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    Joint/Dual Representation: Add protections to your retainer agreements to reflect challenges involved

    Trusts & Estate’s Magazine
    August 2017

    Sandra D. Glazier & Martin M. Shenkman 

    The practice of estate planning is evolving at a rapid pace. Practitioners should periodically review estate-planning retainer agreements to update them to reflect new ethics rules,1 changing practices, integration of new technology into their practice and other factors. In “Drafting and Updating Your Retainer Agreements;’ in the July issue of Trusts & Estates, we examined a range of technology, ethical, legal and practical issues concerning retainer agreements. Now, we’ll turn our attention to some of the challenging issues of joint or dual representation of married couples or non-married partners. Evolving demographics and societal norms have changed many aspects of how estate planners addressed these issues in the past.

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