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

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. 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

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.

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