Credit Available - See Credits tab below.
Total Credits: 1 Virginia
This program has been accredited in AK, AZ, CO, DE, GA, ME, ND, NE, NM, SC, TN, UT, VA, VT, WV, WY. Approval for this program has been sought and is still pending in ID, IN, MN, MT, NV, TX, WA, WI. We will update as approval is received.
Program Summary: This program will discuss the practical steps involved with final file review, look at storage best practices, make recommendations as to retention times, briefly touch upon destruction best practices, and highlight the importance of a written electronic document retention policy.
Attendee Takeaways:
General Credits | Ethics Credits |
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Client Files Handout (9.9 MB) | 18 Pages | Available after Purchase |
Since 1998, Mark Bassingthwaighte, Esq., has been a Risk Manager with ALPS, the nation’s largest direct writer of lawyers’ malpractice insurance. In his tenure with our company, Mr. Bassingthwaighte has conducted over 1200 law firm risk management assessment visits, presented over 600 continuing legal education seminars throughout the United States, and written extensively on risk management, ethics, and technology. Mr. Bassingthwaighte is a member of the State Bar of Montana as well as the American Bar Association where he currently sits on the ABA Center for Professional Responsibility’s Conference Planning Committee. He received his J.D. from Drake University Law School.
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