Drafting Client Engagement Letters in Trust and Estate Planning Out of Stock

 

Convenient, timely, reliable, and affordable

 

- 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).
 
  •   Standard Price
    $89.00 USD
  •   Member Price
    $59.00 USD
  •   General Credits
    1.00
  •   Ethics Credits
    0.00
Each program will run from 11:00 a.m. to 12:00 p.m. M.T. (60 minutes each).
 
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To access the PDF:

1. Log in to the CLE Dashboard.

2. Scroll down until you see DASHBOARD-AT-A-GLANCE.

3. Click on the BOOKS tab and find the title.

4. Click on the book icon labeled Download. The product will download as a zip file.

How to open the Zip file:

1. Save the downloaded .zip file to your hard drive

2. Right click on the file and select Extract All – this will open an extraction wizard.

3. Click Next and then select the location to extract the files to on your computer.

4. Click OK.

5. Click Next to begin the extraction process.

6. Click Finish when complete.

7. You will now have a folder on your hard drive containing a PDF version of your book and, if applicable, a folder with Word and PDF versions of the accompanying forms