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Retainer Agreements, Fees, Termination & Ethics

Presented by Cari Sheehan

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Course Description

Length: 51min    Published: 7/16/2025    
Do you know what should be in an effective engagement letter? disengagement letter? non-engagement letter? If not, join this seminar to find out the best practices for engaging a client. This seminar will go through how to put together an engagement letter, disengagement letter, and non-engagement letter. This seminar will discuss the key components needed in each letter to minimize your risk of malpractice and when to use each type of letter.
Learning Objectives
* Discussion of components of an engagement letter
* Discussion of components of a disengagement letter
* Discussion of components of a non-engagement letter
* Review of Rules of Prof. Conduct 1.5 regarding fees, 1.18 regarding prospective clients, 1.15 regarding safekeeping property and more
* Discussion of client confidentiality under Rule 1.6 regarding engagements
Read the course transcript.

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Presented By:

Cari Sheehan

Indianapolis, IN

(812) 239-4187

csheehan@taftlaw.com

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