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

 

Convenient, timely, reliable, and affordable

  Quantity

 

 

- 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
Live Seminar Date
12/23/2020
Expiration Date
12/31/2022
Non-Member Price
$89.00 USD
Member Price
$59.00 USD
Product Code
TS122320J
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