A lawyer's obligation of client confidentiality has no end, according to a recent ethics opinion. Wisconsin's ethics rules – and those of other states – agree that a lawyer may not voluntarily give closed files of historical significance to a historical significance to a historical society, university, or any third party.
Effective succession planning includes preserving and transmitting knowledge, maintaining existing client relationships and creating new sources of revenue, developing future leaders, valuing the law practice, acknowledging generational differences, and adhering to ethics rules throughout the planning process. Read why serving clients well now includes planning for what will happen when you’re no longer around.
SCR 20:4.4 governs lawyers’ behaviors and obligations when they receive a document or electronically stored information that was inadvertently sent. Read about the types of behavior the rule proscribes, examples of cases in which lawyers have been sanctioned, and a new provision that directs lawyers how to respond if they receive privileged information or work product.