What’s New: Commentary on Legal Holds, Second Edition


On-demand Webcast

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The Sedona ConferenceⓇ “Commentary on Legal Holds” has been updated. Get an overview of the recent changes and updates made to the authoritative document that helps guide organizations on how to address their preservation obligations.

Join a panelist group of experts as they discuss: what’s new, what’s stayed the same, and the new guidance when responding to preservation obligations, incorporating changes in the Federal Rules, developments in state and federal case law, global privacy regulations, and legal hold best practices.

Join this webcast and walk away with a clear understanding of:

  • The legal framework for the duty to preserve, and the impact of the 2015 amendments to the Federal Rules.
  • Recent court interpretations of the trigger and scope of the duty to preserve.
  • The “reasonableness” standard in implementing preservation.
  • The responsibilities of outside counsel in implementing preservation.
  • The relationship of the duty of preservation to statutory or regulatory data retention requirements.
  • The preservation duties owed to—and by—non-party custodians of discoverable ESI.

Start addressing your preservation obligations and understand legal hold best practices today.


Can’t attend? The on-demand recording will be available for all the registrants.


Hon. Xavier Rodriguez | U.S. District Judge for the Western District of Texas United States District Courts

Xavier Rodriguez is a former Texas Supreme Court Justice and currently sits on the bench as a US District Judge for the Western District of Texas. Judge Rodriguez is speaker on continuing legal education seminars and has authored numerous articles regarding employment law, discovery and arbitration.

Gina Trimarco | Senior Attorney DLA Piper

Gina Trimarco is a litigator who represents clients in a variety of complex litigation involving financial services, health care, consumer fraud act, insurance, contract claims, and employment matters. She also counsels clients about all aspects of information governance, from ediscovery and records management, to data privacy.

John Tredennick | CEO and Founder Merlin Digital Magic

John Tredennick is a legal industry thought-leader with over twenty years of experience as a trial lawyer and litigation partner. He is an active member in the Sedona Conference and acted as a drafting team leader for the new Sedona Guidelines on Legal Hold and as a member of the initial research team for the International Legal Hold Guidelines. Tredennick has authored eight books and countless articles on legal technology topics and is the founder of Catalyst ediscovery software and Merlin Digital Magic, an automated compliance and discovery system.

Jana Mills | Director and Senior Attorney American Airlines

Jana Mills joined American Airlines in 2016 as a senior attorney in the areas of litigation and ediscovery. Previously, she was with Jones Day in its Securities and SEC Enforcement group and with Deloitte in its Discovery Practices group.

Taylor Hoffman | Senior Legal Counsel-Head Ediscovery Management Swiss Re

Taylor M. Hoffman is Senior Legal Counsel-Head eDiscovery Management at Swiss Re. Prior to his current role, he was Corporate Counsel (Litigation and eDiscovery) at DISH Network, where he implemented an overhaul of DISH’s eDiscovery Process. He had previously been an associate at both Debevoise & Plimpton and Covington & Burling.

Brad Harris | Distinguished Fellow for Ediscovery | Zapproved

Brad Harris, Distinguished Fellow for Ediscovery at Zapproved, has more than 30 years’ experience in the high technology and enterprise software sectors, including assisting Fortune 1000 companies enhance their ediscovery preparedness through technology and process improvement. Brad is a frequent author and speaker on data preservation and ediscovery issues and is a member of The Sedona Conference. He has published articles in The National Law Journal, Corporate Counsel, and Information Management and presented at leading industry events, such as LegalTech New York.

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