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
Seek Bob’s guidance before revealing what was previously shared
Provide Carla with selected portions relevant to her case
Provide the information upon Carla’s request to assist Bob’s position
Attorneys safeguard client details discovered during representation. The correct response involves checking with Bob before sharing, even if Carla represents him on another matter. That option respects the principle that information from one case remains secured unless the client has agreed to share it. Other approaches assume that co-counsel status grants free access to all data or that partial omissions protect privacy. Those options overlook the requirement that the client must authorize any release from a prior case.
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