Chapter 11

Chapter 11: Privileged Communications

History of Privileges

  • Wigmore's Standards for Privileges: Privileges should be extended only in relationships that meet four standards:

    • Expectation of Confidentiality: The communication must be entered into with a mutual expectation of confidentiality.

    • Essential to Relationship Maintenance: The element of confidentiality must be essential to the maintenance of the relationship.

    • Public Opinion on Relationship: The relationship must be one that society believes should be safeguarded.

    • Injury vs. Benefit: The potential injury to the relationship by disclosure should outweigh any benefit gained for litigation purposes.

  • Emergence in American Law:

    • Not originally found in American law; recognized first by state courts.

    • Stemming from the same period as the inception of compulsory witness testimony.

    • Current application of privilege law is highly inconsistent.

Federal Privileges

  • Federal Rules of Evidence (FRE):

    • Only one privilege is included under Rule 501.

    • Rule 501 allows states to determine which relationships deserve privilege.

    • The language of Rule 501 is extremely vague.

  • Recognition of Federal Privileges: In federal courts, privileges are recognized by analyzing four factors:

    • Federal Policy Support: Whether federal policy supports the privilege.

    • State Recognition: Whether the privilege is recognized by various states.

    • Policy Goals Alignment: Whether recognizing the privilege serves the same policy goals that traditionally inform privilege law.

    • Academic Advocacy: Whether legal scholars advocate for the adoption of that privilege.

Privileges - Generally

  • Rationale for Privileges: Some relationships are considered sacred and therefore deserving of legal protection.

  • Admission Standards for Privileges: There are no absolute standards for the admission of privileges; they vary greatly across contexts.

  • Requirements for Invocation of Privilege: For any privilege to be invoked, two requirements must be met:

    • Requisite Relationship: A qualifying relationship must exist.

    • Confidentiality: The communication in question must be confidential.

Attorney-Client Privilege

  • Overview:

    • Oldest recognized privilege under common law, developed in England with the introduction of compulsory processes.

  • Ownership of Privilege: The privilege belongs to the client, not the attorney.

  • Requirements:

    • A relationship must be established with an individual authorized to practice law, intending to establish an attorney-client relationship.

    • No privilege applies for free legal advice given in social situations.

    • The communication must be made in a manner that ensures confidentiality.

    • The presence of third parties does not automatically negate privilege.

Limitations of Attorney-Client Privilege
  • Exclusions:

    • Future criminal activities are not protected under this privilege.

    • It does not attach when legal services were retained to further criminal or fraudulent acts.

    • Identity and fee information are not protected.

  • Types of Cases Excluding Privilege:

    • Benefactor cases (known donor), Good Samaritan cases (anonymous donor), and tax cases are specifically excluded from this privilege.

    • Situations involving criminal complicity or financial impropriety are also not privileged.

  • Expiration of Privilege:

    • In most states, the privilege continues even after the death of the client.

Work Product Doctrine
  • Not all documents and evidence are privileged; some may be subpoenaed.

  • Only confidential communications are protected.

  • Documents created in preparation for trial or plea bargaining are also generally protected.

  • Rationale: The doctrine is intended to prevent discovery that could discourage open communication; however, it is not absolute and may be discoverable on a case-by-case basis.

Spousal Privileges

  • Background: Recognized formally by the court in 1934; underwent notable evolution since its inception.

  • Types of Spousal Privileges:

    1. Marital Communications Privilege:

    • Survives after death and divorce.

    • Protects confidential communication during marriage.

    • Requires a legally binding marriage but observes confidentiality for all communications made without third-party presence.

    • The privilege is maintained by the witness (spouse).

    1. Spousal Testimonial Privilege:

    • Grants the spouse the right to refuse to testify against the other spouse.

    • The accused spouse has the right to present testimony from the witness spouse.

    • Automatically renders the witness incompetent to provide testimony against their spouse.

  • Limitations for Spousal Privileges:

    • Does not cover co-conspiracy, crimes against family members, or compulsory testimony in civil cases like divorce or custody.

Physician-Patient Privilege

  • Legal Background:

    • Not established at common law; developed through statutory means. First recognized in New York in 1828.

    • Currently exists in 40 states but is not acknowledged by federal courts.

  • Rationale for the Privilege:

    • Designed to promote full disclosure by patients to their physicians for effective healthcare.

  • Ownership of Privilege: Enjoyed by the patient.

  • Duration of Privilege: Varies by state; some extend until death, whereas others may continue beyond.

  • Exceptions: Autopsies are never considered privileged.

Requirements for Physician-Patient Privilege
  • Formal Relationship: A professional relationship must exist.

  • Confidential Communications: Only communications intended to be confidential are protected.

  • Non-Protected Information: Names and dates of patients are not protected under this privilege.

Disclosure Scenarios for Physicians
  • Categories Requiring Disclosure:

    1. Receipt of Knowledge: Situations like gunshot wounds, child abuse, spousal abuse, fetal death, venereal disease, or unnatural death.

    2. Subpoena: Includes mandatory physicals, DUI screenings, marital blood tests, court-ordered exams, or exams requested by attorneys for expert testimony purposes.

Psychotherapist-Patient Privilege

  • Overview: More extensive than traditional physician-patient privilege.

  • Rationale: Complete disclosure is necessary for effective psychotherapy.

  • Seminal Case: Jaffee v. Redmond sets precedential value for this privilege.

Limitations of Psychotherapist-Patient Privilege
  • Exemptions:

    • Communications concerning dangerous patients, criminal activity, or child abuse.

    • Situations necessitating hospitalization.

    • If treatment claims are used as elements of litigation.

    • Court-ordered examinations and issues related to the abuse or neglect of incompetent persons also fall outside of the privilege.

Priest-Penitent Privilege

  • Evolution: Developed from the sacramental responsibility to provide eternal salvation guidance in Catholic traditions.

  • Recognized Application: This privilege is upheld in all state and federal courts.

Limitations of Priest-Penitent Privilege
  • Covers only communications that are strictly confidential and involved in spiritual guidance, excluding marriage counseling and related discussions.

Media Source Privilege

  • Supreme Court Stance: Full protection from compulsory testimony has not been extended by the Supreme Court.

  • Branzburg Case: Extended some protections but leans on state discretion and application remains inconsistent.

Government Privileges

  • Purpose: Certain relationships among government actors are necessary for the maintenance of a free society.

  • Types of Privileges:

    • Police-Informant Privilege: Belongs to law enforcement; the informant's identity must be disclosed if necessary for the defense.

    • Security Privileges: Military, diplomatic, or national security secrets fall under specific Congressional acts (e.g., Patriot Act, FISA).

Presidential Privileges

  • Existence: This privilege exists between the President and immediate advisors, viewed as crucial for respect towards the Office and the country.

  • Application Limits: Not all confidential communications among advisors are automatically deemed privileged and are subject to trial court discretion.

Miscellaneous Privileges

  • Emerging Privileges: New privileges are developing among states but lack consistent application.

  • Examples Include:

    • Interpreters for the hearing impaired.

    • Sexual assault counselors and victims.

    • Parent-child privilege.

    • Accountant-client privilege, which is owned by the client.

Conclusions

  • Function of Privileges: They serve to protect sacred relationships deemed important by society.

  • Limitations of Privileges: All privileges come with certain limitations.

  • Ownership Variance: Ownership of the privilege may differ based on the specific context of the relationship being considered.