Confidentiality and Communication with Predecessor / Successor

Last Revision: 8/31/2016

Doesn’t the Confidentiality Rule Prevent Me from Responding to a Courtesy Letter?  Practitioners are required by Rule 302 in the CPABC Code of Professional Conduct (the Code) to send and respond to a courtesy letter. Sometimes, predecessors are concerned that they might be prohibited from disclosing the reasons for terminating the client relationship. We refer you to Rule 208 in the Code, Confidentiality of information, where you are permitted to disclose information for the purpose of Rule 302 and other circumstances.

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