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