Shareholders and unit owners have rights under state law, their governing documents, and other rights pursuant to law, including rights grounded in the common law, to inspect certain books and records, but boards must balance transparency with legitimate concerns about confidentiality, security, and administrative burden. How much do you actually have to hand over, and how fast do you have to respond? Our panel will cut through the confusion, covering what records must be produced, what can properly be withheld, and how to respond without exposing the board or the building to unnecessary risk.

Speakers:
Jake W. Bedor, Partner, Fox Rothschild
Peter R. Massa, Partner, Fox Rothschild
Ethan A. Sukonik, Associate, Fox Rothschild

CLE credits are available.