Learn How to Properly Handle Documents and Client Data
Are you confident in your handling of the back-stock of paperwork, emails, electronic documents, and smartphone data that passes through your hands every day? Deciding which documents to keep and which to destroy, as well as how to protect client data online, in email, and on all your devices can be perplexing and time consuming. Don't let outdated policies put your firm at risk. Join our faculty in discussing regulatory requirements and attorney obligations and get practical daily tips for keeping your practice safe and secure. Register today!
Spot red flags in your current document retention and destruction practices.
Avoid penalties by ensuring you are in compliance with the Rules of Professional Conduct.
Protect your clients' data from cyberattacks.
Document Retention and Destruction: Rules and Rights
Legal Ethics: Attorney's Obligations in Rules of Professional Conduct
Communicating With Clients and Other Parties About Record Destruction - With Sample Correspondence
W. Roy Jacobs is a divorce and custody attorney with Cape Fear Family Law in their Jacksonville, North Carolina office. Mr. Jacobs practices exclusively in family law and he is a member of the North Carolina State Bar Association. He earned his B.A. degree from the University of North Carolina at Wilmington and his J.D. degree from the University of North Carolina School of Law in Chapel Hill.
Robert J Kasieta is the founder of Kasieta Legal Group, LLC, in Madison, Wisconsin. He is a certified civil pretrial and trial specialist by the National Board of Trial Advocates. Mr. Kasieta practices in civil litigation, with an emphasis on plaintiff personal injury and employment cases, as well as commercial litigation. He has written and taught extensively in the areas of trial practice, personal injury law and insurance law, and is an instructor of trial practice at the University of Wisconsin Law School. Mr. Kasieta is admitted to practice before the U.S. Supreme Court, as well as the U.S. Court of Appeals for the 11th Circuit, U.S. Court of Appeals for the 7th Circuit, and all Wisconsin courts. He is a member of the Dane County Bar Association, State Bar of Wisconsin, and the American Association for Justice. Mr. Kasieta earned his B.S. degree, summa cum laude, from Northern Michigan University and his J.D. degree from Marquette University Law School.
Barry M Klayman is a member of the commercial litigation and the bankruptcy, insolvency, and restructuring practice groups at Cozen O'Connor, where he concentrates his practice in the areas of civil and commercial litigation, fiduciary and corporate governance, and bankruptcy. He represents clients in many industries, including manufacturing, financial and professional services, software manufacturers, publishers, retailers, real estate developers and real estate brokers. Mr. Klayman has extensive jury trial experience. He is a member of the American Bar Association, the Federal Bar Association, the Delaware State Bar Association, the Pennsylvania Bar Association and the Philadelphia Bar Association. Mr. Klayman earned his B.A. degree, magna cum laude, from Columbia University and his J.D. degree, cum laude, from Harvard University. He writes a monthly commentary for the online publication Delaware Business Court Insider.
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