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Train The Trainers: Speakers School

People are constantly writing LWP about what a phenomenal speaker Dave Zumpano is, “That guy you brought in to lead that presentation on IRAs was fantastic, I never attended a CLE event that kept me engaged and I actually felt like I had fun!!”

Bigstock-Speaker-at-Business-Conference-65279563This is not a “Dave” thing.

On the Practice with Purpose™ evaluations the speakers are rated a 10+++. This is not a Victoria, Susan or Jeff thing.

You’ve heard the saying “Some people have it, some don’t.” At LWP we believe “Some people have the formal training, some don’t.”

The Craft of Training is the ultimate train-the-trainer curriculum. Bob Gabor, Co-Founder of Ridge Associates has experience creating world-class facilitators for over 35 years. Bob has taught the Train the Trainers™ program for the LWP speakers and he’s back to do it again and kick off the June Tri-Annual Practice Enhancement Retreat with a Two Day Pre-Cursor Training.

Train the Trainers™ not only offers new trainers a fast ascent up the learning curve of training,  it’s also valuable for seasoned trainers who want to learn the secret to creating learning magic in the room.

What you’ll GET…

Learning Goals

The Craft of Training gives trainers the skills to enrich the quality and impact of learning. Participants will practice and get feedback in three performance-critical areas: platform skills, facilitation skills and process skills.

Platform Skills

  • Organizing and delivering presentations to teach content crisply
  • Dramatizing their message with effective body language
  • Preparing and presenting visual aids that drive home key points

Facilitation Skills

  • Making presentations interactive by drawing on participants’ expertise in a nonthreatening way
  • Listening skills to honor the questions and concerns voiced by participants
  • Leading demonstrations, skill practices, and activities to foster maximum skill development and application
  • Coaching to refine participants’ skills

Process Skills

  • Responding to questions with poise and persuasiveness
  • Debriefing to harvest learnings, forge applications, and demonstrate acceptance of participants’ experiences
  • Preventing resistance to create a positive climate for learning
  • Managing resistance to make the most of learning opportunities

AND……

  • Practice. Participants practice the skill that’s just been explained and demonstrated, using actual situations they face in a workshop setting.
  • Feedback. Each participant receives behavioral feedback from the trainer and peers, and each person will walk away with a personal video and a video coaching session.
  • Putting humor in your presentations
  • Learn how to "anchor" your message
  • How to engage your audience
  • Sequencing and transition in your presentation
  • From platform paralysis to platform perfection

What differentiates Ridge Associates in their Train the Trainers™ Program is the way they teach their training skills: participants will leave this program prepared and inspired to achieve more the very next day. With a suite of customization, reinforcement, and delivery methodology your training and speaking skills will differentiate you in your marketplace, every time.

Train the Trainers—A Speakers School is LIMITED to the FIRST 20 people so reserve your seat NOW as the program will SELL OUT. To register go to click here.

Molly L. Hall, Co-Founder, Lawyers with Purpose, LLC, and author of Don’t Be a Yes Chick: How to Stop Babysitting Your Boss, Transform Your Job and Work with a Dream Team Without Losing Your Sanity or Your Spirit in the Process.

 

 

 

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How To Protect Your “Stuff” In 3 Easy Steps

How to "Protect Your Stuff in 3 Easy Steps" not only gets clients but transcends every aspect of your law business. Learning how to design workshops to be the center of your entire value proposition to the marketplace is essential in getting clients to not only hire you but never think twice about paying you more than your “competition” down to the street.

“How to Protect Your ‘Stuff’ in 3 Easy Steps" the NEW LWP Client Enrollment Workshop is being unveiled in a 4 hr. specialty program led by Dave Zumpano.

In this 4 hour Specialty Workshop you will learn how to:

  • Bigstock-Cutout-paper-chain-family-with-73697074Ensure there are butts in the seats
  • Set expectations for prospects
  • Demonstrate your values
  • Transform complex legal technical into simple stories clients relate to
  • Enroll lifetime clients instead of just document creation
  • Measure the effectiveness of stories
  • Evaluate and enroll into action: A.C.T.
  • Understand the difference between having planning vs. having documents
  • Open, deliver the message, and close a workshop
  • Deliver your personal story to connect

All LWP Members will leave with the NEW “How to Protect Your ‘Stuff’ in 3 Easy Steps" complete workshop package (handouts, PPT, overheads, speakers notes, evaluations, marketing materials, video of the workshop and audio transcription of the stories) that gets you from lead generation, to presentation, to lead conversion.

Don’t wait to register, the program is limited to 40 registrants and seats are filling up!  Click here to register today!

Molly L. Hall, Co-Founder, Lawyers with Purpose, LLC, and author of Don’t Be a Yes Chick: How to Stop Babysitting Your Boss, Transform Your Job and Work with a Dream Team Without Losing Your Sanity or Your Spirit in the Process.

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A Tough Conversation

“How do I prepare to have “that” conversation with her?” We hear this all the time on the LWP Coaching, Consulting & Implementation (CCI) calls with our member and team alike. We get several emails each week with a subject lines such as “Confidential” or “Do you have a minute to hop on a call” or “I need help”. 

Bigstock-Debate--Two-People-Speaking-D-14929292Confronting performance problems, giving honest (tough) feedback, being honest about smoldering conflicts, delivering “bad” news: these are the looming conversations that keep you up at night, or that you wake to in the morning. They occupy your mind while you’re trying to get the “important” work done. Your monkey mind runs rapid all day with, “How am I going to bring it up?”, how you’ll deal with the other person’s reactions, how they will take it, what they will feel, the impact on the business, the clients, and so on and so on. For bosses, team, co-workers equally.

And when you finally do bring it up, it usually occurs at the wrong place, wrong time and without intentional preparation.

It doesn’t have to be this way any longer. But how do we get unstuck with best practice skills for high-stakes interactions?

One of the building blocks (along with People Styles/People Skills™, MIFy™, Go D.U.M.B.™ and Power-In-Partnership™) for the LWP communication technique was New York Times business bestseller  “Crucial Conversations: Tools for Talking when Stakes are High”.  At the kick off the Tri-Annual Practice Enhancement Retreat General Session on Wednesday afternoon June 3rd we will lead you through a 90 Minute workshop on how to take the learning of Power in Partnership™, Crucial Conversations and Crucial Accountability and provide you with the necessary tools to prepare for high-stakes conversations to transform frustration, stonewalling, suffering in silence  into powerful dialogue, and make it safe to not only talk about anything as a team but create real time breakthroughs.

The techniques you will walk away with will leave you entering your practice on Monday morning ready to improve the organizational health of all relationships in your business; team, referrals and clients alike.

To register for this weeklong event focused on estate and elder law, click here.  You can check out the full agenda, and below is just a little peek of what you'll discover at this practice transforming event:

  • Train The Trainer Speaker School
  • Specialty Program "Protect Your Stuff"
  • Practice With Purpose Program
  • Tri-Annual Practice Enhancement Retreat 
  • Focus session options for (1) technical legal (2) marketing (3) team development

Click here now and register today to make sure you reserve your spot!  If you practice in today's estate planning environment, you don't want to miss this week long event guaranteed to impact your practice. Register and let us know your attendee list by April 15th for a chance at our Early Bird Prizes.  You'll have a chance to win one of three $150 Visa gift cards! 

Molly L. Hall, Co-Founder, Lawyers with Purpose, LLC, and author of Don’t Be a Yes Chick: How to Stop Babysitting Your Boss, Transform Your Job and Work with a Dream Team Without Losing Your Sanity or Your Spirit in the Process

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Meet Me In St. Louis?

As a Lawyers with Purpose member law firm, I both dread and look forward to each Tri-Annual Practice Enhancement Retreat.  What I dread:  the time out of the office and the cost of travel for my entire team of nine.  What I look forward to:  time out of the office, working “on” my business instead of “in” my business, WITH my team. 

Bigstock-People-Social-Networking-an-Id-66058642Prior to LWP, I personally would attend practice development seminars and get all excited and ready to make a huge difference in my practice, only to return to the office and not have the support of the staff.  Now, we go together, get excited together and return to implement the plans together.  At each retreat we review our prior quarter’s goals, assess our accomplishments and set new goals. Because of each retreat, our law firm and team are stronger than ever. 

As an owner of Lawyers with Purpose, I always look forward to the Tri-Annual Practice Enhancement Retreat.  Why?  Because I see our members thriving and hear from them that each retreat has been better than the last.  I am confident that the retreat in June will exceed expectations! 

I am especially excited about the focus sessions that really introduce us to new opportunities of practice (Adding Insurance Services to your Law Practice), ways to dig deep, not wide, to enhance our law firm efficiency and increase revenues (Managing the Business of Law), and the WHY day where my entire team can explore what value they bring to the firm, to our clients and to themselves by defining the core values from which they naturally operate.  Quite honestly, there are so many excellent focus sessions it will be difficult to decide which one to attend. 

You will see what I mean when you review this exciting schedule.  Gather your team and join us in St. Louis!  You will be glad you did and your business will prosper. 

To reserve your spot now, click here and register today!  You can still qualify for our Early Bird Prize Drawing if you register before April 15th!  You don't want to miss this event, register and grab your seat now.

Victoria L. Collier, Veteran of the United States Air Force, 1989-1995 and United States Army Reserves, 2001-2004.  Victoria is a Certified Elder Law Attorney through the National Elder Law Foundation, Author of 47 Secret Veterans Benefits for Seniors, Author of Paying for Long Term Care: Financial Help for Wartime Veterans: The VA Aid & Attendance Benefit, Founder of The Elder & Disability Law Firm of Victoria L. Collier, PC, Co-Founder of Lawyers for Wartime Veterans, Co-Founder of Veterans Advocate Group of America.    

 

 

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Congratulations To Mitchell Lansky, Lawyers With Purpose Member Of The Month!

What is the greatest success you’ve had since joining LWP?

This is hard to answer if I was to narrow it to just one success.  Setting up several clients with RLT that places them right where they want to be provides for a lot of satisfaction.  Or helping a client, after a nursing home completely messed up a Medicaid application and then we get it all straighten out.  Finally, building lasting relationships with several Financial Planners helps provide a nice road to the future.

Mitch Lansky PhotoWhat is your favorite LWP tool?

Once again this is hard to narrow down.  Putting into effect the RMS system has not been that easy for me but working my way through it has provided me with a great tool to build upon.  However the LWP software is an invaluable component to allow other team members to be a part of the process.

How has being part of LWP impacted your team and your practice?

This is two-fold (not surprising based upon my earlier answers).  First LWP has provided a way for me to build a team and incorporate them into my practice.  Secondly, LWP has given me a way to not only build my practice but to also to operate a business instead of just practicing law.

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Tactics To Drive Your Community Outreach

Based on changes in buyer behavior, traditional forms of advertising such as billboards, Yellow Pages and television ads are becoming less and less relevant in today’s marketing plans.  They just aren’t getting the reach they used to.  And, as the old saying goes, it takes 7-10 touches for someone to react, so you have got to do all you can to cut through the noise and get those touches!

Bigstock-Community-with-Diverse-and-Mul-62231654In order to make the most of your marketing, you need to be constantly present, showing up and reaching your prospects.  The Lawyers With Purpose Marketing Plan has a three-pronged approach.  There’s wholesale marketing, retail marketing, and community outreach.  Today I will address the community outreach piece by asking a simple question: How are you marketing in your community to build awareness of your brand?

The thing I love about community outreach, especially for estate and elder law attorneys, is how effective it is for a business looking for local customers.  It really is a win-win. By giving back to the community, you help those in need, all while supporting your marketing efforts by promoting and increasing awareness of your services. 

By participating in community outreach, you’ll improve the community’s perception of your company.  And with that you will build your prospects as well as customer loyalty.

The bottom line is that people want to do business with people – not businesses!  This is especially true when it comes to their estate planning needs.  People make purchase decisions based on emotions, and estate planning is an emotional process for your prospects.  If your firm supports a cause, you give prospects a good reason to connect with you on an emotional level.  Period.  It’s really that simple. 

I was on a conference call recently with a power partner, and he told me, “You know I love estate and elder law attorneys!  They are really like no other that I have come across before, and they just aren’t like most attorneys!” I couldn’t agree more.  You all are truly in a field that connects with others on a relational and emotional level.  Helping pass on their legacy and protect their families and all they have worked for, that’s HUGE!

The potential that lies in your community outreach is clearly synergistic if you think about the possibilities for estate planning and elder law to support causes.  So we want to leverage this potential to grow your business in your community, and we can do that by including community outreach initiatives in your marketing plan.

Here are some examples.  It makes sense to sponsor the local living facility bingo night, or participate in the Alzheimer’s walk (with your firm shirt and logo) for an estate and elder law attorney.  If you're an LWP Member, you’ll find on the members website a complete list of national marketing events for 12 months out of the year. In March alone there are 14 things on there! 

One that I really like is “Save Your Vision Month.” You connect with ophthalmologists in your area, go down to the local living facility and provide eye pillows, magnifying glasses and a Q&A fact sheet on eye care.  Or for April there are another 12.  One thing that really popped up for me was “National Oral Health Month.”  You could work with a local dentist and pass out those plastic zip lock bags with free toothbrushes, mouthwash and floss, and you can include your business card because there’s a pouch right in them to hold cards.  You could donate that to a health fair or a living facility in your name.  Think of the referrals you can get from that, as well as from the dentist with whom you’ve created a power partnership.

The point is, if you pick from these things and reach out to your community, get involved and share what you are doing to bring awareness to them, it does distinguish you in the marketplace and raise TOMA (Top Of Mind Awareness) so you’re not always showing up selling and asking people to come to your workshop.  You just participate, support and connect.

And always have fun with it!  Make it a team effort, brainstorm possibilities with everyone in your firm, and work together to be sure you are engaging everyone to really make it a hit.  Make it meaningful to you and your team, something that stirs their passions.  I’ve seen this become something that firms have great fun with, coming together and locking arms for a cause that helps all involved – which makes it a huge success!

When you offer a quality service, AND you support an initiative that you believe in, that’s community outreach at its best!  It’s your business taking the time to care about both your clients and your community!

It’s about finding blue ocean. “Blue Ocean Strategy” is a book published in 2005 based on a study of 150 strategic moves over more than 100 years and 30 industries.  It shows that companies can succeed not by battling their competitors, but rather by creating “blue oceans.”

The concept is that there are red oceans everywhere.  They represent all of the industries in existence today – the known market space in which everyone competes. In red oceans, your marketing is well understood, your competitors are doing the same thing you are, and everyone is trying to outperform the competition to grab prospects and fill their workshops.  As that space gets more and more crowded, prospects dwindle.  The frenzied competition turns the water bloody.  This is red ocean.

Blue ocean strategy asserts that the strategic alternative is to leap into other territories, or waters if you will, where you’ll stand out from the competition and be relevant. By doing this, you are creating blue ocean, clear waters where you are showing up.  And your community outreach really captures this blue ocean concept. (Wiki reference)

So, what can your firm do to benefit your surrounding community? Brainstorm with your team!  Think about sponsoring a community event, taking time to donate to or volunteer at a charity – you can do this without ever writing a check. You can do a food drive where you ask people to drop off cans of food for a cause. By taking this positive initiative, your business helps others in need while increasing its marketing success. What could be better than that?

Once you have a plan in place, you must also be sure to tell the story.  Share it with as many prospects and referral sources as possible. This is where social media, your blog and your website become key players.  You can also do this via a newsletter that you email or mail out, or by putting a flyer out in your conference room or in the reception area of your office so you are sharing it.  Make mention of it at your client appreciation events.  The key is to share the story with as many of your connections as you can. Be sure to take pictures, or even a short video.

Distribute the content to your entire network.  Don’t be shy. I know I’ve mentioned this statistic before, but there is a recent study showing that each of the people you reach out to results in an additional 20 contacts through your networks.

You do the math – the reach of your community involvement adds up quickly. 

And make sure you are letting your community connections know how to get in touch with you on every piece that you share on this.  You website URL, phone number, social icons, and email are all included on everything.  Put the event on your website so people it’s reaching can go to see more, connect with your firm and reach out to you if they’re interested. This drives referrals and will increases your pipeline and workshops! 

Always remember that your activity breeds other activity and you never know who might be watching. Community outreach helps you build your brand, which always drives your marketing.  That helps you get found through all the other noise, which gets the phone to ring, which ultimately leads to growing revenue!

If you're an estate or elder law attorney and want to learn more about marketing your estate practice, join us for our Tri-Annual Practice Enhancement Retreat June 3rd – 5th for 3 days of technical legal, marketing and collaboration!  You do not want to miss this event and we sell out each time.  Reserve your spot now.  For registration information contact Kyle Russ at kruss@lawyerswithpurpose.com.  

Roslyn Drotar – Lawyers With Purpose, Internet Marketing Strategist.

 

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What To Do With A Denied VA Application – Part 2

In a prior blog titled, “What To Do With A Denied VA Application – Part 1" I discussed what you should consider when a VA application is denied and the merit of pursuing an appeal despite the time it can take to prevail. Today’s blog will describe the appeal process as initiated by the Notice of Disagreement (NOD), the formal way to submit a claimant’s disagreement with a VA determination.  While a Notice of Disagreement can be drafted in the form of a letter or on a 21-4138, “Statement in Support of a Claim,” there is an official VA 21-0958, “Notice of Disagreement” form that was introduced in 2013. The latest 2015 version of this form can be found at the VA Forms web page http://www.va.gov/vaforms/.   

Bigstock-Denied-Stamp-On-Manila-Envelop-70093933As of March 24, 2015, this form is required to appeal a Service Connected Disability claim, but it is not required to appeal a Non-Service Connected Disability claim.  The terms of the form suggest that it is geared more towards service-connected disability claims; however, it can be used for non-service-connected disability claims as well.

Once you have timely filed the NOD, which is within one year from the date on the initial decision letter, the VA will respond with a letter requesting that you select what form of the appeal process you prefer. There are 2 forms of the appeal process at this stage: the Post Decision Review Process and the Traditional Appeal process. You must make this election within 60 days from the date on this letter or your appeal will default to the Traditional Appeal process. The Post Decision Review Process involves the assignment of a Decision Review Officer (DRO) at your regional VA office who will completely review the claims folder as well as any information from the authorized representative. The Traditional appeal process is a review by a VA staff member at the pension management center. In either case, more information may be requested. The Post Decision Review Process is the preferred appeals method as it make be quicker than the Traditional Appeal Process and relies on the greater expertise and experience of the Decision Review Officer to identify adjudication errors.

Regardless of which appeals process you elect, the next step would receiving either an approval or, if not approved, a Statement of the Case (SOC). The SOC is an often, lengthy statement summarizing the VA’s decision and the evidence on which the decision was based as well as providing relevant legal citations. To continue the appeal after receiving the SOC, you must file VA form 9, “Appeal to Board of Veterans’ Appeals” within 60 days from the date of the Statement of the Case. At this level you have the option of requesting a hearing before the BVA, although this will easily extend the processing of your appeal beyond 3 years to 5, or even 7, years depending on the form of hearing.

The appeal process is not difficult in terms of what you need to fill out and when you need to file it. The difficulty lies in managing a process where long periods of time are spent waiting for a response from the VA, punctuated by whirlwinds of activity when you must request and receive information and documentation from your client to draft and submit a response to the VA within a short period of time, regardless of what else may already be on your desk. That is why it is important that your client inform you of any correspondence that they may receive in case you do not receive a copy and that deadlines are scheduled in your firm management system so that they are not missed. Such precautions are the only way to increase the likelihood that your appeals will succeed.

If you want to learn more about Veteran Benefits Planning for you estate and elder law practice, join us June 1st – 3rd for our Practice With Purpose Program.  It will teach you not just all you need to know about VA Benefits, but also Asset Protection Planning and Medicaid Planning!  

If You Practice in Today's Estate Planning Environment, You Won't Want to Miss This!

Join some of your most successful and forward-thinking peers from around the country at this program where we will discuss, discover, and provide solutions for Asset Protection, Medicaid. & VA Benefits Planning. Register today to reserve you spot!  This event will sell out.

By Sabrina A. Scott, Paralegal, The Elder & Disability Law Firm of Victoria L. Collier, PC and Production Coordinator for Lawyers for Wartime Veterans, LLC. 

Victoria L. Collier, Veteran of the United States Air Force, 1989-1995 and United States Army Reserves, 2001-2004.  Victoria is a Certified Elder Law Attorney through the National Elder Law Foundation, Chair, National Academy of Elder Law Attorney’s VA Task Force, Author of 47 Secret Veterans Benefits for Seniors, Author of Paying for Long Term Care: Financial Help for Wartime Veterans: The VA Aid & Attendance Benefit, Founder of The Elder & Disability Law Firm of Victoria L. Collier, PC, Co-Founder of Lawyers With Purpose, LLC. 

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What To Do With A Denied VA Application – Part 1

You gathered all the necessary supporting documents. You confirmed that your clients meets the income and asset eligibility limitations.  You completed all the forms. You obtained all the necessary signatures. You have dotted every “i” and crossed every “t”. You have filed your fully-developed VA claim with the appropriate pension center and have confirmed receipt. Now you just sit back and wait for the approval letter and your client’s praises to rain down on you right? Most of the time, yes, but not always. It can be discouraging when you get a denial letter, especially when you know the claimant is eligible and should have been approved.

Bigstock-Denied-Stamp-On-Manila-Envelop-70093933What’s the next step? First, read the reason given for the denial and determine whether it is accurate. Denials may be due to an error in adjudication, but they can also be legitimate denials based on unknown, additional income and/or assets. Once you determine that a denial is, in fact, in error, then an appeal is warranted even if they are notoriously lengthy ordeals stretching into 2 – 4 years. The first level of appeal in VA parlance is known as a Notice of Disagreement (NOD). You have one year from the date of the decision letter to file a notice of disagreement. There is no particular form for the NOD; a letter or filing VA Form 21-4138, Statement in Support of Claim, declaring that you are filing an NOD is sufficient.

There is however another, lesser-known step before the NOD and this is a Request for Reconsideration (RFR). A request for reconsideration involves new evidence or perhaps evidence already submitted but not considered by the VA.  The objective is for the pension center to re-open the decided claim and reconsider their decision in the light of this new evidence. RFRs are generally processed much quicker than appeals as they stay in the pension center where the claim was originally adjudicated. Again, there is no particular form that is used for the RFR. A letter or statement on VA Form 21-4138 can be submitted requesting reconsideration along with the additional evidence that you would like the VA to reconsider. However the disadvantage of the RFR, is that if it does take more than a year for reconsideration, you miss the window of opportunity for filing the appeal. For this reason Victoria Collier, CELA, and co-founder of Lawyers With Purpose, recommends filing a statement that includes both an NOD and an RFR. Best case scenario: Your claim is reconsidered and corrected within a relatively quicker time frame. Worst case scenario: the NOD begins the appeal process. More details regarding the appeals process will be provided in a future blog titled, “VA Application DENIED – How You Should Appeal”.

Appeals take a while, but they are worth it when you have a legitimate claim. A recent example from The Elder & Disability Law Firm of Victoria L. Collier, PC makes this clear. The claimant in this case was a married vet who was approved for VA Improved Pension, but for less money than expected and warranted due to his deductible medical expenses. We filed a Notice of Disagreement and a Request for Reconsideration on September 13, 2011. The award, granting all benefits sought on appeal, was dated February 6, 2015 – more than 3 years later. A happy ending despite the time and trouble that the appeal can take.

If you want to learn more about VA Benefits Planning to build or enhance your existing estate or elder law practice join us for 2.5 days and learn all you need to know about Asset Protection, Medicaid & VA at our Practice With Purpose Program.  If you practice in today's estate panning environment, you do not want to miss this!

Join some of your most successful and forward-thinking peers from around the country at this program where we will discuss, discover, and provide solutions for Asset Protection, Medicaid & VA Benefits Planning.

Victoria L. Collier, Veteran of the United States Air Force, 1989-1995 and United States Army Reserves, 2001-2004.  Victoria is a Certified Elder Law Attorney through the National Elder Law Foundation, Chair, National Academy of Elder Law Attorney’s VA Task Force, Author of 47 Secret Veterans Benefits for Seniors, Author of Paying for Long Term Care: Financial Help for Wartime Veterans: The VA Aid & Attendance Benefit, Founder of The Elder & Disability Law Firm of Victoria L. Collier, PC, Co-Founder of Lawyers With Purpose, LLC.

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What Team Support Means During VA Claims Process

On Saturday, January 24, 2015 I received a text message from my employer, Victoria Collier. Though not unheard of, it was strange for her to text me on the weekend unless I had planned to work. However, she had been out of town on Thursday and Friday and I imagined that she wanted to get a head start on something for the coming week. Her text message simply read, “VA has issued the proposed look-back change in laws. Public comment period open 60 days.” By now you may know of RIN 2900-AO73, the proposed VA rules regarding net worth, asset transfers, and income exclusions for needs-based benefits and the potential impact that this will have for VA planning, found at www.regulations.gov. So as a paralegal, what did this mean to me? It had a lot to do with me.

Bigstock-success-and-winning-concept---53462125In response to the proposed rule, the first step in the process was to discuss when and how this may affect our clients.   The next action was to provide the attorney with an updated list of all of our pending VA claims – those we had filed fully developed claims or informal claims and those we had not yet filed anything with the VA – and especially to identify which of those involved transfers of assets as defined by the VA. Then we prioritized the claims that had not yet been filed and set a goal to file as many of those as we could by the end of February 2015, to lock in a March 1, 2015 eligibility date in an effort to beat any possible effective date of the rule changes.

The second step in our process was to inform our clients with pending VA claims of the proposed changes. While we could not provide them with definitive answers, we could assure them that we were aware of what was going on and that we would be doing our utmost to complete, file, and follow up with their claim in the face of this potential game-changer. This communication also enlisted our clients in actively participating in the process as it urged them to gather outstanding documents that we still needed to verify and file the claim as expeditiously as possible.

The final step was the actual completion of all the unfiled VA claims. This meant an incredible ramp up of our usual production, all while accepting new clients in the process.  Whether it meant working directly on the claims themselves or supporting those producing the claims by assisting them with other tasks, the office as a team had to cooperate in order for the firm to produce this unusual volume of VA claims within a matter of 30 days.

Did we accomplish all of this just because of the proposed rule change? Yes and no.  We definitely wanted to protect our clients in the best way possible, thus extra time was put in.  However, because of the team atmosphere and the Lawyers with Purpose workflow systems, we were able to efficiently complete and file four times as many claims as usual in one month.

Whether the caseload is status-quo or there is a crisis situation, team members are always able to best support the attorneys and clients by:

  • Staying flexible with priorities of tasks and files
  • Sticking to the systems
  • Maintain an overview status of all claims (globally and in detail)
  • Ask questions when necessary and
  • Anticipate the next action or step necessary and make efforts to complete.

In this way, not only do you support the attorney by thinking one step ahead of them, your questions also inform the attorney of possible gaps in your knowledge that require the attorney, in turn, to support the team with further training.  Teams can accomplish nearly impossible feats when working together with the same goal. 

If you are interested in learning more about Lawyers With Purpose, join our Having the Time To Have It All webinar on Monday at 8 EDT.  Click here to register.

In this one hour webinar, you will learn how all entrepreneurs have the same amount of time in the day and how they use it differently.

Here's just some of what you'll discover in this practice-transforming event…

  • How to effectively utilize your time to enroll your team to help as many people as you choose and profit from it too
  • To work effectively with your team
  • How to balance your work life and your personal life to ensure you are able to create the maximum amount of value in both
  • How to have sufficient time to market consistently which will ensure consistent cash flow and free up the time you're currently spending chasing dollars

It will give you the confidence and path to create a law practice that provides estate planning, elder law, asset protection, Medicaid, veterans benefits, special needs, and tax planning in a way that helps your clients and your community!

Most importantly, you will be able to ensure your clients are able to maintain their dignity as they age and protect the assets they have worked their whole life for.

If you're passionate about helping people, reserve your space for this one hour webinar essential to help you break through your time restrictions to help more people and create more value!

Just register above to reserve your seat… it's 100% FREE!

By Sabrina A. Scott, Paralegal, The Elder & Disability Law Firm of Victoria L. Collier, PC and Production Coordinator for Lawyers for Wartime Veterans, LLC. 

 

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Agenda For Upcoming Tri-Annual Practice Enhancement Retreat

The Tri-Annual Practice Enhancement Retreat is right around the corner and will bring together the most brilliant minds in the estate planning arena for five full days!

Bigstock-june-late-spring-early-summer--76906313We would say “Save The Date” but what you really need to do is grab your spot NOW.  You can either hear about the event after it’s over, or you can join your community of LWP members and their teams, “front and center” and take advantage of this opportunity to participate, network and learn in the room.

CLICK HERE for the full agenda and CLICK HERE for the registration form.   Complete and return the registration to kruss@lawyerswithpurpose.com now to reserve your firm’s seat by 4/15 and qualify for a chance to win one of our early bird prizes.

Pssst….. Look real close at the full agenda.  We’ve made some changes to the program and have included some stuff that we’re really excited to bring to the community.

"Close your eyes & jump! The LWP Process will catch you."

~ Doug O.

"Hard to explain, but it is a way to practice the law, and have a life that can be all you want it to be."

~ Connie A.

Lawyers With Purpose