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