Program Details
2025-07-30 13:00:00
Over 1,000+ webinars
Course Overview
2025-07-30 13:00:00
2h CLE Credits
Intermediate
2
1:00 pm - 1:15 pm ESTThis session establishes the groundwork for understanding attorney-client privilege and work product doctrine in corporate settings. Participants will explore how these protections vary across jurisdictions and learn the critical distinction between legal advice and business advice.
Jennifer M. OliverJoshua SchlengerRobert Tobey 1:15 pm - 1:30 pm ESTNavigate the complexities of client identification when entities act through human beings, from 50/50 ownership disputes to minority shareholders. This session covers essential practices including proper documentation, Upjohn warnings, and managing mission creep for in-house counsel.
Jennifer M. OliverJoshua SchlengerRobert Tobey 1:30 pm - 1:45 pm ESTLearn strategies for maintaining privilege when working with PR consultants, accountants, litigation funders, and other third parties. This session examines the Kovel doctrine, functional equivalent doctrine, and common interest privilege across various jurisdictions.
Jennifer M. OliverJoshua SchlengerRobert Tobey 1:45 pm - 2:00 pm ESTMaster the essential elements of conducting privileged internal investigations, from selecting appropriate counsel to proper documentation practices. Participants will learn interview protocols, confidentiality requirements, and timing considerations for work product protection.
Jennifer M. OliverJoshua SchlengerRobert Tobey 2:00 pm - 2:10 pm ESTA short intermission allowing participants to refresh before continuing with the remaining program sessions.
Jennifer M. OliverJoshua SchlengerRobert Tobey 2:10 pm - 2:30 pm ESTExplore the complexities of maintaining privilege across international boundaries, including the touch-base test and varying treatment of in-house counsel globally. This session addresses GDPR considerations, regulatory investigations, and strategies for protecting privileged materials in multinational contexts.
Jennifer M. OliverJoshua SchlengerRobert Tobey 2:30 pm - 2:50 pm ESTExamine the ethical duties triggered when wrongdoing is discovered within an organization under Model Rule 1.13. Learn the scale of remedial actions available, from internal resolution to permissible disclosure, while balancing confidentiality obligations.
Jennifer M. OliverJoshua SchlengerRobert Tobey 2:50 pm - 3:10 pm ESTDevelop practical skills for litigation holds, privilege log preparation, and handling inadvertent production under Federal Rule 502. This session covers AI-assisted review limitations, joint defense agreements, and protecting privilege in due diligence and transactions.
Jennifer M. OliverJoshua SchlengerRobert TobeyAn experienced commercial litigator focusing on complex litigation including defending consumer class actions, multidistrict litigation, data breach class actions, antitrust matters, and privacy compliance counseling. She is a Certified Information Privacy Professional/United States by the International Association of Privacy Professionals.
Represents corporate clients and business entities in high-stakes litigation in New York State and Federal courts and jurisdictions nationwide. Experienced trial attorney guiding clients in financial services, pharmaceutical, aerospace, manufacturing, and other industries through commercial, real estate, distressed assets, antitrust, trade secrets, securities fraud, and bankruptcy litigation.
Robert Tobey is a Shareholder at Johnston Tobey Baruch in Dallas, where he litigates legal malpractice and professional malpractice matters alongside commercial litigation, business disputes, and investment fraud cases, carrying them through trial, arbitration, and settlement. Best Lawyers has named him Lawyer of the Year in Legal Malpractice Law – Plaintiffs for Dallas/Fort Worth, and his speaking topics include malpractice avoidance and grievance defense and ethical fee agreements. He served as the 2020 President of the Dallas Bar Association.
An experienced commercial litigator focusing on complex litigation including defending consumer class actions, multidistrict litigation, data breach class actions, antitrust matters, and privacy compliance counseling. She is a Certified Information Privacy Professional/United States by the International Association of Privacy Professionals.
Represents corporate clients and business entities in high-stakes litigation in New York State and Federal courts and jurisdictions nationwide. Experienced trial attorney guiding clients in financial services, pharmaceutical, aerospace, manufacturing, and other industries through commercial, real estate, distressed assets, antitrust, trade secrets, securities fraud, and bankruptcy litigation.
Robert Tobey is a Shareholder at Johnston Tobey Baruch in Dallas, where he litigates legal malpractice and professional malpractice matters alongside commercial litigation, business disputes, and investment fraud cases, carrying them through trial, arbitration, and settlement. Best Lawyers has named him Lawyer of the Year in Legal Malpractice Law – Plaintiffs for Dallas/Fort Worth, and his speaking topics include malpractice avoidance and grievance defense and ethical fee agreements. He served as the 2020 President of the Dallas Bar Association.
Requirements
The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.
Formats
