Records retention presents important issues of ethics (safeguarding client property, maintaining confidentiality and loyalty), risk management (avoiding ethical violations and claims), and cost control.
A new article written by our Corporate Counsel, Daniel Hager, outlines steps that your firm can take to implement an effective records retention policy that will help your firm meet its ethical obligations, reduce risk, and lessen costs.
California Firms: Click here to download this article.
Arizona Firms: Click here to download this article.
Firms not in CA/AZ: Click here to download this article.
Kevin J. Sullivan is the program manager for the LawyerGuard Insurance Program, which provides lawyers’ professional liability insurance to law firms on a nationwide basis. He has over 30 years of professional liability underwriting /management experience, focusing on lawyers’ professional liability since 1995.
Thomas P. Sukowicz is a partner at Hinshaw & Culbertson LLP, working out of its Ft. Lauderdale, Chicago, and New York City offices. Tom has focused his practice for several years on advising attorneys on ethics and risk management issues and defending lawyers in professional disciplinary proceedings. He previously spent many years as a staff attorney at the Illinois Attorney Registration and Disciplinary Commission, where he investigated and prosecuted attorneys for professional misconduct.
