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Looking forward to Phoenix for so many reasons …

As the Education Director for LWP™, it has been my privilege to take part in the development of the TAPER programs and to work with the amazing staff that makes these events unique.  We’ve all been to the (yawn) lawyer conferences that should be advertised as a cure for insomnia.  Our goal at LWP was to create a unique experience that advances the members to the next level by providing the tools to create a dream future, gain energy, engage the team and get focused.  It only takes a moment to feel the energy in the room and know that you are not at an ordinary legal training event!     

Bigstock-Inspirational-Typographic-Quot-69544021As an LWP trainer, the Tri-Annual Practice Enhancement Retreats (TAPERs) offer the opportunity to “pay it forward” and pass along some of the lessons that experience has taught. I’m particularly excited to be presenting a focus session on adding an Associate Attorney to your LWP firm.      

As an LWP Mentor Coach, there is incredible satisfaction in watching from the sidelines as teams break through the barriers and find the road to success.  The TAPERs are an opportunity to touch base with those teams, put names with faces, and really see the energy develop around their own futures.

As a member of LWP, the Practice Enhancement Retreats have always been a highlight, something that goes on our annual calendar the moment we learn the dates. We look forward to them as a team because we are anxious to shift focus and work ON the practice rather than IN the practice.  The retreats are aptly named “retreats” because they are truly a time to get away from our day-to-day world, reflect on where we’ve been AND set the course for the future (whether that means the next weeks, months or years). 

There is no denying the energy burst that comes from attending an LWP Retreat, and that is why LWP is doing them more often. If we could get an energy burst once a year, imagine how powerful three of those bursts per year would be!  Triple the impact!  For the last two years, I have shut down my law firm not once, but three times each year – and I really mean “shut down,” since the ENTIRE TEAM attends every retreat. That is the value of these events – every single member of the team gets a customized experience with the opportunity to focus on both professional and personal growth.  What a difference!  The team has taken ownership of the firm, and ownership of its own growth and development.  

As a business owner, the thought of shutting down the business for any reason is scary. We ask: “What about the lost revenue?” “What about the expense of flying everyone around the country and putting them in hotel rooms?”  “What about feeding them?”  “Dollars seem to be flying out the window!”  All of that is real.  It IS expensive to attend three retreats every year, until you realize that this is NOT an expense – it is an investment.  It is an investment in the future of the business made without hesitation because the ROI is exponential. The payoff is a team committed to the firm’s future, a team working together for common goals, a team dedicated to personal and professional growth, a team poised to push each other toward personal goals, a team that understands the power of teamwork!

And it shows in the bottom line.  Despite and because of the three weeks per year of shutdown, our revenues have never been higher.  That is the power of the LWP Tri-Annual Practice Enhancement Retreat. 

Don’t take my word for it; find out for yourself. Join us in Phoenix and feel the power! 

Early Bird registration is open!  If you're ready to reserve your spot now email Amanda Ross at aross@lawyerswithpurpose.com or just call 877-299-0326 and she's standing by to help get you're seat reserved! 

Susan Hunter

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A Unique Experience Awaits

As the CEO of Life Care Funding, I find myself at many conferences, seminars and retreats across the country. I am often addressing gatherings of long-term care industry professionals who operate assisted living communities, homecare companies, and nursing homes, as well as insurance agents, financial advisors and elder law/estate planning attorneys.  I have had the honor to speak before the Assisted Living Federation of America (ALFA), the American Health Care Association (AHCA), the American Association of Long Term Care Insurers (AALTCI), and the National Association of Elder Law Attorneys (NAELA), among many others. 

LCF LogoBut my experience of attending the most recent symposium and retreat for Lawyers with Purpose in St. Louis was unique.  I was not prepared for how different this event was from other meetings.  The team that hosted the meeting and runs Lawyers with Purpose was incredibly enthusiastic and dedicated to making sure all the participants were getting real value and education for their time. The attendees were obviously there to work and to bring valuable tools and insights back to their firms.  My impression was that this was more like a family, all working together to help each other succeed. In fact, if you were looking to attend a junket, this would not be the meeting for you. I have been on more than one vacation disguised as a conference.  This was the opposite — this group rolls up their sleeves, works hard, and goes home with tools and strategies to excel as attorneys working with seniors and their families on one of the most difficult challenges of their lives.

But it isn’t all work and no play – there was plenty of fun and time to network and socialize as well.  Life Care Funding was the Platinum Sponsor of the meeting, and it was our pleasure to host the welcoming cocktail reception.  The food and drinks were great, and we had a ton of fun with our drawing to give away four twin lobster dinners that will be flown to the lucky winners straight from the docks of Maine! 

We can’t wait to return to the next meeting as a Platinum Sponsor again this fall in Phoenix —and to give away some more lobster dinners.  Life Care Funding is truly looking forward to working with Lawyers with Purpose and all the member law firms to assist families looking for innovative solutions to how they will pay for the expensive costs of long-term care.

Chris Orestis, CEO of Life Care Funding, is an 18-year veteran of both the insurance and long-term care industries.  A former Washington DC lobbyist, he is a nationally known senior care advocate and author of the Amazon best-selling book “Help on the Way,” and is a legislative expert, featured speaker, columnist and contributor to a number of insurance and long-term care industry publications.  Chris is a frequent guest on national radio programs discussing senior issues, and has also been featured in the Wall Street Journal, New York Times, USA Today, Kiplinger’s, Fox Business News, and on PBS.

His blog on senior living issues can be found at www.lifecarefunding.com. He can be reached at 888-670-7773 x 6623 or corestis@lifecarefunding.com.

Founded in 2007, Life Care Funding pioneered the concept of converting a life insurance policy into a Long Term Care Benefit Plan.  Since the company’s inception, it has built a national network of agents, attorneys, and advisors, as well as over 5,000 Homecare, Assisted Living and Nursing Home companies that offer the Long Term Care Benefit policy conversion option to families directly across the United States. 

If you're interested in becoming a sponsor at our next event contact Roslyn Drotar at rdrotar@lawyerswithpurpose.com or 877-299-0326 x 105.  You don't want to miss this unique opportunity to market and brand your business in the estate and elder law arena!

 

 

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Actionstep: Boost Productivity, Streamline Workflow & Grow Your Revenue – TOMORROW!

Are you using so-called “Practice Management” Software in your law firm that seems to do everything BUT that?

Does this internal chaos leave you at the mercy of your staff?  Is everyone in your office constantly “doing their own thing” and handing files “their own way,” that would make it almost impossible for you to keep all the balls in the air and service clients if they suddenly quit, or got hit by a bus?

Bigstock-time-for-change-67475953Worse… are you sick and tired of:

…legal work falling through the cracks?

…constant interruptions from staff members who can’t figure out what to do next on client matters?

…piecemealing software and tech platforms together to meet your needs?

…wearing way too many hats in your law firm?

IF SO, we’d like to invite you to take a FREE demo of Actionstep– a fully automated and secure cloud-based practice management system that provides a complete snapshot of any client, anytime, anywhere for you and your team.

On July 29th at 2 EST, Dave Zumpano Esq., Co-Founder of Lawyers With Purpose, will host a live demonstration of this unique software that is unlike anything currently available in the estate or elder law industry. 

Actionstep handles every aspect of your practice—from marketing, to engaging clients, to practice management, staff workflows and client communications.  All in one place, accessible from EVERYWHERE via the cloud.

Dave will also share on this webinar how he is personally utilizing Actionstep in his New York law firm.  This is the first time non-members can get a look into the “backend” of his practice and his strategies for effortlessly boosting productivity and revenue goals for the firm!

To sign up for the webinar, simply CLICK HERE NOW TO RESERVE YOUR SPACE.  Webinar space is limited!

Can’t make the webinar?  Simply send an email to me at mhall@lawyerswithpurpose.com to set up a private demo!  We are happy to give you a tour.

In your corner,

Molly L. Hall, Co-Founder, Lawyers with Purpose, LLC, and author of Don’t Be a Yes Chick: How to Stop Babysitting Your Boss, Transform Your Job and Work with a Dream Team Without Losing Your Sanity or Your Spirit in the Process.

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Christmas in July: Creating Excitement for Your Clients

As of July 1, there were 176 days until Christmas. The countdown has begun.  Children are adding new toys to their wish lists. Parents have started looking for deals.  Business owners are looking for new ways to appeal to customers.

Lawyers can learn a lot from the marketing practices of retail stores, which have had to make significant adjustments to compete with online shopping. What are some retail marketing lessons and strategies that estate planning and elder care lawyers can implement to maximize the end-of-year excitement?

Bigstock-Smiling-Sandy-Snowman-In-Red-S-72707647Without a doubt, people love getting a “good deal.”  Here are three ideas to try:

  1. Buy one, get one free.  A solid classic. For lawyers, offer to provide a “mirror” estate plan to a spouse for free when one spouse engages you to draft an estate plan.
  2. Black Friday frenzy.  For an immediate influx of cash, create deals too good to be true and limit the time of the offer. For example, offer a Revocable Living Trust plan for the price of a Will-based plan (essentially the trust is free), but only if clients schedule an appointment by a certain date, or only if they call on a certain Friday to schedule the appointment (for a later date). 
  3. Cyber Monday.  Provide special pricing for clients who find you through your website or who schedule an appointment directly from your website.           

Success through Exposure.  Retails stores spend extraordinary amounts on advertising to get the word out about their sales. You will need to do the same. It is not enough to provide discounts; the public needs to know they exist. Include the special rates and dates in your newsletter. Mail out sales flyers to your referral sources. Send your current client base a pre-season holiday letter – encouraging them to give the gift of an estate plan to their children.  Add a “pop-up” on your website about the Cyber Monday deals. Budget extra money for the additional print and postage investment.

The “big boys” have been planning their holiday season marketing strategies all year, rolling them out beginning in July.  You are or can be one of the top dogs in your area. But, you must begin before the others and offer outrageous deals that other lawyers are not willing to do. This will get you noticed and get you clients. Embrace the energy and spirit of the holidays, plan early and enjoy the profits. 

Have you heard about the Lawyers With Purpose/Actionstep automated law firm CRM database workflow system for estate and elder law attorneys designed to free up your time and get the work out the door quickly and easily?  If not – and you want to see it live, join us for a demo on Wednesday, July 29th at 2:00 EST. Click here to register and reserve your spot.  Space is limited to register now!

Victoria L. Collier, Certified Elder Law Attorney; Entrepreneur; Author; Speaker; Co-Owner, Lawyers with Purpose, LLC; Founder, The Elder & Disability Law Firm of Victoria L. Collier, PC; and Co-Founder, Veterans Advocate Group of America.

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“Strategic” Networking Takes Less Time

I’ve worked with many professionals who tell me the key to success is “networking.”  When I hear this, I always ask if their networking is “strategic?” Often, they look at me with a quizzical look.  What is strategic networking?  Strategic networking ensures the time you spend in networking and relationship-building is effective and most important — measurable. Most attorneys have good relationships, but don’t track them effectively.  A result you lose something precious, your time.

Strategic networking ensures you actually enjoy your relationships on a personal level, not just a business level, and together your strengths and theirs can be utilized to really impact each other’s business and your community.

Bigstock-Time-For-New-Strategy-On-Clock-43527424Get strategic on Thursday, July 23rd at 2:00 EST, I am hosting a one-hour webinar entitled, “Having the Time to Have it All – Three Time Strategies to Have a Practice with Purpose and Profit”.

======== >  REGISTER NOW HERE

In this webinar I will share how in just two 1½ hour meetings a week you can create strategic relationships that enable you to help more people. I will also share the way to empower your support team (rather than manage them), to grow your practice, help more people and receive the financial benefits of creating that value.  You can have an effective work-life balance and enjoy your business relationships rather than dread them.  Or worse, have them out of obligation. When you work strategically, you are able to identify the most effective relationships that enable you to help the greatest number of people and the specific structure you need within your firm to support that need.

Click HERE to register for this one time webinar to get better relationships in less time.

You don't need to work 60 hours a week to succeed.  I willingly work 45 to 50 hours a week to run my seven companies (all successful), helping a lot of people, and creating value in the markets they serve. You can, too. 

Join me July 23rd to make your networking strategic.  You’ll not only get the “how,” but for the first time on a webinar, I’ll share with you the exact tools and resources I’m using to make time-saving magic happen.  Feel free to swipe and copy what I’m doing step-by-step in your own practice—I encourage you to!  Start by reserving your space on the webinar HERE

Strategically,

David J. Zumpano, CPA, Esq., Practicing Attorney, just like you & Founder of Estate Planning Law Center & Lawyers with Purpose LLC

 

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Considering a Vacation? Consider This!

No one is more excited about going on vacation than you.  Yet no one has more angst about taking time away from the office than you.  With proper planning, you can eliminate the stomach ulcers and last-minute marathon sprints to get everything done before you leave. Isn’t that what we tell our clients? “With proper planning….”

Bigstock-Happy-couple-on-the-beach-of-s-49742783This year has been the year of vacations for me.  In February, my family took its first winter break to go skiing. My children are five years old and I figured it was the best age to introduce them to the sport.  In April, we went to Arizona to enjoy the desert.  Then, in June, we went to the beach for a week.  That made three one-week vacations within six months. Last January, I was paralyzed at the thought of being gone so much.  How would the office make money in my absence? How would the work get done?

Knowing this was coming, I made three necessary changes to the structure of my office. 

  1. In December, I hired a full-time marketing associate.  With the financial goals the team set, it was imperative that the firm extend its efforts to get our name out there and have a greater presence in the community. 
  2. To help manage the increased workflow, whether I was in the office or on vacation, in December I also added an “of counsel” attorney who works in the office two days a week, meeting new clients and participating in all document signing appointments. That allows my office to accept more appointments and gives me an entire day to work on client files, since I am no longer doing the signings.  More importantly, when I am out of town, we are still making money because the attorney is meeting new clients while I am gone.
  3. In March, I promoted my government assistant paralegal to “manager” and hired another full-time paralegal.  The manager now supervises two government assistance paralegals, is the first-line review authority for all of their work, and prepares the first draft of any VA or Medicaid appeals. This automatically shifted my role into reviewing, not doing, and dramatically reduced my time working on files.

To accommodate the workflow, I hired additional team members.  Yes, overhead expenses have definitely increased. However, I never add a staff person unless the addition either makes the firm more money or creates more free time for me, or both.  When it does that, it is an investment, not an expense. 

What do you want more of – time or money? What kind of changes to your structure are you willing to make to achieve what you want?

To maximize productivity, we all need to take a vacation to rejuvenate.  Don’t skip it, just plan for it.  If you want to learn more about how Lawyers With Purpose can help you grown your practice and your revenue, join our Having The Time To Have It All webinar on Thursday, July 23rd at 2 EST.  Register now and reserve your spot today!

Victoria L. Collier, Veteran of the United States Air Force, 1989-1995 and United States Army Reserves, 2001-2004.  Victoria is a Certified Elder Law Attorney through the National Elder Law Foundation, Author of 47 Secret Veterans Benefits for Seniors, Author of Paying for Long Term Care: Financial Help for Wartime Veterans: The VA Aid & Attendance Benefit, Founder of The Elder & Disability Law Firm of Victoria L. Collier, PC, Co-Founder of Lawyers With Purpose, Co-Founder of Veterans Advocate Group of America.     

 

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3 Time Concepts To Break Through Your Time Constraints

Many lawyers I coach complain they don't have enough time to get everything done.  Interestingly, I remind them the most successful people in the world have the same amount of time in a day as they do. How do they do it?  I've been practicing law for 20 years and the last 17 as a solo practitioner.  I've grown my practice from me and a secretary to a firm with over 20 employees, including five lawyers.  I can honestly say that's not for everybody.  I never expected it; it’s where I ended up. I will share the time-saving strategies I utilized to grow my practice. Join me in a one-hour webinar:

Thursday, July 23rd at 2:00 EST for our “Having the Time to Have it All – Three Time Strategies to Have a Practice with Purpose and Profit”

======== >  REGISTER NOW HERE

Bigstock-One-Two-Three-Numbers-On-Dice--36582055You don't have to have a large practice to succeed, but you do need to get control of your time so you have enough of it to satisfy all the needs of your practice and your personal life. Most lawyers I work with are being pulled in so many directions based on different marketing schemes of the individual organizations that recruit them. Many attorneys belong to multiple organizations, including one for estate planning, one for Medicaid, one for VA, one for special needs planning, one for asset protection, and yet another for tax planning. And then wonder why they don’t have time to keep up with it all. Don't get me wrong, each organization has value, but the challenge I've always found is there is always a lack of time to get it done.

Should you attend?  If you are struggling with a work-life balance, struggling with how to run a law "business," or feel you do not have enough time in your day to get all the work done, then this webinar will be a great use of your time. Click here to register for this special webinar.

In one hour, I will share with you the three key time strategies to have the time necessary to provide estate planning, elder law, asset protection, Medicaid, VA Benefits, special needs and tax planning all in the same time you have now.  I look forward to sharing with you. 

======== >  REGISTER NOW HERE

Hope you don’t miss,

David J. Zumpano, CPA, Esq., Practicing Attorney, just like you & Founder of Estate Planning Law Center & Lawyers with Purpose LLC

P.S. For the first time ever, I will be showing non-members the exact technology platforms and systems that I use to manage and streamline my practice.  Implementing what I’m going to teach you will not only save you a tremendous amount of time, but will finally help you lay a strong practice management foundation to take your business to the next level. Plus, YOUR STAFF WILL LOVE IT. Have them join you on the line!

======== >  REGISTER NOW HERE

Jackie Bedard

Congratulations To Jackie Bedard, LWP Member Of The Month

What is the greatest success you've had since joining LWP? 

Building a great team that's committed to our goals.

Jackie BedardWhat is your favorite LWP tool?

Moving to the cloud-based Actionstep system last year has made it so much easier to work from home and/or check in on things when I'm traveling.  I can even log in during an RMS meeting if I want to check a particular client's status if the advisor asks.

How has being part of LWP impacted your team and your practice?  

The LWP tools allow us to operate efficiently and in an organized manner.  Our clients and referral sources regularly compliment us on our organization and thoroughness.

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What Is Your Independence Day?

On July 4, 1776, the Declaration of Independence was signed separating the original 13 colonies from Great Britain.  It took an act of Congress and a committee of five to declare independence. The American Revolution precipitated and followed the signing, showing that people were willing to die for their independence. From the outset, Americans have celebrated July 4th with parades, fireworks, barbeques, picnics and the like.

Bigstock-Fireworks-background-for-th-o-91509572What freedoms are you fighting for?

Financial freedom?

Freedom from being tied to the desk at work?

Freedom from suppression of thought, creativity, or expression?

We allow so many things to hold us back from our own personal freedoms. Fear. Relationships. Money.

1n 1994, acclaimed country artist Martina McBride released “Independence Day”, written by Gretchen Peters, about an abusive husband and his wife who set their house on fire and “lit up the sky that Fourth of July.”

“Let freedom ring, let the white dove sing
Let the whole world know that today
is a day of reckoning.
Let the weak be strong, let the right be wrong
Roll the stone away, let the guilty pay
it's Independence Day.”

The wife had clearly had enough of the status quo and was ready for a change. Our forefathers had also had enough of the status quo and were ready for a change.

Are you tired of the status quo?  Ready for a change?

Let this July 4th be your Declaration of Independence. Decide what you want and what you are willing to fight for to achieve. Enlist your army to help you in your own personal revolution.

Members of Lawyers with Purpose break barriers and create freedom in their lives every day.  The LWP community encourages and supports freedom.  We celebrate independence and freedom together at our Tri-Annual Practice Enhancement Retreats.   

If you want true independence and freedom, join the Lawyers with Purpose community.  We are patriots paving the way for a better future.  To learn more about what this means and who we are are a community, join our Having The Time To Have It All webinar on July 23rd at 2 EST.  But register today as space is limited.

Victoria L. Collier, Veteran of the United States Air Force, 1989-1995 and United States Army Reserves, 2001-2004.  Victoria is a Certified Elder Law Attorney through the National Elder Law Foundation; Author of “47 Secret Veterans Benefits for Seniors”; Author of “Paying for Long Term Care: Financial Help for Wartime Veterans: The VA Aid & Attendance Benefit”; Founder of The Elder & Disability Law Firm of Victoria L. Collier, PC; and Co-Founder of Lawyers with Purpose, www.LawyerswithPurpose.com.  

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VA Approval – Now What?

Congratulations! You received approval of your VA Pension with Aid and Attendance claim. Your job is done, right? Well, not quite.

Bigstock--d-question-mark-on-white-back-62978239Once you receive an approval letter, there are three steps your firm should follow: Review for accuracy, identify next action, and then inform your client of the results and what to do next.

Review for accuracy

Just because you have an approval does not mean there are no errors in the decision. The two main issues to check are (1) the effective date (payment start date) and (2) the monthly benefit amount. You should already have a pretty clear understanding of the eligibility date and the expected amount when you file the formal claim. The payment start date should be the first day of the month following the month in which you submitted the informal claim/intent to file or formal claim. For example, if an intent to file was submitted and received by the VA on May 20, 2015, then the eligibility date would be June 1, 2015. The monthly benefit amount, assuming that the financial information you had was accurate, is the Maximum Annual Pension Rate (divided by 12) minus Income for VA Purposes (IVAP). For example, the Maximum Annual Pension Rate (MAPR) for a married veteran who needs the aid and attendance of another person with activities of daily living is $2,120 per month. The gross income of the veteran and the spouse is $4,500 per month. After deducting the veteran’s assisted living facility costs of $5,000, the IVAP is $0. Thus, the difference between the monthly MAPR of $2,120 and $0 is $2,120 and the veteran would be paid the maximum.

When using the Lawyers with Purpose copyrighted VA Benefits Qualification Worksheet, these figures are automatically calculated for you. On the approval letter from the VA, this information is generally found on the first page in the form of a table. This table will have at least three columns for “Monthly Entitlement Amount,” “Payment Start Date,” and “Reason for Change,” and as many rows as there are changes in rate.

Identify next action

If there are errors, then you should identify the deadline for your response. Responses may include a Request for Reconsideration (RFR) and/or a Notice of Disagreement (NOD). You should also identify what further information you may need in order to document the grounds for your RFR or NOD. The NOD must be filed within one year of the date on the decision letter. More information regarding this process can be found in the blog post, “What To Do With A Denied VA Application – Part 2”  

In contrast, there is no real deadline for the request for reconsideration, as it is not a formal VA adjudication process. The RFR is essentially the request that the original adjudicator reconsider his/her original decision because you can provide new information or enlightenment regarding previously submitted information that the VA failed to interpret per their regulations. It is always worth filing a request for reconsideration, even if you plan to file a Notice of Disagreement, because the former process is much quicker than the NOD route. If there are no errors in the approval, the next action may be simply to inform the client. However, the VA may propose a finding of incompetency on the basis of the physician’s statement (VA form 21-2680) provided with the claim. You will immediately know if there is an incompetency proposal because there will be two extra columns in the table already mentioned, titled “Amount Withheld” and “Amount Paid.” There is also an additional section in the letter called, “We Have Withheld Benefits.” Sometimes the VA includes a simple response form to complete and return, but even if it does not, you should respond by returning a 21-4138 Statement in Support of Claim that acknowledges and accepts the finding of incompetency and nominates a fiduciary, usually a family member.

Inform the client

Once you identify the next action, you must inform the client – preferably in writing – of the accuracy of the approval letter and explain the next step(s), if any. This can be as simple as confirming the approval and the monthly benefit amount. It should also explain when to expect the first monthly deposit as well as the receipt of any lump sum retroactive benefits. If applicable, you would also describe what to expect during the fiduciary process or appeal. Finally, be sure to be specific in any requests for further documentation to expedite data collection and your responsiveness to the VA. Getting an approved VA claim can be a challenge. You should celebrate each one! However, don’t overlook these three essential steps. Incorporate them into your firm’s processes. Congratulations!

If you would like to learn more about creating the estate or elder law practice of your dreams, join our webinar "Having The Time To Have It All" on July 23rd at 2 EST and learn about how Lawyers With Purpose can help get you there.  Click here to register and reserve your spot today.

By Sabrina A. Scott, Paralegal, The Elder & Disability Law Firm of Victoria L. Collier, PC and VA Production Coordinator for Lawyers With Purpose.

Victoria L. Collier, Veteran of the United States Air Force, 1989-1995 and United States Army Reserves, 2001-2004. Victoria is a Certified Elder Law Attorney through the National Elder Law Foundation; Author of “47 Secret Veterans Benefits for Seniors”; Author of “Paying for Long Term Care: Financial Help for Wartime Veterans: The VA Aid & Attendance Benefit”; Founder of The Elder & Disability Law Firm of Victoria L. Collier, PC; Co-Founder of Lawyers for Wartime Veterans; and Co-Founder of Veterans Advocate Group of America.