Joint/Dual Representation

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