Practical Guidance on File Retention and Client Data
This program is a recording of the Live Seminar held on March 16, 2020.
If you attended the live program; You cannot claim CLE for watching this recorded program.
This seminar will provide a general review of document retention requirements under federal and state laws. We will also discuss the professional obligations and procedures of attorneys in handling client documents.
• Document Retention Requirements
o Types of documents that must be kept
o Retention periods for documents
o Access and disclosure restrictions
• Handling of Client Documents
o Documents protected by federal statutes
o Documents protected by state statutes
o Attorney-client communications
o Techniques for maintaining confidentiality of client documents
Anna Elento-Sneed, President and founding Director of ES&A, Inc.
Anna Elento-Sneed is the President and founding Director of ES&A, Inc., a law firm advising employers on labor & employment, employee benefits, government contracts, and business strategy, including corporate governance, IP rights, and cybersecurity and privacy. She serves on the Board of Directors of the Employment Law Alliance, a global network of labor and employment attorneys.
ES&A works with private sector clients ranging from sole proprietors to major multinationals across all industries, as well as government agencies and nonprofits.
Duration: approximately 1 hour
Credit: This seminar qualifies for 1 CLE Ethics Credit.
Reminder: RSCH Rule 22(b) requires one CLE credit in ethics or professionalism education to be completed every three-years.The current block period to complete the ethics requirement is 2018-2020.
HSBA Members: Sign In to the right to purchase now with Visa, MasterCard, American Express, or Discover.
• Username is JD# (without any zeros in front) and Last Name. Username is not case sensitive.
• Password is first three letters of last name (only first letter is uppercase) and last four digits of SSN. Password is case sensitive.
NO REFUNDS WILL BE GIVEN FOR ONLINE SEMINARS.
This seminar will be available in your classroom to view for 1 year from the date of purchase OR until March 16, 2022 which ever comes sooner.
ADA Accommodation: In Accordance with the Americans with Disabilities Act, if you require accommodation for a disability, please contact us by email at [email protected]; or by phone at 537-1868 and ask for the CLE Department before purchasing the program.
Questions? Please contact HSBA CLE Department at 537-1868 or [email protected]