The Umbrella of Secrecy: Essential Guidelines of Confidentiality, Attorney-Client Privilege, and Work Product (2025 Edition)

Adam Schwartz
Adam Schwartz
Carlton Fields

Mr. Schwartz, is a former Assistant U.S. Attorney with the Eastern District of New York, chairs Carlton Fields’ white collar and government investigations practice group.

Erin J. Hoyle
Erin J. Hoyle
Carlton Fields

Ms. Hoyle concentrates her practice on government investigations, corporate internal investigations, and white-collar criminal defense, with a focus on whistleblower complaints, allegations of healthcare fraud, securities litigation, OFAC licensing and compliance, and cybersecurity and privacy compliance.

On-Demand: January 23, 2025

2 hour CLE

Tuition: $195.00
Subscribe to myLawCLEs All-Acces Pass...
Get this course, plus over 1,000+ of live webinars.
Learn More
Training 5 or more people?

Sign-up for a law firm subscription plan and each attorney in the firm receives free access to all CLE Programs

Program Summary

This presentation explores the fundamentals of confidentiality, attorney client privilege, and work product doctrines, highlighting their connections and distinctions. It also examines relevant Model Rules of Professional Conduct and features real-world case examples to illustrate these principles.

Key topics to be discussed:

  • Understanding the definitions and essential components of confidentiality, attorney-client privilege, and work product
  • Exploring how these doctrines apply to individual and organizational clients, including scenarios involving joint or dual representation
  • Examining the application of these principles to common scenarios that challenge privilege
  • Reviewing recent developments and emerging issues in recent cases involving confidentiality and privilege, including AI-generated content

Closed-captioning available

Speakers

Adam Schwartz_Carlton Fields_myLawCLEAdam Schwartz | Carlton Fields

Mr. Schwartz, is a former Assistant U.S. Attorney with the Eastern District of New York, chairs Carlton Fields’ white collar and government investigations practice group. He concentrates his practice on white collar criminal defense, False Claims Act (Qui Tam/Whistleblower) defense, and health care fraud and abuse matters (AKS/Stark). He represents individuals and corporations in internal investigations, grand jury practice and procedure, complex civil fraud defense and advises drug manufacturers and pharmaceutical wholesalers on regulatory compliance laws including the Drug Quality and Security Act. Mr. Schwartz speaks regularly before other practitioners on topics ranging from health care fraud to attorney-client privilege considerations during internal investigations. He has been co-chair of the ABA Criminal Justice Section White Collar Crime Subcommittee for the Florida Region since 2007.

 

Erin J. Hoyle_Carlton Fields_myLawCLEErin J. Hoyle | Carlton Fields

Ms. Hoyle concentrates her practice on government investigations, corporate internal investigations, and white-collar criminal defense, with a focus on whistleblower complaints, allegations of healthcare fraud, securities litigation, OFAC licensing and compliance, and cybersecurity and privacy compliance. She was recognized in The Best Lawyers in America: Ones to Watch in Commercial Litigation, Criminal Defense: White-Collar, Health Care Law, Litigation – Securities from 2021-2024. She is a frequent speaker and author on the False Claims Act, corporate compliance, and telehealth issues.

Agenda

I. Understanding the definitions and essential components of confidentiality, attorney-client privilege, and work product | 1:00pm – 1:30pm

II. Exploring how these doctrines apply to individual and organizational clients, including scenarios involving joint or dual representation | 1:30pm – 2:00pm

Break | 2:00pm – 2:10pm

III. Examining the application of these principles to common scenarios that challenge privilege | 2:10pm – 2:40pm

IV. Reviewing recent developments and emerging issues in recent cases involving confidentiality and privilege, including AI-generated content | 2:40pm – 3:10pm

Credits

Alaska

Approved for CLE Credits
2 Ethics

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

Approved for Self-Study Credits
2 Ethics

Arkansas

Approved for CLE Credits
2 Ethics

Arizona

Approved for CLE Credits
2 Professional Responsibility/Ethics

California

Approved for CLE Credits
2 Ethics

Colorado

Pending CLE Approval
2 Ethics / Professionalism

Connecticut

Approved for CLE Credits
2 Ethics / Professionalism

District of Columbia

No MCLE Required
2 CLE Hours

Delaware

Pending CLE Approval
2 Enhanced Ethics

Florida

Approved for CLE Credits
2.5 Ethics

Georgia

Approved for CLE Credits
2 General

Hawaii

Approved for CLE Credits
2.4 Ethics or Professional Responsibility Education

Iowa

Pending CLE Approval
2 Ethics

Idaho

Pending CLE Approval
2 Ethics / Professionalism

Illinois

Pending CLE Approval
2 Professional Responsibility

Indiana

Pending CLE Approval
2 Ethics

Kansas

Pending CLE Approval
2 Ethics / Professionalism

Kentucky

Pending CLE Approval
2 Ethics

Louisiana

Pending CLE Approval
2 Ethics

Massachusetts

No MCLE Required
2 CLE Hours

Maryland

No MCLE Required
2 CLE Hours

Maine

Pending CLE Approval
2 Ethics / Professionalism

Ethics credits can ONLY be earned through Live-Webcast programs, the Maine Board of Bar Examiners does not approve Ethics through On-Demand sessions.
Michigan

No MCLE Required
2 CLE Hours

Minnesota

Approved for Self-Study Credits
2 Ethics

Missouri

Approved for Self-Study Credits
2.4 Ethics

Mississippi

Pending CLE Approval
2 Ethics

Montana

Approved for Self-Study Credits
2 Professional Fitness and Integrity

North Carolina

Pending CLE Approval
2 Ethics

North Dakota

Approved for CLE Credits
2 Ethics

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

Pending CLE Approval
2 Professional Responsibility

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

Approved for CLE Credits
120 Ethics / Professionalism 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
2.4 Ethics / Professionalism

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
2 Ethics / Professionalism

Nevada

Pending CLE Approval
2 Ethics / Professionalism

New York

Approved for CLE Credits
2.4 Ethics / Professionalism

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

Approved for Self-Study Credits
2 Professional Conduct

Oklahoma

Pending CLE Approval
2.5 Ethics / Professionalism

Oregon

Pending CLE Approval
2 Ethics

Pennsylvania

Approved for Self-Study Credits
2 Ethics / Professionalism

Rhode Island

Approved for Self-Study Credits
2 Ethics / Professionalism

South Carolina

Pending CLE Approval
2 Ethics / Professionalism

South Dakota

No MCLE Required
2 CLE Hours

Tennessee

Approved for Self-Study Credits
2 Dual

Texas

Pending CLE Approval
2 Ethics / Professionalism

Utah

Approved for Self-Study Credits
2 Ethics / Professionalism

Virginia

Not Eligible
2 Ethics / Professionalism Hours

Vermont

Approved for CLE Credits
2 Ethics

Washington

Approved via Attorney Submission
2 Ethics 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
2 General

Ethics credits can ONLY be earned through Live-Webcast programs, the Wisconsin Board of Bar Examiners does not approve Ethics through On-Demand sessions.
West Virginia

Pending CLE Approval
2.4 Ethics / Professionalism

Wyoming

Pending CLE Approval
2 Ethics / Professionalism

#1 CLE Access Program

  • Over 1,000 Live CLE Webinars each year
  • All CLE webinars broadcasted in last 12 months
  • Programs covering over 35 practice areas
  • Hot topics & changes in the law
  • All formats: Live, Replay, and On-demand
  • Accreditation in every state

Access every CLE webinar,
every format, all year long!

myLawCLE All-Access Pass

only $395 yearly


Register Now

#1 CLE Access Program

  • Over 1,000 Live CLE Webinars each year
  • All CLE webinars broadcasted in last 12 months
  • Programs covering over 35 practice areas
  • Hot topics & changes in the law
  • All formats: Live, Replay, and On-demand
  • Accreditation in every state

Access every CLE webinar,
every format, all year long!

myLawCLE All-Access Pass

only $395 yearly


Preview
More CLE Webinars
Upcoming CLE Webinars
Nonbankruptcy Restructuring Alternatives
Nonbankruptcy Restructuring Alternatives Tue, May 27, 2025
Live Webcast
Sketching Legacies: A guide to drafting wills and trusts
Sketching Legacies: A guide to drafting wills and trusts Tue, June 3, 2025
On-Demand
Live Replay
Obtaining and Using Social Media Evidence (2025 Edition)
Obtaining and Using Social Media Evidence (2025 Edition) Wed, June 4, 2025
On-Demand
Live Replay
Mastering Storytelling in Law in the AI Era
Mastering Storytelling in Law in the AI Era Thu, June 5, 2025
On-Demand
Live Replay
Microsoft Copilot 365 AI tool for Lawyers (Part 1)
Microsoft Copilot 365 AI tool for Lawyers (Part 1) Fri, June 6, 2025
On-Demand
Live Replay
Gun Trust 101 (2025 Edition)
Gun Trust 101 (2025 Edition) Mon, June 9, 2025
On-Demand
Live Replay