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Ethical Billing Strategies and Effective Engagement Letters for Flat Fee Agreements

August 6, 2025
12 PM CDT
1.0 Credit
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About This Webinar:

Tune in for a special ethics CLE* session featuring Kristin Dittus, J.D., LL.M., of Life & Legacy Planning, Ltd.!

Billing clients shouldn’t feel like walking through an ethical minefield, but it can when the representation goes in an unexpected direction.

During this webinar, we’ll cover how to draft an engagement letter that clearly defines the work and time covered by a flat fee agreement and how to collect your hourly rate for time that exceeds the originally defined work. You’ll learn how to:

  • Mitigate the most common billing conflicts before they escalate
  • Gently hold clients accountable while keeping the relationship intact
  • Decode the recently adopted regulations that allow attorneys to pass on a credit card surcharge fee and the compliance rules

Plus, the materials for this session include sample language and sanity-saving strategies to keep you happy and profitable, even when you encounter a difficult situation.

Save your spot for this insightful session today!

*1.0 Ethics hour pending

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About the Presenter:
Kristin Dittus, J.D., LL.M.

Kristin Dittus, J.D., LL.M.

Principal Attorney - Life & Legacy Planning, Ltd.

Kristin Dittus brings over 20 years of experience in estate planning and taxation, working with a wide range of clients and advising on complex financial matters. After moving from New York’s Hudson Valley to Colorado in 2005, she earned her Master of Taxation in 2010 to deepen her expertise and better serve her clients. Kristin is passionate about this area of law for the emotional and financial clarity it brings to families.

She is an active member of the Trust and Estate Section of the Colorado Bar Association (CBA), serves on its Executive Council, and is a board member of the Women’s Estate Planning Council. Kristin also contributes to national legal education as a reporter for the ABA at the Heckerling Institute on Estate Planning and regularly presents and helps develop CLE programs across Colorado.

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