Key Phrases to Embody in Retainer Agreements for a Fashionable Follow


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


Sandra Glazier
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.

This occasion is open to Trusts & Estates subscribers ONLY. To attend, subscribe on the particular charge of $129 whenever you register. 

As a Trusts & Estates subscriber, you will have entry to:

Our archive of subscriber-only webinars, in addition to complimentary registration to future webinars
The Tax 12 months in Assessment difficulty, the Charitable Giving difficulty and the Artwork, Public sale & Antiques particular report
…and extra unique estate-planning content material solely out there on-line


Please enter your comment!
Please enter your name here