Berkshire Life Insurance Company of America v. Arsen Sukiasyan

Filing 23

STIPULATED CONFIDENTIALITY AGREEMENT AND PROTECTIVE ORDER by Magistrate Judge Michael R. Wilner. (See Order for details) re Stipulation for Protective Order 22 (vm)

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1 2 3 4 5 6 7 8 UNITED STATES DISTRICT COURT 9 CENTRAL DISTRICT OF CALIFORNIA 10 11 BERKSHIRE LIFE INSURANCE COMPANY OF AMERICA, 12 Plaintiff, 13 vs. 14 ARSEN SUKIASYAN, 15 Defendant. 16 ) ) ) ) ) ) ) ) ) ) ) Case No. 19-cv-1957 ODW (MRWx) STIPULATED CONFIDENTIALITY AGREEMENT AND PROTECTIVE ORDER Plaintiff BERKSHIRE LIFE INSURANCE COMPANY OF AMERICA 17 18 (“Berkshire”) and Defendant ARSEN SUKIASYAN (“Sukiasyan”), by and through 19 their respective counsel, hereby stipulate as follows: 20 1. INTRODUCTION 21 1.1 22 Discovery in this action is likely to involve production of confidential, PURPOSES AND LIMITATIONS 23 proprietary, or private information for which special protection from public disclosure 24 and from use for any purpose other than prosecuting this litigation may be warranted. 25 Accordingly, the parties hereby stipulate to and petition the Court to enter the following 26 Stipulated Protective Order. The parties acknowledge that this Order does not confer 27 blanket protections on all disclosures or responses to discovery and that the protection 28 it affords from public disclosure and use extends only to the limited information or 1 LAW OFFICES MESERVE, MUMPER & HUGHES LLP 171356.1 Case No. 19-cv-1957 ODW (MRWx) STIPULATED CONFIDENTIALITY AGREEMENT AND PROTECTIVE ORDER 1 items that are entitled to confidential treatment under the applicable legal principles. 2 The parties further acknowledge, as set forth in Section 12.3, below, that this Stipulated 3 Protective Order does not entitle them to file confidential information under seal; Civil 4 Local Rule 79-5 sets forth the procedures that must be followed and the standards that 5 will be applied when a party seeks permission from the court to file material under seal. 6 1.2 GOOD CAUSE STATEMENT 7 This action involves confirmation of a rescission of an Overhead Expense 8 policy, policy no. Z3587830 (the “Policy”), issued by Berkshire to Sukiasyan. The 9 action is likely to involve confidential medical information, confidential and/or private 10 information of third parties, trade secrets and other valuable research, development, 11 commercial, financial, technical and/or proprietary information for which special 12 protection from public disclosure and from use for any purpose other than prosecution 13 of this action is warranted. Such confidential and/or proprietary materials and 14 information consist of, among other things, confidential business or financial 15 information, information regarding confidential business practices, or other 16 confidential research, development, or commercial information (including information 17 implicating privacy rights of third parties), information otherwise generally 18 unavailable to the public, or which may be privileged or otherwise protected from 19 disclosure under state or federal statutes, court rules, case decisions, or common law. 20 Accordingly, to expedite the flow of information, to facilitate the prompt resolution of 21 disputes over confidentiality of discovery materials, to adequately protect information 22 the parties are entitled to keep confidential, to ensure that the parties are permitted 23 reasonable necessary uses of such material in preparation for and in the conduct of 24 trial, to address their handling at the end of the litigation, and serve the ends of justice, 25 a protective order for such information is justified in this matter. It is the intent of the 26 parties that information will not be designated as confidential for tactical reasons and 27 that nothing be so designated without a good faith belief that it has been maintained in 28 a confidential, non-public manner, and there is good cause why it should not be part 2 LAW OFFICES MESERVE, MUMPER & HUGHES LLP 171356.1 Case No. 19-cv-1957 ODW (MRWx) STIPULATED CONFIDENTIALITY AGREEMENT AND PROTECTIVE ORDER 1 of the public record of this case. The parties believe the need for protection should be 2 addressed by a court order, as opposed to a private agreement between the parties, to 3 facilitate the orderly and efficient discovery of relevant information while minimizing 4 the potential for unauthorized disclosure or use of confidential and/or proprietary 5 materials and information. Moreover, the parties would like the ability to request that 6 the Court rule on challenges to a party’s confidentiality designation, should any 7 challenges arise that the parties are unable to resolve by meeting and conferring. 8 2. DEFINITIONS 9 2.1 Action: This pending federal lawsuit - Berkshire Life Insurance Company 10 of America v. Arsen Sukiasyan, Case No. 2:19-cv-01957 ODW (MRWx). 2.2 11 Challenging Party: a Party or Non-Party that challenges the designation 12 of information or items under this Order. 2.3 13 “CONFIDENTIAL” Information or Items: information (regardless of 14 how it is generated, stored or maintained) or tangible things that qualify for protection 15 under Federal Rule of Civil Procedure 26(c), and as specified above in the Good Cause 16 Statement.1 2.4 17 Counsel: Outside Counsel of Record and House Counsel (as well as their 18 support staff). 2.5 19 Designating Party: a Party or Non-Party that designates information or 20 items that it produces in disclosures or in responses to discovery as 21 “CONFIDENTIAL.” 2.6 22 Disclosure or Discovery Material: all items or information, regardless of 23 the medium or manner in which it is generated, stored, or maintained (including, among 24 25 26 1 At this time, the parties do not anticipate that discovery will entail items 27 requiring a “Highly Confidential,” attorney-eyes-only designation. However, in the event such items are sought in discovery, the parties reserve their rights to submit an 28 amended protective order providing for such a designation for the Court’s approval. 3 LAW OFFICES MESERVE, MUMPER & HUGHES LLP 171356.1 Case No. 19-cv-1957 ODW (MRWx) STIPULATED CONFIDENTIALITY AGREEMENT AND PROTECTIVE ORDER 1 other things, testimony, transcripts, and/or tangible things), that are produced or 2 generated in disclosures or responses to discovery in this matter. 2.7 3 Expert: a person with specialized knowledge or experience in a matter 4 pertinent to the litigation who has been retained by a Party or its counsel to serve as an 5 expert witness or as a consultant in this Action and who is not a past or a current 6 employee of a Party or a competitor of a Party, and who, at the time of retention, is not 7 anticipated to become an employee of a Party or a competitor of a Party. 2.8 8 House Counsel: attorneys, including those for Berkshire or its parent 9 companies, affiliates, predecessors, successors, assignees, subsidiaries, directors, 10 officers, employees, representatives, and all other entities or persons acting on behalf 11 of Berkshire (hereinafter “Berkshire Entity Related Parties”), who are employees of a 12 party to this Action. House Counsel does not include Outside Counsel of Record or 13 any other outside counsel. 2.9 14 Non-Party: any natural person, partnership, corporation, association, or 15 other legal entity not named as a Party to this action. 2.10 Outside Counsel of Record: attorneys who are not employees of a party 16 17 to this Action but are retained to represent or advise a party to this Action and have 18 appeared in this Action on behalf of that party or are affiliated with a law firm which 19 has appeared on behalf of that party, and includes support staff. 2.11 Party: any party to this Action, and/or any Berkshire Entity Related 20 21 Parties, including all of its officers, directors, employees, consultants, retained experts, 22 and Outside Counsel of Record (and their support staffs). 2.12 Producing Party: a Party or Non-Party that produces Disclosure or 23 24 Discovery Material in this Action. 2.13 Professional Vendors: persons or entities that provide litigation support 25 26 services (e.g., photocopying, videotaping, translating, preparing exhibits or 27 demonstrations, and organizing, storing, or retrieving data in any form or medium) and 28 their employees and subcontractors. 4 LAW OFFICES MESERVE, MUMPER & HUGHES LLP 171356.1 Case No. 19-cv-1957 ODW (MRWx) STIPULATED CONFIDENTIALITY AGREEMENT AND PROTECTIVE ORDER 2.14 Protected Material: 1 any Disclosure or Discovery Material that is 2 designated as “CONFIDENTIAL.” 2.15 Receiving Party: a Party that receives Disclosures or Discovery Material 3 4 from a Producing Party. 5 3. SCOPE 6 The protections conferred by this Stipulation and Order cover not only Protected 7 Material (as defined above), but also (1) any information copied or extracted from 8 Protected Material; (2) all copies, excerpts, summaries, or compilations of Protected 9 Material; and (3) any testimony, conversations, or presentations by Parties or their 10 Counsel that might reveal Protected Material. Any use of Protected Material at trial will be governed by the orders of the trial 11 12 judge. This Order does not govern the use of Protected Material at trial. 13 4. DURATION 14 Even after final disposition of this litigation, the confidentiality obligations 15 imposed by this Order will remain in effect until a Designating Party agrees otherwise 16 in writing or a court order otherwise directs. Final disposition for purposes of this 17 Order will be deemed to be the later of (1) dismissal of all claims and defenses in this 18 Action, with or without prejudice; and (2) final judgment herein after the completion 19 and exhaustion of all appeals, rehearings, remands, trials, or reviews of this Action, 20 including the time limits for filing any motions or applications for extension of time 21 pursuant to applicable law. 22 5. DESIGNATING PROTECTED MATERIAL 23 5.1 24 Each Party or Non-Party that designates information or items for protection Exercise of Restraint and Care in Designating Material for Protection. 25 under this Order must take care to limit any such designation to specific material that 26 qualifies under the appropriate standards. The Designating Party must designate for 27 protection only those parts of material, documents, items, or oral or written 28 communications that qualify so that other portions of the material, documents, items, 5 LAW OFFICES MESERVE, MUMPER & HUGHES LLP 171356.1 Case No. 19-cv-1957 ODW (MRWx) STIPULATED CONFIDENTIALITY AGREEMENT AND PROTECTIVE ORDER 1 or communications for which protection is not warranted are not swept unjustifiably 2 within the ambit of this Order. Mass, indiscriminate, or routinized designations are prohibited. Designations 3 4 that are shown to be clearly unjustified or that have been made for an improper purpose 5 (e.g., to unnecessarily encumber the case development process or to impose 6 unnecessary expenses and burdens on other parties) may expose the Designating Party 7 to sanctions. If it comes to a Designating Party’s attention that information or items that it 8 9 designated for protection do not qualify for protection, that Designating Party must 10 promptly notify all other Parties that it is withdrawing the inapplicable designation. 5.2 11 Manner and Timing of Designations. Except as otherwise provided in this 12 Order (see, e.g., second paragraph of section 5.2(a) below), or as otherwise stipulated 13 or ordered, Disclosure or Discovery Material that qualifies for protection under this 14 Order must be clearly so designated before the material is disclosed or produced. 15 Designation in conformity with this Order requires: 16 (a) for information in documentary form (e.g., paper or electronic documents, 17 but excluding transcripts of depositions or other pretrial or trial proceedings), that the 18 Producing Party affix at a minimum, the legend “CONFIDENTIAL” (hereinafter 19 “CONFIDENTIAL legend”), to each page that contains protected material. If only a 20 portion or portions of the material on a page qualifies for protection, the Producing Party 21 also must clearly identify the protected portion(s) (e.g., by making appropriate markings 22 in the margins). A Party or Non-Party that makes original documents available for inspection 23 24 need not designate them for protection until after the inspecting Party has indicated 25 which documents it would like copied and produced. During the inspection and before 26 the designation, all of the material made available for inspection will be deemed 27 “CONFIDENTIAL.” After the inspecting Party has identified the documents it wants 28 copied and produced, the Producing Party must determine which documents, or 6 LAW OFFICES MESERVE, MUMPER & HUGHES LLP 171356.1 Case No. 19-cv-1957 ODW (MRWx) STIPULATED CONFIDENTIALITY AGREEMENT AND PROTECTIVE ORDER 1 portions thereof, qualify for protection under this Order. Then, before producing the 2 specified documents, the Producing Party must affix the “CONFIDENTIAL legend” 3 to each page that contains Protected Material. If only a portion or portions of the 4 material on a page qualifies for protection, the Producing Party also must clearly 5 identify the protected portion(s) (e.g., by making appropriate markings in the margins). (b) 6 for testimony given in depositions that the Designating Party identify the 7 Disclosure or Discovery Material on the record, before the close of the deposition all 8 protected testimony. When it is impractical to identify separately each portion of 9 testimony that is entitled to protection, and when it appears that substantial portions of 10 the testimony may qualify for protection, the Party or Non-Party that sponsors, offers, 11 or gives the testimony may invoke on the record (before the deposition or proceeding 12 is concluded) a right to have up to 21 days after receipt of official (non-rough) 13 transcripts from the court reporter to identify the specific portions of the testimony as 14 to which protection is sought and the level of protection being asserted. Only those 15 portions of the testimony that are appropriately designated for protection within the 21 16 days shall be covered by the provisions of this Stipulated Protective Order. Transcript pages containing Protected Material must be separately bound by the 17 18 court reporter, who must affix to the top of each such page the legend 19 “CONFIDENTIAL.” (c) 20 for information produced in some form other than documentary and for 21 any other tangible items, that the Producing Party affix in a prominent place on the 22 exterior of the container or containers in which the information is stored the legend 23 “CONFIDENTIAL.” If only a portion or portions of the information warrants 24 protection, the Producing Party, to the extent practicable, will identify the protected 25 portion(s). 5.3 26 Inadvertent Failures to Designate. If timely corrected, an inadvertent 27 failure to designate qualified information or items does not, standing alone, waive the 28 Designating Party’s right to secure protection under this Order for such material. Upon 7 LAW OFFICES MESERVE, MUMPER & HUGHES LLP 171356.1 Case No. 19-cv-1957 ODW (MRWx) STIPULATED CONFIDENTIALITY AGREEMENT AND PROTECTIVE ORDER 1 timely correction of a designation, the Receiving Party must make reasonable efforts 2 to assure that the material is treated in accordance with the provisions of this Order. 3 6. CHALLENGING CONFIDENTIALITY DESIGNATIONS 4 6.1 Timing of Challenges. Any Party or Non-Party may challenge a 5 designation of confidentiality at any time that is consistent with the Court’s Scheduling 6 Order. Unless a prompt challenge to a Designating Party’s confidentiality designation 7 is necessary to avoid foreseeable, substantial unfairness, unnecessary economic 8 burdens, or a significant disruption or delay of the litigation, a Party does not waive its 9 right to challenge a confidentiality designation by electing not to mount a challenge 10 promptly after the original designation is disclosed. 6.2 11 Meet and Confer. The Challenging Party will initiate the dispute 12 resolution process (and, if necessary, file a discovery motion) under Local Rule 37.1 13 et seq. The Challenging Party shall give written notice of each designation it is 14 challenging and describe the basis for each challenge. To avoid ambiguity as to 15 whether a challenge has been made, the written notice must recite that the challenge to 16 confidentiality is being made in accordance with this specific paragraph of the 17 Protective Order. The parties shall attempt to resolve each challenge in good faith and 18 must begin the process by conferring directly (in voice to voice dialogue; other forms 19 of communication are not sufficient) pursuant to Local Rule 37.1. In conferring, the 20 Challenging Party must explain the basis for its belief that the confidentiality 21 designation was not proper and must give the Designating Party an opportunity to 22 review the designated material, to reconsider the circumstances, and, if no change in 23 designation is offered, to explain the basis for the chosen designation. A Challenging 24 Party may proceed to the next stage of the challenge process only if it has engaged in 25 this meet and confer process first or establishes that the Designating Party is unwilling 26 to participate in the meet and confer process in a timely manner. 6.3 27 The burden of persuasion in any such challenge proceeding will be on the 28 Designating Party. Frivolous challenges, and those made for an improper purpose (e.g., 8 LAW OFFICES MESERVE, MUMPER & HUGHES LLP 171356.1 Case No. 19-cv-1957 ODW (MRWx) STIPULATED CONFIDENTIALITY AGREEMENT AND PROTECTIVE ORDER 1 to harass or impose unnecessary expenses and burdens on other parties) may expose the 2 Challenging Party to sanctions. Unless the Designating Party has waived or withdrawn 3 the confidentiality designation, all parties will continue to afford the material in question 4 the level of protection to which it is entitled under the Producing Party’s designation 5 until the Court rules on the challenge. 6 7. ACCESS TO AND USE OF PROTECTED MATERIAL 7 7.1 Basic Principles. A Receiving Party may use Protected Material that is 8 disclosed or produced by another Party or by a Non-Party in connection with this Action 9 only for prosecuting, defending, or attempting to settle this Action. Such Protected 10 Material may be disclosed only to the categories of persons and under the conditions 11 described in this Order. When the Action has been terminated, a Receiving Party must 12 comply with the provisions of section 13 below (FINAL DISPOSITION). Protected Material must be stored and maintained by a Receiving Party at a 13 14 location and in a secure manner that ensures that access is limited to the persons 15 authorized under this Order. 7.2 16 Disclosures of “CONFIDENTIAL” Information or Items. Unless 17 otherwise ordered by the court or permitted in writing by the Designating Party, a 18 Receiving Party may disclose any information or item designated “CONFIDENTIAL” 19 only to: (a) 20 the Receiving Party’s Outside Counsel of Record in this Action, as well 21 as employees of said Outside Counsel of Record to whom it is reasonably necessary to 22 disclose the information for this Action; (b) 23 the officers, directors, and employees (including House Counsel) of the 24 Receiving Party to whom disclosure is reasonably necessary for this Action; (c) 25 Experts (as defined in this Order) of the Receiving Party to whom 26 disclosure is reasonably necessary for this Action and who have signed the 27 “Acknowledgment and Agreement to Be Bound” (Exhibit A); (d) 28 9 LAW OFFICES MESERVE, MUMPER & HUGHES LLP the Court and its personnel; 171356.1 Case No. 19-cv-1957 ODW (MRWx) STIPULATED CONFIDENTIALITY AGREEMENT AND PROTECTIVE ORDER 1 (e) court reporters and their staff; 2 (f) professional jury or trial consultants, mock jurors, and Professional 3 Vendors to whom disclosure is reasonably necessary for this Action and who have 4 signed the “Acknowledgment and Agreement to Be Bound” (Exhibit A); (g) 5 the author or recipient of a document containing the information or a 6 custodian or other person who otherwise possessed or knew the information; (h) 7 during their depositions, witnesses and attorneys for witnesses in the Action 8 to whom disclosure is reasonably necessary provided: (1) the deposing party requests 9 that the witness sign the form attached as Exhibit A hereto; and (2) they will not be 10 permitted to keep any confidential information unless they sign the “Acknowledgment 11 and Agreement to Be Bound” (Exhibit A), unless otherwise agreed by the Designating 12 Party or ordered by the court. Pages of transcribed deposition testimony or exhibits to 13 depositions that reveal Protected Material may be separately bound by the court 14 reporter and may not be disclosed to anyone except as permitted under this Stipulated 15 Protective Order; and (i) 16 any mediator or settlement officer, and their supporting personnel, 17 mutually agreed upon by any of the parties engaged in settlement discussions. 18 8. PROTECTED MATERIAL SUBPOENAED OR ORDERED PRODUCED IN 19 OTHER LITIGATION If a Party is served with a subpoena or a court order issued in other litigation that 20 21 compels disclosure of any information or items designated in this Action as 22 “CONFIDENTIAL,” that Party must: (a) 23 promptly notify in writing the Designating Party. Such notification will 24 include a copy of the subpoena or court order; (b) 25 promptly notify in writing the party who caused the subpoena or order to 26 issue in the other litigation that some or all of the material covered by the subpoena or 27 order is subject to this Protective Order. Such notification will include a copy of this 28 Stipulated Protective Order; and 10 LAW OFFICES MESERVE, MUMPER & HUGHES LLP 171356.1 Case No. 19-cv-1957 ODW (MRWx) STIPULATED CONFIDENTIALITY AGREEMENT AND PROTECTIVE ORDER (c) 1 cooperate with respect to all reasonable procedures sought to be pursued 2 by the Designating Party whose Protected Material may be affected. If the Designating Party timely seeks a protective order, the Party served with 3 4 the subpoena or court order will not produce any information designated in this action 5 as “CONFIDENTIAL” before a determination by the court from which the subpoena 6 or order issued, unless the Party has obtained the Designating Party’s permission. The 7 Designating Party will bear the burden and expense of seeking protection in that court 8 of its confidential material and nothing in these provisions should be construed as 9 authorizing or encouraging a Receiving Party in this Action to disobey a lawful 10 directive from another court. 11 9. A NON-PARTY’S PROTECTED MATERIAL SOUGHT TO BE PRODUCED 12 IN THIS LITIGATION (a) 13 The terms of this Order are applicable to information produced by a Non- 14 Party in this Action and designated as “CONFIDENTIAL.” Such information 15 produced by Non-Parties in connection with this litigation is protected by the remedies 16 and relief provided by this Order. Nothing in these provisions should be construed as 17 prohibiting a Non-Party from seeking additional protections. (b) 18 In the event that a Party is required, by a valid discovery request, to 19 produce a Non-Party’s confidential information in its possession, and the Party is 20 subject to an agreement with the Non-Party not to produce the Non-Party’s confidential 21 information, then the Party will: (1) 22 promptly notify in writing the Requesting Party and the Non-Party 23 that some or all of the information requested is subject to a confidentiality agreement 24 with a Non-Party; (2) 25 promptly provide the Non-Party with a copy of the Stipulated 26 Protective Order in this Action, the relevant discovery request(s), and a reasonably 27 specific description of the information requested; and 28 11 LAW OFFICES MESERVE, MUMPER & HUGHES LLP 171356.1 Case No. 19-cv-1957 ODW (MRWx) STIPULATED CONFIDENTIALITY AGREEMENT AND PROTECTIVE ORDER (3) 1 make the information requested available for inspection by the 2 Non-Party, if requested. (c) 3 If the Non-Party fails to seek a protective order from this court within 14 4 days of receiving the notice and accompanying information, the Receiving Party may 5 produce the Non-Party’s confidential information responsive to the discovery request. 6 If the Non-Party timely seeks a protective order, the Receiving Party will not produce 7 any information in its possession or control that is subject to the confidentiality 8 agreement with the Non-Party before a determination by the court. 9 10. UNAUTHORIZED DISCLOSURE OF PROTECTED MATERIAL If a Receiving Party learns that, by inadvertence or otherwise, it has disclosed 10 11 Protected Material to any person or in any circumstance not authorized under this 12 Stipulated Protective Order, the Receiving Party must immediately (a) notify in writing 13 the Designating Party of the unauthorized disclosures, (b) use its best efforts to retrieve 14 all unauthorized copies of the Protected Material, (c) inform the person or persons to 15 whom unauthorized disclosures were made of all the terms of this Order, and (d) request 16 such person or persons to execute the “Acknowledgment and Agreement to Be Bound” 17 that is attached hereto as Exhibit A. 18 11. INADVERTENT PRODUCTION OF PRIVILEGED OR OTHERWISE 19 PROTECTED MATERIAL Any inadvertent disclosure or production of materials subject to the work 20 21 product doctrine, attorney-client privilege, or any other applicable privilege or 22 protection shall not constitute or be deemed a waiver of any such privilege or 23 protection, provided that the Producing Party shall notify the Receiving Party in writing 24 of such protection or privilege promptly after the Producing Party discovers such 25 materials have been inadvertently produced. A Party who receives any inadvertently 26 disclosed information may not use or disclose such information in this or in any other 27 proceeding, or to any third party. When a Producing Party gives notice to Receiving 28 Parties that certain inadvertently produced material is subject to a claim of privilege or 12 LAW OFFICES MESERVE, MUMPER & HUGHES LLP 171356.1 Case No. 19-cv-1957 ODW (MRWx) STIPULATED CONFIDENTIALITY AGREEMENT AND PROTECTIVE ORDER 1 other protection, the obligations of the Receiving Parties are those set forth in Federal 2 Rule of Civil Procedure 26(b)(5)(B). This provision is not intended to modify whatever 3 procedure may be established in an e-discovery order that provides for production 4 without prior privilege review. Pursuant to Federal Rule of Evidence 502(d) and (e), 5 insofar as the parties reach an agreement on the effect of disclosure of a communication 6 or information covered by the attorney-client privilege or work product protection, the 7 parties may incorporate their agreement in the stipulated protective order submitted to 8 the court. 9 12. MISCELLANEOUS 12.1 Right to Further Relief. Nothing in this Order abridges the right of any 10 11 person to seek its modification by the Court in the future. 12.2 Right to Assert Other Objections. By stipulating to the entry of this 12 13 Protective Order no Party waives any right it otherwise would have to object to 14 disclosing or producing any information or item on any ground not addressed in this 15 Stipulated Protective Order. Similarly, no Party waives any right to object on any 16 ground to use in evidence of any of the material covered by this Protective Order. 12.3 Filing Protected Material. 17 Without written permission from the 18 Designating Party or a court order secured after appropriate notice to all interested 19 persons, a Party may not file in the public record in this action any Protected Material, 20 and/or any information contained in or derived from any Protected Material. A Party 21 that seeks to file under seal any Protected Material and/or any information contained 22 in or derived from any Protected Material must comply with Civil Local Rule 79-5. 23 Protected Material may only be filed under seal pursuant to court order authorizing the 24 sealing of the specific protected material at issue. Pursuant to Civil Local Rule 79-5, 25 a sealing order will issue only upon a request establishing that the Protected Material 26 at issue is privileged, protectable as a trade secret, or otherwise entitled to protection 27 under the law. If a Receiving Party’s Request to file Protected Material under seal is 28 13 LAW OFFICES MESERVE, MUMPER & HUGHES LLP 171356.1 Case No. 19-cv-1957 ODW (MRWx) STIPULATED CONFIDENTIALITY AGREEMENT AND PROTECTIVE ORDER 1 denied by the court, then the Receiving Party may file the information in the public 2 record unless otherwise instructed by the Court. 3 13. FINAL DISPOSITION 4 After the final disposition of this Action, as defined in paragraph 4, within 60 5 days of a written request by the Designating Party, each Receiving Party must return all 6 Protected Material to the Producing Party or destroy such material. As used in this 7 subdivision, “all Protected Material” includes all copies, abstracts, compilations, 8 summaries, and any other format reproducing or capturing any of the Protected 9 Material. Whether the Protected Material is returned or destroyed, the Receiving Party 10 must submit a written certification to the Producing Party (and, if not the same person 11 or entity, to the Designating Party) by the 60 day deadline that (1) identifies (by 12 category, where appropriate) all the Protected Material that was returned or destroyed 13 and (2) affirms that the Receiving Party has not retained any copies, abstracts, 14 compilations, summaries or any other format reproducing or capturing any of the 15 Protected Material. Notwithstanding this provision, Counsel are entitled to retain an 16 archival copy of all pleadings, motion papers, trial, deposition, and hearing transcripts, 17 legal memoranda, correspondence, deposition and trial exhibits, expert reports, 18 attorney work product, and consultant and expert work product, even if such materials 19 contain Protected Material. Any such archival copies that contain or constitute 20 Protected Material remain subject to this Protective Order as set forth in Section 4 21 (DURATION). 22 /// 23 /// 24 /// 25 /// 26 /// 27 /// 28 /// 14 LAW OFFICES MESERVE, MUMPER & HUGHES LLP 171356.1 Case No. 19-cv-1957 ODW (MRWx) STIPULATED CONFIDENTIALITY AGREEMENT AND PROTECTIVE ORDER 1 14. Any willful violation of this Order may be punished by civil or criminal 2 contempt proceedings, financial or evidentiary sanctions, reference to disciplinary 3 authorities, or other appropriate action at the discretion of the Court. 4 5 IT IS SO STIPULATED, THROUGH COUNSEL OF RECORD. 6 7 Dated: September 16, 2019 8 9 John R. Yates YATES LITIGATION By: /s/ John R. Yates John R. Yates Attorneys for Defendant ARSEN SUKIASYAN 10 11 12 Dated: September 16, 2019 13 Linda M. Lawson Jason A. James MESERVE, MUMPER & HUGHES LLP 14 By: /s/ Jason A. James Jason A. James Attorneys for Plaintiff BERKSHIRE LIFE INSURANCE COMPANY OF AMERICA 15 16 17 18 19 20 FOR GOOD CAUSE SHOWN, IT IS SO ORDERED. 21 22 Dated: September 16, 2019 _______________________________ HON. MICHAEL R. WILNER United States Magistrate Judge 23 24 25 26 27 28 15 LAW OFFICES MESERVE, MUMPER & HUGHES LLP 171356.1 Case No. 19-cv-1957 ODW (MRWx) STIPULATED CONFIDENTIALITY AGREEMENT AND PROTECTIVE ORDER 1 EXHIBIT A 2 ACKNOWLEDGMENT AND AGREEMENT TO BE BOUND 3 I,_______________________ [full name], of ________________________________[full 4 address], declare under penalty of perjury that I have read in its entirety and understand 5 the Stipulated Protective Order that was issued by the United States District Court for 6 the Central District of California on [_____________] in the case of Berkshire Life 7 Insurance Company of America v. Arsen Sukiasyan, Case No. 2:19-cv-01957 ODW 8 (MRWx). I agree to comply with and to be bound by all the terms of this Stipulated 9 Protective Order and I understand and acknowledge that failure to so comply could 10 expose me to sanctions and punishment in the nature of contempt. I solemnly promise 11 that I will not disclose in any manner any information or item that is subject to this 12 Stipulated Protective Order to any person or entity except in strict compliance with the 13 provisions of this Order. I further agree to submit to the jurisdiction of the United States District Court for 14 15 the Central District of California for the purpose of enforcing the terms of this Stipulated 16 Protective Order, even if such enforcement proceedings occur after termination of this 17 action. I hereby appoint ______________________________________ [full name] 18 of ___________________________________________ [full address and telephone 19 number] as my California agent for service of process in connection with this action 20 or any proceedings related to enforcement of this Stipulated Protective Order. 21 Dated: __________________________ 22 City and State where signed: _______________________________ 23 24 Printed Name: _____________________________ 25 26 Signature: ____________________________________ 27 28 16 LAW OFFICES MESERVE, MUMPER & HUGHES LLP 171356.1 Case No. 19-cv-1957 ODW (MRWx) STIPULATED CONFIDENTIALITY AGREEMENT AND PROTECTIVE ORDER

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