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.
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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].