Legal Series 2014: The Attorney-Client Privilege and Internal Investigations
Overview:This course offers an overview of the latest trends and best practices with respect to the Attorney-Client Privilege and Internal Investigations. A panel of thought leaders and practitioners will help firms better understand how to apply this law or business trend to their company and/or clients.
In a two-hour live webcast, the speakers will discuss:
- Attorney-Client Privilege and Internal Investigations – Overview
- Preserving Attorney-Client Privilege in Internal Investigations
- Confidential Communications
- Steps in Conducting Internal Investigations
- How Internal Investigations are Managed and Performed
- Attorney-Client Privilege Waiver and Assertion
- Matters not Protected by the Attorney-Client Privilege and a lot more!
Schulte Roth & Zabel LLP
- Overview of potential privileges and protections that may apply to internal investigations;
- Recent developments regarding when an investigation conducted for multiple purposes may nonetheless be protected: In re Kellogg Brown & Root, Inc. et al., D.C. Cir., June 27, 2014.
Robins, Kaplan, Miller & Ciresi LLP
- What if you waive privilege?
- Recent case in which investigation was ghost written need to identify things as privileged
- Clarity in who you’re representing as an attorney
Who Should Attend:- Health Care Law Attorneys
- Employment Law & Immigration Attorneys
- Privacy Law Attorneys
- Attorneys (Foreign Investment; National Security, International Trade Practice)
- Attorneys (M&A, Banking & Finance, Insurance, Trust & Tax)
- Ethics Officers
- Corporate Attorneys
- Advertising Attorneys
- IP and Related Attorneys
- Media and Telecommunication Attorneys
- And Other Related Professionals
Jeff also conducts internal investigations and advises clients throughout the financial services industry on securities-related compliance and regulatory matters.
He has been recognized as a leading securities litigator by several peer-review publications, including Washington DC Super Lawyers, The Best Lawyers in America and The Legal 500. He is a frequent speaker at professional seminars.
Jeff is a graduate of Columbia Law School where he was a Harlan Fiske Stone Scholar.
Jeffrey F. Robertson practices in the Washington, D.C. office of Schulte Roth & Zabel LLP, where he represents clients in …
Amy S. Conners (formerly Amy Slusser) is an experienced litigator and has represented clients from global Fortune 100 corporations to individuals on a wide range of legal matters. Ms. Conners has experience in complex commercial litigation, securities litigation and arbitrations, healthcare litigation, and intellectual property matters. In addition, she has advised clients regarding compliance in FCC, DOJ, SEC, and international regulatory investigations, and provided guidance on “know-your-customer” policies, FCPA compliance, anti-money laundering policies, warranties, advertising, marketing and promotional materials. Ms. Conners has served as Co-Chair of the Minnesota Lavender Bar Association and has been recognized as a “Rising Star” by Super Lawyers (2012-2014), as a member of the “Best LGBT Lawyers Under 40 - Class of 2012” by the National LGBT Bar Association (2012), and as an “Up and Coming Attorney” by Minnesota Lawyer (2011).
Amy S. Conners (formerly Amy Slusser) is an experienced litigator and has represented clients from global Fortune 100 corporations to …
Print and review course materials
Method of Presentation:
On-demand Webcast (CLE)
NASBA Field of Study:
NY Category of CLE Credit:
Law Practice Management
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About Schulte Roth & Zabel LLP
A multidisciplinary law firm with offices in New York, Washington, DC and London, Schulte Roth & Zabel serves a wide range of local, national and international clients, including public and private corporations and their officers and directors, investment banking firms, brokerage firms, commercial banks, investment advisers, public accounting firms, insurance companies, law firms, partnerships, individuals and public interest organizations. With nearly 100 litigators, our litigation practice includes a number of former Assistant U.S. Attorneys and SEC Enforcement Division attorneys. We regularly assist clients in matters involving antitrust, securities law, complex corporate litigation, trust and estates litigation, real estate litigation, white collar criminal defense/regulatory enforcement, and bankruptcy, reorganization and creditors’ rights litigation. We also work closely with company officials, audit committees, and special committees of boards of directors in the planning and conducting of internal investigations involving suspected wrongdoing by employees, management and/or third parties.
About Robins, Kaplan, Miller & Ciresi LLP
For more than 75 years, Robins, Kaplan, Miller & Ciresi L.L.P. has been advocating on behalf of its clients. From individuals to newly established businesses to the world's oldest and largest companies in a broad range of industries, Robins, Kaplan, Miller & Ciresi L.L.P. stands beside its clients to assess and manage risk through the life-cycle of their specific business goals and their most critical legal challenges—both in and out of the courtroom. The firm leverages creativity, foresight, and innovative solutions to provide lean, efficient, and results-driven representation to every client it serves.
The belief that everyone deserves equal access to the justice system regardless of race, religious beliefs, nationality, or economic situation guides Robins, Kaplan, Miller & Ciresi L.L.P. in its extensive pro bono efforts and the work it does for the community through its foundations.