Estates and Probate Section | Select Issues in Client Engagement Letters (SEP250826)

Tuesday, August 26, 2025

12:00 PM to 1:00 PM (Eastern Daylight Time)

Webinar

United States

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  • Neyci Lopez
  • Elizabeth Edwards
  • Kelley Mantz
  • Diana O'Rourke
  • Lisa Metz
  • Edward Marcantonio
  • Marianna Kalander
  • Joseph DiMauro
  • James Love
  • William Howery
  • Marisa Marturano
  • Jeffrey Hiser
  • Kathryn Guinan
  • Katherine Mulry
  • John Pokorny
  • Kristen Barbarotta
  • Peter Smith
  • Michelle Beyer
  • Domenick Calabrese
  • Robert Godzeno
  • Shera Golder
  • Tanya Spurlin
  • Philip Carignan
  • Jo-Ellen Jagos
  • Robert Scalise
  • David Reynolds
  • James Dougherty
  • Cassandra Boskello
  • Griffin Bottomley
  • Allison Poirier
  • Lillian Miller
  • Malcolm Barlow
  • Lucas Hernandez
  • Deborah Tedford
  • John Palmeri
  • Jevera Hennessey
  • RALPH SLATER
  • Daniel Buckley
  • David Slepian
  • Nia Srodoski
  • Lyn Walker
  • Karen Gano
  • Alice Fitzpatrick
  • Charles Houlihan
  • James Philopena
  • David Wyskiel
  • Denise Mortati

Select Issues in Client Engagement Letters

Speakers

Jeffrey Cooper, Shipman & Goodwin LLP and Quinnipiac University School of Law
Laura A. Schuyler, Shipman & Goodwin LLP

Program Description

This program will provide an overview on how to draft an effective engagement letter with a focus on the Trusts & Estates context. It will cover the basic elements of any engagement letter, specific clauses for estate planning, estate administration, and fiduciary litigation matters, the relevant rules of professional conduct, and best practices. Attendees will learn how a well-drafted engagement letter can set client expectations and avoid conflict. This presentation will be eligible for Ethics CLE credit.

CLE Credit

1.0 CT CLE (Ethics)

Cost

$10




Contact

Member Service Center
Email: msc@ctbar.org
Phone: (844)469-2221