The Positives and Pitfalls of Retainer Letters for the Family Lawyer

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The Positives and Pitfalls of Retainer Letters for the Family Lawyer

Program Originally Presented Tuesday, April 23, 2025

This CLE program is designed to equip family law attorneys with the essential knowledge and practical tools for crafting clear, comprehensive, and legally sound client retainer letters. A well-drafted retainer letter is crucial in establishing transparent communication, outlining expectations, and ensuring both the attorney and client are on the same page regarding the scope of services, fees, and terms of representation.

The program will address the following:

• The Importance of a Retainer Letter: Understanding the role of the retainer agreement in protecting both the client and the attorney and preventing future misunderstandings.
• Key Elements of a Retainer Letter: Step-by-step guidance on what to include, such as scope of work, payment terms, potential additional costs, and confidentiality clauses.
• Customizing Retainer Agreements: Tailoring retainer letters for various family law matters, such as divorce, child custody, and asset division.
• Common Pitfalls: Identifying and avoiding common mistakes in drafting retainer letters, including vague language, failure to address potential conflicts of interest, and unclear fee structures.
• Best Practices: Tips on how to communicate effectively with clients about the retainer agreement and ensure mutual understanding before signing.
• Ethical Considerations: Understanding the ethical duties involved in drafting and executing retainer agreements, including compliance with ethics rules and ensuring fair and transparent billing practices.

Attend this program to receive the practical guidance necessary to draft client retainer letters that are not only legally sound but also build trust with clients by setting clear expectations from the outset. 

Moderator:
Judy M. Springer, Esq.
Partner, Astor Weiss Kaplan & Mandel, LLP 

Panelists:
Michael E. Bertin, Esq.
Partner, Obermayer Rebmann Maxwell & Hippel LLP 

Christa F. High, Esq.
Law Offices of Daniel J. Siegel, LLC

Daniel J. Tann, Esq.
Law Offices of Daniel J. Tann

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