ETHICS: Preserving Attorney-Client Privilege During Disability Claim Handling (.5 Ethics Credit)

February 1, 2017 5:30pm

John E. Meagher
Shutts & Bowen LLP

Nicole Y. Blohm

Meserve, Mumper & Hughes LLP

  • Assessing whether privilege exists when attorneys act as claims managers rather than giving legal advice
  • Ethical considerations when communicating with clients and protecting confidential information
  • Knowing the exceptions to privilege when bad faith claims are involved or there are communications with overseas attorneys
  • Avoiding waiver through over-dissemination or implicit reliance on advice of counsel
  • Special ethics rules applicable to in-house legal departments which relate to maintaining privilege and confidentiality
  • Resolving conflict of laws questions to determine governing privilege law
  • Privilege issues when parent-subsidiary communications are involved
  • Update on the fiduciary exception in ERISA cases and limits to that exception to privilege