Agenda
Choose the sessions that fit your role, your firm, and your growth goals.
* Agenda subject to change
Tuesday, October 20
8:00am – 10:15am
Firm Intros & Keynote
Keynote: Energizing Change: Empowering High-Performance Teams Through Uncertainty
Jesse Mogle
10:30am – 11:30am
Track 1
Tax Law Update: What Every Estate Planning Attorney Needs to Know
Tim Crisafulli
Prepare your practice for the significant income tax changes taking effect in 2026. This session examines key provisions of the One Big Beautiful Bill Act, including permanent Tax Cuts and Jobs Act rates, new limitations on itemized deductions, charitable giving changes, the expanded SALT deduction cap, and new planning opportunities such as Trump Accounts. Learn how these updates will affect estate and income tax planning so you can confidently advise clients on proactive strategies.
Track 2
Hiring with Confidence: Building the Right Team from Day One
Ginger Cole
The success of your firm starts with the people you hire. In this practical session, you’ll learn a structured approach to recruiting and evaluating candidates, defining clear roles, and making confident hiring decisions that reduce turnover and improve long-term performance. Walk away with proven strategies to build a stronger team by placing the right people in the right seats from the very beginning.
PWP Track
General Rules
Britt Shearin
11:30am – 1:00pm
Lunch Break
1:00pm – 2:15pm
Track 1
Your First Trust Administration: A Practical Guide from Start to Finish
Doug Ley & Tina Pudlas
The death of a trust client marks the beginning of a new attorney-client relationship—and a new set of legal responsibilities. This session provides a practical roadmap to the trust administration process, helping attorneys understand the first critical steps, guide trustees with confidence, and navigate common post-death issues while avoiding costly mistakes. Walk away with a clear framework for handling your first trust administration from start to finish.
Track 2
Beyond Job Descriptions: Building Accountability Through Role Clarity
Jennah Gerhart
Clear expectations are the foundation of a high-performing team. Discover how to move beyond traditional job descriptions by defining meaningful outcomes, accountability, and responsibilities for every position in your firm. Learn practical strategies to improve delegation, strengthen performance, and ensure every team member understands what success truly looks like.
PWP Track
Income & Assets
Britt Shearin
2:30pm – 3:45pm
Track 1
Strategizing Retirement Accounts Post-SECURE
Sal LaMendola
The SECURE Act continues to reshape retirement account planning. Gain a deeper understanding of beneficiary rules, separate accounts, and trust drafting considerations that can significantly impact tax outcomes. Through practical examples and drafting guidance, you’ll learn how to navigate common pitfalls and confidently structure retirement planning strategies that better serve your clients.
Track 2
Beyond the Synergy Meeting: Building Referral Relationships That Last
Phil Miner
A successful Synergy Meeting is only the beginning. Discover how to build lasting referral relationships through intentional follow-up, consistent communication, and value-driven engagement using the RMS framework. You’ll leave with practical strategies to maintain momentum, strengthen referral partnerships, and create a relationship plan that turns promising introductions into long-term business growth.
PWP Track
Exemptions and Spend-downs
Britt Shearin
4:00pm – 5:15pm
Track 1
Beyond Spend-Down: Advanced Medicaid Annuity Planning Strategies
Aaron Kempen
Medicaid-compliant annuities can be far more than a last-minute spend-down tool. Explore strategic planning opportunities that leverage annuities to address spousal planning, income and resource rules, and estate planning objectives. Through practical case studies, you’ll learn when annuities can provide solutions other planning strategies cannot and how to integrate them effectively into comprehensive Medicaid planning.
Track 2
The Scheduling Advantage: Creating an Exceptional Client Experience
Rachel Lipski
Great scheduling is more than filling a calendar—it’s the foundation of an exceptional client experience. Discover how intentional scheduling strategies can increase appointment show rates, improve client satisfaction, and protect valuable attorney time. Through practical examples and real-world scenarios, you’ll learn simple, effective techniques to streamline your scheduling process and create better outcomes for both your clients and your team.
PWP Track
Medicaid Software and Tools
Britt Shearin
5:15pm – 6:15pm
Cocktail Hour
Wednesday, October 21
8:00am – 8:50am
Track 1
Attorney Roundtable: Real Conversations. Real Solutions.
Moderator: Matt D.
No presentations. No scripts. Just meaningful conversations with attorneys who understand the challenges of building and running a successful practice. This interactive roundtable gives you the opportunity to ask questions, share experiences, and exchange ideas on everything from legal strategies and firm operations to hiring, technology, and business growth. Gain fresh perspectives from attorneys practicing in different jurisdictions and firm sizes, discover practical solutions you can implement immediately, and leave with new ideas to better serve your clients and strengthen your practice.
Track 2
Team Member Roundtable: Share Ideas. Solve Challenges. Strengthen Your Firm.
Moderator: Briana Moriarty
The best ideas often come from those doing the work every day. This interactive roundtable brings together team members from LWP firms to discuss real-world challenges, exchange best practices, and collaborate on practical solutions. Whether your role is in operations, drafting, client services, marketing, intake, administration, or another area of the firm, you’ll have the opportunity to ask questions, share experiences, and learn what’s working for others. Walk away with fresh ideas, actionable strategies, and valuable connections you can lean on long after TAPER concludes
PWP Track
RMS Overview
Phil Miner
9:00am – 10:15am
Track 1
The Ethics of AI: Understanding Your Professional Responsibilities
Matt Kerbis
Artificial intelligence is rapidly changing the way law firms operate—but how does it fit within your ethical obligations? This session explores the practical application of the Rules of Professional Conduct to AI use in estate planning and elder law practices. Through real-world scenarios and interactive discussion, you’ll learn how to identify ethical risks, protect client confidentiality, navigate billing considerations, and make informed decisions about using AI responsibly in your practice. Leave with a clearer understanding of how to leverage AI while maintaining the professional standards your clients expect.
Track 2
Kolbe & StrengthsFinder: Find Your Sweet Spot
Phil Miner
Unlock the power of your natural instincts to work smarter, reduce stress, and improve team performance. Through interactive exercises and practical insights into the Kolbe System™, you’ll discover how instinctive strengths influence communication, decision-making, and productivity. Walk away with a deeper understanding of how to leverage your own strengths—and those of your team—to achieve sustainable success without burnout.
PWP Track
Synergy Meeting
Briana Moriarty
10:30am – 11:30am
Track 1
Beyond the LLC: Strategic Planning with the Single Purpose iPug®
Dave Zumpano
Discover a flexible alternative to traditional LLC structures with the Single Purpose iPug®. This session explores how the Single Purpose iPug can be used for business planning, real estate ownership, and specialized funding strategies while offering greater flexibility than conventional entity structures. Learn when this innovative planning tool is the right solution and how to implement it effectively for a variety of client scenarios.
Track 2
Lead Generation That Works: Building Campaigns for Growth
Lisa Roser
Successful marketing campaigns don’t happen by chance—they’re built with intention. Learn a practical, repeatable framework for creating lead-generation campaigns that align messaging, marketing channels, intake processes, and firm capacity. Through real-world examples and hands-on exercises, you’ll discover how to identify common breakdowns before launch and build campaigns that consistently generate qualified leads and meaningful results.
PWP Track
Social Styles
Briana Moriarty
11:30am – 1:00pm
Lunch Break
1:00pm – 2:15pm
Track 1
Mastering the TAP Trust: From Design Template to Drafting Confidence
Sydney Albrecht
Master the updated TAP Trust Design Template and learn how to confidently translate client planning objectives into accurate trust documents. This session covers the strategic use of the Tax All-Purpose (TAP) Trust, including grantor and non-grantor trust considerations, Crummey Powers, and practical drafting techniques. Follow along through a live software demonstration and gain the skills needed to complete the design template with confidence while minimizing drafting errors.
Track 2
AI Panel: Practical Strategies for the Modern Law Firm
Lisa Roser, Bethany Mackey, Bryan Stouffer, Chris Craig
Artificial intelligence is rapidly changing the way law firms operate—but where does it truly add value? Join a panel of estate planning practitioners for an interactive discussion on real-world AI applications, ethical considerations, and practical implementation strategies. Hear what’s working, what isn’t, and leave with actionable ideas to improve efficiency, enhance the client experience, and thoughtfully integrate AI into your firm’s existing workflows.
PWP Track
Communication Skills
Briana Moriarty
2:30pm – 3:45pm
Track 1
The Urgency Advantage: Why Elder Law Funnels Are Outperforming Traditional Estate Planning Marketing
Jason Navarro
Why do elder law marketing campaigns consistently generate stronger results than traditional estate planning efforts? The answer lies in urgency. Families facing long-term care decisions, Medicaid planning, or a health crisis are actively seeking immediate guidance, creating opportunities for firms that know how to connect with them at the right time. In this session, you’ll discover the key differences between elder law and estate planning marketing funnels, learn how to ethically create urgency through educational content, and walk away with practical strategies to attract more qualified leads, improve consultation conversions, and build a predictable marketing pipeline for your firm.
Track 2
Growing Your Firm: Knowing When—and How—to Hire an Attorney
Tina Pudlas, Emily Maltese, Katie Stratmann
Hiring an attorney can be one of the most impactful—and expensive—decisions a growing firm makes. Learn how to recognize when your firm is truly ready, avoid common hiring mistakes, and build the systems needed to support a successful legal hire. You’ll leave with a practical framework for making confident, strategic hiring decisions that increase capacity and drive sustainable growth.
PWP Track
Calendar/Time Management
Amanda Bossow
4:00pm – 5:15pm
Track 1 & 2
From Prospect to Lifelong Client: Improving Retention with the LWP Sales Process
Britt Stouffer
Increasing retention starts with understanding where clients disengage. This session explores practical, data-driven strategies to strengthen communication, improve follow-through, and build trust throughout the client journey. Learn how to identify retention gaps, implement meaningful process improvements, and create a consistent experience that leads to higher enrollment and long-term client relationships.
PWP Track
Reporting & Data Entry
Amanda Bossow, Joey Cavello
6:30pm – 9:00pm
Member Event
Thursday, October 22
9:00am – 10:15am
Track 1
Exit strategies
Victoria Collier
Whether you’re planning to retire in five years or twenty-five, the best exit strategies begin long before you’re ready to leave. This session explores how the decisions you make today impact the future value and transferability of your firm. Learn the key elements of exit readiness, evaluate your current position, and identify practical steps you can take now to build a business that’s prepared for whatever comes next.
Track 2
Building a Modern, Efficient Law Firm: Systems That Drive Success
Amanda Bossow
Strong firms are built on strong systems—not just great software. Learn the essential operational systems every law firm needs to improve efficiency, scale sustainably, and deliver a consistent client experience regardless of size or technology platform. You’ll leave with a practical framework to identify operational gaps, prioritize improvements, and strengthen your firm’s foundation for future growth.
PWP Track
All About the iPug
Sydney Albrecht
10:30am – 11:30am
Track 1
Funding Beyond Cash: Planning for Real Estate, Businesses & Other Illiquid Assets
Amanda Trecartin
Not all trust funding is straightforward. This session explores the unique challenges of transferring illiquid assets—including real estate, farms, and business interests—into a trust while preserving legal protections and tax advantages. Gain practical guidance on identifying potential pitfalls, avoiding common funding mistakes, and confidently handling complex assets that require more than a standard deed transfer.
Track 2
The Probate Blueprint: Building a Consistent, Profitable Practice
Phil Wylkan
Transform probate from a reactive service into a strategic practice area. This session provides a framework for designing a clear, scalable probate offering that aligns with your firm’s goals, staffing, and operational capacity. Learn how to define the scope of your services, establish consistent processes, and create a profitable client experience that supports long-term growth.