The Experienced Practitioner Retreat

You and your practice deserve some TLC – it’s time for a retreat where you can focus on you and your practice without distractions! This two day program is designed to challenge you both in the legal technical area and to provide you new ideas to consider to increase your bottom line. We’ve even thrown in some fun activities (think chair massages while sipping a glass of wine) to help give you that spa feeling, all while learning great legal strategies and practice development tips.

Revenue Opportunities
A Holistic Approach to Serving Senior Clients
Increased My Bottom Line
Challenges Attorneys Face In Today’s Market
Filling and Maintaining Your Prospect Pipeline

The topics change from year to year so this is a program you’ll want to attend every year to continue building your knowledge and your revenue.

CLE will be offered for this course. More details coming soon.

09:00

09:15

Welcome and Introductions

09:15

10:15

Revenue Opportunities You May Be Missing Out On

Valerie Peterson, J.D., CEO, ElderCounsel
Elder law is much more than just Medicaid planning, yet many attorneys overlook other growth areas for their practice. This session will explore numerous opportunities for additional revenue growth including asset protection for kids, planning for wartime veterans, assisting families with a disabled loved one, administering trusts both during lifetime and after, and more.

10:15

10:30

Break

10:30

11:45

2 Trusts You Should Be Using: The Medicaid Family Protection Trust and The Parental Protection Trust

Brian Albee, J.D., Legal Content Director, ElderCounsel
We are good at protecting our clients' assets from their creditors and Medicaid, but what about their kids' creditors? Learn how the Medicaid Family Protection Trust protects your clients' assets for themselves and their kids. Also, learn how the kids can use a Parental Protection Trust to provide for their parents during life, and for themselves after their parents' death.

11:45

01:00

Lunch

01:00

02:00

A Holistic Approach to Serving Senior Clients

Dennison Keller, Esq., The Law Practice of Dennison Keller, LLC, and President of the Life Care Planning Law Firms Assoc
In an age where we are competing with do-it-yourself drafting services it’s important to set your practice apart. Adopting a care management model allows you to assist clients with care-related issues that often keep clients from moving forward with important legal planning. During this session you’ll learn what this type of Life Care Planning practice can look like and what it would take adopt a holistic approach to helping seniors for your practice.

02:00

02:15

A Holistic Approach to Starting Your Day

It’s easy to roll out of bed, grab your phone, and let the world of email and stress hit you like a freight train. Most of the time we don’t even realize how this simple activity is negatively impacting us. What if you started your day a little differently, and saw major benefits as a result?

02:15

02:30

Break

02:30

04:00

Case Studies: When a Perfect Plan Becomes Imperfect

Panel
Whether it’s a crisis planning case, a proactive planning case, or a basic estate plan – when the unexpected happens it can mean disaster, or found opportunity. We prefer found opportunity. During this session we’ll review different types of potentially disastrous case scenarios provided by our presenters and discuss how they were turned into opportunities.

04:00

04:15

Break

04:15

05:15

How I Increased My Bottom Line With 3 Simple Changes

Cary Moss, Esq., Managing Partner, Sawyer and Sawyer, PA.
Cary will share how taking a step back from her practice and carefully evaluating how she was conducting appointments and getting work done helped her implement some simple changes that resulted in working less and earning more.

05:15

06:15

Happy Hour

Stick around and mingle with fellow attendees in our LAB following the last session. If you traveled with someone, they are welcome to join us!

09:00

10:00

3 Challenges Attorneys Face In Today’s Market

Jim Wolverton, J.D., Practice Solutions Advisor, ElderCounsel
Attorneys face a number of challenges just trying to keep up with trends in social media, internet advertising, attorney rating services, and companies offering do-it-yourself legal planning and document drafting. But there is help out there that is not as complicated as you may think. This session will focus on 3 of the biggest challenges we see attorneys facing in the area of client acquisition and client expectations, along with solutions to deal with these challenges.

10:00

10:15

Break

10:15

11:15

How to Build a Referral-Based Practice

Cary Moss, Esq., Managing Partner, Sawyer and Sawyer, PA.
Referrals are the best source of new business. Unfortunately, many attorneys fall short of building and sustaining profitable referral relationships. This session will provide valuable tips on how to identify appropriate referral sources and how to build and sustain multiple referral relationships – including with your clients!

11:15

12:00

A Deeper Dive – Client Appreciation Programs

Valerie Peterson, J.D., CEO, ElderCounsel
Whether it’s a client maintenance program, a “client care” program or something by a different name, the fact remains that any type of ongoing client contact is profitable for the attorney and beneficial to the client. This session will discuss different types of client maintenance programs and how they can be implemented into your practice.

12:00

01:15

Lunch

01:15

02:45

Maximizing the SECURE Act Benefits for Chronically Ill or Disabled Clients

Brian Albee, J.D., Legal Content Director, ElderCounsel
There has been a lot of information thrown at attorneys about the new SECURE Act. We will cut through the noise and offer easy to understand advice on how best to advise clients and draft appropriate documents under the new law.

02:15

03:15

Getting off the Rollercoaster: Filling and Maintaining Your Prospect Pipeline

Jim Wolverton, J.D., Practice Solutions Advisor, ElderCounsel
Attorneys who aren’t in control of their efforts to fill and maintain a potential client pipeline often feel the rollercoaster effect in their practice: Business is up for a month or two, then declines for “no apparent reason.” There is a reason, and this session will explain how to avoid the ups and downs of new business in your practice.

03:15

Adjourn

This workshop is not your traditional CLE with a lot of lecture and requires a great deal of participation from attendees. We highly recommend attending in-person if at all possible. If you opt to attend via live webcast, we ask that you prepare accordingly by following the guidelines below:

Be prepared to share your webcam. This will allow attendees and presenters to see you and more easily interact with you during the event. If you do not have a webcam, below are a few suggestions with varying price points.
Be sure your Internet speed will support streaming the workshop.
- You must have an Internet connection with a minimum speed of 20 Mbps. We strongly recommend a wired connection. You may learn your speed at www.speedtest.net.
- A quiet place without interruptions
- A working microphone
- Google Chrome as your recommended browser
- Close other applications and bandwidth heavy items such as cloud applications that require continuous syncing
- Headphones are recommended for listening.
If at all possible, make plans to participate from a location outside of your office. This event requires participation from attendees and if you are interrupted by work demands you (and other attendees) will not get the full benefit from the event and it will be disruptive for everyone.
Come ready to participate, learn, and have fun!

About The Event

The Speakers

Day 1

Day 2

*Webcast Requirements