Actec Trust & Estate Talk

The American College of Trust and Estate Counsel's Fellows discuss the ins-and-outs of effective professional Engagement Letters. Engagement Letters or Engagement Agreements are an invaluable tool for attorneys and set the stage for the representation and managing a client’s expectations. Please visit ACTEC Foundation to read more about the 3rd Edition of Engagement Letter, created by the ACTEC Professional Conduct Committee.  The document builds on the initial editions by: Updating the forms and checklists to address the latest version of the Model Rules and modern challenges to a lawyer’s ethical responsibilities; Respond to other changes in the law; Provides cross references to the latest edition of the ACTEC Commentaries; Includes checklists and forms that address a variety of engagement scenarios that were not dealt with in the prior Edition; Offers additional drafting options; Includes Word versions of each letter. ACTEC Trust & Estate Talk offers professionals best practice advice, insights, and