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  • 1.  maximum time to keep files in New Jersey

    Posted 09-30-2017 09:45 AM
    Listmates:

    What is the maximum time you need to hold on to a client's file in New Jersey?  Please point me to the authority. 

    Angela 

    Angela Barker
    Law Office of Angela Barker, LLC

    Tel:  (646) 415-8883
            (201) 336-0352
    Fax: (646) 395-9562

    Virus-free. www.avg.com


  • 2.  RE: maximum time to keep files in New Jersey

    Posted 10-03-2017 01:41 PM

    Angela,

      I think you mean to ask what the minimum time is.

      Minimum amount of retention time for closed files is seven years. "Property of the client," defined in the ethics opinions identified below, must be held indefinitely. (That's why I never hold "property of the client.")

      See ethics opinions #692, #692 Supplement, and #701.

    Regards,

    Ed

     

    * * *

    Edward J. Zohn, Attorney at Law

    Zohn & Zohn, LLP; 7 Mount Bethel Road, Warren NJ 07059

    908.791.0312 office; 908.428.7988 direct; 908.660.4866 fax

    "Leges sine moribus vanae" (Laws without morals are useless) - U. of Penna. Motto

    www.zohnlaw.com

     




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  • 3.  RE: maximum time to keep files in New Jersey

    Posted 10-05-2017 09:58 AM
    Thanks Ed!!

    Angela Barker
    Law Office of Angela Barker, LLC

    Tel:  (646) 415-8883
            (201) 336-0352
    Fax: (646) 395-9562

    Virus-free. www.avg.com



    Original Message


  • 4.  RE: maximum time to keep files in New Jersey

    Posted 10-05-2017 06:22 PM




    Marlene Browne Chamberlin

    www.marlenebrowne.com




    Original Message