Multistate Professional Responsibility Exam Practice Question
Alice represents Bob in a tax matter. Another lawyer, Carla, also represents Bob in a different case and asks Alice for financial information Bob shared earlier. Bob has not given approval for Alice to share that information. What is the most appropriate way for Alice to respond?
Limit cooperation with Carla regarding those specific details
Provide the information upon Carla's request to assist Bob's position
Seek Bob's guidance before revealing what was previously shared
Provide Carla with selected portions relevant to her case
Attorneys must safeguard client information obtained during representation. The correct response is to check with Bob before sharing, even if Carla represents him in another matter. This respects the rule that information from one case remains confidential unless the client agrees to the disclosure. Other approaches either assume that co-counsel status alone allows access to all information or that partial disclosure suffices. Those approaches ignore the requirement that the client must authorize any release.
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