The Retiring Lawyer: Client Transition Ethics and File Preservation Duties
Sponsored by the Idaho Law Foundation, Inc. in partnership with Freestone and WebCredenza, Inc.
November 19, 2026
11:00 a.m. – 12:00 p.m. (MT)
*Live Audio Stream Only
1.0 Ethics credit
Registration Fee: $60.00
This program covers the ethical obligations of retiring lawyers, including how to properly transition clients and preserve client files.
- Ensure a smooth hand-off of active cases to another lawyer.
- Maintain confidentiality and follow client instructions.
- Retain and securely store files for the required retention period.


