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ERISA Fiduciary Exception Archives

DeBofsky, Sherman & Casciari Wins Ruling on Fiduciary Exception to Attorney-Client Privilege

In Krase v. Life Ins.Co. of North America, 11 C 7659, 2013 U.S.Dist.LEXIS 100302 (N.D.Ill. July 18, 2013), Judge John Grady upheld DeBofsky, Sherman & Casciari' challenge to an insurer's assertion of attorney-client privilege over emails generated by an in-house attorney during the course of administering an appeal of the denial of a life insurance claim. The insurer refused to produce the documents, citing attorney-client privilege, while the plaintiff countered by asserting the fiduciary exception to the privilege. The court ruled for the plaintiff.

DeBofsky, Sherman & Casciari, PC