Closing a File: Communicating, Destructing, and Purging While Maintaining Confidentiality (OnDemand Webinar)

$199.00

SKU: 407417EAU

Description

Walk away with a comprehensive understanding on how to close a client file while maintaining confidentiality.Closing a client file is often governed by professional and ethical rules governing attorneys conduct, and the manner of destruction by state andor federal law. Learn about the different communications that should be relayed to clients depending on the type of representation and the reason for the end of the representation. Become aware of the various types of law you should be aware of that may be relevant to protecting confidentiality and destroying client files. Recognize the special considerations regarding retention and destruction required depending on the type of document in the file.

Date: 2020-07-31 Start Time: End Time:

Learning Objectives

Communications With the Client
• At the Beginning of Representation
• At the End of Representation
• Upon Dismissal
• Upon Withdrawal
• At Transition of Law Practice
• When the Client Cannot Be Reached

When to Destroy Documents
• American Bar Association Resources
• Special File Types

Protecting Confidentiality and Destruction of Documents
• Federal Law
• State Law
• Attorney Rules of Conduct
• Considerations for Certain Types of Documents

No Credit Available

Karen A. Monsen-Caldwell East & Finlayson, PLLC