24/7 Library > On-Demand Online Training

• Estate Planning as a Biographical Event
  Presented by: Paul Schervish, Ph.D, Center on Wealth and Philanthropy Boston College
  Paul Schervish will review the new directions in the money, meaning, and motivations, of wealth holders in the 21st century that make estate planning a biographical event.
  
  
• A Blue Print for Your Practice Success
  Presented by: Joyce Paes, President, Paes & Associates
  Download this “FOCUS” breakout session to build success into your practice with 21st century methodologies and throw away those business plans with volumes of pages that become stagnant in 30 days. Learn how to integrate your vision, mission, objectives, strategies and plans through focus exercises and take away a draft of a one-page business plan for your practice.  
  
  
• Using Study Groups to Generate Consistent Referrals
  Presented by: Thomas J. Ahrens, Esq., Ahrens Law Firm, P.C. and Jonathan A. Mintz, JD, Advisors Forum, LLC
  Study Groups are a simple yet often-overlooked way to generate consistent referrals. In this session, you will learn everything you need to know to conduct successful Study Groups, including who to invite, when and where to hold your Study Groups, and perhaps most importantly, what content to provide. 
  
  
• Multigenerational Wealth Transfer 
  Presented by: Thomas J. Pauloski, JD, Bernstein Global Wealth Management 
  
  
• International Planning Strategies
  Presented by: Max Riederer von Paar, Esq., Rubin, Winston, Diercks, Harris & Cooke LLP
  I had no idea Aunt Hilde had a Liechtenstein Foundation….And now I am the beneficiary. What do I do now? Questions like this one increase in an environment where estate planners encounter more clients than ever before who need access to the legal advice and assistance wherever in the world they require it. 
  
  
• How Elder Law Fits Into Your Estate Practice 
  Presented by: Vincent Russo, Esq., ElderCounsel Principal 
  Learn why elder law should be part of your estate planning practice, including how the two areas are related (and how they differ) as well as how elder law can create significant revenue for your practice. 
  
  
• Planning for Family Members of Affluent with Special Needs 
  Presented by: Stephen W. Dale, Dale Law Firm
  Many practitioners believe that planning for persons with disabilities is poverty planning, but the fact is that many affluent clients have disabled loved ones. For most affluent clients, maintaining eligibility for poverty programs such as SSI and MediCal are secondary to their interest in protecting them from abuse and neglect while maintaining an acceptable standard of living. 
  
  
• Choosing the Right Business Entity for Estate Planning Purposes 
  Presented by: Louis A. Mezzullo, Luce, Forward, Hamilton & Scripps LLP
  The discussion covers the tax and nontax considerations in determining the most suitable business entity for estate planning purposes. The choices include C corporations, S corporations, limited liability companies, and limited partnerships.
  
  
• Avoiding the Seven Most Common Mistakes Lawyers Make in Working with Financial Advisors 
  Presented by: Jonathan A. Mintz, JD, Advisors Forum, LLC and Randy Gardner, JD 
  This practical session will explore the 7 most common mistakes lawyers make in working with financial professionals. Learn what not to do – and what financial professionals want you to do – to create productive relationships that generate consistent referrals from financial planners, insurance professionals, and other types of financial professionals.