Practice With Purpose 2026
ost 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.
Reserve Your Space By April 30, 2026
Day 1:
Mastering Medicaid
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.
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Master the Essentials: Learn the 13 key Medicaid concepts and 5 essential calculations that drive proper case design.
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Speed & Clarity: Understand how to qualify clients efficiently and ethically, without confusion or guesswork.
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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
Growth without systems creates burnout. Systems create scalability.
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Stop Selling. Start Enrolling. Understand the critical difference between enrolling clients and “pitching” them.
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The Proven Framework: Master RMS (Relationship Management System), the lead generation and client acquisition method used successfully for over 20 years.
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Conversion Clarity: Learn how to structure consults so clients willingly move forward with higher-level planning.
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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
odern estate planning requires modern design.
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Advanced Planning Strategy: Explore sophisticated trust structures beyond the standard revocable living trust.
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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.
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Confident Positioning: Understand how to present higher-value planning without hesitation or discounting.
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Implementation Planning: Map out how to integrate advanced trust strategies directly into your firm’s workflow.
BOOK YOUR HOTEL
Doubletree Suites Charlotte SouthPark
6300 Carnegie Blvd.
Charlotte, NC 28211
(704) 364-2400
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.
Secure your spot today and take the first step toward a stronger, more sustainable firm.
Registration Required
