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Privacy requirements and customer records Under the AML/CTF Act, you must keep customer identification records for seven years after youve stopped providing any designated services to them. The record-keeping requirements under the AML/CTF Act do not override the credit reporting provisions in the Privacy Act.
(1) General rule. The privilege shall be claimed by the lawyer unless otherwise instructed by the client or his representative; the privilege may be claimed by the client in person, or if the client is incapacitated or deceased, by his guardian or personal representative.
This is consistent with a California Rule of Professional Conduct which requires an attorney to maintain all records of client funds and other properties that the client provided to the attorney for at least five years.
Absent an express agreement to the contrary, an attorney must maintain files for seven years after the conclusion of the representation.
RPC 4.2 prohibits lawyers from communicating with a person who is represented by counsel about the subject of the representation without the other lawyers consent.
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RPC 1.15. Other property shall be identified as such and appropriately safeguarded. Complete records of such account funds and other property shall be kept by the lawyer and shall be preserved for a period of seven years after the event that they record.
Note that the Grantor may legally prepare his or her own deed, but only an attorney licensed in the State of New Jersey can prepare a deed for someone else.
This privilege is described in New Jersey Rule of Evidence 504 [formerly Rule 26]. The rule provides that communications between a lawyer and his client in the course of that relationship and in professional confidence, are privileged. Evid. R. 504.

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