Clark v. Transamerica Life Insurance Company

District Court, E.D. California·Decided May 7, 2020·No. 2:20-cv-00539·Unknown

Opinion

NCrIaCigH MO.L NAiSch &ol aTsO (SMBANS 1E7V84IC44, )L LP Alex Tomasevic (SBN 245598)

225 Broadway, 19th Floor San Diego, California 92101 Tel: (619) 325-0492 Fax: (619) 325-0496 Email: cnicholas@nicholaslaw.org Email: atomasevic@nicholaslaw.org

Jack B. Winters, Jr. (SBN 82998) Georg M. Capielo (SBN 245491) Sarah Ball (SBN 292337) 8489 La Mesa Boulevard La Mesa, California 91942 Tel: (619) 234-9000 Fax: (619) 750-0413 Email: jackbwinters@earthlink.net Email: gcapielo@einsurelaw.com Email: sball@einsurelaw.com

Attorneys for Plaintiff SHERYL CLARK, and on Behalf of the Class

SHERYL CLARK, Individually, as No. 2:20-cv-00539-JAM-DB Successor-in-Interest to Delaine Stowell, on Behalf of the Estate of STIPULATION AND PROTECTIVE Delaine Stowell, and on Behalf of the ORDER Class,

Plaintiff, vs. TRANSAMERICA LIFE INSURANCE COMPANY, an Iowa Corporation Defendant.

1. PURPOSES AND LIMITATIONS Discovery in this action may involve production of confidential, proprietary

or private information for which special protection from public disclosure and from

use for any purpose other than pursuing this litigation may be warranted.

Accordingly, the parties hereby stipulate to and petition the Court to enter the

following Stipulated Protective Order. The parties acknowledge that this Order does

not confer blanket protections on all disclosures or responses to discovery and that

the protection it affords from public disclosure and use extends only to the limited

information or items that are entitled to confidential treatment under the applicable

legal principles.

2. GOOD CAUSE STATEMENT

This action may involve private personal information related to life insurance

and life insurance applications, including, potentially, health and financial

information, as well as Defendant’s proprietary business practices and procedures

for which protection from public disclosure and from use for any purpose other than

prosecution of this action is warranted. Such confidential and proprietary materials

and information consist of, among other things, confidential business or financial

information, information regarding confidential business practices, or other

confidential research, development, or commercial information (including

information implicating privacy rights of third parties), information otherwise

generally unavailable to the public, or which may be privileged or otherwise

protected from disclosure under state or federal statutes, court rules, case decisions,

or common law. Accordingly, to expedite the flow of information, to facilitate the

prompt resolution of disputes over confidentiality of discovery materials, to

adequately protect information the parties are entitled to keep confidential, to ensure

that the parties are permitted reasonable necessary uses of such material in

preparation for and in the conduct of trial, to address their handling at the end of the

litigation, and serve the ends of justice, a protective order for such information is justified in this matter. It is the intent of the parties that information will not be designated as confidential for tactical reasons and that nothing be so designated

without a good faith belief that it has been maintained in a confidential, non-public

manner, and there is good cause why it should not be part of the public record of

this case.

3. ACKNOWLEDGMENT OF UNDER SEAL FILING PROCEDURE

The parties further acknowledge, as set forth in Section 14.3, below, that this

Stipulated Protective Order does not entitle them to file confidential information

under seal; Local Civil Rules 140 & 141 set forth the procedures that must be

followed and the standards that will be applied when a party seeks permission from

the court to file material under seal. The parties’ mere designation of Disclosure or

Discovery Material as CONFIDENTIAL does not—without the submission of

competent evidence establishing that the material sought to be filed under seal

qualifies as confidential, privileged, or otherwise protectable—constitute good

cause.

Any document that is not confidential, privileged, or otherwise protectable in

its entirety will not be filed under seal if the confidential portions can be redacted. If

documents can be redacted, then a redacted version for public viewing, omitting only

the confidential, privileged, or otherwise protectable portions of the document, shall

be filed. Any application that seeks to file documents under seal in their entirety

should include an explanation of why redaction is not feasible, and any redacted

documents must be filed with an application to file documents under seal as required

by Local Rules, unless otherwise specified in such rules. The Parties must

specifically comply with requirements of Local Rule 140, which provides for the

redaction of only minors’ names, financial account numbers, Social Security

numbers, dates of birth, and when federal law requires redaction. Local Rule 140(a).

“No other redactions are permitted unless the Court has authorized the redaction.”

Local Rule 140(b). 4. DEFINITIONS 4.1 Action: the above-captioned pending federal lawsuit.

4.2 Challenging Party: a Party or Non-Party that challenges the designation

of information or items under this Order.

4.3 “CONFIDENTIAL” Information or Items: information (regardless of

how it is generated, stored or maintained) or tangible things that qualify for

protection under Federal Rule of Civil Procedure 26(c), and as specified above in

the Good Cause Statement.

4.4 Counsel: Outside Counsel of Record and House Counsel and their

support staff.

4.5 Designating Party: a Party or Non-Party that designates information or

items that it produces in disclosures or in responses to discovery as

“CONFIDENTIAL.”

4.6 Disclosure or Discovery Material: all items or information, regardless

of the medium or manner in which it is generated, stored, or maintained (including,

among other things, testimony, transcripts, and tangible things), that are produced or

generated in disclosures or responses to discovery.

4.7 Expert: a person with specialized knowledge or experience in a matter

pertinent to the litigation who has been retained by a Party or its counsel to serve as

an expert witness or as a consultant in this Action.

4.8 House Counsel: attorneys who are employees of a party to this Action.

House Counsel does not include Outside Counsel of Record or any other outside

counsel.

4.9 Non-Party: any natural person, partnership, corporation, association or

other legal entity not named as a Party to this action.

4.10 Outside Counsel of Record: attorneys who are not employees of a party

to this Action but are retained to represent a party to this Action and have

appeared in this Action on behalf of that party or are affiliated with a law firm that has appeared on behalf of that party, and includes any and all support staff.

4.11 Party: any party to this Action, including all of its officers, directors,

employees, consultants, retained experts, and Outside Counsel of Record (and their

support staffs).

4.12 Producing Party: a Party or Non-Party that produces Disclosure or

Discovery Material in this Action.

4.13 Professional Vendors: persons or entities that provide litigation support

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Clark v. Transamerica Life Insurance Company, (E.D. Cal. 2020).

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