Client Relations

We’ve all seen the headlines in recent months.  We are living through the greatest transfer of generational wealth in human history (or so the hyperbole goes).  Whether it is the greatest in history or not is a debate for scholars. …

It’s been more than 30 years since the Patient Self Determination Act codified the use of advance directives in hospitals and other medical facilities. While traditional advance directives still serve an important role for your clients,…

A potential new client has contacted your office to see if your firm can prepare their estate plan. What is your first step? There is no one right answer to this question – some attorneys will schedule an in-person conference or an online…

The 58th Annual Heckerling Institute on Estate Planning was held in Orlando, Florida, on January 8-12, 2024. The Institute is the preeminent estate planning conference of the year and always has a week full of valuable seminar sessions…

There have already been many webinars discussing the Corporate Transparency Act (“CTA”) so this webinar will build on that foundation and take a more detailed “deeper dive” into what everyone (practitioners, Reporting Companies, Beneficial…

In the realm of Trusts & Estates, many lawyers often find themselves navigating the misconception that their primary offering is a tangible product, like wills or trusts. However, at the heart of this practice isn't a product, but a…

Clients expect more than just legal services when they contact your office to estate plan. You're hired because estate planning is a complex, emotional process that requires decisions most clients have yet to consider. In other words,…

You CAN automate the drafting of estate planning in your practice. Regardless of the size or complexity of client matters you handle, automation will (yes “will”!) make you more efficient, more effective, and more profitable.  With…

There’s much attention placed on the estate planning process, and rightfully so, but the day inevitably comes when an estate must actually be settled. Whether it’s an estate you helped plan, or one with no proactive measures in place,…

As people live longer and have more active lives into their later years, we can perceive a shift in the typical Elder Law Planning client demographic. How to best reach potential clients who need legal services, and how to retain those…