Legal professional
Martin M. Shenkman, P.C.
Sandra Glazier
Companion
Lipson Neilson, P.C.
Susan Lipp - Moderator
Editor in Chief
Trusts & Estates
Practitioners ought to periodically evaluation estate-planning retainer agreements (engagement letters) to replace them to replicate new ethics guidelines, altering practices, integration of latest know-how into their apply and different components. Given the tempo of modifications impacting the estate-planning area, an annual, if no more frequent evaluation, could also be merited. Our audio system will focus on some key phrases to think about and embody, together with the scope of engagement, billing strategies and shopper duties.
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