Lawyers With Purpose

Dallas Texas skyline at night

Practice with Purpose

For new Members, Practice With Purpose events serve as the introduction to LWP planning concepts, strategies, tools, systems, processes, workflows, and more. We host these intensive, three-day events several times a year. You can see how comprehensive this training is by reviewing a “typical” schedule below.

DAY 1: MASTERING MEDICAID FOR CRISIS & PRE-PLANNING

  • Medicaid Crisis & Pre-Planning
  • Medicaid Planning Principles
  • Learn the Rules, Exceptions, Strategies and Secrets
  • Counseling and Design Issues
  • Medicaid Qualification Worksheet™
  • Spend-Down Methods & Calculations
  • Asset Protection Planning
  • Tools to Reveal Your Clients’ Real Needs
  • Value Proposition Conversation & Asset Risk Analysis™
  • Funding Table & Roadmap™
  • Checklists for Proper Planning
  • Case Studies to Determine Medicaid Eligibility
  • Hands-on Experience in a Classroom Setting

DAY 2: MASTERING CLIENT ATTRACTION AND RETENTION

  • Business Rationale “What’s In It For Me?”
  • The LWP Business Model
  • The LWP Relationship Management System™
  • Identify Allied Professionals in Your Market
  • The LWP Client Enrollment System™
  • LWP Workshop Training
  • Case Studies and Activities
  • Communicate Your Value in the Marketplace
  • Communication Skills to Increase Your Value to Clients and Allied Professionals
  • Social Styles Analysis

DAY 3: MASTERING TRUST DESIGN

  • Trust Fundamentals
  • Four Levels of Estate Planning: Traditional, Asset Protection, Benefits Eligibility, and Estate Tax Planning
  • Estate Planning Documents
  • Revocable Living Trusts
  • iPug™ Trusts
  • Special Needs Trusts
  • Non-grantor Trusts
  • Effective Design Strategy
  • LWP Plan Options
  • Understanding the Trust Design Template
  • Hands-on Trust Drafting in the LWPCCS Software
  • 00

    days

  • 00

    hours

  • 00

    minutes

  • 00

    seconds

Date

Oct 19 2020 - Oct 21 2020

Time

8:00 am - 6:00 pm

More Info

Hotel Website
Hyatt Regency Dallas

Location

Hyatt Regency Dallas
300 Reunion Boulevard, Dallas, TX 75207
Category

Organizer

Lawyers with Purpose
Phone
877-299-0326
Email
aross@lawyerswithpurpose.com
Hotel Website
Shopping Basket