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The lifetime power of appointment, automatically granted to the Grantor in the iPug, allows the Grantor to make certain changes to the iPug while the Grantor is competent and alive. Note, in a joint trust, each Grantor retains the lifetime power to appoint all assets, unless limited further in your drafting.The language of the power of appointment allows the Grantor to do the following:Appoint the entire principal and any accrued, undistributed net income of the Lifetime Trust;Change the members serving on his or her disability panel; andChange the specific bequests, the residuary beneficiaries, and the amount, timing, manner or method of any distribution under said Trust. Continue reading
Posted Aug 31, 2019 at Lawyers With Purpose
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The Wynne Law Firm, located in Fort Worth, Texas was founded in 1996 by its managing partner, fifth generation Texan, David W. Wynne. Primarily focused on family law throughout its 23-year history, the Wynne Law Firm has been undergoing a transition over the past three years toward becoming a firm focused primarily on estate planning. The firm joined Lawyers With Purpose in February of 2018. In February of 2019, for the first time in its history, the firm experienced a month of greater monthly revenue coming from its estate planning services than from its family law services, despite having a ratio of family law attorneys to estate planning attorneys of 3:1. Continue reading
Posted Aug 31, 2019 at Lawyers With Purpose
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The purpose of the Vision Meeting is to get into and understand the client’s perspective and goals and offer options that will help the client achieve them. LWP Coach Phil Miner describes the 5 parts of the Vision Meeting that need to be followed to get hired: The Opening, Discovering the Client’s Needs and Counseling Them, Clarifying Their Vision and Planning Options, Leaving the Room, & Returning and Closing the Meeting. Continue reading
Posted Aug 31, 2019 at Lawyers With Purpose
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Lawyers With Purpose attorney, Brittney Shearin, Esq. often gets questions regarding the disability panel, and when and how to use it. In this article she explains, that, although you may not use it very often, it is extremely helpful to have a disability panel in place for your clients should you ever need it. Your clients and their family members will be happy to avoid obtaining opinions from two licensed physicians as well as to avoid court intervention whenever possible. Continue reading
Posted Jul 30, 2019 at Lawyers With Purpose
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Located in Manchester, New Hampshire and serving all of New Hampshire and Massachusetts, American Wealth Protection has been an LWP member since the fall of 2017. Owner and Founder Jenny Rivard began her legal career at just 14 years old when she worked typing documents and answering phones for the... Continue reading
Posted Jul 30, 2019 at Lawyers With Purpose
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When LWP members start putting their workshops together for the first time, they often think of them as a way to generate new clients, which is a key outcome. However, they tend to focus on the workshop solely as a lead generator, and this mindset falls severely short in terms of what workshops actually help you accomplish. The workshop should be considered part of your process, the education part. It is the part of the process that almost everyone needs, but they don’t think they do. The workshop helps participants see things they didn’t know, as well as things they didn’t even know they didn’t know; it provides them something new upon which to reflect. The workshop doesn’t just generate leads; it helps enroll qualified candidates into your firm for a Vision Meeting and helps you accomplish higher retention rates and higher average fees, adding to increased profitability. This article gives an overview of seven common workshop mistakes that will sabotage your success. Continue reading
Posted Jul 30, 2019 at Lawyers With Purpose
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If you understand your role in the firm, and you have the “Whos” in place to fill the roles outlined in the Law Firm Success Model, you will be able to transform your practice. Continue reading
Posted Jun 21, 2019 at Lawyers With Purpose
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The Law Firm Accountability Chart provides a proven framework for identifying the roles that must be filled to achieve the three levels of success. Continue reading
Posted Jun 19, 2019 at Lawyers With Purpose
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In the LWP system, progressing through the three levels of success depends upon your having the right people, the right “Whos”, in the correct positions within your organization. We call the graphic representation of “who does what” in a law firm an Accountability Chart rather than an organizational chart. This... Continue reading
Posted Jun 14, 2019 at Lawyers With Purpose
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At LWP, we believe that a firm’s success can be broken down into three levels. The Law Firm Success Model illustrates this principle and is a proven blueprint for tracking your progress from one level of success to the next. Download the LWP Law Firm Success Model here As you... Continue reading
Posted Jun 12, 2019 at Lawyers With Purpose
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Lawyers with Purpose interviewed its May 2019 Member of the Month, Denis P. Rischard, to talk about his firm and the changes it’s experienced since becoming a member. Continue reading
Posted Jun 10, 2019 at Lawyers With Purpose
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Utilizing an automated workflow management system makes it much easier to have greater insight into your business by easily generating reports instead of having to dig through files or spend time locating the information you need.With automated workflow management, you and your team are held accountable by auto-generated tasks set specifically for certain roles. Your ability to communicate both internally and externally is more effective because everyone is aware of the specific step a client is on within the process and how to keep clients moving efficiently through your process, overall. Continue reading
Posted Jun 10, 2019 at Lawyers With Purpose
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In 1997, Oregon enacted the Death With Dignity Act (“DWDA”), allowing Oregonians the right to end their lives under certain circumstances. Since then, six other states have followed suit. LWP attorney Brittney M. Shearin, Esq. gives an overview of the law. Continue reading
Posted Jun 10, 2019 at Lawyers With Purpose
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To get where you want to go, you must first identify precisely where you are now. The LWP Practice Transformation Tool provides a succinct yet accurate and revelatory way to do just that. We suggest you download it now and complete it as soon as you can. Continue reading
Posted Jun 7, 2019 at Lawyers With Purpose
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“How do I get my practice to the next level?” This is the first question the vast majority of our prospects ask. Unfortunately, it is the wrong question. Becoming an efficient, proficient, and consistently profitable firm isn’t about how, it’s about who. The question you must ask is, “Who do I need to take my firm to the next level?” Continue reading
Posted Jun 5, 2019 at Lawyers With Purpose
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Located in Glastonbury, Connecticut, and serving most of the state, Baker Estate Planning Law, LLC has been a LWP member since 2016. In one year, from the point of becoming fully engaged with the LWP process, the firm doubled its income. Founder and Owner George Baker talks with LWP about his path to success. Continue reading
Posted May 14, 2019 at Lawyers With Purpose
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LWP member and trainer Timothy P. Crisafulli, LL.M., Esq. reviews the two specific tests, the Court Test and the Control Test, that together designate whether a trust is considered foreign or domestic. Continue reading
Posted May 14, 2019 at Lawyers With Purpose
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During the "Why Day" session at the Taper New Orleans retreat held this past March, Lawyers with Purpose Founder Dave Zumpano presented his take on law firm roles and the power of having the right person in the right seat. Zumpano offered that "Who?" (not "How?") is the greater question to answer when planning to grow a law firm. Continue reading
Posted May 14, 2019 at Lawyers With Purpose
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A members-only section on your website can allow enrollees in your maintenance program to sign up for exclusive events, download videos of workshops they might have missed, and more. It also allows you to generate revenue through advertising (as does your newsletter). How? By offering companies that provide services of... Continue reading
Posted May 3, 2019 at Lawyers With Purpose
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Your maintenance program will help you forge solid bonds with your clients and members of your clients’ families. Consider the latter for a moment. Inviting family members to social events, encouraging them to attend review meetings and workshops, providing counsel to the family following a client’s incapacity or death… all... Continue reading
Posted May 1, 2019 at Lawyers With Purpose
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The TLC™ Estate Plan Maintenance & Fee Guarantee Program offers all of the services listed below. Remember: This information is intended to provide you with an idea of what a maintenance program can offer. Your program must reflect your clients’ needs and your firm’s capabilities. The TLC™ Estate Plan Maintenance... Continue reading
Posted Apr 26, 2019 at Lawyers With Purpose
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When it comes to maintenance programs, one size does not fit all. You should tailor your program to the needs of your client base and your firm’s capabilities. Also, as we mentioned last time, you have to limit the scope of your program. It’s supposed to be a source of... Continue reading
Posted Apr 24, 2019 at Lawyers With Purpose
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Some attorneys dismiss maintenance programs out of hand because they don’t see why clients would participate in them. Don’t think like that. Maintenance programs are very appealing to clients, for two powerful reasons. First, a maintenance program helps ensure that a client’s plan is always up-to-date and capable of accomplishing... Continue reading
Posted Apr 19, 2019 at Lawyers With Purpose
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Generating a consistent, reliable revenue stream is a challenge for many law firms. An annual maintenance program can provide a solution to this problem, and, in effect, function as a line of credit for your firm. In the coming weeks, we’ll discuss the elements of a successful program, the benefits... Continue reading
Posted Apr 17, 2019 at Lawyers With Purpose
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At Lawyers with Purpose, we strongly advocate for weekly team meetings. Why? Because they’re the perfect time to review key performance indicators (KPIs) and client satisfaction, as well as to make sure projects and goals are on track, and nothing is falling through the cracks. Even if you are a... Continue reading
Posted Apr 2, 2019 at Lawyers With Purpose