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Drafting Client Engagement Letters in Trust and Estate Planning


Client engagement letters are the foundation of a successful representation in trust and estate planning, administration or fiduciary litigation. It's where expectations are set – about fees, timelines, and who you are representing. Difficult issues involving conflicts of interests and decision-making can also be framed and addressed. These letters clarify goals and substantially reduce the risk of later dispute.

This program provides a practical guide to using client engagement letters to provide the foundation of a successful relationship in trust and estate planning, administration and litigation.

  • Most important elements of successful client engagement letter
  • Spousal representations – joint representation or separate, and practical difficulties of each
  • Representing multiple generations of a family – who is in charge?
  • Lawyer as fiduciary – what must you do if you're the trustee
  • How to handle extant or developing client incapacity
  • Ongoing communication and billing issues
  • Providing for withdrawal from an engagement – when and how

DETAILS
Phone/Audio
Wednesday, December 23, 2020
1:00–2:00 PM

SPEAKERS

  • Daniel L. Daniels, Wiggin and Dana LLP, Greenwich, CT

PRODUCED
December 23, 2020

APPROVED CREDIT
North Carolina: 1.00 MCLE Hour

PROGRAM PRICING
See pricing below.