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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.
Handout Materials will be emailed to you prior to the seminar
1.0 MCLE Credit Hour
Daniel L. Daniels, Wiggin and Dana, LLP – Greenwich, Connecticut