This session covers:

• Using the concept of product-market fit to evaluate the business and the attorney-client relationship;
• Addressing structural questions in the initial consult like entity choice, ownership, funding, retainers, and legal fees;
• Avoiding red flags and common pitfalls at the beginning of the attorney-client relationship;
• Spotting specific issues likely to arise in the wealth counsel context, like trusts, family law, engagement letters, malpractice insurance, software, privacy, and IP protection; and
• Forms and checklists for best practices.