Anthony E. Davis and Janis M. Meyer Preserving—and Managing—Client Documents and Information During the Pandemic
In their Professional Responsibility column, Anthony E. Davis and Janis M. Meyer discuss two recent ethics opinions from the New York State Bar Association Committee on Professional Ethics addressed the duties of lawyers with respect to the Retention And Disposition Of Lawyer's Closed Files (Opinion 1192, issued in June) and the Disposition Of Wills (Opinion 1182, issued in January), which we previously addressed in March.
September 15, 2020 at 12:05 PM
9 minute read
Two recent ethics opinions from the New York State Bar Association Committee on Professional Ethics addressed the duties of lawyers with respect to the Retention And Disposition Of Lawyer's Closed Files (Opinion 1192, issued in June) and the Disposition Of Wills (Opinion 1182, issued in January), which we previously addressed in March. These opinions consider seemingly prosaic but ever present and significant issues, and provide important reminders for practitioners. In this article we will highlight the principle elements of guidance that Opinion 1192 provides, and supplement those lessons with a note of the special recordkeeping issues that arise in the context of lawyers (and support staff) working remotely during the pandemic.
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