Document Retention and Destruction for Lawyers

Date: Jan 20, 2027 12:00 p.m. – 2:00 p.m.

Location: Online

Member Price: $155.00

Non-Member Price: $189.00

Event Code: I113427

Areas of Law: Ethics

Earn up to 2.4 credits, including 2.4 in Ethics! (More Information)

Faculty

Featured Speaker

Moderator

Mr. Robert B. Hille, Esq.
Past President, New Jersey State Bar Association
Greenbaum Rowe Smith & Davis, Roseland

Presenters

Ryan J. Moriarty, Esq.
Assistant Ethics Counsel and Statewide Ethics Coordinator, Office of Attorney Ethics, Ewing

Managing the retention and destruction of paper and electronic client files is a fundamental obligation for every law practice. Register today for this essential program to tap into the latest strategies you need to know from some of the state's leading experts, so that you can confidently navigate even the most complex matters that come your way. As an attendee, you will learn the rules on file retention, and how to use that knowledge to get the best results in the matters you handle. In a single lunch hour, our panel will guide you through your specific obligations for both formats.

Beyond basic compliance, our faculty will detail how to create a compliant retention system. You will learn the steps to operate your practice efficiently and ethically. As an attendee, you will leave better able to manage your files and protect your practice with confidence.

Learn the latest strategies for getting the best results in document retention and file destruction, including:

  • The rules governing the length of time you must keep files and other documents.
  • Your obligations for the effective retention and destruction of paper and electronic files.
  • How to create a records retention system for your firm that meets compliance standards.
  • The appropriate steps to ensure you are operating your practice efficiently and ethically.

Join us for this program - register today.

CLE Credits
NJ CLE:NJ CLE information: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 2.4 hours of total CLE credit, including 2.4 in Ethics (Full Credits Available: NJ Ethics: 2.4).
NY CLE (t&nt):NY Ethics Transitional: 2.0
PA CLE:PA Ethics Credit: 2.0
New: No PACLE fee is required for this program. To earn PA CLE credits, a valid PA Bar ID number must be entered into the CLE form provided after attending the program.

Important Information About Our Events, Meetings, and More:
To secure your spot and receive important updates about our events, meetings, and other gatherings, such as schedule changes, remember to register in advance.

Digital Materials & Environmental Commitment: As part of our commitment to environmental sustainability, unless otherwise noted, all seminar materials are provided as digital downloads. You can access these materials through:

  • The “My Links” section at the top of our website for in-person or online events
  • Or, for online programs, the event access link included in your joining instructions

Cancellation and Refund Policy:
If you need to cancel your registration and are not transferring to another program or date, please submit a written request to us at least three business days before the event, meeting, or gathering. You will receive a refund minus a $20.00 cancellation fee. No refunds or registration changes will be issued within three business days of the event, meeting, or gathering.

Professional Conduct:
All attendees and participants are expected to conduct themselves professionally and treat others with respect at NJSBA events, meetings, and gatherings. This includes courteous communication, respecting perspectives, and creating a welcoming environment for all. Failure to adhere to this policy may result in removal from the event.

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Registered participants will be notified of any schedule changes. For updates regarding inclement weather, please check your email or visit NJSBA.com.

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Scholarship & Financial Assistance Policy:
Read our Scholarship & Financial Assistance Policy and submit an Application here: https://njsba.com/njicle/cle-programs/scholarship/