Name
Engagement Letters for Estate Planning Clients (Ethics and LPM credit)
Date & Time
Wednesday, October 16, 2024, 2:10 PM - 3:10 PM
Speakers
Katherine Wells Gressett - Sternberg, Naccari & White, LLC
Johnston Burkhardt - Sternberg, Naccari & White, LLC
Katherine Wells Gressett Johnston Burkhardt
Description

This law practice management session will focus on the ins and outs of a proper engagement letter with a focus on estate planning clients. We'll discuss some topics particular to the practice, such as joint representation, etc. We'll also have plenty of samples and examples of a proper engagement letter.

Session Type
Symposium
Speaker Invited?
Committee Member Assigned
Speaker Confirmed?
Yes
Topic Title?
From Committee Member
Topic Description?
From Committee Member
Speaker Bio?
NO
Materials Submitted?
NO
Dinner RSVP
No