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Joint Milwaukee and Madison Monthly Meeting
Date: Jan. 16, 2014
Time: 12:00 pm - 1:30 pm
Contact Name: Carrie Fox
Contact Phone Number: (414) 273-8550
Admission Fee: Mke:$25; Mad:$20
Location: Foley & Lardner, Milwaukee
Whyte Hirschboeck Dudek S.C., Madison

YOUR FILE RETENTION QUESTIONS ANSWERED.

In this session, Dana Moore, of Foley & Lardner, will tell us what we need to know about file retention. She will discuss recommended retention periods, and will ask us to consider the statute of limitations for malpractice vs. OLR's grievance time frame. Dana will also discuss attorney departure:
  1. Can the attorney notify clients that he/she is departing and take the files unless the client provides other instructions, or must each client give specific release instructions in order for the attorney to do so?
  2. Should departing attorneys be allowed to leave closed matters behind when they depart from the firm? (Consider many professional liability policies are "claims made.")
  3. In the area of onboarding lateral attorneys, Dana will answer whether the new firm should allow the attorney to bring closed matters to the new firm.
There will also be time for your own questions at the end of this important session.

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