilege generally means what you say to an attorney can’t be repeated by ...

How to be honest with your lawyer?

In short: Be honest with your lawyer, as doing so will allow them to better provide the representation you require and prevent them from being blind-sided to your detriment. Don’t tell your lawyer about a crime you intend to commit (or better yet, don’t commit a crime at all).

Can a lawyer disclose confidential information?

Though cases vary depending on the facts and prevailing law, there are times when “privileged” information can be disclosed, and even more exceptions that can result in attorneys being required to disclose confidential information related to the representa tion of a client.

How to prevent financial harm?

Obtain advice about ethics. To comply with other laws or court orders (dependent on the facts and the particular laws, such as laws requiring the disclosure of child abuse) To address conflicts of interest following an attorney’s employment change.

Does a lawyer have the power to protect underlying information?

It does not protect underlying information, and it only has the power to protect when certain conditions are met, such as: When information is intended to be confidential (i.e. communications between client and attorney with a third party present is not privileged). When the communication is made to obtain or enable legal counsel or advice (i.e.

What is attorney-client privilege?

The attorney-client privilege protects communications: 1) between a client and his or her attorney; 2) that are intended to be, and in fact were, kept confidential; 3) for the purpose of obtaining or providing legal advice. United States v.

Should attorneys think about attorney-client privilege?

Overall, attorneys should think actively and intentionally about the attorney-client privilege and its application to their practice. With each of the above practice points in mind, attorneys can predictably and successfully draw a clear line between privileged and discoverable communications.

Is the work product doctrine protected in Peralta?

The Peralta decision also noted that some communications between a former employee and the corporation's counsel may also be protected under the work-product doctrine. Recall that the work-product doctrine announced in Hickman v.

Can an attorney take refuge in the attorney-client privilege?

Attorneys can take refuge in the attorney-client privilege, however, if they ensure that communications with former employees remain within the realm of subject matters that courts have clearly outlined as protected by the privilege. Avoid scripting witnesses either verbally or with writings.

What is selective waiver?

of “selective waiver,” under which, for example, a client may disclose a privileged communication to the government (perhaps to avoid prosecution or other sanction) but maintain it as to private third parties (such as the plaintiffs in the follow-on civil litigation). An agreement that a particular disclosure will not waive the privilege or that the nonprivileged recipient will preserve the privilege by not making further disclosures is binding only between the parties to the agreement and cannot affect the rights of third parties.

What is Upjohn v. United States?

One of the difculties in dealing with an organizational client through its constituents — particularly as Upjohn v. United States , 449 U.S. 383 (1981), and related cases have expanded that denition — is avoiding establishing a distinct attorney-client relationship with the individual constituent. To avoid doing so, some form of the Upjohn or Corporate Miranda warning is advisable prior to any interview or other discussion:rI am the company’s lawyer (or am working at the direction of the company’s lawyer) and not your lawyer.

What is attorney client privilege?

The attorney-client privilege is both the oldest and most often misunderstood of the privileges for condential communications. While most lawyers - and many clients -use the term on a daily basis, they often do so casually and uncritically. Because the party asserting the privilege has the burden of proving that it applies, such a casual approach can have serious consequences. While the issues are difcult enough between an individual attorney and client, the difculty increases substantially where the putative client is an organization acting though its constituents and agents.

Does attorney-client privilege protect communications seeking legal advice for the purpose of committing a fraud or a crime?

There is little unclear or controversial about the principle that the attorney-client privilege does not protect communications seeking legal advice for the purpose of committing a fraud or a crime. The aspect of this principle that is less understood is that, consistent with the idea that the privilege belongs to the client, the focus here is on what the client intends or accomplishes and the exception does not require any knowledge of or participation by the lawyer in the client’s crime or fraud.

Who was William Ruehle?

William Ruehle was the CFO of Broadcom Corp. , which had become embroiled in a controversy over backdated stock options. Outside counsel conducted an investigation with the understanding, of which Ruehle was aware, that counsel would report the results of the investigation to Broadcom’s outside auditors so that the auditors could advise whether nancial statements would need to be restated. Following Ruehle’s departure from the company and indictment, he sought to exclude from his criminal trial the statements he made during the internal investigation as to which Broadcom had waived any privilege, according to the opinion.

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What Is Attorney-Client Privilege?

  • Attorney-client privilege refers to a legal privilege that works to keep confidential communications between an attorney and his or her client secret. This is the name given to the common law concept of legal professional privilege in the United States. The privilege is a client’s right to refuse to disclose, and to prevent others from disclosing confidential communications between …
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Purpose of Attorney-Client Privilege

  • The purpose of the attorney-client privilege is to promote open and frank communications between clients and their lawyers. To represent a client effectively, lawyers must have access to all relevant information concerning the representation. If a client knows that certain information will be kept secret, he or she may be more willing to divulge that information to the lawyer. The p…
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What’s Covered Under Attorney Client Privilege?

  • The attorney-client privilege in the United States is often defined by reference to the 5 Cs: (1) a Communication (2) made in Confidence (3) between a Client (4) and Counsel (5) for the purpose of seeking or providing legal Counsel or advice. 1. All types of communications or exchanges between a client and attorney may be covered by the attorney-cl...
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Attorney Client Privilege Exceptions

  • Some of the most common exceptions to the privilege include: 1. Death of a client. The privilege may be breached upon the death of a testator-client if litigation ensues between the decedent’s heirs, legatees or other parties claiming under the deceased client. 2. Fiduciary Duty . A corporation’s right to assert the attorney-client privilege is not absolute. An exception to the privi…
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Examples of Attorney-Client Privilege

  • Following are some examples of attorney-client privilege. 1. A client is seeking advice from a lawyer for a business transactionand discloses confidential information about their business operations. 2. A client disclosing information to his or her attorney about a past crime that he or she committed, and the communication was done in private. 3. A client disclosing to the attorne…
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What Happens When Attorney-Client Privilege Is Broken?

  • Specific sanctions may be imposed on an attorney who reveals confidential communications, but where there is the mere potential for disclosure, disqualification motions are common. These motions typically claim that a lawyer or firm should be disqualified due to the fact that the lawyer or a member of his firm had previously represented the party desiring disqualification. While dis…
See more on contractscounsel.com

What Is Attorney-Client Privilege?

  • The attorney-client privilege applies to all areas of law in which individuals seek the counsel of legal professionals, but is of particular importance in criminal law. As one of the oldest recognized privileges concerning confidential communication, the attorney-client privilege generally means what you say to an attorney can’t be repeated by that attorney to a third party. This concept is a…
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“Privileged” Information & Confidential Information: There Is A Difference

  • The attorney-client privilege protects only confidential communications. It does not protect underlying information, and it only has the power to protect when certain conditions are met, such as: 1. When information is intended to be confidential (i.e. communications between client and attorney with a third party present is not privileged). 2. When...
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Exceptions to The Rule

  • Here’s what really matters for what you need to know as a client during whatever attorney-client relationship you may enter into. The law is filled with exceptions, and that’s true for attorney-client privilege. Though cases vary depending on the facts and prevailing law, there are times when “privileged” information can be disclosed, and even more exceptions that can result in attorneys …
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The Take-Away: The Attorney-Client Privilege in Your Case

  • In light of the many rules, exceptions, and fact-specific situations that make these concepts quite complicated, there are some general considerations you, as the client, should be mindful of when seeking and working with legal representation. In short: 1. Be honest with your lawyer, as doing so will allow them to better provide the representation you require and prevent them from being blin…
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