Whether you are looking to add trusts estates to your existing list of practice areas or are just starting out, you will need a solid plan. Shaping legacies and drafting complex plans that will not come to fruition until the far future requires an additional set of skills not often taught in law school. Borrow from the hard-won experience and business acumen of seasoned trusts and estate practitioner faculty to help you chisel your niche in an unfamiliar legal market. Register today!
Build your new book of business with practice-specific avenues of retaining clients.
Adopt best practices in estate planning case and file management.
Get practical guidance for structuring challenging client conversations.
Establish effective fee structures and billing practices.
Formulate a plan for sustainable growth.
Come away with helpful resources to get you started.
Where and How to Get Clients
Establishing a Case and File Management System
Building Your Custom Library of Stock Forms and Documents
Critical Client Management Skills
Essential Support Staff Considerations
Billing Strategies and Practices
Phasing Growth - It Doesn't Happen Overnight
Building Your Technology Base: Key Apps, Cybersecurity, User Rules
Useful Resources for New and Aspiring Estate Planners
DAVID J. ZUMPANO is the founder of The Estate Planning Law Center, David J. Zumpano CPA, Esq., which has served as a "model firm" for more than one thousand law firms across the country. His approach is based in part on his application of concepts from The E-Myth by Michael Gerber. Mr. Zumpano built the first cloud-based law practice management system integrated with documentation creation software for estate, Medicaid, and asset protection planning law firms. It has transformed the way law firms are run and interact with clients technologically and has been implemented by hundreds of law firms nationwide. In 2001, Mr. Zumpano founded Medicaid Practice Systems, LLC (MPS). He is known as the founder of the Medicaid Practice Industry, which began with his innovative Medicaid practice program that educated attorneys across the country on how to add Medicaid planning to their estate planning and elder law practices. In 2012, he transformed MPS into Lawyers with Purpose, LLC, where he continues to help attorneys from all backgrounds create proficient, profitable practices that protect the personal and financial freedom of families. Mr. Zumpano has been featured in the Wall Street Journal and on National Public Radio. He is a regular speaker and trainer on the application of cutting-edge technologies to estate planning, asset protection, Medicaid planning, and law practice management. His unique approach has been adopted by many national, regional, and local legal organizations, as well as banking and financial institutions. Mr. Zumpano is also credited with changing the way the estate planning industry uses trusts for common law asset protection and Medicaid planning, as memorialized in his scholarly law review Irrevocable Pure Grantor Trusts: The Estate Planning Landscape Has Changed (Syracuse Law Review, Vol. 1 Fall, 2010). His expertise in Medicaid planning was further exemplified when, in 1994, Mr. Zumpano published What Hard Work Giveth, the Nursing Home Taketh Away: Asset Preservation Under Medicaid (the Digest, 1994-95). He wrote Estate Recovery; What Can and Can’t They Get, which has been presented in many forums across the country. In 2015, Mr. Zumpano authored Protect Your IRA, Avoid the 5 Common Mistakes, a contributory book offering for estate planning attorneys. He earned his J.D. degree from Syracuse University College of Law.
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