A. Privilege Claims.
Because the attorney-client and work product privileges differ, we treat them separately.
1. Individual Attorney-Client Privilege Claims. The attorney-client privilege protects communications made in confidence by a client to his attorney. See, e.g., United States v. Mass. Inst. of Tech., 129 F.3d 681, 684 (1st Cir.1997) (limning the scope of the privilege). Because it stands in the way of a grand jury’s right to every man’s evidence, the privilege applies only to the extent necessary to achieve its underlying goal of ensuring effective representation through open communication between lawyer and client. See Fisher v. United States, 425 U.S. 391, 403, 96 S.Ct. 1569, 48 L.Ed.2d 39 (1976).
Roe and Moe can mount a claim of attorney-client privilege only if, and to the extent that, Lawyer represented them individually. If the only attorney-client privilege at stake is that of their corporate employer, then Oldco’s waiver defeats the claim of privilege. After all, the law is settled that a corporation’s attorney-client privilege may be waived by current management. See CFTC v. Weintraub, 471 U.S. 343, 349, 105 S.Ct. 1986, 85 L.Ed.2d 372 (1985) (“[W]hen control of a corporation passes to new management, the authority to assert and waive the corporation’s attorney client privilege passes as well.”).
It is often difficult to determine whether a corporate officer or employee may claim an attorney-client privilege in communications with corporate counsel. The default assumption is that the attorney only represents the corporate entity, not the individuals within the corporate sphere, and it is the individuals’ burden to dispel that presumption. See United States v. Bay State Ambul. & Hosp. Rental Serv., Inc., 874 F.2d 20, 28 (1st Cir. 1989). This makes perfect sense because an employee has a duty to assist his employer’s counsel in the investigation and defense of matters pertaining to the employer’s business. See United States v. Sawyer, 878 F.Supp. 295, 296 (D.Mass.1995).
To determine when this presumption bursts, several courts have adopted the test explicated in In re Bevill, Bresler & Schulman Asset Mgmt. Corp., 805 F.2d 120 (3d Cir.1986). That test enumerates five benchmarks that corporate employees seeking to assert a personal claim of attorney-client privilege must meet:
First, they must show they approached [counsel] for the purpose of seeking legal advice. Second, they must demonstrate that when they approached [counsel] they made it clear that they were seeking legal advice in their individual rather than in their representative capacities. Third, they must demonstrate that the [counsel] saw fit to communicate with them in their individual capacities, knowing that a possible conflict could arise. Fourth, they must prove that their conversations with [counsel] were confidential. And fifth, they must show that the substance of their conversations with [counsel] did not concern matters within the company or the general affairs of the company.
Id. at 123; accord Grand Jury Proceedings v. United States, 156 F.3d 1038, 1041 (10th Cir.1998); United States v. Int’l Bhd. of Teamsters, 119 F.3d 210, 215 (2d Cir.1997); In re Sealed Case, 29 F.3d 715, 719 n. 5 (D.C.Cir.1994).
We think that Bevill’s general framework is sound. Of course, the first four elements of its test are most relevant when an attorney disputes a corporate officer’s claim of individual privilege. Here, however, Lawyer’s affidavit makes it clear that he represented both Roe and Moe in their