Million Dollar Practice Bootcamp: A Practice With Purpose Event
The Biggest Challenge for Estate Planning Attorneys Today?
Most estate planning attorneys struggle to balance three critical areas: legal expertise, practice management, and client acquisition. Mastering one is hard enough, balancing all three? Nearly impossible.
But what if you had a proven roadmap to make your work more efficient, attract high-value clients, and build a profitable, scalable practice?
Welcome to The Million Dollar Practice Bootcamp: A Practice With Purpose Event
This three-day, high-impact in-person event is specifically designed for estate planning attorneys who are ready to go beyond “just practicing law” and start building a million-dollar practice.
Time to Learn How To Build a Million-Dollar Estate Planning Firm, Without Burning Out
You didn’t go to law school to become:
- A marketing department
- A sales manager
- An operations bottleneck
- Or the only person who knows how everything works
And yet, that’s where most estate planning attorneys end up.
You’re good at the law. But revenue feels capped.
Growth feels chaotic.
And scaling feels…complicated.
This 3-day intensive is where that changes.
Business Accelerator for Estate and Elder Law Attorney Businesses
This is a 3-day business acceleration experience for estate planning attorneys who are serious about:
- Increasing revenue
- Adding high-margin Medicaid planning
- Designing better trusts
- Improving enrollment and conversions
- Building systems that remove them as the bottleneck
Who This Is For
Scaling Attorneys
Growth-Focused Owners
Attorneys Ready to Think Bigger
Why you should attend
Real-world systems and strategies
No fluff, real actionable implementations you can start using from the next day!
CLE credits included
Grow your practice while fulfilling your professional requirements
Seats are limited to 30. Reserve your spot now before they’re gone!
What You'll Learn
Day 1: Medicaid Mastery
📅 May 12, 2026
Tap into one of the most powerful and underutilized revenue streams in estate planning.
Medicaid planning is not just compliance work, it is strategic, high-value planning when done correctly.
Master the Essentials:
Learn the 13 key Medicaid concepts and 5 essential calculations that drive proper case design.
Speed & Clarity:
Understand how to qualify clients efficiently and ethically, without confusion or guesswork.
Revenue Expansion:
Discover how Medicaid planning can add consistent, high-margin revenue to your firm.
By the end of Day 1, you will know exactly how to integrate Medicaid into your practice confidently and profitably.
Day 2: Systems, Processes, & Enrollment
📅 May 13, 2026
Growth without systems creates burnout. Systems create scalability.
Stop Selling. Start Enrolling.
Understand the critical difference between enrolling clients and “pitching” them.
The Proven Framework:
Master RMS (Relationship Management System), the lead generation and client acquisition method used successfully for over 20 years.
Conversion Clarity:
Learn how to structure consults so clients willingly move forward with higher-level planning.
Operational Strength:
Build repeatable systems that reduce bottlenecks and increase efficiency across your firm.
You will leave with a structure that supports growth, instead of depending on you to hold everything together.
Day 3: Trust Design & Implementation
📅 May 14, 2026
Modern estate planning requires modern design.
Advanced Planning Strategy:
Explore sophisticated trust structures beyond the standard revocable living trust.
The iPug Advantage:
Learn how to position and implement the iPug Trust(™) one of the most flexible planning structures available, to better protect client assets.
Confident Positioning:
Understand how to present higher-value planning without hesitation or discounting.
Implementation Planning:
Map out how to integrate advanced trust strategies directly into your firm’s workflow.
Meet Your Speakers
Dave Zumpano
Founder & Visionary behind Lawyers With Purpose
National educator on trust design & Medicaid strategy
Briana Moriarty
Enrollment & revenue growth specialist
Tim Crisafulli
Systems, structure & scaling expert
What You’ll Walk Away With
- A clear path to a million-dollar model
- A Medicaid revenue framework
- Enrollment confidence
- Trust design clarity
- Implementation worksheets
- A peer network of growth-minded attorneys
- Momentum
Event Details
DoubleTree Suites Charlotte SouthPark
6300 Carnegie Blvd, Charlotte, NC 28211
(704) 364-2400
May 12–14, 2026
Room Rate: $155/night
Investment
Members: $1,497
Non-Members: $1,697
👥 Only 30 seats available
This is intentionally small. So implementation is personal. And accountability is real.
You will:
- Map your revenue model
- Pressure-test your systems
- Workshop real cases
- Build implementation plans
This is where clarity turns into execution.
Reserve Your Seat Now
This high-impact 3-day event is designed to help you go from information to implementation. You’ll leave with the exact strategies you need to grow and scale your estate planning practice.
📍 Charlotte, NC – May, 12-14th 2026
⚠️ Only 30 seats available!
Have questions? Speak to us!
Click here to schedule a call with Briana Moriarty, Head of Revenue at Lawyers With Purpose, and reserve your spot or put across any of your questions for The Million Dollar Practice Bootcamp.
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