COURSE DESCRIPTION
This program covers the ethical obligations of retiring lawyers, including how to properly transition clients and preserve client files.
- Ensure a smooth hand-off of active cases to another lawyer.
- Maintain confidentiality and follow client instructions.
- Retain and securely store files for the required retention period.
Speaker:
Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee.