A global pandemic reminds us that now is a time when clients need the services of trusts & estates, elder law and special needs attorneys more than ever. The urgency to address one’s estate planning needs has been felt by many. Some have taken swift action, but social distancing and stay at home orders have made it difficult to reach clients through traditional means, and many attorneys are reticent to market their services for fear of seeming opportunistic in a time of crisis. The client’s needs remain the same, but the “new normal” has meant a change in the methods as well as the messaging of how we reach out to clients during times of fear and uncertainty.
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Matt holds a B.A. in Speech Communications and has been InterActive Legal’s Director of Marketing & Sales since August 2016. He brings a Renaissance background and a distinguished sales and creative career to his role at Interactive Legal.
As a former financial sales executive with 14 years’ experience in mortgage banking and financial services, Matt served as the Corporate Sales Trainer to a field force of 75 Loan Officers for a regional bank in the mid-Atlantic area. He pioneered the production of sales training videos in the mortgage lending arena. “Matt knows how to take a message to the marketplace!” proclaimed the President of the bank that Matt once worked for.
Since joining InterActive Legal in 2016, Matt and his team have tripled sales volume, and has helped ILS earn the leadership position it presently holds in the marketplace.
Josh Elledge is a serial entrepreneur who builds the companies he needs most in the world. In 2014, He launched UpMyInfluence (previously upendPR) to help entrepreneurs like himself attract the perfect audiences and grow their brands without the crazy costs and contracts associated with traditional PR companies. Since then, UpMyInfluence (UMI) has evolved into a purpose-driven platform bent on totally DEMOCRATIZING access to influence. Josh wholeheartedly believes UMI has a moral imperative to help entrepreneurs own their expertise, share their wisdom, and serve the world with their collective messages. Oh, and to help our members grow revenue too! Today, Josh is known as one of the foremost experts in online influence and authority. He’s personally worked with hundreds of entrepreneurs – working to turn them into media celebrities.
Meet Audrey Ehrhardt, Esq., CBC, the CEO of Practice42, who brings a wealth of experience in creating and managing successful law practices and businesses across the country. As a licensed attorney in Florida and a certified behavioral consultant, Audrey's expertise is invaluable for lawyers and their teams grappling with the complexities of today's legal landscape. She's a prominent national speaker, addressing key topics like elder law, estate planning, business growth, team dynamics, legal marketing, and the integration of technology in legal services. She is a certified consultant for many of the legal practice management software options available to lawyers today. Her innovative approach is evident in her own virtual law firm, which she operates from Florida, leveraging cutting-edge technology. Audrey's vision and leadership in Practice42 reflect her commitment to pioneering solutions for the evolving challenges in the legal profession.
Alan S. Gassman is the founder of the Clearwater, Florida law firm of Gassman, Crotty and Denicolo, P.A., which focuses on the representation of high net worth families, physicians and business owners, and their companies in estate planning, taxation, and business and personal asset structuring.
Mr. Gassman is the lead author on Bloomberg BNA’s Estate Tax Planning in 2011 and 2012, Gassman and Markham on Florida and Federal Asset Protection Law, Florida Law for Tax, Business & Financial Planning Advisors, Eight Steps to a Proper Florida Trust and Estate Plan, A Practical Guide to Kickback & Self-Referral Laws for Florida Physicians, The Florida Power of Attorney & Incapacity Planning Guide, The Florida Advisor’s Guide To Counseling Same Sex Couples, and a co-author of the recently published Legal Guide To NFA Firearms and Gun Trusts, among others.
Mr. Gassman is a frequent speaker for continuing education programs, and has published well over 200 peer reviewed articles with publications such as Bloomberg BNA Tax & Accounting, Trusts and Estates Magazine, Estate Planning Magazine, The Florida Bar Journal, and Leimberg Estate Planning Network (LISI). He is also a past President of the Pinellas County Estate Planning Council and has co-chaired two annual Florida Bar programs for over fifteen years: Wealth Protection and Representing the Physician.
Mr. Gassman holds a law degree and a Masters of Law degree (LL.M.) in Taxation from the University of Florida, and a business degree from Rollins College. Mr. Gassman is board certified by the Florida Bar Association in Estate Planning and Trust Law, has the Accredited Estate Planner designation from the National Association of Estate Planners & Council, has maintained an AV rating from the Martindale-Hubbell for over 20 years and is listed in both Best Lawyers in America and Florida Super Lawyers.
Martin M. Shenkman is an attorney in private practice in Fort Lee, NJ, and New York City. His practice concentrates on estate and tax planning, planning for closely held business, and estate administration. Mr. Shenkman is an author of over 42 books and more than 1,000 articles. He is an editorial board member of Trusts & Estates Magazine and the Matrimonial Strategist, and an advisor for InterActive Legal. He is the recipient of many awards including being a 2013 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planning Counsels. Mr. Shenkman was named Financial Planning Magazine 2012 Pro-Bono Financial Planner of the Year for his efforts on behalf of those living with chronic illness and disability. Investment Adviser Magazine featured him on the cover of its April 2013 issue naming as the lead of their “all-star lineup of tax experts.”
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