{"id":2779,"date":"2025-11-07T09:54:12","date_gmt":"2025-11-07T14:54:12","guid":{"rendered":"https:\/\/www.lawyerswithpurpose.com\/taper\/?page_id=2779"},"modified":"2025-12-16T15:00:47","modified_gmt":"2025-12-16T20:00:47","slug":"taper-pittsburgh-2025","status":"publish","type":"page","link":"https:\/\/www.lawyerswithpurpose.com\/taper\/taper-pittsburgh-2025\/","title":{"rendered":"Taper Pittsburgh 2025"},"content":{"rendered":"\t\t
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\n\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\tRegister Today!<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Purpose Reimagined: Reclaim Your Why. Redefine Your How.<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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It\u2019s Time To Reimagine What Your Firm, And Your Future, Can Be At TAPER with Lawyers With Purpose<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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If you\u2019ve been a member of Lawyers With Purpose for a while, then you\u2019ll know TAPER is the heartbeat of the Lawyers With Purpose community. And we\u2019re coming to <\/span>Pittsburgh this year! <\/span>Bigger and better than ever before and we want YOU to join us!\u00a0<\/b><\/p>

For three immersive days, attorneys from across the country come together to recharge, retool, and reconnect. Whether you\u2019re here to strengthen your team, optimize operations, master Medicaid, or rediscover your passion \u2014 <\/span>TAPER is where your next big leap begins.\u00a0<\/b><\/p>

This year\u2019s theme, <\/span>Purpose Reimagined: Reclaim Your Why. Redefine Your How.<\/i><\/b> is your <\/span><\/i>invitation to step back, reflect, refocus, and take bold, intentional action to take your business into the next phase of profitability, freedom and growth, on YOUR terms. <\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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COMMUNITY + CULTURE<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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It\u2019s not another conference, it\u2019s being part of a community<\/b><\/span><\/h5>

What sets TAPER apart is the people. You won\u2019t just attend, you\u2019ll belong.<\/span><\/p>

\u2714\ufe0f Thoughtful dialogue, not just lectures<\/span>
<\/span>\u2714\ufe0f Real tools, not vague theories<\/span>
<\/span>\u2714\ufe0f Deep support, not surface-level networking<\/span><\/p>

Get inspired. Get connected. Go home with more than just notes \u2014 go home with a plan, a system, and a support network.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Learn from the Best in the Industry<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Over 25+ speakers including:<\/span><\/p>

  • Dave Zumpano, LWP<\/span><\/li>
  • Britt Shearin, LWP<\/span><\/li>
  • Amanda Bossow, LWP<\/span><\/li>
  • Tim Crisafulli, Crisafulli Estate Planning<\/span><\/li>
  • Gia Andrews, Estate Planning Law Center<\/span><\/li>
  • Andrew Jaloza & Cristal Torres, The Estate Planning and Elder Law Group<\/span><\/li>
  • Michelle Fontanet, Deliberato Law Center \u2026and many more leading experts and real-world attorneys<\/span><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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    Explore the Full Agenda \u2014 Designed for Impact<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    • \n \n <\/i> \n

      Tues, October 21<\/h4> \n <\/li>\n
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      Wed, Oct. 22nd<\/h4> \n <\/li>\n
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      Thu, Oct. 23rd<\/h4> \n <\/li>\n
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      Fri, Oct. 24th<\/h4> \n <\/li>\n \n <\/ul>\n <\/div>\n \n
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      \n\t\t\t\t\t\t\n\t\t\t\t\t\t\t8:00 AM – 10:15 AM\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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      Firm Intros & Keynote<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      The Sergio Effect \u2014 Reclaim Your Why. Redefine Your How.<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      Dave Zumpano<\/strong>
      LWP
      <\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      Kick off your day with a powerful dose of inspiration in this thought-provoking session led by Dave Zumpano. \u201cThe Sergio Effect\u201d challenges you to pause, reflect, and realign with your deeper purpose\u2014personally 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\u2019t just a feel-good talk\u2014it\u2019s a call to action. Walk away with clarity, conviction, and a renewed sense of direction for your practice and your life.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      \n\t\t\t\t\t\t\n\t\t\t\t\t\t\t10:30 AM – 11:30 AM\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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      Build Your Dream Team with LWP!<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      Ginger Cole<\/strong>
      LWP
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      \n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"Kyle\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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      Kyle Madigan
      <\/strong>Estate Planning Law Center<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      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\u2019ll streamline your hiring and make smarter, faster decisions\u2014so you can build a team that truly elevates your practice!<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      \n\t\t\t\t\t\t\n\t\t\t\t\t\t\t10:30 AM – 11:30 AM\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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      Get Social, Get Seen: Winning Online for Estate & Elder Law Firms<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      Andrew Jaloza, Esq.
      <\/strong>The Estate Planning and Elder Law Group<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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      Cristal Torres
      <\/strong>The Estate Planning and Elder Law Group<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      Stop posting just to post \u2014 and start using social media as a true business tool. In this session, you’ll learn best practices for content creation,<\/strong> including videos, testimonials, and educational posts that actually resonate with your audience. We\u2019ll cover platform-specific strategies \u2014 like using Facebook for community-building and LinkedIn for professional outreach \u2014 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.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      \n\t\t\t\t\t\t\n\t\t\t\t\t\t\t11:30 AM – 1:00 PM\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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      Lunch<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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      \n\t\t\t\t\t\t\n\t\t\t\t\t\t\t1:00 PM – 2:15 PM\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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      Securing Your Wealth: Advanced Planning & Funding Strategies for Asset Protection<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      Doug Ley, Esq<\/strong>
      Elder Advisor Law<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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      Tina Pudlas<\/strong>
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      We\u2019re in a unique space where Elder Law and Estate Planning intersect\u2014and that\u2019s 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\u2019ll walk through using maintenance meetings to confirm funding, make strategic Medicaid planning decisions, and stress-test plans for crisis or death\u2014including what happens to a business. With so many attorney-owners in the room, this isn\u2019t just theory\u2014it\u2019s 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.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      \n\t\t\t\t\t\t\n\t\t\t\t\t\t\t1:00 PM – 2:15 PM\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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      Remote Power: Using Offsite Teams and Tools to Drive Firm Growth<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      Jeffrey Bellomo<\/strong>
      <\/strong>Bellomo & Associates<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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      Jennah Gerhart<\/strong>
      Bellomo & Associates
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      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 \u2014 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\u2019re located. A well-structured remote setup isn\u2019t just flexible \u2014 it\u2019s a strategic move that supports long-term growth, improved client experience, and better use of your firm\u2019s resources.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      \n\t\t\t\t\t\t\n\t\t\t\t\t\t\t2:30 PM – 3:45 PM\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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      From Chaos to Clarity: Documenting Processes that Stick<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      Part 1: Building from the Ground Up<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      Gia Andrews
      <\/strong>Estate Planning Law Center<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      Documenting your firm\u2019s processes doesn\u2019t have to be overwhelming. We\u2019ll 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!<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      \n\t\t\t\t\t\t\n\t\t\t\t\t\t\t2:30 PM – 3:45 PM\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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      Medicaid 1995-2025: The More Things Change…<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      Dave Zumpano
      <\/strong>LWP<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      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\u2019ll 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.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      \n\t\t\t\t\t\t\n\t\t\t\t\t\t\t4:00 PM – 5:15 PM\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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      Medicaid Advocacy: Promissory Notes & Professional Pushback<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      Brian Isaacson, Esq.
      <\/strong>Washington Elder Law<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      When an agency\u2019s 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 \u2014 without damaging key relationships. Using Washington State case studies, we\u2019ll explore how to defend promissory notes in Medicaid spend down planning and navigate agency pushback with confidence, clarity, and credibility.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      \n\t\t\t\t\t\t\n\t\t\t\t\t\t\t4:00 PM – 5:15 PM\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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      From Chaos to Clarity: Documenting Processes that Stick<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      Part 2: Keeping It Alive<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      Gia Andrews
      <\/strong>Estate Planning Law Center<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      Creating documentation is only the beginning \u2014 the real value comes when it\u2019s used daily and evolves over time. We\u2019ll 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 \u2014 not forgotten.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t<\/p> <\/div>\n\t\t \n

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      \n\t\t\t\t\t\t\n\t\t\t\t\t\t\t8:00 AM – 9:15 AM\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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      Finding Meaning & Purpose in Your Legal Practice the Mother Teresa Way <\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      Jim Towey, Esq.
      <\/strong>5 Wishes Foundation<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      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.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      \n\t\t\t\t\t\t\n\t\t\t\t\t\t\t9:30 AM – 10:45 AM\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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      Mastering Connection: Communication Tools That Build Trust, Clarity & Collaboration<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      Phil Miner
      <\/strong>LWP<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      Learn how to communicate with purpose and power using the Power-In-Partnership\u2122 mindset. This session introduces the Power Path\u2122 and Dialogue Cycle\u2122 to help you send and receive messages more effectively \u2014 and get the outcomes you want. You\u2019ll pick up practical tools to avoid common communication breakdowns (\u201cSTUFF\u201d), use “MIfy” skills to build trust, and adapt to different styles using the Social Style\u2122 Model and Kolbe tips. Walk away with strategies that make every interaction clearer,\u00a0 stronger, and more collaborative.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      \n\t\t\t\t\t\t\n\t\t\t\t\t\t\t9:30 AM – 10:45 AM\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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      Protect Your Clients, Protect Your Practice<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      Barry Kozak, Esq.
      <\/strong>Retirement and Legacy Planning<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      Every attorney has a duty to assess a client\u2019s mental capacity\u2014and 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\u2019ll learn how to develop internal protocols (no medical degree needed!) to evaluate mental capacity and take the right steps to protect vulnerable clients. You\u2019ll walk away with two essential checklists: one to define what a \u201cnormal\u201d relationship looks like, and another packed with tools to help you document and assess capacity with confidence.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      \n\t\t\t\t\t\t\n\t\t\t\t\t\t\t11:00 AM – 12:00 PM\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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      Post-Death Administration: Guiding Families with Confidence Across Jurisdictions<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      LWP Member Panel

      Moderator: Brittney Shearin<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      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\u2019ll 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.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      \n\t\t\t\t\t\t\n\t\t\t\t\t\t\t11:00 AM – 12:00 PM\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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      Motivate to Elevate: Incentives That Drive Team Performance<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      Matt Deliberato, Esq.
      <\/strong>Deliberato Law Center, LLC.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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      Karen Robison
      <\/strong>Deliberato Law Center, LLC.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      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 \u2014 and keeps your team aligned and energized.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      \n\t\t\t\t\t\t\n\t\t\t\t\t\t\t12:00 PM – 1:15 PM\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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      Lunch<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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      \n\t\t\t\t\t\t\n\t\t\t\t\t\t\t1:15 PM – 2:30 PM\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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      Making the Most of the Marital Deduction: Strategies & Pitfalls<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      Sydney Albrecht
      <\/strong>LWP<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      This session breaks down the marital deduction \u2014 what it is, how it works, and how attorneys can leverage it to maximize estate tax efficiency for married clients. You\u2019ll learn how to spot planning opportunities, avoid common drafting mistakes, and apply the marital deduction strategically in both simple and complex estates.<\/p>

      Walk away with practical guidance to ensure your plans protect both spouses while minimizing tax exposure.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      \n\t\t\t\t\t\t\n\t\t\t\t\t\t\t1:15 PM – 2:30 PM\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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      Expect. Understand. Appreciate: A Framework for Total Client Satisfaction<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      Aryn Hensel
      <\/strong>Estate Planning Law Center<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      Delivering great service isn\u2019t just the job of your client-facing team \u2014 it\u2019s 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\u2019ll learn how to weave client satisfaction into daily operations, no matter your title \u2014 and build a culture where exceptional service is the standard, not the exception.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      \n\t\t\t\t\t\t\n\t\t\t\t\t\t\t2:45 PM – 4:00 PM\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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      Your Marketing Game Plan: Tools, Tactics & Training<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      Lisa Roser
      <\/strong>LWP<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      Get ready to supercharge your marketing! In this fast-paced, hands-on session, you\u2019ll 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\u2019ll showcase live demos of real-world marketing tactics you can start using right away. Plus, you\u2019ll unlock access to our jam-packed Marketing Toolkit\u2014loaded with resources, templates, and tools to elevate your efforts. You\u2019ll also walk away with on-demand recordings to train yourself or your team on how to put these strategies into action all year long.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      \n\t\t\t\t\t\t\n\t\t\t\t\t\t\t2:45 PM – 4:00 PM\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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      Trust Flexibility, Part 2: Mastering Modification, Decanting & Settlement Strategies<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      \n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"Mike\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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      Mike Menninger, Esq.<\/strong>
      Houck Menninger, LLC<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      A continuation from October 2024\u2019s presentation, you will dive deeper into the flexibility of irrevocable trusts \u2014 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\u2019s 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.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      \n\t\t\t\t\t\t\n\t\t\t\t\t\t\t4:15 PM – 5:15 PM\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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      Mastering Operational Efficiency: The Key to a Scalable and Profitable Practice<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      Amanda Bossow
      <\/strong>LWP<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      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 \u2014 without you needing to be in every detail. You\u2019ll 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.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t<\/p> <\/div>\n\t\t \n

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      \n\t\t\t\t\t\t\n\t\t\t\t\t\t\t8:00 AM – 8:50 AM\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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      Attorney Roundtable: Insights, Solutions, and Community Collaboration<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      Gia Andrews
      <\/strong>Estate Planning Law Center<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      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\u2019s a great opportunity to share insights, discuss roadblocks, and learn from each other. <\/strong>Engage in meaningful conversations, gain valuable perspectives, and receive support from the community \u2014 all while strengthening your practice through collaboration.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      \n\t\t\t\t\t\t\n\t\t\t\t\t\t\t8:00 AM – 8:50 AM\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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      Trivia Showdown: Team Edition!<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      Moderator: LWP Team<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      Get ready for a friendly competition that\u2019s 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\u2019t just about trivia \u2014 it\u2019s about working together, solving puzzles as a team, and celebrating each other\u2019s 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 \u2014 and may the best team win!<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      \n\t\t\t\t\t\t\n\t\t\t\t\t\t\t9:00 AM – 10:15 AM\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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      Lights, Clients, Action: Mastering the Estate Planning Workshop: Part 1 Behind the Scenes Demo<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      Briana Moriarty
      <\/strong>LWP<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      Sit in on a full client-facing estate planning workshop designed to educate, engage, and convert prospective clients. You\u2019ll see how structure, tone, and flow come together to create a compelling experience from start to finish.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      \n\t\t\t\t\t\t\n\t\t\t\t\t\t\t9:00 AM – 10:15 AM\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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      Planning for High-Net-Worth Clients: Relax\u2014You’ve Got This!<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      Tim Crisafulli, Esq.
      <\/strong>Crisafulli Estate Planning & Elder Law<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      Take the stress out of planning for high-net-worth clients. In this session, you\u2019ll learn how to confidently triage core strategies \u2014 including when and how to use marital\/credit shelter and TAP planning. We\u2019ll 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\u2019ll leave with a clear understanding of what to look for, what to recommend, and how to move forward without feeling overwhelmed \u2014 even with complex estates.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      \n\t\t\t\t\t\t\n\t\t\t\t\t\t\t10:30 AM – 11:30 AM\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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      Lights, Clients, Action: Mastering the Estate Planning Workshop Q&A: Make It Work for Your Firm<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      Briana Moriarty
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      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 \u2014 and the confidence to make them your own.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      \n\t\t\t\t\t\t\n\t\t\t\t\t\t\t10:30 AM – 11:30 AM\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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      From One-Time to Lifetime: How to Build a Profitable Maintenance Program for Clients<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      Michelle Fontanet
      <\/strong>Deliberato Law Center, LLC.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      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\u2019re starting fresh or refining an existing model, you\u2019ll leave with practical strategies to create a client-centered, sustainable program that supports your bottom line.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      \n\t\t\t\t\t\t\n\t\t\t\t\t\t\t11:30 AM – 1:00 PM\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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      Lunch<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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      \n\t\t\t\t\t\t\n\t\t\t\t\t\t\t1:00 PM – 5:15 PM\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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      Annual Planning Retreat: Think Bigger & Transform Your Strategy<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      Phil Miner<\/strong>
      LWP<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      Break free from the quarterly grind! We\u2019re 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\u2014so every quarter builds toward your bigger vision.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t<\/p> <\/div>\n\t\t \n

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      \n\t\t\t\t\t\t\n\t\t\t\t\t\t\t7:00 AM – 10:00 AM\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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      Mornings & Memories: A Breakfast Send-Off! <\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      LWP Team<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      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.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t<\/p> <\/div>\n\t\t <\/div>\n <\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

      Purpose Reimagined: Reclaim Your Why. Redefine Your How. It\u2019s Time To Reimagine What Your Firm, And Your Future, Can Be At TAPER with Lawyers With Purpose If you\u2019ve been a member of Lawyers With Purpose for a while, then you\u2019ll know TAPER is the heartbeat of the Lawyers With Purpose community. And we\u2019re coming to Pittsburgh this year! Bigger and better than ever before and we want YOU to join us!\u00a0 For three immersive days, attorneys from across the country come together to recharge, retool, and reconnect. Whether you\u2019re here to strengthen your team, optimize operations, master Medicaid, or rediscover your passion \u2014 TAPER is where your next big leap begins.\u00a0 This year\u2019s theme, Purpose Reimagined: Reclaim Your Why. Redefine Your How. is your invitation to step back, reflect, refocus, and take bold, intentional action to take your business into the next phase of profitability, freedom and growth, on YOUR terms. COMMUNITY + CULTURE It\u2019s not another conference, it\u2019s being part of a community What sets TAPER apart is the people. You won\u2019t just attend, you\u2019ll belong. \u2714\ufe0f Thoughtful dialogue, not just lectures\u2714\ufe0f Real tools, not vague theories\u2714\ufe0f Deep support, not surface-level networking Get inspired. Get connected. Go home with more than just notes \u2014 go home with a plan, a system, and a support network. Learn from the Best in the Industry Over 25+ speakers including: Dave Zumpano, LWP Britt Shearin, LWP Amanda Bossow, LWP Tim Crisafulli, Crisafulli Estate Planning Gia Andrews, Estate Planning Law Center Andrew Jaloza & Cristal Torres, The Estate Planning and Elder Law Group Michelle Fontanet, Deliberato Law Center \u2026and many more leading experts and real-world attorneys Explore the Full Agenda \u2014 Designed for Impact Tues, October 21 Wed, Oct. 22nd Thu, Oct. 23rd Fri, Oct. 24th 8:00 AM – 10:15 AM Firm Intros & Keynote The Sergio Effect \u2014 Reclaim Your Why. Redefine Your How. Dave ZumpanoLWP Kick off your day with a powerful dose of inspiration in this thought-provoking session led by Dave Zumpano. \u201cThe Sergio Effect\u201d challenges you to pause, reflect, and realign with your deeper purpose\u2014personally 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\u2019t just a feel-good talk\u2014it\u2019s 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 ColeLWP Kyle MadiganEstate 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\u2019ll streamline your hiring and make smarter, faster decisions\u2014so 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 TorresThe Estate Planning and Elder Law Group Stop posting just to post \u2014 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\u2019ll cover platform-specific strategies \u2014 like using Facebook for community-building and LinkedIn for professional outreach \u2014 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, EsqElder Advisor Law Tina PudlasElder Advisor Law We\u2019re in a unique space where Elder Law and Estate Planning intersect\u2014and that\u2019s 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\u2019ll walk through using maintenance meetings to confirm funding, make strategic Medicaid planning decisions, and stress-test plans for crisis or death\u2014including what happens to a business. With so many attorney-owners in the room, this isn\u2019t just theory\u2014it\u2019s 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 BellomoBellomo & Associates Jennah GerhartBellomo & 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 \u2014 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\u2019re located. A well-structured remote setup isn\u2019t just flexible \u2014 it\u2019s a strategic move that supports long-term growth, improved client experience, and better use of your firm\u2019s resources. 2:30 PM – 3:45 PM From Chaos to Clarity: Documenting Processes that Stick Part 1: Building from the Ground Up Gia AndrewsEstate Planning Law Center Documenting your firm\u2019s processes doesn\u2019t have to be overwhelming. We\u2019ll 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! 2:30 PM – 3:45 PM Medicaid 1995-2025: The More Things Change… Dave ZumpanoLWP 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\u2019ll show you<\/p>\n","protected":false},"author":1,"featured_media":2362,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"no-sidebar","site-content-layout":"page-builder","ast-site-content-layout":"full-width-container","site-content-style":"unboxed","site-sidebar-style":"unboxed","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"disabled","ast-breadcrumbs-content":"","ast-featured-img":"disabled","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"class_list":["post-2779","page","type-page","status-publish","has-post-thumbnail","hentry"],"_links":{"self":[{"href":"https:\/\/www.lawyerswithpurpose.com\/taper\/wp-json\/wp\/v2\/pages\/2779","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.lawyerswithpurpose.com\/taper\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.lawyerswithpurpose.com\/taper\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.lawyerswithpurpose.com\/taper\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.lawyerswithpurpose.com\/taper\/wp-json\/wp\/v2\/comments?post=2779"}],"version-history":[{"count":8,"href":"https:\/\/www.lawyerswithpurpose.com\/taper\/wp-json\/wp\/v2\/pages\/2779\/revisions"}],"predecessor-version":[{"id":3076,"href":"https:\/\/www.lawyerswithpurpose.com\/taper\/wp-json\/wp\/v2\/pages\/2779\/revisions\/3076"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.lawyerswithpurpose.com\/taper\/wp-json\/wp\/v2\/media\/2362"}],"wp:attachment":[{"href":"https:\/\/www.lawyerswithpurpose.com\/taper\/wp-json\/wp\/v2\/media?parent=2779"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}