United States v. Jicarilla Apache Nation, No. 10-382; U.S. Supreme Court; opinion by Alito, J.; concurrence by Ginsburg, J.; dissent by Sotomayor, J.; decided June 13, 2011. On certiorari to the U.S. Court of Appeals for the Federal Circuit.
Respondent Jicarilla Apache Nation’s reservation contains natural resources that are developed pursuant to statutes administered by the Interior Department. Proceeds from these resources are held by the United States in trust for the tribe. The tribe filed a breach-of-trust action in the Court of Federal Claims (CFC), seeking monetary damages for the government’s alleged mismanagement of the tribe’s trust funds in violation of 25 U.S.C. §§ 161-162a and other laws. During discovery, the tribe moved to compel production of certain documents. The government agreed to release some of the documents, but asserted that others were protected by, inter alia, the attorney-client privilege. The CFC granted the motion in part, holding that departmental communications relating to the management of trust funds fall within a “fiduciary exception” to the attorney-client privilege. Under that exception, which courts have applied to common-law trusts, a trustee who obtains legal advice related to trust administration is precluded from asserting the attorney-client privilege against trust beneficiaries.
