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Podcast: ACTEC Trust & Estate Talk
Episode: What should attorneys have in their Engagement Letters?
Description: The American College of Trust and Estate Counsel's Fellows discuss the ins-and-outs of effective professional Engagement Letters. Engagement Letters or Engagement Agreements are an invaluable tool for attorneys and set the stage for the representation and managing a client's expectations. Please visit ACTEC Foundation to read more about the 3rd Edition of Engagement Letter, created by the ACTEC Professional Conduct Committee.  The document builds on the initial editions by: Updating the forms and checklists to address the latest version of the Model Rules and modern challenges to a lawyer's ethical responsibilities; Respond to other changes in th...