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Lawyers With Purpose

The leading provider of practice management solutions to maximize opportunity and joy for Estate Planning attorneys

877-299-0326
  • Home
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All posts by : David Zumpano

Matt Donald Joins Lawyers With Purpose as Director of VA Services

September 11, 2017
by David Zumpano VA

FOR IMMEDIATE RELEASE Contact:Denise HashChief Operating Officerdhash@lawyerswithpurpose.com(877) 299-0326 ext. 5445 September 11, 2017 Headline:Matt Donald joins Lawyers With Purpose as Director of VA Services Copy:NEW HARTFORD, NY — Attorney Matt Donald ...

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I’m Disabled, Not Incompetent … Why Can’t I Establish My Own Trust?

October 4, 2016
by David Zumpano Asset ProtectionLegal TechnicalSNT

Special needs trusts are an important tool in an elder care attorney’s toolbox. Established correctly, SNTs allow a person to qualify for public benefits such as Medicaid or SSI while maintaining assets in a trust to supplement the funds provided by such ...

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3 Easy Steps To Consistent Cash Flow

September 19, 2016
by David Zumpano Uncategorized

Did you know successful law practice comes down to knowing your primary colors? I've had the privilege of working with estate planning lawyers across America since 2000. One of the biggest struggles I find with attorneys is their understanding of how ...

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Does Your Trust Really Have Remarriage Protection?

September 13, 2016
by David Zumpano Asset ProtectionDavid J. ZumpanoEstate Planning Drafting Software

As a lawyer practicing in the elder law and estate planning industry for 25 years, I'm always intrigued by what lawyers refer to as remarriage protections. Remarriage protection relates to the provisions that one puts in a trust to ensure after a spou ...

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Gene-wilder

Honoring the Chocolate Factory by Protecting our Grantors During Life and After Death

September 7, 2016
by David Zumpano Asset ProtectionSystems & Processes

Unknown to most of us, Gene Wilder suffered from Alzheimer’s disease during his final years. Mr. Wilder decided early in his diagnosis not to disclose his medical condition to the world. His family quietly dealt with the pain of caregiving and memory loss ...

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How Do You Plan For Blended Families?

August 24, 2016
by David Zumpano David J. ZumpanoEstate Planning Drafting SoftwareLegal Technical

There's a great buzzword out there in estate planning called planning for “blended families.” The term “blended families” represents individuals who are married but have previous marriages or relationships that resulted in children. One example would ...

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Lessons from Braiterman

August 22, 2016
by David Zumpano David J. ZumpanoEstate Planning Drafting SoftwareLegal Technical

Well, here we go again. On July 12, a New Hampshire Trial Court ruled that an irrevocable trust was an available resource. Or did it? A careful examination of the Braiterman case really comes down to three issues. The first was an imaginary stretching of ...

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What Is A Successful Workshop? Here’s All You Need to Know…

August 17, 2016
by David Zumpano David J. ZumpanoEstate Planning Drafting SoftwareLegal Marketing

I've been working with estate planning attorneys around the United States for almost 20 years, and I am always intrigued about how excited they get when they deliver a presentation, seminar or workshop. The interesting dynamic is how pumped they get i ...

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ID-100347162

Understanding the Child Caregiver Exemption

July 28, 2016
by David Zumpano Asset Protection

As many of us are aware, the federal guidelines allow Medicaid applicants to transfer their home to a child caregiver without suffering a Medicaid penalty for the transfer. It is a transfer often attempted by families in the Medicaid application process. ...

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Pat Summitt: Redefining Heroism in the Face of Alzheimer’s

July 18, 2016
by David Zumpano Uncategorized

Those of you who know me well, know that I am an avid University of Georgia fan (or perhaps fanatic). I arrive at football games at 6 a.m. to set up my tent. I will stand in the 100-degree sun, downpours, 90,000-person adversarial crowds and whatever else ...

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