Records Retention, Storage, Destruction, and Letters of Preservation

This program will provide attorneys with the skills needed to develop a thorough, practical understanding of records lifecycle management, a knowledge essential for meeting legal obligations and reducing the risks of improper records handling.

Participants will learn best practices for the retention, storage, and secure destruction of records, as well as how to draft and respond to preservation letters effectively. The course examines the legal and ethical requirements governing these activities and uses case examples to show the consequences of poor records management.

This program is suitable for attorneys at all stages of their careers, working in corporate, government, or private practice settings, and is particularly beneficial for those with responsibilities for compliance and risk management.

Learning Objectives:

1. List the legal requirements for records retention and the implications of non-compliance.
2. Identify best practices for secure records storage and the technologies available to support these practices.
3. Explore the procedures and legal considerations for records destruction to ensure compliance and mitigate risks.
4. Examine insights to drafting effective letters of preservation and responding to such requests.
5. Review case studies illustrating the consequences of improper records management.