The Devil’s in the Details: Recent Developments in Privilege Law and ESI Discovery (Presented by The Federal Bar Association Annual Meeting & Convention 2025 sponsor Ciresi Conlin LLP)

Jacob Siegel
Jacob Siegel
Ciresi Conlin LLP

Jake is a partner at Ciresi Conlin, where his practice focuses on commercial litigation, complex civil litigation, and appeals. Jake represents individuals and local and national companies in a wide variety of sectors, from biotechnology to nonprofit organizations and from consumer goods to construction and heavy manufacturing.

Heather McElroy
Heather McElroy
Ciresi Conlin LLP

As an experienced trial lawyer and legal advocate, Heather represents businesses and individuals in high-stakes breach-of-contract, class-action, employment, and financial matters. Heather also has significant appellate experience and has argued appeals before state and federal courts nationwide.

On-Demand: October 30, 2025

1 hour CLE

Tuition: $395.00
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Program Summary

This continuing legal education course provides a comprehensive review of recent privilege decisions from courts across the country, focusing on their implications for discovery and electronically stored information (ESI). The presentation will cover key developments in distinguishing business advice from legal advice and provide drafting and communication strategies to frame advice so its legal purpose is clear. The discussion will also include recent decisions involving the preservation and collection of data stored on personal devices, including bring your own device (BYOD) policies in the workplace and emerging challenges related to ESI discovery from cell phones and internal corporate chat systems. Practical tips and best practices for preserving privilege throughout the litigation process will be discussed to equip attorneys with up-to-date, actionable guidance.

Presented by The Federal Bar Association Annual Meeting & Convention 2025 sponsor Ciresi Conlin LLP

Key topics to be discussed:

  • The Gray Zone: Attorney-Client Privilege, Business Advice, and the Predominant Purpose Test
  • Mobile Device Collection: Employer Obligations when Discoverable ESI Resides on Employee Personal Devices
  • Personal Messaging and Sanctions: The New Battleground

Closed-captioning available

Speakers

Jacob Siegel, Partner | Ciresi Conlin LLP

Jake is a partner at Ciresi Conlin, where his practice focuses on commercial litigation, complex civil litigation, and appeals. Jake represents individuals and local and national companies in a wide variety of sectors, from biotechnology to nonprofit organizations and from consumer goods to construction and heavy manufacturing. He litigates bet-the-company contract cases, trade secret disputes, and other intellectual property matters, and represents plaintiffs and defendants in class actions and other complex civil matters. He also briefs and argues appeals before all levels of appellate courts in Minnesota and around the country. Jake maintains an active pro bono practice representing indigent individuals and community organizations, with an emphasis on protecting the environment and the rights of children and working families.

 

Heather McElroy, Partner | Ciresi Conlin LLP

As an experienced trial lawyer and legal advocate, Heather represents businesses and individuals in high-stakes breach-of-contract, class-action, employment, and financial matters. Heather also has significant appellate experience and has argued appeals before state and federal courts nationwide. Heather has provided many hours of service to the community through her work with the Advocates for Human Rights and the Immigrant Law Center and in spearheading first-of-its-kind Minnesota Environmental Rights Act litigation to protect Minnesota’s precious natural resources. Heather has been an adjunct professor at the University of St. Thomas School of Law and a mentor in the award-winning UST Law Mentor Program. She serves on the board of the University of St. Thomas School of Law, the Fund for Legal Aid, and as Board Chair of the Ciresi Conlin Foundation.

Agenda

I. Foundational Privilege law: Origins of the predominant purpose test and how different circuits articulate it | 2:00pm – 2:30pm

  • Practical pitfalls: In-house counsel wearing dual hats and how courts scrutinize emails/communications.
  • Drafting & communication strategies: How to frame advice so that its legal purpose is clear.
  • Recent cases: Highlight rulings where privilege was lost because the advice was deemed business in nature.

II. E-Discovery: Employer Obligations when Discoverable ESI Resides on Employee Personal Devices | 2:30pm – 3:00pm

  • Rule 34 “Control” Test: Legal Right or Practical Ability
  • Reconciling the Case Law: A review of recent federal court decisions
  • Practical tips: Minimizing the burden of mobile device collection
  • Lost ESI: Will my client face sanctions for loss of mobile device data?

Credits

Alaska

Approved for CLE Credits
1 General

Our programs are CLE-eligible through Alaska’s recognition of multi-jurisdictional reciprocity.
Alabama

Pending CLE Approval
1 General

Arkansas

Approved for CLE Credits
1 General

Arizona

Approved for CLE Credits
1 General

California

Approved for CLE Credits
1 General

Colorado

Pending CLE Approval
1 General

Connecticut

Approved for CLE Credits
1 General

District of Columbia

No MCLE Required
1 CLE Hour(s)

Delaware

Pending CLE Approval
1 General

Florida

Approved via Attorney Submission
1 General Hours

Receive CLE credit in Florida via attorney submission.
Georgia

Approved for CLE Credits
1 General

Hawaii

Approved for CLE Credits
1 General

Iowa

Pending CLE Approval
1 General

Idaho

Pending CLE Approval
1 General

Illinois

Approved for CLE Credits
1 General

Indiana

Approved For On-Demand Credits
1 General

Kansas

Pending CLE Approval
1 Substantive

Kentucky

Pending CLE Approval
1 General

Louisiana

Pending CLE Approval
1 General

Massachusetts

No MCLE Required
1 CLE Hour(s)

Maryland

No MCLE Required
1 CLE Hour(s)

Maine

Pending CLE Approval
1 General

Michigan

No MCLE Required
1 CLE Hour(s)

Minnesota

Approved for Self-Study Credits
1 General

Missouri

Approved for Self-Study Credits
1.2 General

Mississippi

Pending CLE Approval
1 General

Montana

Pending CLE Approval
1 General

North Carolina

Pending CLE Approval
1 General

North Dakota

Approved for CLE Credits
1 General

Our programs are CLE-eligible through North Dakota’s recognition of multi-jurisdictional reciprocity. Section 1, Policy 1.14
Nebraska

Pending CLE Approval
1 General

myLawCLE reports attendance to Nebraska on each attorney’s behalf for all programs. Please do not self-report.
New Hampshire

Approved for CLE Credits
60 General minutes

As of July 1, 2014, the NHMCLE Board no longer provides pre- or post-approval of courses. Attendees must self-determine whether a program is eligible for credit, and self-report their attendance online at www.nhbar.org, based on qualification provisions of Rule 53.
New Jersey

Approved for CLE Credits
1.2 General

Our programs are CLE-eligible through New Jersey’s recognition of multi-jurisdictional reciprocity, except for the courses required under BCLE Reg. 201:2
New Mexico

Approved for Self-Study Credits
1 General

Nevada

Approved for Self-Study Credits
1 General

New York

Approved for CLE Credits
1.2 General

Our programs are CLE-eligible through New York’s Approved Jurisdiction Group “B”.
Ohio

Approved for Self-Study Credits
1 General

Oklahoma

Pending CLE Approval
1 General

Oregon

Pending CLE Approval
1 General

Pennsylvania

Approved for Self-Study Credits
1 General

Rhode Island

Pending CLE Approval
1 General

South Carolina

Approved for CLE Credits
1 General

South Dakota

No MCLE Required
1 CLE Hour(s)

Tennessee

Approved for Self-Study Credits
1 General

Texas

Approved for CLE Credits
1 General

Utah

Pending CLE Approval
1 General

Virginia

Not Eligible
1 General Hours

Vermont

Approved for CLE Credits
1 General

Washington

Approved via Attorney Submission
1 Law & Legal Hours

Receive CLE credit in Washington via Attorney Submission. myLawCLE will supply Washington state attorneys with instructions on how to gain credit.
Wisconsin

Approved for Self-Study Credits
1 General

West Virginia

Approved for Self-Study Credits
1.2 General

Wyoming

Pending CLE Approval
1 General

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