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Self-Study

2020 Drafting Client Engagement Letters in Trust & Estate Planning


Total Credits: 0.0 Kansas Credit-General, 1.2 Self Study



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

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