Northern California Forum

Welcome to the Northern California Forum's web page. I look forward to seeing you at our next meeting. Please feel free to e-mail me with any questions that you might have about becoming more involved or joining our Forum.


-- Jeb Burton

[email protected]

 


  Upcoming Northern California Events

Date: 9/12/2014
Time: 10:00am - 3:00pm
Price: $125 for WC members; $195 for non-members
Location: 
Sheraton Sonoma County - Petaluma
745 Baywood Drive
Petaluma, California 94954

REGISTER HERE

Register now for the Northern California Forum Meeting. On September 12, your local peers will join together to exchange ideas and best practices as they learn relevant CE. The next meeting will focus on: 

Myths Believed by Small Professional Law Firms Plus Need-to-Know Human Resource Laws presented by Judy Pearce, Esq. 
Using real examples from small firms, Judy will discuss and answer questions on these timely issues:
  • Rules and regs you need to commit to memory
  • Proactive suggestions for reducing legal risks
  • The latest in recruiting
  • Whether to terminate or not to terminate
Tips & Tricks: Using WealthDocx to Draft Estate Planning Documents presented by Blair Janis, J.D.
This presentation will present various techniques for more efficiently and effectively drafting estate planning documents using the WealthDocx drafting system.  This includes best practices and tips regarding the use of:
  • Preferences
  • Scenarios
  • Word Styles and Formatting
  • The WealthCounsel Ribbon
  • Customization
  • plus plenty of time for Q&A to address your specific questions
Law Practice Technology for your Estate Planning Practice presented by Blair Janis, J.D. 
There are a multitude of options when it comes to selecting technology for your law practice.  In this presentation you will learn about the different types of technology available to you, the benefits and risks associated with those technologies, and techniques for effectively selecting and using the technology that is right for you.

Best Practices Roundtable Discussion led by Jeb Burton, Esq. 


About the Speakers
Judy Pearce practiced employment litigation law at Gibson, Dunn & Crutcher and Wilson Sonsini Goodrich and Rosati before becoming Intel’s Human Resources Attorney. In 1990, she established a private practice as a human resources consultant and attorney. Judy was the first HR consultant and attorney at Google when it had 40 employees.

Blair Janis is the Technology Director at WealthCounsel. Blair has over 20 years of system development experience in various industries including higher education, telephony, aviation, government, and legal. Prior to joining WealthCounsel in May 2007, Blair was the Practice Applications Manager at Ballard, Spahr, Andrews & Ingersoll, where he developed and applied practice-specific technology for the firm's 450+ attorneys. Blair received his JD, cum laude, in April, 2001 from the J. Rueben Clark Law School at Brigham Young University where he is currently Adjunct Faculty teaching courses in legal technology.

This event is opened to WealthCounsel members and non-members, so please invite your friends to join us. We encourage you to reserve your spot online today for this special forum meeting. It's the perfect opportunity to meet your local peers and earn CLE credit through local education.

We look forward to seeing you in Petaluma!
                  

Southern California Forum

MintzWelcome to the Southern California Forum's web page. I look forward to seeing you at our next meeting. Please feel free to e-mail me with any questions that you might have about becoming more involved or joining our Forum.


-- Jonathan A. Mintz, J.D.

[email protected]
 


  Upcoming Southern California Events

Date: 11/5/2014
Time: 9:00 am - 2:10 pm
Breakfast/registration: 8:45 am - 9:00 am
Networking lunch (included): 1:10pm - 2:10pm
Price: $95 for WC members; $145 for non-members
Location: 
The Bristol Hotel
1055 First Avenue
San Diego, CA 92101
(619) 481-5082

Save $45 on your Southern California Forum Meeting tuition when you also register for the San Diego Estate Planning Essentials course. Contact Member Services at 888-659-4069 Ext 818, or email [email protected] to take advantage of this great deal!

REGISTER HERE

Mark your calendars now for the Southern California Forum Meeting. On November 5, your local peers will join together to exchange ideas and best practices as they learn relevant CE. Topics featured at the forum meeting will include:

Trust Administration in California presented by Jeremiah Barlow, JD

How to Grow Your Law Business on Autopilot presented by  Patrick Carlson, JD, LLM
Shocking to most attorneys, the most valuable asset in their law business isn’t the attorney. It’s not even the beloved receptionist who’s been in the trenches for the last 15 years. The most valuable asset of any law business is….the house list and you can build your house list on autopilot.
  • House List? What’s a House List and Why Do I Need One?
  • How Do I Build My House List?
  • Sample IFO Titles
  • How to Make an IFO Work on Autopilot

About the Speakers

Jeremiah Barlow is part of the Legal Education faculty at WealthCounsel. Jeremiah has extensive experience in estate planning as in-house estate planning attorney for a national wealth management firm, and as founder of a law firm that focused exclusively on estate and asset protection planning. Before joining WealthCounsel’s education faculty, Jeremiah was a member of WealthCounsel.

Jeremiah loves the outdoors and traveling. He, his wife Kym and their son Harrison live in Santa Barbara, California.

Patrick Carlson has two primary professional passions: (1) helping other attorneys create their ideal law business and (2) helping motivated, goal-oriented individuals and business owners use the law to protect themselves.

After starting up his own law firm, Patrick quickly uncovered a passion for legal marketing and law practice management. Unfortunately, the “nuts and bolts” of owning a law business is not taught in law school. From the start, he was juggling many roles, from HR/IT/Finance to marketing to estate planning attorney. While he was figuring out how everything fits together to create a working law business, he discovered that he enjoyed legal marketing and practice management as much as he enjoyed working directly with clients. This passion for legal marketing and practice management led him to the Advisors Forum, where he joined as a Law Business Mentor in September 2014. His mission at the Advisors Forum is to empower WealthCounsel members to create their ideal law business.

When not focused on legal marketing and practice management, Patrick helps motivated, goal-oriented individuals and business owners use the law to protect their money, their businesses, and their families. His mission when working with clients is to help them achieve their goals by making taxes, LLCs, corporations, estates, wills, and trusts as accessible, efficient, and streamlined as possible.

Patrick received his undergraduate degree in economics from the University of Oklahoma, his JD from the University of Oklahoma College of Law, and his LLM in Taxation from the University of Florida Levin College of Law. He is currently licensed to practice law in the State of Oklahoma.

This event is opened to WealthCounsel members and non-members, so please invite your friends to join us. We encourage you to reserve your spot online today for this special forum meeting. It's the perfect opportunity to meet your local peers and earn CLE credit through local education. 

We look forward to seeing you in San Diego!



 

 

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