Not Found
Self-Study

2020 Drafting Client Engagement Letters in Trust & Estate Planning


Total Credits: 1.2 Self Study, 0.0 Kansas Credit

Practice Area:
Trusts, Estate Planning & Probate
License:
Access for 1 year(s) after purchase.


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

Note: This material qualifies for self-study credit only. Pursuant to Regulation 15.04.5, a lawyer may receive up to six hours of self-study credit in a reporting year. Self-study programs do not qualify for GAL Certification, ethics, elimination of bias or Kansas credit.

Materials

Cancellation Policy

Click HERE to review the Cancellation Policy.

Please wait ...

Back to Top