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Financial Records

The following summaries are of recent published decisions of the California appellate courts, the Ninth Circuit, and the United States Supreme Court. The summaries are presented without regard to whether Severson & Werson represented a party in the case.

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Garrabrants v. Erhart (2023) 98 Cal. App. 5th 486

The trial court erred in giving a jury instruction in this invasion of the constitutional right of privacy case which stated unconditionally that bank customers have a reasonable expectation of privacy with respect to financial information disclosed to their bank.  While a bank customer has a right to privacy of financial records, the customer does not have an unconditional expectation… Read More