Deborah: You might want to direct your inquiry to the legal records
management listserv; you might get more/better responses. If you're
interested, here are the subscription instructions:
Point your web browser to the following site:
http://share.aallnet.org/read/all_forums/subscribe?name=pll-legalrec-sis
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If you have any questions or experience subscription problems,
feel free to contact me at 213-892-5359.
Lee R. Nemchek | SoCal Regional Library Manager |
Morrison & Foerster LLP | 555 W. Fifth Street, Suite 3500 |
Los Angeles, CA 90013 | Phone: 213-892-5359 |
Fax: 323-210-1237 | email: [log in to unmask] |
-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]] On
Behalf Of DeGregorio, Deborah
Sent: Friday, May 11, 2007 7:36 AM
To: [log in to unmask]
Subject: Law Firm Records Retention Policy and Retention Schedule for
Abandoned Trademark Applications
As the records retention supervisor of an intellectual property law
firm, I am currently up-dating our retention schedule for abandoned
trademark applications. I would appreciate your sharing with me the the
retention period you use for each of the following scenarios.
1. Trademark application filed, never registered, now abandoned.
2. Trademark application filed, registered, now abandoned.
3. Full search report compiled, trademark application never filed.
If you view these files as client property, then regardless of the
retention period you'd have to return them to the client or get client
authorization to destroy them.
If you do not view these files as client property because, in your view,
all relevant material from the file was sent to the client already, what
retention period would you apply?
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