Sandra D. Glazier, a Shareholder of the Lipson Neilson law firm, has been awarded 2018 Distinguished Author in the category of Thought Leadership: High Net Worth by Wealth Management’s Trusts & Estates publication, the pre-eminent peer review journal and website for wealth management professionals serving the needs of high-net-worth clients, family businesses, charitably inclined donors and non-profit corporations.
Glazier, and co-author attorney Martin Shenkman, were both awarded this distinction for their article “Drafting and Updating Your Retainer Agreements” that was published in Trusts & Estates Journal.
Glazier and Shenkman wrote this article about retention letters because they are vital to protect attorneys and define the scope and terms of engagement. According to Glazier and Shenkman, the practice of law continues to evolve and so should retention agreements. “We hoped to encourage a re-evaluation of retention agreements and recognition of the import in identifying: (1) the client, (2) engagement, and (3) conflicts of interest, as well as in ‘vetting’ clients (that is, weeding out liability and recognizing acts of procurement, which could be an indicia of undue influence) and addressing privilege and future diminished capacity issues.” Retention letters can communicate a firm’s practices, procedures, client responsibilities, and more. The authors added, “They can be a valuable form of communication, not merely a means of defining billing terms.”
An attorney for more than 35 years, Sandra D. Glazier is known for her expertise and successful track-record in probate litigation, estate planning, trust and estate administration, and family law matters. The cases Ms. Glazier works on tend to be very complex and require technical as well as legal expertise. She has represented contestants and proponents of estate planning documents, as well as fiduciaries, in significant trust litigation proceedings.
An AV Preeminent® rated attorney, Ms. Glazier is recognized nationally for her accomplishments and expertise in estate planning and probate litigation and is routinely requested to speak at some of the leading legal industry conferences across the country. She also received the Bloomberg Law’s prestigious 2018 Contributing Author of the Year Award. She has been selected as a “Michigan Super Lawyer” by Thomson Reuters, the world’s leading source of information for the legal industry and has been recognized as a “Top Lawyer” by DBusiness, in the areas of probate, estate and family law.
Ms. Glazier has had numerous articles published by some of the legal industry’s leading publications. and has taught “Valuation for Federal, Estate and Gift Tax Purposes” in a Masters’ level course.
Contact: Sandra D. Glazier