Subscribers Only: Key Terms to Include in Retainer Agreements for a Modern PracticeSubscribers Only: Key Terms to Include in Retainer Agreements for a Modern Practice
Tuesday, April 30, 2019 | 02:00 PM Eastern Daylight Time
March 6, 2019
Date: Mar 6, 2019
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Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished)
Attorney
Martin M. Shenkman, P.C.
S
andra Glazier
Partner
Lipson Neilson, P.C.
Susan Lipp - Moderator 
Editor in chief
Trusts & Estates
Practitioners should periodically review estate-planning retainer agreements (engagement letters) to update them to reflect new ethics rules, changing practices, integration of new technology into their practice and other factors.
Given the pace of changes impacting the estate-planning arena, an annual, if not more frequent review, may be merited.
Our speakers will discuss some key terms to consider and include, including the scope of engagement, billing methods, and client responsibilities.
