Engagement Letters

The engagement letter is here to stay and constitutes best practice for both lawyers and clients in estate planning. But it wasn't always so. Indeed, the use of engagement letters is a relatively new phenomenon. For generations, a simple handshake sufficed, particularly in the traditionally cooperative practice of trusts-and-estates law. It was all quite gentlemanly. But in the last generation, the

All access premium subscription

Your subscription will include 12 months of Trusts & Estates magazine and access to premium content on WealthManagement.com.

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.