Drafting Client Engagement Letters in Trust and Estate Planning - Audio Webcast
- 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
Each program will run from 11:00 a.m. to 12:00 p.m. M.T. (60 minutes each).
Registration Fees
| Non Member | $89.00 |
| CBA Member | $59.00 |
| CBA Trust & Estate Section Member | $49.00 |
| CLEACCESSPASS | $0.00 |
- General Credits: 1.00
- Ethics Credits: 0.00
- EDI Credits:
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