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Subject: Re: Retention Schedules
From: "Gary L. Grieme" <[log in to unmask]>
Reply-To:Records Management Program <[log in to unmask]>
Date:Tue, 14 Oct 2003 11:11:28 -0500

text/plain (95 lines)

>>>>  Please read the confidentiality statement below  <<<<

Scott, we assign a 10-year retention period to most of our files.  We wanted to be on the conservative side, and we wanted a system that generally worked for all of our regional offices.  As Steve implied, there are numerous exceptions for numerous reasons.

Gary L. Grieme
Records Manager
Robins, Kaplan, Miller & Ciresi L.L.P.
Minneapolis, MN
[log in to unmask]

>>> [log in to unmask] 10/14/2003 10:58:21 AM >>>
I realize that and we are starting work on one, but I really just needed one
ballpark answer regarding how long to hold onto a Law Firm's legal client
files (Estate files, tax cert, real estate, etc.). If there isn't one, there
isn't one. Like I said, I've heard 7 years. Is there a basis or back-up for
this? The problem is, this attorney needs an answer today, not in six months
after I do research, attend school and set up a policy.

If I cannot get him an answer today, then I can tell him that and why.



-----Original Message-----
From: Steven Whitaker [mailto:[log in to unmask]]
Sent: Tuesday, October 14, 2003 11:49 AM
To: [log in to unmask]
Subject: Re: Retention Schedules

Misconceptions; Deuteronomy... etc.

There are a myriad of federal and state regulations governing the retention
of information; it varies by industry.   Sounds as though your firm needs to
organize a retention policy program.

Best regards, Steve
Steven D. Whitaker, CRM
Records Systems Manager; City of Reno

>>> [log in to unmask] 10/14/03 08:00AM >>>
An attorney in my firm asked what the rules are for retaining legal records
in NYS. The figures that popped into my head were 7 years for most stuff, 10
for accounting / billing records. Is there some place I can find this (or
the correct limits if I am wrong) and print it out? He needs to see it in

Thanks much.


Scott McIntyre
Assistant Records Manager
Farrell Fritz, P.C.
EAB Plaza
Uniondale, NY  11556
(631) 227-0600 x268

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