Adams Stirling PLC


QUESTION: What should be done with old board packages? (1-5 years old) (5-15 years old?)

ANSWER: There is no policy for destroying board packets. It's what’s in the packets that matters. Each document in the packet should be compared against your “Records Retention Policy” to see how long to keep it. If each of the documents is separately saved, then the board packet as a whole can be disposed of at any time.

Recommendation: When records are disposed of, make sure they are shredded, not just thrown into a dumpster. Otherwise, depending on what is contained in the documents, you risk identity theft, invasion of member privacy, and loss of attorney-client privilege.

ASSISTANCE: Associations needing legal assistance can contact us. To stay current with issues affecting community associations, subscribe to the Davis-Stirling Newsletter.

Adams Stirling PLC