Virginia Court Applies the Shelton Standard to Block Lawyer's Deposition

McGuireWoods LLP
Contact

Based on the justifiable presumption that depositions in which a lawyer deposes the other side’s lawyer would inevitably cause hard feelings (or worse), many courts require lawyers seeking to take the adversary’s lawyer’s deposition to satisfy a three part standard articulated in Shelton v. American Motors Corp., 805 F.2d 1323, 1327 (8th Cir. 1986): (1) the information sought is not available elsewhere; (2) the information-laden communications sought are not privileged-protected; and (3) the "information is crucial." But courts disagree about the Shelton standard’s applicability to lawyers other than trial counsel.

In Allen v. Brown Advisory, LLC, Civ. A. No. 3:20-mc-00008, 2020 U.S. Dist. LEXIS 170513 (W.D. Va. Sept. 17, 2020), defendant served a third party subpoena on a Virginia lawyer who was representing the plaintiff -- but who was not acting as counsel of record. Defendant argued that the Shelton standard was inapplicable, but the court disagreed – holding that "an attorney need not be counsel of record in order to trigger the Shelton test." Id. at *7. The court also applied the Shelton standard to defendant's document subpoena -- noting that courts "have also found it appropriate to apply the Shelton test to document subpoenas served on counsel for an opposing party." Id. at *6.

Not all courts would be this protective, but lawyers tempted to seek discovery from other lawyers usually face an uphill battle.

DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations. Attorney Advertising.

© McGuireWoods LLP

Written by:

McGuireWoods LLP
Contact
more
less

PUBLISH YOUR CONTENT ON JD SUPRA NOW

  • Increased visibility
  • Actionable analytics
  • Ongoing guidance

McGuireWoods LLP on:

Reporters on Deadline

"My best business intelligence, in one easy email…"

Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra:
*By using the service, you signify your acceptance of JD Supra's Privacy Policy.
Custom Email Digest
- hide
- hide