Trusts & Estates
Are You Tripping Over Dollars to Make Pennies in Your Elder Law Practice?
Perhaps you’ve had a good year, but not a great year. You may have experienced one or more of the following: Gross revenue is up, but net profits are down. You have had more clients hire you this year, but your overall revenue is down. You’ve had more initial consultations, but fewer clients have hired you. You are out meeting referral sources, but getting very few referrals. Many of us experience one or more of these challenges in our elder law practice. The good news is there are ways to overcome these challenges by making some small adjustments to our way of thinking, and in some instances, our internal procedures.
To learn about the adjustments you need to be making and to access the article, please fill out the form below.
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WealthCounsel Quarterly, Volume 16, No. 1—Asset Protection
This issue of the WealthCounsel Quarterly focuses on asset protection considerations and strategies. It also invokes vibrant discussion within the member community.Learn More
WealthCounsel Quarterly, Volume 16, No. 2—Small Business
This issue of the WealthCounsel Quarterly will spur fruitful conversations with your small business clients that will result in positive outcomes for their businesses.Learn More
WealthCounsel Quarterly, Volume 16, No. 3—Advanced Estate Planning
This issue of the WealthCounsel Quarterly will assist you in implementing optimal planning for your clients considering the changes necessitated by the SECURE Act, the expected reduction of the estate and gift tax exemption amount, and the uncertainties associated with the current economic environment.Learn More