Privileged Documents Sent to Expert Not Waived?

Because so many people are involved in the everyday step of sending records from a law office to an expert, the mistake of inadvertantly including privileged information occurs now and again.  Is it waiver?  Will the jury see it?

In Nan H. Mullins, D.M.D. v. Alice Tompkins (Benton, Webster and Roberts),  the unfortunate defense counsel faced this discovery catestrophe and it lead to an appeal.  In this case, the defense expert received a copy of defense counsel’s evaluation letter sent to the defendant and insurance company as well as emails between defendant and lawyer.handoff

The court held that the documents were ordinarily privileged and that mere accidental production does not automatically waive the privilege, see Fla.R.Civ.P. 1.280(b)(4)(B).  Since, here, the expert testified he never read nor relied upon them, there was no breach and no reason for disclosure (although we are curious how this was not caught during the expert’s review of what was sent to him and the lawyer’s pre-deposition conference).

The Panel further pointed out that even if it was discoverable, it may not be admissible to be paraded in front of the jury.

Data Breach
Lessons From the Pandemic (APRL Association of Professional Responsibility Lawyers)

I recently hosted a panel of experts at the Association of Professional Responsibility Lawyers (APRL) conference discussing “Lessons from the Pandemic.” My colleagues include Brian Faughnan from Lewis Thomason; Joseph Corsmeier from the Law Office of Joseph Corsmeier, and Nicole Hyland of Frankfurt Kurnit. We covered current issues of ethics, …

Ethics
The Misguided Practice of CC’ing Clients on Emails to Opposing Counsel (Palm Beach Bar Association, January 2020)

Is it ethical (or wise) to cc or bcc your clients on emails sent to opposing counsel? It is a widespread practice but not a wise choice. This article, published by the Palm Beach Bar Association in January 2020, explores the six bar opinions discussing the ethics and (lack of) …

Ethics
Christopher Hopkins Speaks at NBI “Estate Administration From Start to Finish”

Thanks to National Business Institute (NBI) for permitting me to speak at “Estate Administration From Start to Finish” on May 16, 2019 in West Palm Beach, Florida. I’ll be covering “Commencement of Proceedings and Information Gathering” as well as the closing hour, “Estate Ethics.” Of note, the section in the …