Congratulations Stephen Lacey – August Member Of The Month

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

When I started with LWP, I was beginning to expand my practice from a transactional practice to focusing in estate planning in general and Medicaid (this was at the start of the recession). While it took time to build the Medicaid practice, LWP gave me the basis of legal technical knowledge so that I could confidently discuss Medicaid crisis planning and preplanning (which most Elder law attorneys do not do) with clients. They then introduced VA planning which allowed me to expand my lines of business even more. With the introduction of Special Needs Trusts into LWP, that will allow me to expand yet again. So, since I started with LWP, I have exponentially grown my practice both in expertise and revenue and can foresee that upward trajectory continuing.

What is your favorite LWP tool?

The Estate Plan Audit. You can see how the clients appreciate the fact that I am asking questions that they never considered. The questions are very pointed, making the meeting efficient; and it generates great discussions which I believe helps set me apart from other attorneys. The client understands that I am here to identify their needs and then address those needs.

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

It is not only the legal technical support but also the support to help me build my incredible team. When I was contemplating expanding my team, a conference call with Roz and Molly gave me the confidence to move forward (and they were absolutely correct). They were also instrumental in helping me build a more efficient practice where I can continue to expand my business and revenue without necessarily needing to expand my overhead. But when it is time to expand my overhead, I know that LWP will be there to help me through that process so I can again proceed with confidence.

If you are at all interested in Lawyers With Purpose and how we can help expand your elder law or estate planning practice, please join us in Phoenix, AZ, September 12-13 for our Asset Protection, Medicaid & VA Summit. Register now! Early bird pricing ends today at 12pm EDT.