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Formal Ethics Opinion 92-369 (Downloadable PDF)

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Disposition of Deceased Sole Practitioners' Client Files and Property To fulfill the obligation to protect client files and property, a lawyer should prepare a future plan providing for the maintenance and protection of those client interests in the event of the lawyer's death. Such a plan should, at a minimum, include the designation ...

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Disposition of Deceased Sole Practitioners' Client Files and Property To fulfill the obligation to protect client files and property, a lawyer should prepare a future plan providing for the maintenance and protection of those client interests in the event of the lawyer's death. Such a plan should,...
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