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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


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