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

  Onboarding Estate Planning Clients: Initial Client Contact & Conflict of Interest Check

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

  Onboarding Estate Planning Clients: Engagement Letter & Joint Representation

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

  Onboarding Estate Planning Clients: Information Gathering & Importance of Complete Information from the Client

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

  Onboarding Estate Planning Clients: Fees and Billing

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

  Onboarding Estate Planning Clients: Testamentary Capacity Issues

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  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

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Faculty