Drafting Client Engagement Letters in Trust and Estate Planning

course

COURSE INFO

  • Presentation Date 12/23/2020
  • Next Class Time 10:00 AM PT
  • Duration 60 min.
  • Format Audio Webcast
  • Program Code 12232020
  • MCLE Credits 1 + hours


Course Price: $65.00
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COURSE DESCRIPTION

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 will provide you 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

 

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