Key Phrases to Embody in Retainer Agreements for a Fashionable Follow

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Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished)
Lawyer
Martin M. Shenkman, P.C.

 

Sandra Glazier
Accomplice
Lipson Neilson, P.C.

 

Susan Lipp – Moderator 
Editor in chief
Trusts & Estates

 

Practitioners ought to periodically evaluate estate-planning retainer agreements (engagement letters) to replace them to mirror new ethics guidelines, altering practices, integration of recent expertise into their apply and different components.

Given the tempo of adjustments impacting the estate-planning enviornment, an annual, if no more frequent evaluate, could also be merited.

Our audio system will talk about some key phrases to contemplate and embrace, together with the scope of engagement, billing strategies, and shopper duties.

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