work product doctrine federal rules

Work Product Doctrine is codified in Rule 26b3 of the Federal Rules of Civil Procedure and Rule 41b3 of the Rules of Court of the Supreme Court of Virginia. The rule provides that a voluntary disclosure in a federal proceeding or to a federal office or agency if a waiver generally results in a waiver only of the communication or information disclosed.


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Work Product Doctrine Attorney-Client Privilege Elements Legal advice of any kind is sought From a professional legal advisor in that capacity Communications made for that purpose In confidence By the client At the clients instance permanently protected Unless privilege is waived Attorney-Client Privilege Purpose.

. A subject matter waiver of either privilege or work product is reserved for those unusual situations in which fairness requires a further disclosure of related protected. The work-product privilege or doctrine 1 originated in the seminal case of Hickman v. Liberal Discovery Versus Need for Production.

The provisions of Rule 26b3 are straightforward and easily un-derstood. THE WORK PRODUCT DOCTRINE IN THE STATE COURTS When the modem Federal Rules of Civil Procedure were adopted in 1938 considerable doubt and controversy arose concerning the broad pro visions for deposition and discovery. Supreme Court held that statements of witnesses obtained by an attorney prior to trial were privileged and thus protected from discovery.

That controversy can be fairly described as a conflict both of emotion and of basic philosophy. Attorneys should keep these differences in mind as they consider whether and when to assert these protections in federal litigation. 495 1947 is a United States Supreme Court case in which the Court recognized the work-product doctrine which holds that information obtained or produced by or for attorneys in anticipation of litigation may be protected from discovery under the Federal Rules of Civil Procedure.

The federal and state codifications of. The work-product doctrine operates not as aprivilege that belongs to any party but rather as a protection for the adversary systetr. Work product immunity doctrine is not as automatic or comprehensive as counsel might expect.

Can confidential client communications be shared with a consultant and remain confidential. What can be shared with testifying experts. A The obligation imposed by a tax summons remains subject to the traditional privileges and limitations and nothing in the language Page 449 U.

The work product doctrine. The doctrine was later memorialized in the federal rules of civil procedure and most states including Alabama adopted a similar rule. The work-product doctrine now encompasses documents and tangible things that are prepared in anticipation of litigation or for trial by or for another party or its representative 3 and a partys representative can be its attorney but it also can be its insurer employee or other agent.

The work product doctrine which protects trial preparation mate-rials from discovery is a doctrine of uncertain dimensionI The scope of protection the doctrine provides these materials is one of the most con-troversial and vexing problems in the Federal Rules of Civil Proce-dure2 Despite guidance provided by hickman v. However as highlighted in the chart below there are also significant differences between the two. Sun Shipbuilding Dry Dock Co 68 FRD.

The Courts decision in the case was unanimous. The work product doctrine states that an adverse party generally may not discover or compel disclosure of written or oral materials prepared by or for an attorney in the course of legal representation especially in preparation for litigation. The doc-trine does not apply however to materials submitted to expert wit-nesses on which those witnesses base their opinions.

385 1947 in which the US. Federal Rules do not put the limiting term attorney in its work product doctrine and instead has the broad phrase by or for an-other party or its representative Whereas California makes it clear that only work done under the direction of an attorney can qualify for protection under the privilege the federal courts acknowl-edge that statements taken by an insurance. The work product doctrine applies to IRS summonses.

451 1947 and codified in. The work product doctrine codified in the Federal Rules of Civil Procedure Rule 26b3 protects those docu-ments prepared in anticipation of litigation from discovery by an adversary in order to protect the mental impressions and litigation strategy retained by a partys attorney. The attorney-client privilege and work product doctrine share many similarities.

No interpretation or construction seems necessary Vir-ginia Elec. WORK PRODUCT DOCTRINE FOR NON-ATTORNEY PRODUCED DOCUMENTS Author. How about with your testifying expert.

Work product doctrine as articulated by the Supreme Court in Hickman v. The work-product doctrine was developed in Hickman v. The work product doctrine protects documents and tangible things prepared in anticipation of litigation by a partys attorney or representative.

See SCRCP 26b3 wording of South Carolina rule is slightly dif-ferent from federal rule. While the attorney-client privilege in this case is a creature of state law the work-product doctrine is federally created. The work product doctrine now memorialized in both the Federal Rules of Civil Procedure and Florida Rules of Civil Procedure has its foundation in the US.

Generally the doctrine protects from disclosure materials prepared in anticipation of litigation or for trial either by a party or by a partys representative. This might include for example. Lege and the work-product doctrine embodied in Federal Rule of Civil Proce-dure 26 and its recent amendments.

A voidance of these pitfalls requires awareness and advance planning. The Court reasoned that to allow otherwise would be contrary to the public policy underlying the orderly. Supreme Courts decision in Hickman v.

Court rulings concerning the attorney-client and work product priv ileges identify recurring pitfalls for counsel when these doctrines are in voked in corporate litigation.


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