Retainer agreements (engagement letters) are critical to establish and document the understanding the practitioner has with the client.
They are an important step that practitioners can take to identify expected actions and protect practitioners from a myriad of potential issues, or worse, ethical problems or suits. What should practitioners consider including in a retainer agreement? How has technology changed the issues that might be addressed? Are text messages an issue? Why is it important to communicate billing practices? What options are available in doing so? What special precautions might be considered and addressed when representing married couples? Should practitioners consider warning clients about their obligations to the estate planning process? What caveats might practitioners consider inserting into the agreement? When should agreements be revisited? What are the logistics of retention and conflict waiver agreements? Are there benefits to addressing the practitionerโs obligations?
Speakers
Sean P. Healy, Esq. is an attorney in private practice. He has presented numerous continuing legal education seminars on Firearms Law and National Firearms Act Trusts to both judges and lawyers, and has given televised interviews on firearms matters and other subjects. He is also a concealed handgun instructor and an NRA-Certified Instructor and Training Counselor, with multiple certifications.
Mr. Healyโs law practice focuses on business law, civil litigation, family law, representation of property ownersโ associations, and firearms and aviation matters. He is a co-author of The Legal Guide to NFA Firearms and Gun Trusts: Keeping Safe at the Range and in the Courtroom โ The Definitive Guide to Forming and Operating a Gun Trust, and a co-author of InterActive Legalโs Firearms Trust Planning drafting system.
