Schaeffler v. United States of America
Case Number:
14-1965
Court:
Nature of Suit:
2871 STATUTE-IRS 3dPty(26 USC 7609)
Companies
Sectors & Industries:
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November 20, 2015
2nd Circ. Ruling Holds Lessons On Protecting Legal Advice
The Second Circuit recently ruled that a German auto parts supplier didn't waive attorney-client privilege by sharing tax advice prepared by Ernst & Young with a consortium of banks, and experts said the decision offers some valuable lessons for attorneys in how to avoid exposing documents to discovery.
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November 10, 2015
2nd Circ. Says E&Y Tax Docs Are Protected In Schaeffler Row
The Second Circuit ruled Tuesday that German auto parts supplier Schaeffler Group didn't waive its attorney-client privilege by sharing certain merger-related tax advice prepared by Ernst & Young and Dentons with a consortium of banks, overturning a district court decision that the documents weren't privileged.
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April 16, 2015
Order To Disclose EY, Dentons Tax Docs Buffeted At 2nd Circ.
Second Circuit judges had doubts Thursday about a lower court's ruling that merger-related tax advice prepared by Ernst & Young and Dentons for German billionaire Georg F.W. Schaeffler was not privileged, questioning an IRS attorney who said the public's right to know should carry the day in the disclosure fight.