Is a partnership attorney permitted access to financial information relating to the individual partner's interests?

California, United States of America


The following excerpt is from Johnson v. Superior Court, 38 Cal.App.4th 463, 45 Cal.Rptr.2d 312 (Cal. App. 1995):

4. The attorney's access to financial information relating to the individual partner's interests. (Responsible Citizens v. Superior Court, supra, 16 Cal.App.4th at p. 1733, 20 Cal.Rptr.2d 756.)

5. "[P]rimary attention should be given to whether the totality of the circumstances, including the parties' conduct, implies an agreement by the partnership attorney not to accept other representations adverse to the individual partner's personal interests." (Responsible Citizens v. Superior Court, supra, 16 Cal.App.4th at p. 1733, 20 Cal.Rptr.2d 756.)

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