The Modern Estate Plan for Estate Planning Attorneys
The Modern Estate Plan for Estate Planning Attorneys
Blending Asset Protection, Tax, and Long-Term-Care Planning
The Estate Plan of Yesterday Won’t Cut It Anymore.
Clients need more than a will. They need a strategy and YOU need the tools to deliver it.
Asset protection, tax strategy, and long-term care planning aren’t optional.
They’re the core pillars of what every client will need in the next decade, and this free webinar will show you exactly how to deliver it through modern planning tools, proven systems, and real conversations.
Join Britt Shearin, Esq., Director of Legal Education and Product Owner for LWP STEPS™, as she breaks down how to design integrated, scalable estate plans using our exclusive iPug® Trusts, powerful Medicaid planning tools, and client-driven strategies that stand up to real-world complexity.
What You’ll Learn In This Webinar
- Understand the Three Pillars
Asset Protection. Tax Optimization. Care Planning. Why they matter now more than ever and what it costs your clients if you ignore just one.
- Spot the Gaps in Your Process
You’ll be asked to reflect: How confident are you in your current process…
– …protects assets?
– …addresses future care costs?
– …accounts for tax efficiency?
- Learn the System Behind the Strategy
You’ll see how LWP’s STEPS™ software and exclusive document sets allow you to build client-specific plans that scale, without sacrificing depth.
- Learn about the the iPug® Trust
Discover the only irrevocable trust designed to give clients control, flexibility, and protection, all while qualifying for Medicaid and maximizing tax benefits.
Why This Matters Now
The legal estate planning space is shifting:
- Medicaid qualification is getting tougher.
- Nursing home costs are exploding.
- Clients are living longer—with fewer safety nets.
Your firm must adapt. This session will show you how.
About the iPug® Trust
Unlike traditional irrevocable trusts, the iPug® Trust puts your clients in the driver’s seat, while shielding their assets from creditors and care costs.
3 Versions for Custom Protection:
- MIT™ – Income only
- FIT® – Control only
- KIT® – The industry’s only non-spouse co-grantor trust
☑️ Built-in Post-Death Protection:
Every iPug® includes IRA sub-trusts to protect retirement assets for the next generation.
☑️ Layered Asset Shielding:
The Single Purpose iPug® lets you isolate and protect high-risk assets like rental real estate.
☑️ Multi-Generational Planning:
Protection extends beyond the client, all the way to their grandchildren.
About STEPS™
Our cloud-based estate planning platform gives you the clarity and confidence to draft complete, client-driven plans.
Whether you’re creating a Medicaid-qualifying trust or building a tax-sensitive strategy, STEPS™ brings it all together, repeatably and reliably.
- Healthcare Directives
- Wills & Trusts
- Ancillary Documents
- Medicaid Qualification Software
- Secure Cloud Storage & Anytime Access
Who Should Attend?
✅ Estate planning attorneys looking to future-proof their services
✅ Firms wanting to add Medicaid planning the right way
✅ Advisors struggling to unify asset protection, tax, and care planning
✅ Anyone tired of drafting piecemeal plans that don’t hold up
Ready to Build the Plans Clients Actually Need?
Reserve your seat now for this high-impact session and walk away with:
- A practical 3-pillar framework
- Client-ready talking points
- Case examples
- Live demo of LWP tools that bring it all to life
Register Now.
Your clients can’t afford basic plans anymore and neither can your firm.
Speaker
-
Brittney Shearin Esq.Head of Product Development & Legal-Technical Attorney | Lawyers with Purpose
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