Practice Building Boot Camp: Comprehensive Revocable Living Trusts and Practice Development Solutions

Wednesday, January 23, 2013 - Friday, January 25, 2013

Lewis W. Dymond, Jr., J.D. and Kevin M. Forbush, J.D., CPA

Sheraton Gateway Hotel - Atlanta Airport
1900 Sullivan Road
Atlanta, GA  30337
Reservations: (800) 325-3535
Ask for the "WealthCounsel Practice Building Boot Camp" Room Block
$119 Per NightCut Off Date: January 1, 2013
Online Reservations

Download Agenda
Wednesday: 8:30 a.m. - 5:00 p.m.
Thursday: 8:30 a.m. - 5:30 p.m.
Friday: 8:30 a.m. - 12:00 p.m.

About the Program:
This course is designed to improve your firm’s efficiency and profitability while enhancing the client experience.  You will receive thorough training in drafting revocable living trust centered estate plans and discover essential practice building strategies, including how to design a “Continuum of Care” for your clients once they receive their executed estate planning documents.  To enhance the learning experience, prior to attending the live event, participants will complete an answer file for an estate planning scenario.  This will accelerate the participant’s knowledge and familiarity with the RLT documents.  This course is ideal for attorneys as well as for associates, paralegals, and support team members who assist in drafting and assembling documents, managing client communications, managing the law firm’s estate planning process, and contribute to the firm’s efficiency and profitability.

You Will Learn:
  • How to convey excellence and confidence to clients with comprehensive documents.
  • The “law behind the language” and when to include or avoid specific drafting techniques.
  • The document interview processes:  what the options do and what the language means.
  • The tax and other legal implications behind various document provisions in the revocable trust.
  • Marketing and communication tools to enhance your firm and increase your profitability.
  • How to develop profitable relationships with professional advisors.
  • How to develop a “Continuum of Care” to better serve your clients.
Who Should Attend?
  • Attorneys who seek to grow their practices through referrals
  • Attorneys who seek to develop a system of ongoing client services for recurring revenue
  • Attorneys, experienced paralegals, and other professionals seeking to deepen their understanding of essential estate planning and transfer tax issues commonly addressed in foundational estate planning;
  • Attorneys who wish to better understand the reasoning and legal foundation behind specific options and language in WealthDocx;
  • Ideal attendees will have basic understanding of essential elements involved in drafting estate plans and ancillary documents.

This event gives you the flexibility to attend the full workshop or part, depending on your education needs.
Day 1: Practice Development Solutions : $250 Member/$300 Non-Members
Please note, we are no longer offering Days 2-3 without day 1.  The second half of the course references topics discussed on Day 1, making Day 1 an integral part of the course.
Email or call 888-659-4069, x842 to learn how to register.