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The work product doctrine was recognized in Hickman v. Taylor, 329 U.S. 495 (1947) which established a qualified privilege for certain materials prepared by an attorney acting for his or her client in anticipation of litigation: Were such materials open to opposing counsel on mere demand, much of what is now put down in writing would remain unwritten. An attorney\\u2019s thoughts, heretofore inviolate, would not be his own. Inefficiency, unfairness and sharp practices would inevitably develop in the giving of legal advice and in the preparation of cases for trial. The effect on the legal profession would be demoralizing. And the interests of the clients and the cause of justice would be poorly served. Attorneys must be allowed to do their work in private. If opponents were to discover their thoughts, reasoning, and research, the effect on legal scholarship and the profession would be devastating. No attorney could consider both the strong and weak sides of the client\\u2019s case for fear of disclosing the findings to the opponent. In National Farmers Union Property & Casualty Co. v. District Court, 718 P.2d 1044, 1047- 1048 (Colo. 1986).the Colorado Supreme Court also looked to out-of-state authority and found support there. The court held that a memorandum prepared by outside counsel to inform an insurer\\u2019s general counsel of results of a claims investigation, which included interviews with employees of the insured, was not protected by the attorney work product privilege because the dominant purpose of the investigation was not to provide legal advice. The court stated that the insurer could not \\u201cavail itself of the protection afforded by the work product doctrine simply because it hired attorneys to perform the factual investigation into whether the claim should be paid. Finding that the attorneys were performing the same function that an adjuster would perform, the court declared the memorandum an ordinary business record that must be produced. \\xa9 2021 \\u2013 Barry Zalma Barry Zalma, Esq., CFE, now limits his practice to service as an insurance consultant specializing in insurance coverage, insurance claims handling, insurance bad faith and insurance fraud almost equally for insurers and policyholders. He also serves as an arbitrator or mediator for insurance related disputes. He practiced law in California for more than 44 years as an insurance coverage and claims handling lawyer and more than 52 years in the insurance business. He is available at http://www.zalma.com and zalma@zalma.com. Mr. Zalma is the first recipient of the first annual Claims Magazine/ACE Legend Award. Over the last 53 years Barry Zalma has dedicated his life to insurance, insurance claims and the need to defeat insurance fraud. He has created the following library of books and other materials to make it possible for insurers and their claims staff to become insurance claims professionals. Go to the podcast Zalma On Insurance at https://anchor.fm/barry-zalma; Follow Mr. Zalma on Twitter at https://twitter.com/bzalma; Go to Barry Zalma videos at Rumble.com at https://rumble.com/c/c-262921; Go to Barry Zalma on YouTube- https://www.youtube.com/channel/UCysiZklEtxZsSF9DfC0Expg;Go to the Insurance Claims Library \\u2013 https://zalma.com/blog/insurance-claims-library/Read posts from Barry Zalma at https://parler.com/profile/Zalma/posts; and Read last two issues of ZIFL here.
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