Case 2:10-cv-09198-JVS-RNB Document 381 Filed 01/10/13 Pagei1of7 Page ID #:17233

1 | JONATHAN A. SHAPIRO (257199) WILMER CUTLER PICKERING HALE 2 | AND DORR LLP 950 Page Mill Road 3 || Palo Alto, CA 94304 Tel: (220) 858-6101 4] Fax: (650) 858-6100 5 jonathan. shapiro @ wilmerhale.com ANDREA J. ROBINSON (PRO HAC VICE) 6 | TIMOTHY J. PERLA (PRO HAC VICE) JOEL FLEMING (281264) 7 WILMER CUTLER PICKERING HALE AND DORR LLP 8 | 60 State Street Boston, MA 02109 91 Tel: 17) 526-6000 Fax: (617) 526-5000 10 || andrea.robinson@wilmerhale.com timothy.perla@ wilmerhale.com 11 | Attorneys for Defendant Life Insurance ‘6 Company of the Southwest 13 14 UNITED STATES DISTRICT COURT 15 CENTRAL DISTRICT OF CALIFORNIA 16 SOUTHERN DIVISION JOYCE WALKER, KIM BRUCE CLASS ACTION 17| HOWLETT, and MURIEL SPOONER, on| ——<Cs— SS behalf of themselves and all others CASE NO.: CV 10-9198 JVS (RNBx) 18 | similarly situated, Formerly Case No.: 3:10-cv -04852 JS 19 Plaintiffs, from Northern District of California 20 VS. ORDER RE: JOINT CONFIDENTIALITY 21 | LIFE INSURANCE COMPANY OF THE | STIPULATION AND PROTECTIVE SOUTHWEST, a Texas corporation, and ORDER 22 | DOES 1-50 Judge: Hon. James V. Selna 23 Defendant. Courtroom: 10C 24 25 26 27

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:10-cv-09198-JVS-RNB Document 381 Filed 01/10/13 Page 2of7 Page ID #:17234 Plaintiffs Joyce Walker, Kim Bruce Howlett, and Muriel Spooner

(“Plaintiffs”) and Defendant Life Insurance Company of the Southwest (“Defendant” or “LSW” and, together with Plaintiffs, the Parties’) submit the following stipulation to govern certain matters relating to the production by LSW of certain policyholder files pertaining to class members.

WHEREAS, on November 9, 2012, the Court entered an Order certifying a class comprising “all Provider and Paragon Policies who purchased their Policies on or after September 24, 2006.” Dkt. 353 at 27;

WHEREAS, Plaintiffs’ Request for Production No. 173 demands the production of certain documents contained in the policyholder files for each class member;

WHEREAS, pursuant to an agreement with Plaintiffs, LSW intends to make an interim production of 1400 policy files on an expedited basis, plus a production of the remaining files as soon as practicable thereafter (collectively, the “Production’’);

WHEREAS, LSW expects that the Production may be very voluminous because each policy file potentially contains hundreds of pages;

WHEREAS, the files may include sensitive medical information, as well as information protected by the work product, attorney-client or other privileges;

WHEREAS, on September 27, 2011 the parties agreed to a Second

Amended Protective Order which provided, inter alia, for protection of

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inadvertently disclosed documents, which continues in full force and effect, but the parties wish to provide further protection for the Production;

WHEREAS, the parties wish to enter into a stipulation that will permit LSW to make the Production quickly with little or no human review, but without any possibility of waiver of any protection or privilege that would have permitted LSW to withhold any document.

Thus, IT IS HEREBY STIPULATED by and among all Parties, through their respective attorneys of record, as follows:

1. “Protected Information” shall be defined as any information contained in the Production that could have been withheld, for any reason, including: the attorney-client privilege, work-product protection, privileges pertaining to medical information, spousal privilege, or any other applicable privilege or ground for withholding or redacting (“Ground For Protection’).

2. Non-Waiver: Plaintiffs understand and agree that LSW shall make the Production after undertaking either no human review, or an extremely limited human review, at the sole option of LSW. Plaintiffs expressly agree that doing so shall not constitute a waiver of any Ground For Protection. Thus, Plaintiffs shall never, under any circumstances, argue: (i) that the Production or any part thereof constitutes a waiver of, or calls into question, the applicability of any

Ground For Production; and (ii) that LSW failed to take reasonable 2

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efforts to assert or preserve any Ground For Protection by making the Production. Pursuant to Federal Rule of Evidence 502(d), the

privilege or protection is not waived by the Production.

. Non-Use: Plaintiffs shall make no use whatsoever of any

information that they reasonably believe to be Protected Information. The use of documents containing confidential medical information shall be governed by the terms of the parties’ September 27, 2011 Second Amended Protective Order. In regards to all other types of Protected Information, with the exception of confidential medical information, Plaintiffs shall promptly notify LSW upon identifying such information. Plaintiffs shall either (1) destroy the documents containing such Protected Information, or (ii) take reasonable efforts to segregate and protect the confidentiality of the information pending any Return Request, or clarification from LSW regarding whether the information is Protected Information (which clarification Plaintiffs

shall be entitled to request from LSW).

. Return Requests: LSW may, at any time, tender to Plaintiffs’

counsel a written request specifying the Bates numbers of the pages on which Protected Information appears for the redaction of such information or return of any document(s) containing such information

from the Production. If such a request is made:

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a. Plaintiffs shall promptly redact the Protected Information and

keep no copies of the redacted information or return to LSW or destroy all copies of the non-redacted document(s). Plaintiffs shall not seek or demand any prior showings, explanations, conditions, negotiations, or conferrals. The purpose of the preceding sentence is to provide for prompt, no-questions- asked, redaction or return of any Protected Information upon

request;

. At the same time LSW requests that Protected Information be

returned, it shall tender a privilege log pertaining to the

redacted information or returned document(s);

. Plaintiffs may thereafter initiate motion practice to challenge

whether any information or document was Protected Information, consistent with Paragraph 2 above. Thus, in such a challenge, the only issue for adjudication shall be whether the document could properly have been withheld had it not been

part of the Production.

. LSW is under no obligation to request the redaction or return of

documents, and the failure to do so shall not prejudice LSW’s

rights in any way;

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1 e. Plaintiffs are under no obligation to challenge the designation 2 of Protected Information, and the failing to do so shall not 3 4 prejudice their rights in any way; and ) f. Attorneys fees and costs shall be awarded to the prevailing : party in any motion practice challenging the designation of 7 g Protected Information. 9 5. By making the Production, neither party waives any objection Hv regarding admissibility, relevancy, or any other evidentiary ground, 11 D all of which are specifically reserved. 13 | // 14 // 15 16 // 17 | // 18 / 19 21 | // 22 /I 23 24 |/" 2) ff 26 // 27 28 |

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Case P:10-cv-09198-JVS-RNB Document 381 Filed 01/10/13 Page 7 of 7 Page ID #:17239

1 6. The provisions of this Stipulation are intended to be in addition to 7 those provided for by the parties’ September 27, 2011 Second 3 4 Amended Protective Order, which remains in full force and effect for 5 the Production and any other document productions. 6 | Dated: January 9, 2013 KASOWITZ, BENSON, TORRES & 7 FRIEDMAN LLP 8 9 By: _ /s/ Charles N. Freiberg 10 Charles N. Freiberg (70890) " Attorneys for Plaintiffs 12 13 Dated: January 9, 2013 WILMER CUTLER PICKERING HALE 14 AND DORR LLP 15 16 17 By: _ /s/Jonathan A. Shapiro 18 Jonathan A. Shapiro 19 Attorneys for Defendant Life Insurance 0 Company of the Southwest 21 om) PURSUANT TO STIPULATION, IT IS SO ORDERED 23 UA HUW 74 | Dated: January 10, 2013 2) Honorable Robert N. Block 26 United States Magistrate Judge 27 28

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