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Lorman Seminar:Drafting Document Retention Policies

  • Latest Trends and eDiscovery Case Law Newsletters

Posted on May 29th, 2010


There can be little question in today’s world that a thoughtful, well-designed document retention policy is a must for every corporation. Yet many have failed to take this important step to protect their companies. Many more have failed to effectively implement their document retention policies after they have been adopted. The cost of these shortcomings is significant. A corporation may lose significant business information required for ongoing business needs. It may also be subjected to civil sanctions, including exclusion of evidence, monetary penalties, adverse inference jury instructions and default judgment, as well as the more serious potential for criminal liability. Indeed, several courts have made clear that a corporation’s failure to abide by a reasonable document retention policy will not be taken lightly and the risks created by document mishandling and the responsibilities to ensure correct handling will often fall to both inside and outside counsel. This teleconference is designed to help you gain a better understanding of the important factors that must be considered in developing a document retention policy, as well as the role of counsel in relation to the corporation’s policy once litigation is reasonably foreseeable.


Document Retention Policies

  • Why Are They Important?
  • Considerations for Drafting a Policy
  • Obstacles and Issues
  • Implementation and Auditing
The Impact of Litigation on the Documentation Retention Policy

  • Scope of the Legal Hold
  • eDiscovery
  • Key Cases


Shari L.J. Aberle, Dorsey & Whitney LLP

Shari L.J. Aberle

  • Partner, Dorsey & Whitney LLP
  • Represents clients in all types of complex commercial litigation
  • Member of the firm’s Electronic Discovery Practice Group
  • Advises clients with respect to drafting and implementation of document retention policies, as well as the First Amendment and the Freedom of Information Act
  • Named a Rising Star by Minnesota Law & Politics in 2004, 2008 and 2009
  • Past speaker on various related topics
  • Master’s degree in social work, Arizona State University
  • Law degree, University of Minnesota Law School
  • Contact her at 612-343-8267 or

Continuing Education Units

  • CLE (Please check the “Detailed Credit Information” page for states that have already been approved)
  • NALA
  • NFPA
  • Paralegals
  • Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.

Additional credit may be available upon request. Please call 1-866-352-9540 for more information.
Only registered attendee will receive continuing education credit.

Who Should Attend

This program is primarily designed for attorneys. Other legal professionals may also benefit from attending Drafting Document Retention Policies.

July 12, 2010

Non-Member Member
Live Teleconference: $199.00 $179.10
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Live Teleconference + CD: $268.00
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