Skip navigation

Key Terms to Include in Retainer Agreements for a Modern Practice

Tuesday, April 30, 2019 | 02:00 PM Eastern Daylight Time

Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished)
Martin M. Shenkman, P.C.


Sandra Glazier
Lipson Neilson, P.C.


Susan Lipp - Moderator 
Editor in chief
Trusts & Estates


Practitioners should periodically review estate-planning retainer agreements (engagement letters) to update them to reflect new ethics rules, changing practices, integration of new technology into their practice and other factors.

Given the pace of changes impacting the estate-planning arena, an annual, if not more frequent review, may be merited.

Our speakers will discuss some key terms to consider and include, including the scope of engagement, billing methods, and client responsibilities.

This event is open to Trusts & Estates subscribers ONLY. To attend, subscribe at the special rate of $129 when you register. 

As a Trusts & Estates subscriber, you'll have access to:

  • Our archive of subscriber-only webinars, as well as complimentary registration to future webinars
  • The Tax Year in Review issue, the Charitable Giving issue and the Art, Auction & Antiques special report
  • ...and more exclusive estate-planning content only available online

Webinar NS Register.jpg