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THE LATEST ON CLIENT FILE RETENTION
Post on November 1st, 2019
The Ohio Board of Professional Conduct recently issued Opinion 2019-6 Ethical Obligation to Deliver a Former Client’s File.. The Opinion states:
  • A lawyer does not have a duty to preserve client files permanently.
  • A lawyer is not required by the Rules of Professional Conduct to maintain a former client’s file for a minimum period of time after termination of representation.
  • NOTE: IOLTA records must be maintained for 7 years. See Rule 1.15.