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Ethical Obligations in Responding to Discovery

Hosted by: Sedona Conference Working Group 1 Annual Meeting

Charlotte partner Travis Bustamante will serve as a dialogue leader for the presentation, “Ethical Obligations in Responding to Discovery,” at the Sedona Conference Working Group 1 Annual Meeting in Indianapolis, Indiana on Oct. 27, 2023.

The panel will discuss the ethical obligations that arise when negotiating search protocols, implementing technology-assisted review, and other scenarios when attorneys respond to discovery requests. Through hypotheticals, examples, and related case law, the panel will lead an interactive discussion with working group members concerning different obligations and applicable rules that govern the ethical responsibility that applies to attorneys. 

Bustamante’s experience includes counseling Fortune 500 healthcare, financial services, and pharmaceutical clients in large-scale litigation and in response to regulatory inquiries by the U.S. Department of Justice and various state attorney generals during all phases of the electronic discovery reference model. His litigation practice focuses on electronic discovery, data breach response efforts, and helping companies respond to government investigations and inquiries.

The Sedona Conference Working Group Series got its roots in 2002 when the Sedona Conference forum evolved into a more open conversation that covered some of the most challenging and broad legal matters of the day. The missions of each working group vary slightly, but remain consistent in aiming to “develop principles, guidance, and best practice recommendations.” Members of the working group series have access to methods of education, networking, and other support. 


Friday, Oct. 27, 2023

Noon - 1 p.m.