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Drafting Client Letters In Trust and Estate Planning (teleseminar)
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This program will provide you a practical guide to using client engagement letters to provide the foundation of a successful relationship in trust and estate planning, administration and litigation.

 Export to Your Calendar 12/13/2018
When: 12/13/2018
1:00 PM to 2:00 PM
Where: United States
Contact: (404) 521-0781


Online registration is available until: 12/13/2018
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One-hour CLE programs are just a phone call away
Convenient, affordable, timely and informative
 
An 800 number connects you to nationally recognized practice leaders who will speak on important issues and emerging trends in the law. You can also pose your own questions to the speakers. Written materials and other details are emailed in advance to pre-registrants.

 
DRAFTING CLIENT LETTERS IN TRUST AND ESTATE PLANNING, 1 CLE hour
 

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. 

  • 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

Speakers:

 

Daniel L. Daniels is a partner in the Greenwich, Connecticut office of Wiggin and Dana, LLP, where his practice focuses on representing business owners, corporate executives and other wealthy individuals and their families.  A Fellow of the American College of Trust and Estate Counsel, he is listed in “The Best Lawyers in America,” and has been named by “Worth” magazine as one of the Top 100 Lawyers in the United States representing affluent individuals. Mr. Daniels is co-author of a monthly column in “Trusts and Estates” magazine.  Mr. Daniels received his A.B., summa cum laude, from Dartmouth College and received his J.D., with honors, from Harvard Law School.

 

Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses.  She also represents clients before federal and state taxing authorities.  Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001.  Ms. Vaselaney received her B.A. from the University of Dayton and her J.D. from the Cleveland-Marshall College of Law.

 


*(Teleseminar courses qualify for self-study credit only)  

 

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