California Lawyers Association

 

Trusts & Estates Section:

 

Important Considerations in Drafting Engagement Letters

 

Description:

 

This program will provide a comprehensive guide for practitioners to drafting fee letters. Our speaker chairs ACTEC’s Professional Responsibility Committee. Why engagement letters are important tools for managing a client’s expectations and setting the stage for the representation will be explained. Engagement letters also afford certain protections to both the client and the attorney.

  

Faculty: 

 

Linda Retz

Linda J. Retz is a Fellow of the American College of Trust and Estate Counsel and chairs its Professional Responsibility Committee. Ms. Retz is certified as a specialist in Estate Planning, Trust and Probate Law by the State Bar of California
Board of Legal Specialization and is a former Chair of the California State Bar’s Estate Planning, Trust and Probate Law Advisory Commission. Ms. Retz has lectured and written extensively, including for the UCLA/CEB Estate Planning Institute, the U.S.C. Tax Institute, the U.S.C. Trust and Estate Conference, and the California CPA Education Foundation. She has been named one of the Best Lawyers in America every year since 2010, as well as being selected as a California Super Lawyer every year since that honor’s inception in 2004. 

 

 

Trusts & Estates Section Credit(s): 1 Legal Specialization in Estate Planning; Trust & Probate Law 1 Participatory MCLE Credits Course Number: TE_6-6-18 Original Program Date: June 6, 2018 Duration: 1 hour Access: Available for 3 months after purchase Date: June 6, 2018 12:00 PM - 1:00 PM (Pacific)

Cost:

 

$55.00

 

 Contact us at (877) 880-1335