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Ethical Issues Confronting Insurers, Policyholders & Counsel in Complex Financial & Securities Litigation

Length: 2 hours 4 minutes

At this program, faculty members will use a hypothetical fact pattern to launch a wide ranging discussion of ethics problems that can arise when lawyers represent plaintiffs, defendants or insurers in connection with financial or securities litigation.  The program will address questions involving conflicts of interest, preservation of attorney-client privilege, duties with respect to document preservation and production, and other important legal ethics issues.  The course will be of interest to in-house counsel, plaintiffs’ and defendants’ counsel, insurance coverage counsel, and law firm attorneys involved in their firms’ loss prevention and risk management programs.  Topics to be discussed include:

•    Lawyers’ simultaneous representation of multiple clients
•    Joint defense privilege and common interest privilege
•    Policyholders’ communications with brokers and insurers
•    Insurance claims handling
•    Differences between defense communications and coverage communications
•    Collecting and producing documents

And much more.

Program Chair: Stephen A. Weisbrod, Weisbrod Matteis & Copley PLLC

Agenda

9:00 - 9:10 am  Presentation of Hypothetical Problem

9:10 - 9:30 am  Avoiding Conflicts of Interest

9:30 - 9:50 am  Ethical Issues Raised when Companies and Their Employees are Sued

9:50 – 10:15 am  Protection of Defense-Related Privileges

10:15 - 10:40 am  Protection of Insurance-Related Privileges

10:40 - 10:50 am  Coordinating Defense and Insurance Strategies

10:50 - 11:00 am  Ethical Issues Involving Email and Electronically Stored Information

CLE credit:
NY: 2.0 ethics
NJ: 2.5 ethics
CA: 2.0 ethics
PA: 2.0 ethics


Original Recording Date: 1/24/2014


Produced By:

New York City Bar Association

Course Materials

  • Ethical Issues Confronting Insurers, Policyholders & Counsel in Complex Financial & Securities Litigation
  • Affirmation Document