Source: s3://data.kl3m.ai/documents/govinfo/USCOURTS/USCOURTS-caed-1_16-cv-00006/USCOURTS-caed-1_16-cv-00006-3/pdf.json

Nature of Suit Code: 110
Nature of Suit: Insurance
Cause of Action: 28:1332 Diversity-Insurance Contract

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UNITED STATES DISTRICT COURT

EASTERN DISTRICT OF CALIFORNIA

BERKSHIRE LIFE INSURANCE 

COMPANY OF AMERICA,

Plaintiff,

vs.

ANTONIO MONTALVO,

Defendant.

ANTONIO MONTALVO,

Counter-Claimant,

vs.

BERKSHIRE LIFE INSURANCE 

COMPANY OF AMERICA,

Counter-Defendant.

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Case No. 1:16-cv-00006-SAB

STIPULATED 

CONFIDENTIALITY 

AGREEMENT AND 

PROTECTIVE ORDER

Case 1:16-cv-00006-SAB Document 30 Filed 08/30/16 Page 1 of 20
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Plaintiff and Counter-Defendant Berkshire Life Insurance Company of 

America (―Berkshire‖) and Defendant and Counter-Claimant Antonio Montalvo 

(―Montalvo‖), by and through their respective counsel, hereby agree as follows:

1. INTRODUCTION

1.1 PURPOSES AND LIMITATIONS.

Disclosure and discovery activity in this action are likely to involve production 

of confidential, proprietary, or private information for which special protection from 

public disclosure and from use for any purpose other than prosecuting 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. The parties further acknowledge, as set forth in 

Section 12.3, below, that this Stipulated Protective Order does not entitle them to file 

confidential information under seal; Local Rule 141 sets forth the procedures that 

must be followed when a party seeks permission from the court to file material under 

seal.

1.2 GOOD CAUSE STATEMENT.

This action is likely to involve confidential medical information, confidential 

and/or private information of third parties, trade secrets and other valuable research, 

development, commercial, financial, technical and/or proprietary information for 

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

than prosecution of this action is warranted. Such confidential and/or proprietary 

materials and information consist of, among other things, confidential medical 

records, 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 

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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. The parties believe the need for protection should be addressed 

by a court order, as opposed to a private agreement between the parties, to facilitate 

the orderly and efficient discovery of relevant information while minimizing the

potential for unauthorized disclosure or use of confidential and/or proprietary 

materials and information. Moreover, the parties would like the ability to request 

that the Court rule on challenges to a party’s confidentiality designation, should any 

challenges arise that the parties are unable to resolve by meeting and conferring.

2. DEFINITIONS

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

of information or items under this Order.

2.2 ―CONFIDENTIAL‖ Information or Items: information (regardless of 

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

protection under standards developed under Rule 26 of the Federal Rule of Civil 

Procedure.

///

///

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2.3 ―HIGHLY CONFIDENTIAL — ATTORNEYS’ EYES ONLY‖ 

Information or Items: extremely sensitive ―CONFIDENTIAL‖ Information or Items 

whose disclosure to another Party or Non-Party would create a substantial risk of 

serious injury that could not be avoided by less restrictive means.

2.4 Counsel (without qualifier): Outside Counsel of Record and House 

Counsel (as well as their support staff).

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

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

―CONFIDENTIAL‖ or as ―HIGHLY CONFIDENTIAL — ATTORNEYS’ EYES 

ONLY.‖

2.6 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/or tangible things), that are produced 

or generated in disclosures or responses to discovery in this matter.

2.7 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 and who is not a past or a current 

employee or of a competitor of a Party’s and who, at the time of retention, is not 

anticipated to become an employee of a Party or a competitor of a Party’s.

2.8 House Counsel: attorneys, including those for Berkshire or its parent 

companies, affiliates, predecessors, successors, assignees, subsidiaries, directors, 

officers, employees, representatives, and all other entities or persons acting on behalf 

of Berkshire (hereinafter ―Berkshire Entity Related Parties‖), who are employees of a 

party to this action. House Counsel does not include Outside Counsel of Record or 

any other outside counsel.

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

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

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

to this action but are retained to represent or advise a party to this action and have 

appeared in this action on behalf of that party or are affiliated with a law firm which 

has appeared on behalf of that party.

2.11 Party: any party to this action, and/or any Berkshire Entity Related 

Parties, including all of its officers, directors, employees, consultants, retained 

experts, and Outside Counsel of Record (and their support staffs).

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

Discovery Material in this action.

2.13 Professional Vendors: persons or entities that provide litigation support 

services (e.g., photocopying, videotaping, translating, preparing exhibits or 

demonstrations, and organizing, storing, or retrieving data in any form or medium) 

and their employees and subcontractors.

2.14 Protected Material: any Disclosure or Discovery Material that is 

designated as ―CONFIDENTIAL‖ or as ―HIGHLY CONFIDENTIAL —

ATTORNEYS’ EYES ONLY.‖

2.15 Receiving Party: a Party that receives Disclosure or Discovery Material 

from a Producing Party.

3. SCOPE

The protections conferred by this Stipulation and Order cover not only 

Protected Material (as defined above), but also (1) any information copied or 

extracted from Protected Material; (2) all copies, excerpts, summaries, or 

compilations of Protected Material; and (3) any testimony, conversations, or 

presentations by Parties or their Counsel that might reveal Protected Material. 

Pursuant to Local Rule 141.(b)(2), any use of Protected Material at trial shall be 

governed by a separate agreement or order.

///

///

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4. DURATION

Even after final disposition of this litigation, the confidentiality obligations 

imposed by this Order shall remain in effect until a Designating Party agrees 

otherwise in writing or a court order otherwise directs. Final disposition for purposes 

of this Order shall be deemed to be the later of (1) dismissal of all claims and 

defenses in this action, with or without prejudice; and (2) final judgment herein after 

the completion and exhaustion of all appeals, rehearings, remands, trials, or reviews 

of this action, including the time limits for filing any motions or applications for 

extension of time pursuant to applicable law.

5. DESIGNATING PROTECTED MATERIAL

5.1 Exercise of Restraint and Care in Designating Material for Protection. 

Each Party or Non-Party that designates information or items for protection under 

this Order must take care to limit any such designation to specific material that 

qualifies under the appropriate standards. The Designating Party must designate for 

protection only those parts of material, documents, items, or oral or written 

communications that qualify – so that other portions of the material, documents, 

items, or communications for which protection is not warranted are not swept 

unjustifiably within the ambit of this Order.

Mass, indiscriminate, or routinized designations are prohibited. Designations 

that are shown to be clearly unjustified or that have been made for an improper 

purpose (e.g., to unnecessarily encumber or retard the case development process or to 

impose unnecessary expenses and burdens on other parties) expose the Designating 

Party to sanctions as permitted under applicable court rules, statutes, and case law.

If it comes to a Designating Party’s attention that information or items that it 

designated for protection do not qualify for protection, that Designating Party must 

promptly notify all other Parties that it is withdrawing the mistaken designation.

5.2 Manner and Timing of Designations. Except as otherwise provided in 

this Order (see, e.g., second paragraph of section 5.2(a) below), or as otherwise 

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stipulated or ordered, Disclosure or Discovery Material that qualifies for protection 

under this Order must be clearly so designated before the material is disclosed or 

produced.

Designation in conformity with this Order requires:

(a) for information in documentary form (e.g., paper or electronic 

documents, but excluding transcripts of depositions or other pretrial or trial 

proceedings), that the Producing Party affix the legend ―CONFIDENTIAL‖ or 

―HIGHLY CONFIDENTIAL — ATTORNEYS’ EYES ONLY‖ to each page that 

contains protected material. If only a portion or portions of the material on a page 

qualifies for protection, the Producing Party also must clearly identify the protected 

portion(s) (e.g., by making appropriate markings in the margins) and must specify, 

for each portion, the level of protection being asserted (either ―CONFIDENTIAL‖ or 

―HIGHLY CONFIDENTIAL — ATTORNEYS’ EYES ONLY‖).

A Party or Non-Party that makes original documents or materials available for 

inspection need not designate them for protection until after the inspecting Party has 

indicated which material it would like copied and produced. During the inspection 

and before the designation, all of the material made available for inspection shall be 

deemed ―HIGHLY CONFIDENTIAL — ATTORNEYS’ EYES ONLY‖. After the 

inspecting Party has identified the documents it wants copied and produced, the 

Producing Party must determine which documents, or portions thereof, qualify for 

protection under this Order. Then, before producing the specified documents, the 

Producing Party must affix the ―CONFIDENTIAL‖ or ―HIGHLY CONFIDENTIAL 

— ATTORNEYS’ EYES ONLY‖ legend to each page that contains Protected 

Material. If only a portion or portions of the material on a page qualifies for 

protection, the Producing Party also must clearly identify the protected portion(s) 

(e.g., by making appropriate markings in the margins) and must specify, for each 

portion, the level of protection being asserted (either ―CONFIDENTIAL‖ or 

―HIGHLY CONFIDENTIAL — ATTORNEYS’ EYES ONLY‖).

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(b) for testimony given in deposition or in other pretrial or trial 

proceedings, that the Designating Party identify on the record, before the close of the 

deposition, hearing, or other proceeding, all protected testimony. When it is 

impractical to identify separately each portion of testimony that is entitled to 

protection, and when it appears that substantial portions of the testimony may qualify 

for protection, the Party or Non-Party that sponsors, offers, or gives the testimony 

may invoke on the record (before the deposition or proceeding is concluded) a right 

to have up to 21 days after receipt of official (non-rough) transcripts from the court 

reporter to identify the specific portions of the testimony as to which protection is 

sought and to specify the level of protection being asserted (―CONFIDENTIAL‖ or 

―HIGHLY CONFIDENTIAL — ATTORNEYS’ EYES ONLY‖). Only those 

portions of the testimony that are appropriately designated for protection within the 

21 days shall be covered by the provisions of this Stipulated Protective Order.

Transcript pages containing Protected Material must be separately 

bound by the court reporter, who must affix to the top of each such page the legend 

―CONFIDENTIAL‖ or ―HIGHLY CONFIDENTIAL — ATTORNEYS’ EYES 

ONLY,‖ as instructed by the Party or Non-Party offering or sponsoring the witness 

or presenting the testimony. 

(c) for information produced in some form other than documentary and 

for any other tangible items, that the Producing Party affix in a prominent place on 

the exterior of the container or containers in which the information or item is stored 

the legend ―CONFIDENTIAL‖ or ―HIGHLY CONFIDENTIAL — ATTORNEYS’ 

EYES ONLY‖. If only a portion or portions of the information or item warrant 

protection, the Producing Party, to the extent practicable, shall identify the protected 

portion(s).

5.3 Inadvertent Failures to Designate. If timely corrected, an inadvertent 

failure to designate qualified information or items does not, standing alone, waive the 

Designating Party’s right to secure protection under this Order for such material. 

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Upon timely correction of a designation, the Receiving Party must make reasonable 

efforts to assure that the material is treated in accordance with the provisions of this 

Order.

6. CHALLENGING CONFIDENTIALITY DESIGNATIONS

6.1 Timing of Challenges. Any Party or Non-Party may challenge a 

designation of confidentiality at any time. Unless a prompt challenge to a 

Designating Party’s confidentiality designation is necessary to avoid foreseeable, 

substantial unfairness, unnecessary economic burdens, or a significant disruption or 

delay of the litigation, a Party does not waive its right to challenge a confidentiality 

designation by electing not to mount a challenge promptly after the original 

designation is disclosed.

6.2 Meet and Confer. The Challenging Party shall initiate the dispute 

resolution process by providing written notice of each designation it is challenging 

and describing the basis for each challenge. To avoid ambiguity as to whether a 

challenge has been made, the written notice must recite that the challenge to 

confidentiality is being made in accordance with this specific paragraph of the 

Protective Order. The parties shall attempt to resolve each challenge in good faith 

and must begin the process by conferring directly (in voice to voice dialogue; other 

forms of communication are not sufficient) within 14 days of the date of service of 

notice. In conferring, the Challenging Party must explain the basis for its belief that 

the confidentiality designation was not proper and must give the Designating Party 

an opportunity to review the designated material, to reconsider the circumstances, 

and, if no change in designation is offered, to explain the basis for the chosen 

designation. A Challenging Party may proceed to the next stage of the challenge 

process only if it has engaged in this meet and confer process first or establishes that 

the Designating Party is unwilling to participate in the meet and confer process in a 

timely manner.

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6.3 Judicial Intervention. If the Parties cannot resolve a challenge without 

court intervention, the Designating Party shall file and serve a motion to retain 

confidentiality under Local Rules 141.1 and 251 within 30 days of the parties 

agreeing that the meet and confer process will not resolve their dispute. Each such 

motion must be accompanied by a competent declaration affirming that the movant 

has complied with the meet and confer requirements imposed in the preceding 

paragraph. Failure by the Designating Party to make such a motion including the 

required declaration within 30 days shall automatically waive the confidentiality 

designation for each challenged designation. In addition, the Challenging Party may 

file a motion challenging a confidentiality designation at any time if there is good 

cause for doing so, including a challenge to the designation of a deposition transcript 

or any portions thereof. Any motion brought pursuant to this provision must be 

accompanied by a competent declaration affirming that the movant has complied 

with the meet and confer requirements imposed by the preceding paragraph.

The burden of persuasion in any such challenge proceeding shall be on the 

Designating Party. Frivolous challenges, and those made for an improper purpose 

(e.g., to harass or impose unnecessary expenses and burdens on other parties) may 

expose the Challenging Party to sanctions as permitted under applicable court rules, 

statutes, and case law. Unless the Designating Party has waived the confidentiality 

designation by failing to file a motion to retain confidentiality as described above, all 

parties shall continue to afford the material in question the level of protection to 

which it is entitled under the Producing Party’s designation until the court rules on 

the challenge.

7. ACCESS TO AND USE OF PROTECTED MATERIAL

7.1 Basic Principles. A Receiving Party may use Protected Material that is 

disclosed or produced by another Party or by a Non-Party in connection with this 

case only for prosecuting, defending, or attempting to settle this litigation. Such 

Protected Material may be disclosed only to the categories of persons and under the 

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conditions described in this Order. When the litigation has been terminated, a 

Receiving Party must comply with the provisions of section 13 below (FINAL 

DISPOSITION).

Protected Material must be stored and maintained by a Receiving Party at a 

location and in a secure manner that ensures that access is limited to the persons 

authorized under this Order.

7.2 Disclosure of ―CONFIDENTIAL‖ Information or Items. Unless 

otherwise ordered by the court or permitted in writing by the Designating Party, a 

Receiving Party may disclose any information or item designated 

―CONFIDENTIAL‖ only to:

(a) the Receiving Party’s Outside Counsel of Record in this action, as well as 

employees of said Outside Counsel of Record to whom it is reasonably necessary to 

disclose the information for this litigation and who have signed the 

―Acknowledgment and Agreement to Be Bound‖ that is attached hereto as Exhibit A;

(b) the officers, directors, and employees (including House Counsel) of the 

Receiving Party to whom disclosure is reasonably necessary for this litigation and 

who have signed the ―Acknowledgment and Agreement to Be Bound‖ (Exhibit A);

(c) Experts (as defined in this Order) of the Receiving Party to whom 

disclosure is reasonably necessary for this litigation and who have signed the 

―Acknowledgment and Agreement to Be Bound‖ (Exhibit A);

(d) the court and its personnel;

(e) court reporters and their staff, professional jury or trial consultants, mock 

jurors, and Professional Vendors to whom disclosure is reasonably necessary for this 

litigation and who have signed the ―Acknowledgment and Agreement to Be Bound‖ 

(Exhibit A);

(f) during their depositions, witnesses in the action to whom disclosure is 

reasonably necessary and who have signed the ―Acknowledgment and Agreement to 

Be Bound‖ (Exhibit A), unless otherwise agreed by the Designating Party or ordered 

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by the court. Pages of transcribed deposition testimony or exhibits to depositions 

that reveal Protected Material must be separately bound by the court reporter and 

may not be disclosed to anyone except as permitted under this Stipulated Protective 

Order. If an issue arises and a specific witness refuses to sign Exhibit A, the parties 

agree they will meet and confer and attempt to resolve the issue.

(g) the author or recipient of a document containing the information or a 

custodian or other person who otherwise possessed or knew the information.

7.3 Disclosure of ―HIGHLY CONFIDENTIAL — ATTORNEYS’ EYES 

ONLY‖ Information or Items. Unless otherwise ordered by the court or permitted in 

writing by the Designating Party, a Receiving Party may disclose any information or 

item designated ―HIGHLY CONFIDENTIAL — ATTORNEYS’ EYES ONLY‖ 

only to:

(a) the Receiving Party’s Outside Counsel of Record in this action, as well 

as employees of said Outside Counsel of Record to whom it is reasonably necessary 

to disclose the information for this litigation and who have signed the 

―Acknowledgment and Agreement to Be Bound‖ that is attached hereto as Exhibit A;

(b) House Counsel of a Receiving Party to whom disclosure is reasonably 

necessary for this litigation and who have signed the ―Acknowledgment and 

Agreement to Be Bound‖ (Exhibit A);

(c) Experts (as defined in this Order) to whom disclosure is reasonably 

necessary for this litigation and who have signed the ―Acknowledgment and 

Agreement to Be Bound‖ (Exhibit A);

(d) the Court and its personnel;

(e) court reporters, their staffs, and Professional Vendors to whom 

disclosure is reasonably necessary for this litigation and who have signed the 

―Acknowledgment and Agreement to Be Bound‖ (Exhibit A); and

(f) the author of the document or the original source of the information.

///

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8. PROTECTED MATERIAL SUBPOENAED OR ORDERED 

PRODUCED IN OTHER LITIGATION.

If a Party is served with a subpoena or a court order issued in other litigation 

that compels disclosure of any information or items designated in this action as 

―CONFIDENTIAL‖ or ―HIGHLY CONFIDENTIAL — ATTORNEYS’ EYES 

ONLY‖, that Party must: 

(a) promptly notify in writing the Designating Party. Such notification shall 

include a copy of the subpoena or court order; 

(b) promptly notify in writing the party who caused the subpoena or order to 

issue in the other litigation that some or all of the material covered by the subpoena 

or order is subject to this Protective Order. Such notification shall include a copy of 

this Stipulated Protective Order; and 

(c) cooperate with respect to all reasonable procedures sought to be pursued 

by the Designating Party whose Protected Material may be affected.

If the Designating Party timely seeks a protective order, the Party served with 

the subpoena or court order shall not produce any information designated in this 

action as ―CONFIDENTIAL‖ or ―HIGHLY CONFIDENTIAL — ATTORNEYS’ 

EYES ONLY‖ before a determination by the court from which the subpoena or order 

issued, unless the Party has obtained the Designating Party’s permission. The 

Designating Party shall bear the burden and expense of seeking protection in that 

court of its confidential material – and nothing in these provisions should be 

construed as authorizing or encouraging a Receiving Party in this action to disobey a 

lawful directive from another court.

9. A NON-PARTY’S PROTECTED MATERIAL SOUGHT TO BE 

PRODUCED IN THIS LITIGATION

(a) The terms of this Order are applicable to information produced by a NonParty in this action and designated as ―CONFIDENTIAL‖ or ―HIGHLY 

CONFIDENTIAL — ATTORNEYS’ EYES ONLY.‖ Such information produced 

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by Non-Parties in connection with this litigation is protected by the remedies and 

relief provided by this Order. Nothing in these provisions should be construed as 

prohibiting a Non-Party from seeking additional protections. 

(b) In the event that a Party is required, by a valid discovery request, to 

produce a Non-Party’s confidential information in its possession, and the Party is 

subject to an agreement with the Non-Party not to produce the Non-Party’s 

confidential information, then the Party shall: 

(1) promptly notify in writing the Requesting Party and the Non-Party 

that some or all of the information requested is subject to a confidentiality agreement 

with a Non-Party;

(2) promptly provide the Non-Party with a copy of the Stipulated 

Protective Order in this litigation, the relevant discovery request(s), and a reasonably 

specific description of the information requested; and 

(3) make the information requested available for inspection by the NonParty. 

(c) If the Non-Party fails to object or seek a protective order from this court 

within 14 days of receiving the notice and accompanying information, the Receiving 

Party may produce the Non-Party’s confidential information responsive to the 

discovery request. If the Non-Party timely seeks a protective order, the Receiving 

Party shall not produce any information in its possession or control that is subject to 

the confidentiality agreement with the Non-Party before a determination by the court. 

Absent a court order to the contrary, the Non-Party shall bear the burden and expense 

of seeking protection in this court of its Protected Material.

10. UNAUTHORIZED DISCLOSURE OF PROTECTED MATERIAL

If a Receiving Party learns that, by inadvertence or otherwise, it has disclosed 

Protected Material to any person or in any circumstance not authorized under this 

Stipulated Protective Order, the Receiving Party must immediately (a) notify in 

writing the Designating Party of the unauthorized disclosures, (b) use its best efforts 

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to retrieve all unauthorized copies of the Protected Material, (c) inform the person or 

persons to whom unauthorized disclosures were made of all the terms of this Order, 

and (d) request such person or persons to execute the ―Acknowledgment and 

Agreement to Be Bound‖ that is attached hereto as Exhibit A.

11. INADVERTENT PRODUCTION OF PRIVILEGED OR OTHERWISE 

PROTECTED MATERIAL

Any inadvertent disclosure or production of materials subject to the work 

product doctrine, attorney-client privilege, or any other applicable privilege or 

protection shall not constitute or be deemed a waiver of any such privilege or 

protection, provided that the Producing Party shall notify the Receiving Party in 

writing of such protection or privilege promptly after the Producing Party discovers 

such materials have been inadvertently produced. A Party who receives any 

inadvertently disclosed information may not use or disclose such information in this 

or in any other proceeding, or to any third party. When a Producing Party gives 

notice to Receiving Parties that certain inadvertently produced material is subject to a 

claim of privilege or other protection, the obligations of the Receiving Parties include 

those set forth in Federal Rule of Civil Procedure 26(b)(5)(B). Pursuant to Federal 

Rule of Evidence 502(d) and (e), insofar as the parties reach an agreement on the 

effect of disclosure of a communication or information covered by the attorney-client 

privilege or work product protection, the parties may incorporate their agreement in 

the stipulated protective order submitted to the court.

12. MISCELLANEOUS

12.1 Right to Further Relief. Nothing in this Order abridges the right of any 

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 

Protective Order no Party waives any right it otherwise would have to object to 

disclosing or producing any information or item on any ground not addressed in this 

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Stipulated Protective Order. Similarly, no Party waives any right to object on any 

ground to use in evidence of any of the material covered by this Protective Order.

12.3 Filing Protected Material. Without written permission from the 

Designating Party or a court order secured after appropriate notice to all interested 

persons, a Party may not file in the public record in this action any Protected 

Material, and/or any information contained in or derived from any Protected 

Material. A Party that seeks to file under seal any Protected Material and/or any 

information contained in or derived from any Protected Material must comply with 

Local Rule 141 and any other applicable law that governs the filing of documents 

under seal with the District Court. 

13. FINAL DISPOSITION

Within 60 days after the final disposition of this action, as defined in 

paragraph 4, each Receiving Party must return all Protected Material to the 

Producing Party or destroy such material. As used in this subdivision, ―all Protected 

Material‖ includes all copies, abstracts, compilations, summaries, and any other 

format reproducing or capturing any of the Protected Material. Whether the 

Protected Material is returned or destroyed, the Receiving Party must submit a 

written certification to the Producing Party (and, if not the same person or entity, to 

the Designating Party) by the 60 day deadline that (1) identifies (by category, where 

appropriate) all the Protected Material that was returned or destroyed and (2) affirms 

that the Receiving Party has not retained any copies, abstracts, compilations, 

summaries or any other format reproducing or capturing any of the Protected 

Material. Notwithstanding this provision, Counsel are entitled to retain an archival 

copy of all pleadings, motion papers, trial, deposition, and hearing transcripts, legal 

memoranda, correspondence, deposition and trial exhibits, expert reports, attorney 

work product, and consultant and expert work product, even if such materials contain 

Protected Material. Any such archival copies that contain or constitute Protected 

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Material remain subject to this Protective Order as set forth in Section 4 

(DURATION).

IT IS SO STIPULATED, THROUGH COUNSEL OF RECORD.

Dated: August 26, 2016 MESERVE, MUMPER & HUGHES LLP

Linda M. Lawson

Allison Vana

By: /s/ Allison Vana

Allison Vana

Attorneys for Plaintiff and CounterDefendant

BERKSHIRE LIFE INSURANCE 

COMPANY OF AMERICA

Dated: August 26, 2016 WANGER JONES HELSLEY PC

Scott D. Laird

Jena M. Harlos

By: /s/ Scott D. Laird

Scott D. Laird

Attorneys for Defendant and 

Counter-Claimant 

ANTONIO MONTALVO

Filer’s Attestation-Local Rule 131(e)

The filing attorney attests that she has obtained concurrence regarding the 

filing of this document and its content from the signatories to this document.

ORDER

Pursuant to the stipulation of the parties, IT IS HEREBY 

ORDERED that:

1. The protective order is approved and entered;

2. The parties are advised that pursuant to the Local Rules of 

the United States District Court, Eastern District of California, any 

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documents which are to be filed under seal will require a written 

request which complies with Local Rule 141; and

3. The party making a request to file documents under seal 

shall be required to show good cause for documents attached to a 

nondispositive motion or compelling reasons for documents attached to 

a dispositive motion. Pintos v. Pacific Creditors Ass’n, 605 F.3d 665, 

677-78 (9th Cir. 2009). 

IT IS SO ORDERED.

Dated: August 29, 2016 

UNITED STATES MAGISTRATE JUDGE

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EXHIBIT A

ACKNOWLEDGMENT AND AGREEMENT TO BE BOUND

I, _____________________________ [print or type full name], of 

_________________ [print or type full address], declare under penalty of perjury 

that I have received a copy of, read in its entirety, and understand the Stipulated 

Protective Order that was issued by the United States District Court for the Eastern 

District of California in the case of Berkshire Life Insurance Company of America v. 

Antonio Montalvo, Case No. 1:16-cv-00006-SAB. I agree to comply with and to be 

bound by all the terms of this Stipulated Protective Order and I understand and 

acknowledge that failure to so comply could expose me to sanctions and punishment 

in the nature of contempt. I solemnly promise that I will not disclose in any manner 

any information or item that is subject to this Stipulated Protective Order to any 

person or entity except in strict compliance with the provisions of this Order, and that 

subject to the terms of the Stipulated Protective Order, I will use such information 

that is disclosed to me only for purposes of this case.

I further agree to submit to the jurisdiction of the United States District Court 

for the Eastern District of California for the purpose of enforcing the terms of this 

Stipulated Protective Order, even if such enforcement proceedings occur after 

termination of this action.

I hereby appoint __________________________ [print or type full name] of 

_________________________________ [print or type full address and telephone 

number] as my California agent for service of process in connection with this action 

or any proceedings related to enforcement of this Stipulated Protective Order.

Date: ______________________________________

City and State where sworn and signed: _______________________________

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Printed name: _______________________________

Signature: __________________________________

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