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The Umbrella of Secrecy: Essential guidelines of confidentiality, attorney-client privilege, and work product

Shana DeMooy
Shana DeMooy | Reminger Co., L.P.A.

Shana DeMooy is an attorney with Reminger Co., LPA. Shana practices in the firm’s Columbus, Ohio office, where she focuses on probate estate and trust disputes, matters of undue influence and financial exploitation, and trust and estate administrations, and guardianships.

On-Demand: May 26, 2023
The Umbrella of Secrecy: Essential guidelines of confidentiality, attorney-client privilege, and work product

$195.00 1.5 hour CLE

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Program Summary

The presentation covers the basics of the doctrines of confidentiality, attorney-client privilege, and work product; how they relate and how they are distinct. The presentation also covers several Model Rules of Professional Conduct touching on these doctrines, as well as several real case examples.

Key topics to be discussed:

  • Definitions and key elements of confidentiality, attorney-client privilege, and work product
  • How the doctrines apply with individual vs. organizational clients, as well as in joint representations
  • Application of the doctrines to dual-purpose communications
  • Exceptions to and waivers of the attorney-client privilege

Date / Time: August 17, 2023

Closed-captioning available

Speakers

Shana DeMooy_Reminger Co., L.P.A._myLawCLEShana DeMooy | Reminger Co., L.P.A.

Shana DeMooy is an attorney with Reminger Co., LPA. Shana practices in the firm’s Columbus, Ohio office, where she focuses on probate estate and trust disputes, matters of undue influence and financial exploitation, and trust and estate administrations, and guardianships. She counsels clients through all phases of the litigation process, including pre-suit investigation, pleadings, discovery, motions practice, alternative dispute resolution, hearings, and trials. She is a member of the Columbus Bar Association, the Ohio State Bar Association, Women Lawyers of Franklin County and the Ohio Association of Civil Trial Attorneys. Shana earned her B.S. degree, summa cum laude, from The Ohio State University Fisher College of Business and her J.D. degree, magna cum laude, from The Ohio State University Moritz College of Law.

Agenda

I. Definitions and key elements of confidentiality, attorney-client privilege, and work product | 2:00pm – 2:20pm

II. How the doctrines apply with individual vs. organizational clients, as well as in joint representations | 2:20pm – 2:40pm

III. Application of the doctrines to dual-purpose communications | 2:40pm – 3:00pm

Break | 3:00pm – 3:10pm

IV. Exceptions to and waivers of the attorney-client privilege | 3:10pm – 3:40pm

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