Product Description

This new program provides a deep dive into the process of onboarding new estate planning clients, from ethical considerations such as conflicts, joint representation, initial communications, and continuing obligations following the execution of documents, to the logistical steps of engagement letters, fee estimates, information gathering, information storage, testamentary capacity evaluations, and other steps necessary to be completed prior to and immediately following the initial client meeting. Bring your questions and join the dialogue!

Agenda & Materials

• 9:00 - 9:05 am

  Initial Client Contact & Conflict of Interest Check

  Nikolaus S. Schuttauf, Esq., Day Pitney LLP , Boston
  
• 9:05 - 9:20 am

  Engagement Letter & Joint Representation

  Nikolaus S. Schuttauf, Esq., Day Pitney LLP , Boston
  Christopher A. Voukides, Esq., Day Pitney LLP , Boston
  
• 9:20 - 9:35 am

  Information Gathering & Importance of Complete Information from the Client

  Christopher A. Voukides, Esq., Day Pitney LLP , Boston
  
• 9:35 - 9:40 am

  Fees and Billing

  Nikolaus S. Schuttauf, Esq., Day Pitney LLP , Boston
  
• 9:40 - 9:55 am

  Testamentary Capacity Issues

  Nikolaus S. Schuttauf, Esq., Day Pitney LLP , Boston
  Christopher A. Voukides, Esq., Day Pitney LLP , Boston
  
• 9:55 - 10:00 am

  "Ask the Experts" Q&A Session and Key Takeaways

Please Note

MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.

Faculty