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Informal Advisory Opinion on Safekeeping Property

by molectstg | Nov 21, 2022 | Client-Lawyer Relationship, Informal Advisory Opinion, Safekeeping Property

Opinion Number: 2022-09 – Rule Number: 4-1.15 Question: Attorney has recently been notified by Bank of its receipt of a check that appears to be from the Attorney’s client trust account but is actually a fraudulent document from someone who tried to...

Informal Advisory Opinion on File Retention

by molectstg | Nov 21, 2022 | Client-Lawyer Relationship, File Retention, Informal Advisory Opinion, Law Firms and Associations

Opinion Number: 2022-10 – Rule Number: 4-1.22; 4-1.6; 4-1.4; 4-1.16; 4-5.3 Question: Attorney maintains original closed client files in paper format at a local storage facility. Some of those files may have contained items of intrinsic value. Those paper...
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