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Drafting Client Engagement Letters in Trust and Estate Planning - Audio Webcast
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When:
Dec 23, 2020
- 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
Faculty: Daniel L. Daniels, Wiggin and Dana LLP, Greenwich, CT
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