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EPI 2018: Engagement Letters

Thoroughly master engagement letters for your estate planning services. Engagement letters define the scope and objective of the legal engagement and define the basis on which legal fees will be determined. 

 

1 hour MCLE Credit

 

Engagement letters define the scope and objective of the legal engagement and define the basis on which legal fees will be determined. Engagement letters explain how conflicts of interest and issues of confidentiality will be handled. Join Linda Retz as she discusses:

  • What to consider during the client intake
  • Representation of one person or spouses
  • California State Bar Court Opinion 1997-149
  • Representation of multiple members of the same family other than or in addition to spouses
  • Non-litigated matters of common interest
  • Engagement letter for estate administration

This program assumes considerable experience in estate planning.

This program is part of EPI 2018: The 40th Annual UCLA/CEB Estate Planning Institute.

On Demand ES54821-191

Live program recorded 4/21/18.

 

Engagement letters define the scope and objective of the legal engagement and define the basis on which legal fees will be determined. Engagement letters explain how conflicts of interest and issues of confidentiality will be handled. Join Linda Retz as she discusses:

  • What to consider during the client intake
  • Representation of one person or spouses
  • California State Bar Court Opinion 1997-149
  • Representation of multiple members of the same family other than or in addition to spouses
  • Non-litigated matters of common interest
  • Engagement letter for estate administration

This program assumes considerable experience in estate planning.

This program is part of EPI 2018: The 40th Annual UCLA/CEB Estate Planning Institute.

LINDA J. RETZ

LINDA J. RETZ

Linda J. Retz, Law Offices of Linda J. Retz, Torrance, is a Fellow of the American College of Trust and Estate Counsel (“ACTEC”) and chairs the Engagement Letters Subcommittee of ACTEC’s Professional Responsibility Committee. She 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.

Products specifications
PRACTICE AREA Estate Planning
PRODUCT GROUP CLE
PRODUCT GROUP Digital
Products specifications
PRACTICE AREA Estate Planning
PRODUCT GROUP CLE
PRODUCT GROUP Digital