TAPER Info
Explore the Full Agenda — Designed for Impact
8:00 AM – 10:15 AM
Firm Intros & Keynote
The Sergio Effect — Reclaim Your Why. Redefine Your How.
Dave Zumpano
LWP
Kick off your day with a powerful dose of inspiration in this thought-provoking session led by Dave Zumpano. “The Sergio Effect” challenges you to pause, reflect, and realign with your deeper purpose—personally and professionally. Through guided exercises like crafting your epitaph and defining your core motivators, you’ll reconnect with your “why” and identify the drivers that will reignite your passion and reshape how you show up every day. This isn’t just a feel-good talk—it’s a call to action. Walk away with clarity, conviction, and a renewed sense of direction for your practice and your life.
10:30 AM – 11:30 AM
Build Your Dream Team with LWP!
Ginger Cole
LWP
Kyle Madigan
Estate Planning Law Center
Discover how to attract top talent, ace interviews with our proven process, and confidently compare candidates using powerful assessments. With the LWP Hiring Workflow at your fingertips, you’ll streamline your hiring and make smarter, faster decisions—so you can build a team that truly elevates your practice!
10:30 AM – 11:30 AM
Get Social, Get Seen: Winning Online for Estate & Elder Law Firms
Andrew Jaloza, Esq.
The Estate Planning and Elder Law Group
Cristal Torres
The Estate Planning and Elder Law Group
Stop posting just to post — and start using social media as a true business tool. In this session, you’ll learn best practices for content creation, including videos, testimonials, and educational posts that actually resonate with your audience. We’ll cover platform-specific strategies — like using Facebook for community-building and LinkedIn for professional outreach — plus how to measure success through engagement, analytics, and lead generation. Whether you’re just getting started or looking to level up, this session will give you the clarity and tactics to make social media a meaningful part of your growth strategy.
11:30 AM – 1:00 PM
Lunch
1:00 PM – 2:15 PM
Securing Your Wealth: Advanced Planning & Funding Strategies for Asset Protection
Doug Ley, Esq
Elder Advisor Law
Tina Pudlas
Elder Advisor Law
We’re in a unique space where Elder Law and Estate Planning intersect—and that’s exactly where your firm can stand out. This session will show you how to leverage maintenance programs to bring lasting value to both your firm and your clients. We’ll walk through using maintenance meetings to confirm funding, make strategic Medicaid planning decisions, and stress-test plans for crisis or death—including what happens to a business. With so many attorney-owners in the room, this isn’t just theory—it’s planning you need for your own life and practice. Even in a married couple, we know the reality: at some point, one will be left. You need to plan for that. Let us show you how.
1:00 PM – 2:15 PM
Remote Power: Using Offsite Teams and Tools to Drive Firm Growth
Jeffrey Bellomo
Bellomo & Associates
Jennah Gerhart
Bellomo & Associates
Remote team members can propel your firm to the next level by expanding your talent pool beyond geographic limitations. They allow you to bring in specialized skills, increase efficiency, and lower overhead — all while delivering a high level of client service. With the help of tools like Time Tracking and Reports in Actionstep, you can monitor performance, manage workflows, and maintain accountability across your team, no matter where they’re located. A well-structured remote setup isn’t just flexible — it’s a strategic move that supports long-term growth, improved client experience, and better use of your firm’s resources.
2:30 PM – 3:45 PM
Planning for High-Net-Worth Clients: Relax—You’ve Got This!
Tim Crisafulli, Esq.
Crisafulli Estate Planning & Elder Law
Take the stress out of planning for high-net-worth clients. In this session, you’ll learn how to confidently triage core strategies — including when and how to use marital/credit shelter and TAP planning. We’ll walk through how to recognize when advanced planning is needed, and how to use the drafting tools already built into your software to execute it effectively. You’ll leave with a clear understanding of what to look for, what to recommend, and how to move forward without feeling overwhelmed — even with complex estates.
2:30 PM – 3:45 PM
From Chaos to Clarity: Documenting Processes that Stick
Part 1: Building from the Ground Up
Gia Andrews
Estate Planning Law Center
Documenting your firm’s processes doesn’t have to be overwhelming. We’ll walk through how to start small and build smart. Learn how to choose the right tools, avoid common pitfalls, and create guides that are clear, useful, and aligned with your actual workflows. The best process documentation is firm-specific. It reflects your team, your goals, and how you really work. Flexibility is key!
4:00 PM – 5:15 PM
Medicaid Advocacy: Promissory Notes & Professional Pushback
Brian Isaacson, Esq.
Washington Elder Law
When an agency’s stance is more restrictive than federal rules, it can disrupt even the best planning strategies. This session will show you how to challenge those positions professionally and effectively — without damaging key relationships. Using Washington State case studies, we’ll explore how to defend promissory notes in Medicaid spend down planning and navigate agency pushback with confidence, clarity, and credibility.
4:00 PM – 5:15 PM
From Chaos to Clarity: Documenting Processes that Stick
Part 2: Keeping It Alive
Gia Andrews
Estate Planning Law Center
Creating documentation is only the beginning — the real value comes when it’s used daily and evolves over time. We’ll share strategies to keep guides current and integrated into onboarding, training, and quality control. You’ll also get tips for building team buy-in and making sure your systems stay active, relevant, and impactful — not forgotten.
8:00 AM – 9:15 AM
Finding Meaning & Purpose in Your Legal Practice the Mother Teresa Way
Jim Towey, Esq.
5 Wishes Foundation
Jim Towey will share stories from his 12 years of working with Mother Teresa of Calcutta as her lawyer and close advisor and how the lessons he learned from those experiences might help members of the legal profession find meaning and purpose in their professional and personal lives.
9:30 AM – 10:45 AM
Mastering Connection: Communication Tools That Build Trust, Clarity & Collaboration
Phil Miner
LWP
Learn how to communicate with purpose and power using the Power-In-Partnership™ mindset. This session introduces the Power Path™ and Dialogue Cycle™ to help you send and receive messages more effectively — and get the outcomes you want. You’ll pick up practical tools to avoid common communication breakdowns (“STUFF”), use “MIfy” skills to build trust, and adapt to different styles using the Social Style™ Model and Kolbe tips. Walk away with strategies that make every interaction clearer, stronger, and more collaborative.
9:30 AM – 10:45 AM
Protect Your Clients, Protect Your Practice
Barry Kozak, Esq.
Retirement and Legacy Planning
Every attorney has a duty to assess a client’s mental capacity—and Model Rule 1.14 makes it clear: you must maintain a normal client-attorney relationship, even when capacity is in question. In this powerful session, you’ll learn how to develop internal protocols (no medical degree needed!) to evaluate mental capacity and take the right steps to protect vulnerable clients. You’ll walk away with two essential checklists: one to define what a “normal” relationship looks like, and another packed with tools to help you document and assess capacity with confidence.
11:00 AM – 12:00 PM
Post-Death Administration: Guiding Families with Confidence Across Jurisdictions
LWP Member Panel
Moderator: Brittney Shearin
This session covers the critical aspects of post-death estate planning administration, including both probate and trust administration. Through a lively, interactive panel format, we’ll explore how these processes vary by jurisdiction, how to navigate common pitfalls, and how to support families through both the emotional and logistical challenges of administration. With plenty of time for Q&A, the panel will offer practical insights and real-world experience to help you handle post-death matters with clarity, confidence, and care.
11:00 AM – 12:00 PM
Motivate to Elevate: Incentives That Drive Team Performance
Matt Deliberato, Esq.
Deliberato Law Center, LLC.
Karen Robinson
Deliberato Law Center, LLC.
Discover strategies and best practices for effectively incentivizing your team through meaningful rewards and clear goal setting. Learn how to boost motivation, engagement, and sustained high performance with a system that actually works — and keeps your team aligned and energized.
11:30 AM – 1:00 PM
Lunch
1:30 PM – 2:45 PM
Expect. Understand. Appreciate: A Framework for Total Client Satisfaction
Aryn Hensel
Estate Planning Law Center
Delivering great service isn’t just the job of your client-facing team — it’s a mindset that should exist in every role across your firm. This session introduces a practical framework for ensuring clients feel expected, understood, and appreciated at every stage of their journey. You’ll learn how to weave client satisfaction into daily operations, no matter your title — and build a culture where exceptional service is the standard, not the exception.
1:30 PM – 2:45 PM
Medicaid 1995-2025: The More Things Change…
Dave Zumpano
LWP
Learn how to confidently and competently assess Medicaid eligibility and uncover asset protection opportunities using a proven, reliable framework. While Medicaid law is often seen as complex and ever-changing, we’ll show you how the core principles have remained remarkably consistent over the past 30 years. By understanding and applying these fundamentals, you can simplify your approach, spot opportunities others miss, and build stronger, more strategic plans for your clients.
2:30 PM – 3:45 PM
Brand Like a Boss: Your Marketing Game Plan Starts Here
Lisa Roser
LWP
Get ready to supercharge your marketing! In this fast-paced, hands-on session, you’ll build a powerful annual marketing plan tailored to your goals. Discover what truly sets your practice apart and learn how to confidently assess your marketing options with a clear, strategic lens. We’ll showcase live demos of real-world marketing tactics you can start using right away. Plus, you’ll unlock access to our jam-packed Marketing Toolkit—loaded with resources, templates, and tools to elevate your efforts. You’ll also walk away with on-demand recordings to train yourself or your team on how to put these strategies into action all year long.
3:00 PM – 4:15 PM
Trust Flexibility, Part 2: Mastering Modification, Decanting & Settlement Strategies
Mike Menninger, Esq.
Houck Menninger, LLC
A continuation from October 2024’s presentation, you will dive deeper into the flexibility of irrevocable trusts — focusing on Separate Share trust decanting and private settlement agreements as powerful value-adds for both clients and your firm. Learn how to confidently navigate your state’s trust code for judicial modifications, leverage tools like Trust Protectors and powers of appointment, and explore innovative ways to adapt trusts to meet evolving needs. Plus, get drafting tips to safeguard against unintended future modifications.
4:00 PM – 5:15 PM
Mastering Operational Efficiency: The Key to a Scalable and Profitable Practice
Amanda Bossow
LWP
Is your firm feeling stuck or stretched thin? In this hands-on session, Amanda Bossow shares a practical framework to streamline operations, improve team accountability, and reduce bottlenecks — without you needing to be in every detail. You’ll learn from real-world examples, spot breakdowns in your current systems, and leave with a clear action plan to build consistency and efficiency into your daily workflows. Perfect for fast-growing firms or anyone ready to get out of the chaos and back in control.
8:00 AM – 8:50 AM
Attorney Roundtable: Insights, Solutions, and Community Collaboration
Gia Andrews
Estate Planning Law Center
Join us for an interactive Attorney Roundtable where we dive into a variety of relevant topics to address challenges, find solutions, and explore collaborative ideas with your peers. It’s a great opportunity to share insights, discuss roadblocks, and learn from each other. Engage in meaningful conversations, gain valuable perspectives, and receive support from the community — all while strengthening your practice through collaboration.
8:00 AM – 8:50 AM
Trivia Showdown: Team Edition!
Moderator: LWP Team
Get ready for a friendly competition that’s all about collaboration, fun, and team building! Team Trivia will challenge your knowledge, spark creative thinking, and help you connect with your colleagues in a whole new way. This isn’t just about trivia — it’s about working together, solving puzzles as a team, and celebrating each other’s strengths. Whether you’re a trivia pro or just here for the laughs, this is your chance to engage, learn, and grow stronger as a team! Let the games begin — and may the best team win!
9:00 AM – 10:15 AM
Making the Most of the Marital Deduction: Strategies & Pitfalls
Sydney Albrecht
LWP
This session breaks down the marital deduction — what it is, how it works, and how attorneys can leverage it to maximize estate tax efficiency for married clients. You’ll learn how to spot planning opportunities, avoid common drafting mistakes, and apply the marital deduction strategically in both simple and complex estates.
Walk away with practical guidance to ensure your plans protect both spouses while minimizing tax exposure.
9:00 AM – 10:15 AM
Lights, Clients, Action: Mastering the Estate Planning Workshop: Part 1 Behind the Scenes Demo
Briana Moriarty
LWP
Sit in on a full client-facing estate planning workshop designed to educate, engage, and convert prospective clients. You’ll see how structure, tone, and flow come together to create a compelling experience from start to finish.
9:00 AM – 10:15 AM
Lights, Clients, Action: Mastering the Estate Planning Workshop Q&A: Make It Work for Your Firm
Briana Moriarty
LWP
Bring your questions and get practical guidance on how to replicate this workshop in your own firm. You’ll leave with the clarity and motivation to start hosting workshops that work — and the confidence to make them your own.
10:30 AM – 11:30 AM
From One-Time to Lifetime: How to Build a Profitable Maintenance Program for Clients
Michelle Fontanet
Deliberato Law Center, LLC.
Learn how to build a well-rounded maintenance program that enhances client engagement and generates steady income for your firm. This session will cover key elements like scope, pricing, and delivery, while showing how ongoing service builds trust and repeat business. Whether you’re starting fresh or refining an existing model, you’ll leave with practical strategies to create a client-centered, sustainable program that supports your bottom line.
11:30 AM – 1:00 PM
Lunch
1:00 PM – 5:15 PM
Annual Planning Retreat: Think Bigger & Transform Your Strategy
Phil Miner
LWP
Break free from the quarterly grind! We’re shifting from a narrow, short-term focus to a powerful, year-long strategic approach. By planning annually and holding targeted retreats before each quarter, your team stays aligned, proactive, and purpose-driven. This forward-thinking method enhances clarity, consistency, and execution—so every quarter builds toward your bigger vision.
7:00 AM – 10:00 AM
Mornings & Memories: A Breakfast Send-Off!
LWP Team
Join us for a warm and memorable goodbye breakfast as we gather one last time to celebrate connections, share memories, and send off our fellow LWP community members with smiles and gratitude.