Ethics of Attorney-Client Privilege in Client Communication (2024 Edition)

Ryan Duffy
Ryan Duffy | Fellers Snider Law Firm

Ryan is an attorney at the Fellers Snider Law Firm in downtown Oklahoma City. He primarily practices in the areas of corporate organization, transactional law, real estate, oil and gas, energy, estate planning and administration, federal and state taxation, securities, and commercial litigation.

On-Demand: June 18, 2024
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2 hour CLE
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Program Summary

Maintaining confidentiality in communications with your clients is of the upmost importance. Running afoul of the ethics rules related to such communication can have consequences ranging from a bar complaint to severely damaging your client’s stance, or the very least compromising your client’s confidence in working with you. Whether it be in communication with your client’s other professionals, family, opposition, or associates, great care should be taken to protect privileged information. We will discuss all manner of communication from email to phone to paper and all things in between.

Key topics to be discussed:

  • Privilege in email communication
  • Pitfalls of “Reply All”
  • Forwarding client emails
  • Forwarding outside emails to client
  • Data encryption
  • Communication clarity in legal v. business advice

Closed-captioning available

Speakers

Ryan Duffy_myLawCLERyan Duffy | Fellers Snider Law Firm

Ryan is an attorney at the Fellers Snider Law Firm in downtown Oklahoma City. He primarily practices in the areas of corporate organization, transactional law, real estate, oil and gas, energy, estate planning and administration, federal and state taxation, securities, and commercial litigation. Ryan has presented seminars for the Oklahoma Society of CPAs, the Oklahoma Tax Commission, Meritas Law Firms Worldwide, and the National Business Institution various topics including state and federal tax practice, business organization, estate planning, finance, succession planning, business valuations, and ethics. Ryan had his article entitled, “Tax Considerations for Trusts and Estates”, published in the Oklahoma Bar Journal, Volume 92, No. 9, November 2021. He also had his article entitled, “Simple Estate Planning for your Client’s Children,” published in the Oklahoma Bar Journal, Volume 81, No. 27, October 9, 2010.

He has been admitted to practice in the Oklahoma Supreme Court and all Oklahoma District Courts, as well as the United States District Court for the Western District of Oklahoma and the United States Tax Court. He is a member of the Oklahoma Bar Association and the Oklahoma County Bar Association. He has served as chairman of the Oklahoma Bar Association Tax section and is also a member of the Estate Planning section. Mr. Duffy is an active member of the Executive Council for the Oklahoma Sports Hall of Fame, currently serving on its Board of Trustees, as well as its Honors Committee and Jim Thorpe Award Committee. Ryan has been named a Rising Star by Super Lawyers in the area of taxation.

Raised in Guymon, Oklahoma, Ryan graduated from Oklahoma State University with a Bachelor’s Degree in Business Administration, with a major in Accounting. He received his Juris Doctorate degree in 2006 from the University of Oklahoma College Of Law.

Ryan and his wife, Erin, enjoy spending their time with their two children. His family arrived in Oklahoma for the Land Run of 1889 and his family still proudly owns the original claim.

Agenda

I. Privilege in email communication | 11:00am – 11:20am

II. Pitfalls of “Reply All” | 11:20am – 11:40am

III. Forwarding client emails | 11:40am – 12:00pm

Break | 12:00pm – 12:10pm

IV. Forwarding outside emails to client | 12:10pm – 12:30pm

V. Data encryption | 12:30pm – 12:50pm

VI. Communication clarity in legal v. business advice | 12:50pm – 1:10pm

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