Drafting Client Letters in Trust and Estate Planning | Phone/Audio Streaming - North Carolina Bar Association - Online Store & Learning Gateway
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Thursday, December 13, 2018, 1:00-2:00pm

Client engagement letters are the foundation of a successful engagement in trust and estate planning, administration or fiduciary litigation.

It’s where reasonable expectations are set and you help clients clarify goals.

Preeminently, who is your client? Seemingly an easy question to answer, in reality it’s not:

  • Are couples represented jointly or separately?
  • Can you represent multiple generations of a family?
  • And what if a grown child is paying for the representation of an elderly parent?
  • How do you handle the potential of extant or developing incapacity?
  • What if you’re a fiduciary and not the planner, or if clients are in active litigation?

Client engagement letters help clarify and address many of these nettlesome questions.

This program provides  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

Click on the "In Depth" tab for tuition and speaker information.

Product Information
Date Presented:
December 13, 2018 1:00 PM Eastern
1 hour
Registration Fee:
Drafting Client Letters in Trust and Estate Planning | Phone/Audio Streaming

All Attendees: $80

Early discount and CLE Premier Pass rates are not available for this program. 

Speaker Information
Daniel L Daniels   [ view bio ]
Missia H Vaselaney   [ view bio ]
Individual topic purchase: Selected
NC State Bar
Mandatory Continuing Legal Education (MCLE) and Certified Paralegal Education (CPE) (Total): 1.00
CLE Premier Pass