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What Are You Thankful For? Some Thoughts from LWP Partners

Dave Zumpano

“[My faith] lets me know there is a reason and a place and a God who ensures that I'm never given more than I can handle.”

It's that time of the year when we look back on what has occurred over the year and begin to get hopeful for next year. As I think about 2015, there are so many things I am grateful for. I have made tremendous progress in my business, continued to develop great relationships with family and friends and built a phenomenal team of individuals who are committed to going beyond their comfort level to help others. Underlying all of this progress is the faith that my parents gave me and that I continue to treasure. It lets me know there is a reason and a place and a God who ensures that I'm never given more than I can handle. My family is a blessing of unconditional love, continuous fun and outward contribution to all those we come in contact with. All of this is made possible by the selfless team that comes to work each day to help carry out the dream we have envisioned, one that others add upon to have impact on the world and help those we can to move them forward to fulfill their needs.

Bigstock-Christmas-Card-Blackboard-Sn-105143606As I look back, there are plenty of challenges in my life over the past year as well, but what I'm most grateful for is that through each one, I was able to grow and learn and enhance relationships necessary along the way. I'm grateful for my business partners, who provide respectful pushback and unique insights. I'm grateful for my spouse, who smiles and supports me in all my endeavors, even those that may seem “out there.” I'm grateful for the community of family and friends and the joy derived by day-to-day interactions and living in the present with all of them.

I'm also grateful for those of you who take the time to open my blog posts and read them. As you look back on 2015 and look forward to 2016, I hope you can find all the things you are grateful for and identify how you want to make your mark on the world in 2016. Happy Holidays, whatever your holiday is, and may your best day of 2015 be your worst day of the New Year.

Victoria Collier

“I have the perfect insider’s view of what my life could be.”

As an estate and elder care attorney, I have the privilege of being invited into the lives of others.  Many of them have lived glorious days, while others are still trying to create a plan to survive.  While learning about their immediate needs, I also get to see what their family is like, what they have achieved or haven’t, and their attitudes about aging.  I have the perfect insider’s view of what my life could be.  And for that, I am truly grateful for my spouse, who has supported me through 19 years of life experiences and business ventures, and my children, who make my heart melt just with a smile.  I am grateful that we all have good health and good attitudes about learning and living. In full circle, helping families create estate and long-term care plans helps me to be aware of and to be able to help so many more seniors and veterans maintain quality of life as they age, as we all age. 

Molly Hall

“The eight-plus hours a day I spend outside my family, sleep and yoga time feels like a daily, hourly purpose-driven mission.”

  • Family – I know this one can land like it's rather “rogue.” Every award acknowledgment, sporting event and gratitude exercise begins with some rendition of thanking family. Without truly enjoying my family, our time together and all the hobbies and interests we have together, my personality would allow for me to be a workaholic. I know all too many people who hide out in the “busy and important” parts of their work because being intoxicated in work, “overwhelmed and stressed” sounds much more attractive than spending time with their family. I know it sounds horrifying, but it is sadly true. I am so grateful for my family and the amazing year we had: camping, swim team, golf team, lacrosse, softball, hiking, Mexico, skiing, snowshoeing, dinners with friends, and belly laughing at many movies. This year in particular, I don't take for granted the uniqueness of our quality family time and the absolute fun we have together. 
  • Health – Every time I open my smartphone and see a group text from my siblings and/or load Facebook, I would be losing if I didn't silently say a quick prayer this year. It felt like everywhere I turned there was an update with another friend, family member, neighbor or colleague who was faced with some version of an illness, health scare or death. There is a part of me that is in denial around “we're at that age,” but this year in particular it seemed like it was everywhere – young, old and in between. This year I am deeply grateful for my health and my children's health and that we are alive and well. That really felt like an enormous victory this year. I'm already creating and planning for our 2016 health goals and ways we can proactively create up-leveled conscious health goals.
  • Purpose – What I get to do day in and day out is not “work.” The eight-plus hours a day I spend outside my family, sleep and yoga time feels like a daily, hourly purpose-driven mission. Whether it's in writing, coaching, teaching a webinar, partners meetings, creating marketing content or leading a demonstration for prospective members craving a new way of life and practice, I don't take my part lightly. I owe it to each piece to be fully present and fully coming from a place of passion, purpose and difference-making. 

We want to take this moment to say THANK YOU to all our members, their team, our power partners and speakers for a most wonderful and blessed 2015.  We look forward to locking arms with you all again in 2016 and making it the best year yet!

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Congratulations To Mike Goss, Lawyers With Purpose Member Of The Month


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

Our revenues have grown each year since joining. I was very satisfied with my income in 2014, but this year we’re on track to double our revenues.

  • What is your favorite LWP tool? I’m most pleased with the system, rather than an individual tool.

It’s everything LWP provides that has made us successful – the software, the initial and periodic training, the coaching, the webinars, the marketing materials and “the process.” Everything works together in an integrated fashion so that our clients get good results in a timely manner.

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

We’re “on the same page” with how things should be done. We’re much more efficient and effective because we don’t have to spend additional time on decision making and communication. We do those things, of course, but we’ve already reached agreement on many issues and know what to expect.

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Roth IRA’s: Factors Even the Best Planners Forget to Consider

Seems like everywhere you turn, there’s an article or recommendation to convert your traditional IRA to a Roth IRA.  Why?  It’s simple: unlike a traditional IRA, wherein you can take a tax deduction against your ordinary income for the amount contributed to it and it grows income tax free, a time eventually comes when you have to pay the piper. 

Typically, at the latest, this happens at age 70½, when a minimum distribution is required from your IRA.  All withdrawals from your traditional IRA are then taxed at your then income tax rate.  On the flipside, a Roth IRA permits you to put money into a Roth now, without receiving any income tax deduction now, but as the Roth proceeds grow income tax free, they are also income tax free when you take your Roth IRA proceeds.  This is very appealing to people who want to minimize their taxes later in life.  In my experience, however, most people who do Roth IRAs are not doing them for themselves, but merely to have the protection of an IRA, and to be able to pass the assets to their beneficiaries without having to pay income tax.  So what's the downside? Sadly, most promoters of Roth IRAs are not aware of the downside.

Bigstock-Golden-Egg-In-Metal-Clamp--Ro-106073612The primary risk of investing in a Roth IRA is the possibility of it being lost should the need for long-term care arise.  The question that centers the risk is whether an IRA is included as an available resource in determining an individual’s eligibility for Medicaid benefits to pay for long-term care.  Federal law is clear: an IRA is an available resource in determining eligibility for Medicaid unless it is “annuitized.”  Federal law permits states to enforce the federal law as they determine, as long as it’s not “more restrictive” than the federal law.  Many states exempt an IRA from being considered available as long as it is in “payout status.”  Accordingly, payout status has been interpreted as the IRA owner is receiving regular payouts equal to the required minimum distribution.  The greatest risk, however, is that the less restrictive approach is merely a “policy” decision, and the state medical department can change its policy to the more restrictive federal law at any time without notice.  There has been a trend in that several states have done this over the past few years.  Will your state be next?

Another risk of a Roth IRA is that in many states, it is treated like a regular investment account and is considered “available” because there is no required minimum distribution.  As an available resource, it must be spent down to qualify for Medicaid benefits.  This obviously is counterproductive to the original intention of creating the Roth IRA.  Instead of being able to accumulate assets income tax free, seniors are forced to liquidate them to pay for their long-term care cost, which is not ideal because there is no tax advantage to doing so.  If a traditional IRA is used to pay for long-term care costs, the offsetting Medicaid tax deduction enables 98 percent of the IRA to be utilized by the IRA owner when used to pay for long-term care costs, rather than the typical 70 percent after the benefit.  Not so with a Roth.  So what is one to do?  It’s easy – use an IPug®. 

IPug is an irrevocable pure grantor trust that allows the grantor to maintain control of the trust assets as trustee and modify the trust as to the timing, manner and method of distribution and as to the beneficiary.  The one exception is that the grantor could never change ownership of the assets or permit principal back to themselves, which acts to protect the trust proceeds from predators and creditors, similar to an IRA. An IPug, however, also has the distinction in that its trust assets are not considered available in determining the grantor’s Medicaid eligibility.

An IPug trust essentially works like a combination of a Roth and a traditional IRA, but better.  Once you put money into an IPug, if you invest in long-term growth assets, those assets are not taxed until you withdraw them.  But, unlike a traditional IRA, if withdrawn, they are taxed at the preferred capital gains tax rate, rather than at the ordinary income tax rate.  Most importantly, for most people who never intend to withdraw from their Roth prior to death, the IPug provides the same benefit as a Roth of providing the assets a full “step up” in basis. The primary advantage of an IPug, however, is that the trust assets are passed onto your heirs income tax free and fully asset protected for the rest of their lives. 

The predominant benefit of an IPug over a Roth, however, is that it is protected from the nursing home during the grantor’s life!  That’s a substantial difference that a Roth cannot provide.  So, IPug or Roth, you decide – but it’s a great option to offer your clients.  

Have you been considering becoming a Lawyers With Purpose member?  Did you know one of the benefits of being a member is exclusive members only opportunities?  One example is to co-author a book with Victoria and I.  If you want to learn more about this opportunity consider participating in our FREE WEBINAR "Writing Your Way To Success" TOMORROW, Friday, November 20th at 12 EST. 

There is no better tool that says, "I am the expert" than a book with your name on it. Two LWP members attended Victoria's "How to Write a Book Training" in 2010, went on to write a book and saw their practices surge because of it. Even if you don’t enjoy writing or think you can't write, attend this session to see how easy it can be.  And learn how to market your book as well!  Click here to reserve your spot for this webinar. If you're not a member, you can still join and shoot us an email after to let us know what you think to: info@lawyerswithpurpose.com 

If you're a member and are already joining us – we'll see you there!

David J. Zumpano, Esq, CPA, Co-founder Lawyers With Purpose, Founder and Senior Partner of Estate Planning Law Center

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Congratulations To Richard Winblad, LWP Member Of The Month

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

The greatest success that I’ve had since joining LWP was the ability to counsel and find a solution for a Veteran and his family.  They came to my office with a huge unmanageable memory care expense.  Using the training enabled me to identify the availability of the Aid and Assistance Pension.  We found answers for what appeared to be a hopeless situation. 

Image1What is your favorite LWP tool?

The software simplifies trust package creation. The data prompts are well thought out and designed to prevent drafting mistakes.   However, I find that the systems are the best tools.  The RMS systems, videos and materials are outstanding.

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

My team is getting excited about the materials and watching training videos.  They will get a first-hand experience at the upcoming retreat.  Personally, the LWP training has given me the ability to help those facing uncertainty find solutions.  Not only is this a confidence booster but it also motivates me to find more people to help.

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Last call for registrations!

Did you know the DOORS ARE CLOSING at 5 p.m. sharp tomorrow on registrations for the Tri-Annual Practice Enhancement Retreat, which happens October 21-23 in Phoenix?

If you are even remotely considering making the event happen, you MUST reserve your seat (and hotel) today. 

The hotel has extended our room block TWICE, and there are only a few rooms left before the entire hotel is SOLD OUT. We honestly will not be able to work our magic once they're gone.

To recap what the Retreat has in store: ​

  • Bigstock-Big-Blue-Register-Button-11019470 (1)Intense 90-minute focus sessions on legal technical, marketing, law firm operations, team training, trust drafting, cloud-based CRM workflow systems and MORE!
  • Creating your Money Plan law firm retreat.
  • A personal and professional development day.
  • Continuing Education Credits.
  • Hands on guidance and laser coaching for your firm from the LWP team, including Dave Zumpano, Molly Hall and Victoria Collier. 
  • ​Not to mention the networking opportunities with lawyers from across the country!​

Don’t fool yourself and say (possibly yet again), “I can’t afford (time, money or both) this one, but I definitely will get to the next one.”

In my experience, when the timing couldn’t be worse, is the very reason why you need to be in the room.  Maybe your business isn’t booming and you’re drowning and you don’t know when that will stop, or maybe a team member just quit, or possibly you have a team member you’re on the verge of firing, or cash flow is down, etc., etc., etc. 

Reasons are the cemetery of your dreams.” Reasons that emerge from any rendition of the above are the very reason why you need to be in the room.

This WILL be our last invite. No more reminders or captivating blog posts tempting you to take the leap of faith and say, “It’s now or never.”

To reserve one of the last seats, just click here

Can’t wait to see your name on the “A List.”

In your corner,

Molly

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“Time” Is The Difference Between Surviving And Thriving

The thought of thriving is ideal, but most attorneys I work with are overwhelmed and are just surviving.  The reality is, as I discover their worlds, they're working long hours and weekends just to survive, just to keep their head above the water. Despite themselves, some are even thriving, but the personal cost is higher than they anticipated or want to pay.  Again, the lack of time seems to show up in each of their challenges. 

Bigstock-Time-Is-Money-Concept-74046667That's why on Thursday, July 23rd at 2:00 EST, I am hosting a one-hour webinar entitled, “Having the Time to Have it All – Three Time Strategies to Have a Practice with Purpose and Profit”. 

======== >  REGISTER NOW HERE

In this webinar I will prove you do have enough time.  The truth is, you're already doing it all, just in the wrong order.  I will show you how to get the right help from others so together you can get it all done with less time required of you. 

I will show you how I got my work-life balance back and how you CAN run a law practice that helps a lot of people, not at the expense of you, but rather with your skills being utilized effectively. 

And, for the first time ever, I’m going to let you see the “backend” of my practice.  I’ve never done this on a webinar before.  You will see with your own eyes the platforms, systems and software that I am using to lead a successful practice that runs practically without me. 

In all honestly, I can now manage my staff and every client matter right from my cell phone—which can be done sitting on the beach or while watching a sports game. Talk about freedom!  Register now and I’ll show you how it’s done. 

======== >  REGISTER NOW HERE  

C’mon, what would it be worth if one hour could save you ten hours a week for the rest of your practice life? Imagine if in the time you have, you could help more people, without increasing the amount of time required of you? 

This is possible, but you must know and implement these three time strategies, so go now HERE to register for this one-hour event to identify what all successful people use to share their value and help more people in an organized manor.

I hope you can join us so you begin to thrive instead of just survive!

Here’s to making the time,

David J. Zumpano, CPA, Esq., Practicing Attorney, just like you & Founder of Estate Planning Law Center & Lawyers with Purpose LLC

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Five Essential Roles For A Successful Practice – Part One

Many people have a business that makes them money by default rather than by design.  Michael Gerber in “The E‑Myth” declared that the entrepreneurial myth is that most businesses are started by people risking capital to create value. In reality, Gerber contends, most businesses are created by frustrated technicians.  Gerber goes on to discuss the three common roles in business: the entrepreneur, the technician, and the manager.  So in this blog series, I will be expanding on what Gerber believed, based on my extensive work with more than a thousand small estate planning law firms over the past 15 years.

Gerber’s assessment is spot on and a macro approach.  I will apply it in a more micro way to show what is needed at all levels of a successful law firm.  In my experience, five key roles must be fulfilled to truly have success in any practice or business.  Those five keys roles are the entrepreneur, the visionary, the transformer, the performer, and the leader.  Let’s distinguish the subtleties of each role and how they interact to achieve ultimate success.

Bigstock-Creative-sign-with-the-text---75543127The primary role essential to success is the entrepreneur.  In my experience, the role of entrepreneur often gets confused or blended with the role of visionary, yet they are separate roles.  While both are often fulfilled by the same person, each requires a different skill set and achieves different results.  Let's examine the entrepreneur.  An entrepreneur is “one who pursues opportunity without regard for resources currently controlled,” according to Harvard Business Professor Howard Stevenson.  It seems appropriate but broad; I prefer a definition that sorts entrepreneurs into two levels.  A Level One entrepreneur is an individual who identifies, creates and delivers a vision the world benefits from.  I call a Level One entrepreneur a “solopreneur.” A Level Two entrepreneur is an individual who identifies, creates and delivers a vision the world benefits from, and is able to have it created and delivered without his or her direct involvement.  Most lawyers are Level One entrepreneurs; that is, the success of their business is wholly dependent on them.  As a result, they can be profitable, as many lawyers are, but their reach or impact is restricted by their individual capabilities and time.  A Level Two entrepreneur is one who can create value without having to create it and deliver it themselves.

The entrepreneur is distinguished from the visionary in that a visionary is, according to the Oxford Dictionary, “someone who thinks about and plans the future with imagination or wisdom.” An important distinction is that entrepreneurs can implement either their own vision or others' vision.  Did Ray Kroc invent the hamburger or the restaurant?  No, but he had a vision.  He had a vision of how to do it differently.  Conversely, do you need to be Ray Kroc to own a successful McDonalds restaurant, or to be a successful entrepreneur?  No.  Entrepreneurs can implement the vision of others, as in the case of a franchise owner.  The key point here is that both roles are needed.  While entrepreneurs can implement their own or someone else's vision, not all visionaries can create and deliver their vision, and therefore, would not be an entrepreneur.  For example, do you know who invented the Post-it note?  Obviously, being creative and a visionary does not make you an entrepreneur, and this is the key distinction.

Lawyers with Purpose is an organization created by a successful entrepreneur and visionary who created a system that enables any attorney to implement it with the same success.  Come discover.  In the remaining parts of this series, we will discuss other key roles necessary for success: the transformer, the performer and the leaders.

If you aren't a Lawyers With Purpose member and want to discover how to be a successful entrepreneur and/or implement the ideas of other successful entrepreneurs and visionaries, join us for our FREE Having The Time To Have It All Webinar on Thursday, July 23rd at 2:00 EST. Register today to join the conversation and build the practice of your dreams!

David J. Zumpano, Esq, CPA, Co-founder Lawyers With Purpose, Founder and Senior Partner of Estate Planning Law Center

 

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I Am Not Afraid…

I hate conflict.  Yes, I am a lawyer and, no, I do not like conflict.  When I was a child, I was extremely withdrawn and shy.  My mother left my father, brother and me when I was two years old. My father remarried when I was six, and my stepmother was very strong in personality and discipline.  That same year, my mother committed suicide. I learned that if I kept my head down and my mouth shut, I would be left alone.  I learned to avoid conflict. But, in exchange, I never learned how to express myself or my feelings.  In high school, I was forced to write journals and took that opportunity to push the limits on sharing my feelings, but without confrontation.  These behaviors served me well when I enlisted in the United States Air Force. Keep your head down, say “Yes, sir” and keep your mouth shut otherwise. 

Because of that, when I started my law practice right out of law school, I was woefully unprepared to manage a business with employees. I was not initially great at hiring employees. I was even worse at firing them.

Bigstock-Typewriter-With-Special-Button-75886646I was afraid of hurting their feelings. I was afraid they would not find a new job (which made me feel responsible for their financial demise). I was afraid I would not find a suitable replacement. I was afraid they would quit before I was ready to fire them.  I was afraid of running my business without them. But most of all, I was afraid to even discuss small problems with them. 

For example, when an employee was coming in late regularly, instead of raising this issue, I would internally justify that they were working over lunch or working late. While that sounds reasonable, it isn’t, actually, because the other employees get the perception that it is OK to come in late.  Everyone then starts to dribble into the office at their own discretion.  Consistency is gone.  Efficiency is gone. Eventually, morale is gone.

Over the years, I have read a lot of books on hiring and firing. That helped tremendously. But what helped more was the moment when I realized that, while I was trying to avoid external conflict with my associates and team members, I was actually in a ton of internal conflict with myself.  The internal conflict carried a lot of stress and negative baggage that continued to build each day as I “kept my head down and my mouth shut” until I imploded. Implosion destroys relationships, and it is not constructive.

Today, for many reasons, to include the fact that I have learned through the systems and processes of Lawyers with Purpose to run my law practice like a business and take the “emotional” equation out of it, I am no longer afraid of having constructive discussions with my team, together or individually.  When I am experiencing internal conflict, so are they.  Someone needs to be the leader to initiate these difficult but necessary conversations. In many cases, the issue will be beautifully resolved and jobs maintained. In other cases, when team members leave, it is best for both the firm and the former employee. 

Without the conflict, we can all better focus our energy on productivity and profitability. I am no longer afraid. Now, I challenge myself to have the conversation swiftly and confidently that leads to success.  If you are like I was, in addition to becoming a part of the Lawyers with Purpose community that can support you, I recommend you do two things:

  1. Read Dan S. Kennedy’s “No B.S. Ruthless Management of People and Profits: No Holds Barred, Kick Butt, Take-No-Prisoners Guide to Really Getting Rich”, available on Amazon.com; and
  2. Before each necessary conversation, say to yourself:  This is to OUR success!

Training on how to actually initiate and conduct safe conversations was presented at the Lawyers with Purpose Tri-Annual Retreat in St. Louis last week. To grow the strength of your team to improve efficiency and profitability, join Lawyers with Purpose!  https://www.lawyerswithpurpose.com/Join-LWP.php

Victoria L. Collier, Co-Founder, Lawyers with Purpose, LLC, www.LawyersWithPurpose.com; Certified Elder Law Attorney through the National Elder Law Foundation; Fellow of the National Academy of Elder Law Attorneys; Founder and  Managing  Attorney of The Elder & Disability Law Firm of Victoria L. Collier, PC, www.ElderLawGeorgia.com; Co-Founder of Veterans Advocates Group of America; entrepreneur; author; and nationally renowned presenter.  

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Veteran Benefits For Widows

While the Veteran is often the focus when discussing Veterans Benefits, we must not forget the range of benefits available to surviving spouses of Veterans. Widows are entitled to an array of benefits, some commonly known and others more obscure.  But, for almost every type of benefit discussed, the Veteran must be deceased. During a Veteran’s lifetime, there are no benefits payable to the spouse even though the latter’s existence as well as their medical expenses, income, and assets can positively or negatively impact the benefit for which the Veteran may qualify. For more information from the VA website: http://explore.va.gov/spouses-dependents-survivors.

Bigstock-Veterans-Day-4591292Estate and Elder Care Planning attorneys are most familiar with the non-service-connected disability pension for surviving spouses also referred to as “death pension” or “widow’s pension” or “widow’s aid and attendance”. It is not necessary for a Veteran to have already filed a claim with the Veterans Administration or to have been in receipt of non-service-connected disability pension in order for a surviving spouse to file his or her own claim. 

Claims Based on the Veterans Disability:

Notwithstanding, there are two particular scenarios that expand benefit options to spouses at the time of the Veteran’s death. First, if the Veteran had filed a fully-developed claim for pension that was still pending, a surviving spouse could file a substitution of claimant form in order to assume the Veteran’s claim. Second, if the Veteran had filed and been approved for pension, but had not yet received the funds, then the surviving spouse may file an accrued benefits claim to receive benefits that were due and payable to the Veteran at the time of his/her death.

The counterpart to the non-service-connected disability pension for surviving spouses when the Veteran has a service-connected disability is called Dependency and Indemnity Compensation (DIC). DIC is for surviving spouses and dependent children of Veterans who were disabled by an injury or illness that was incurred or aggravated during active military service. Claims for death pension, accrued benefits, and DIC are all filed by using the same VA form 21-534EZ. For this reason, the claimant often receives a determination for all three types of claims in the VA award letter even when intending to only apply for death pension. More information regarding DIC can be found at http://explore.va.gov/disability-compensation/spouses-dependents-survivors.

Burial Benefits:

Apart from these monthly benefits, there are one-time flat rate benefits that are available when a Veteran dies. These include a small burial allowance as well as additional allowances for interment and transportation and those amounts vary depending on whether the Veteran’s death was service-connected or not. In most cases, surviving spouses on record are paid the burial allowance automatically once the VA is notified of the Veteran’s death, but a claim must be filed to obtain the additional allowances. See http://explore.va.gov/memorial-benefits for more information regarding these benefits.

20/20/20 Rule:

Finally, the 20/20/20 rule entitles unmarried former spouses of Veterans to medical benefits and commissary and exchange privileges as long as they were married for at least 20 years, the Veteran served at least 20 years creditable in determining eligibility to retired pay, and the marriage overlapped the service period by 20 or more years. A former spouse who meets these requirements is known as a 20/20/20 former spouse. Former spouses may also qualify for the Survivor Benefit Plan (SBP) as long as they are not remarried before the age of 55. In fact, a former spouse may regain eligibility if the remarriage ended before the former spouse turns 55. A former spouse can be designated as a SBP beneficiary by court order or by a voluntary, written agreement with the Veteran. For more information go to http://www.militaryfamily.org/info-resources/marriagedivorce/benefits.html.

If you want to learn more about Lawyers With Purpose and how it can support you in your elder or estate planning practice, join us for our Practice Enhancement Week in St. Louis the 1st – 5th of June.  You can check out the full agenda here.  And if you have any questions at all, please contact mhall@lawyerswithpurpose.com.  

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. 

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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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.