ACC Houston Mergers & Acquisitions Practice Group CLE: Identifying and Protecting Privileges During Transactions

November 13, 2019
11:30 AM - 1:00 PM
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Steak 48
4444 Westheimer Road
Houston, TX 77027


ACC Houston Mergers & Acquisitions Practice Group CLE
Identifying and Protecting Privileges During Transactions

Privilege issues frequently arise in the day-to-day activities of transactional attorneys, yet transactional attorneys may not become attuned to those issues until litigation arises. This program will arm in-house attorneys with tools to identify and analyze early in a transaction attorney-client privilege and attorney work product questions that commonly arise in M&A situations, such as:

  • When would a lawyer’s email on deal-related matters be protected by attorney-client privilege?
  • Will my notes as a lawyer need to be produced in transaction litigation?
  • Can minutes of meetings be shielded from discovery?
  • What are the impacts on privilege of involving non-legal advisers in transactions?


Come for the steak. Stay for the interactive “is it privileged?” discussion based on real case decisions.  The results may surprise you.


Amy Hefley, Deputy Department Chair - Litigation (Houston) Partner, Baker Botts
Jim Marshall, Deputy Department Chair - Corporate (Houston) Partner, Baker Botts
Robin Phillips, Senior Counsel, BMC Software


The Association of Corporate Counsel (ACC) is a global bar association that promotes the common professional and business interests of in-house counsel who work for and whose primary responsibility is providing legal advice to corporations, associations and other private-sector organizations. Accordingly, the ACC Houston Chapter reserves the right to limit attendance at any of its Continuing Legal Education (CLE) events to ACC Houston Chapter members or non-ACC chapter member in-house attorneys only. If you are not an in-house attorney and wish to attend a CLE event, you may only do so, space permitting, if you are accompanied by an in-house attorney from your company or organization.

When you participate in a ACC or ACC Houston event, photography, audio and/or video recording may occur. By participating in the event, you grant ACC Houston and other entities as ACC Houston may designate from time to time (“ACC Houston Parties”) the right to create, use, distribute, broadcast, edit, or otherwise disseminate the photography, audio and/or video recording from the event that contain recordings of you or your likeness (collectively “Recordings”) without any further review or approval from you, in whole or in part, throughout the world, in perpetuity, in any and all media now known or hereafter developed. This grant to the ACC Houston Parties includes, but is not limited to, the use of the Recordings either alone or together with supporting materials, such as video or supporting information.

Examples of permitted use of the Recordings include displaying the photographs as thumbnails on a ACC Houston website (e.g., or; utilizing the Recordings on ACC Houston Parties websites or print publications.

In addition, you understand that ACC Houston is not obligated to use the Recordings in any way. You agree that the rights granted herein are irrevocable. You further agree that you have no ownership rights in the Recordings and are due no royalties or other compensation whatsoever related to the Recordings.

By participating in the event, you affirm that you have the full power and authority to grant the rights and releases set forth herein.


Credits: 1.0 hours
State: TX


Elena Baer
Phone: 346.336.6154
E-mail: [email protected]

Sponsored by

Baker Botts


$0.00 Member Ticket

$0.00 Guest Ticket
*Must be In-House Counsel