Joint/Dual Representation

Add protections to your retainer agreements to reflect challenges involved.

The practice of estate planning is evolving at a rapid pace. Practitioners should periodically review estate-planning retainer agreements to update them to reflect new ethics rules,1 changing practices, integration of new technology into their practice and other factors. In “Drafting and Updating Your Retainer Agreements,” in the July issue of Trusts & Estates, we examined a range of technology, ethical, legal and practical issues concerning retainer

All access premium subscription

Attention: We are in the process of better serving you. While we update our system your premium access may be delayed. We thank you for your patience, and should be up and running at full capacity shortly. Please check back with us soon.


For immediate assistance, please contact [email protected].

Hide comments


  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.