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Member day slides spring 2012

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Member day slides spring 2012

  1. 1. **Please Silence Your Cell Phone**Check the back of your tent card for instructions on how to be social media savvy this event A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S 2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA
  2. 2. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S 2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA Spring Summit Event Booklet  Event agenda  Statistics and informational updates previously in the Member Day Slides
  3. 3. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S 2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA Premier Planning and NGL – Cocktail Party Sponsors  Bryan Adams, Steven Prince and Jim Burmeister
  4. 4. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S 2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA Response Mail Express – Bronze Sponsor  Josh Danielson
  5. 5. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S 2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA DocuBank – Coffee Break and New Member Lunch Sponsor  Randi Siegel and Mike Wall
  6. 6. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S 2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA BizActions – Coffee Break Sponsor  Bob Slavitt
  7. 7. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S 2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA Konica Minolta – Coffee Break Sponsor  Gene Elwell
  8. 8. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S 2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA Personnel Profiling  Linda Winlock
  9. 9. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S 2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA ElderCare Channel  John Reddan
  10. 10. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S 2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA Melanie Lee and Her Staff Welcome the Academyand the Membership to Williamsburg
  11. 11. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S 2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA Don’t Be Shy… You’re Among Friends  Name  City & State  How long you’ve been a Member
  12. 12. Join us!2012 Peak Performers’ Discovery Dinner Saturday 6:45 pm See your PBC for details
  13. 13. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S 2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA Play our segment if ready
  14. 14. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S 2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA Integrated Marketing  Centers of Influence  Clients  Seminars  Private  Public
  15. 15. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S 2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA Online Marketing with Attorney Websites
  16. 16. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S 2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA Introduction to Sandler Selling System  No Stress Client Engagement
  17. 17. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S 2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA Ancillary Businesses  Financial Services  Funeral Trusts
  18. 18. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S 2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA CounselPro Software  Integrated Estate Planning Software  Document Assembly Software  Practice Management Software
  19. 19. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S 2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA Financial Database
  20. 20. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S 2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA Redefining Estate Planning  Holistic Approach  Foundation (Core Values)  Wisdom (Life Experiences)  Financial (Financial Assets)  Community (Contribution)  Legacy Wealth Planning  New Estate Planning Myths Seminar  Branded Documents  Family Wealth Trust - Access Trust – Sentry Trust  Family Incentive Trust – Family Special Needs Trust  FRPT (Family Retirement Preservation Trust)
  21. 21. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S 2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA Fellows Program Peak Performer Program
  22. 22. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S 2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA Creating a Transformational Experience Niche Marketing
  23. 23. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S 2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA SEO & Social Media Program LawInfo.com  Put the chart for latest stats
  24. 24. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S 2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA Original Definition of Estate Planning  Living Probate  Death Probate  Taxes Expanded Definition  2nd Marriages  Divorce Protection  Creditor Protection
  25. 25. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S 2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA Newest Epiphany  Protection from Long Term Care Expenses Always thought it was “Red Headed Step Child”  Separate and apart from mainstream estate planning Should be considered with every estate plan
  26. 26. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S 2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA Academy Introduces a Complete Package for Integrating Long Term Care Concerns Into Your Practice  Upgraded Educational Materials  Marketing Tools  New Consultation Format  Multiple Academy Branded Documents  Practice Management Systems
  27. 27. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S 2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA Bio Picture
  28. 28. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S 2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VAAcademy & MPS Academy Member Educational BenefitsTraining & Tools Academy Members Academy Enhanced Elder Law Module
  29. 29. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S 2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA Education  Experienced Medicaid Attorneys  Dennis Sandoval CELA & Steve Hartnett available for continuing education  Academy Portfolio of Medicaid Modules
  30. 30. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S 2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA Marketing  Revised Legacy Wealth Planning Seminar  Seminar Evaluation Exercise  What Really Matters to Me  Summary of Current Estate Planning Documents
  31. 31. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S 2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA New Consultation Format  New Pre-Consultation Form  New Format for Uncovering a Prospect’s Pain
  32. 32. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S 2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA Package of Branded Medicaid Documents  Family Preservation Trust  Family Preservation Income Trust  Family Gifting Trust  Family Preservation Trust VA  Family Personal Care Agreement  Life Care Program
  33. 33. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S 2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA Quick Start Program for Beginners  David Zumpano  Special Training – Zero to Ready in 1 ½ Days  Med-Qual Worksheet
  34. 34. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S 2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA 1 ½ Day Zero to Ready Educational Program  Date – June 7 & 8th  Location –  Maximum Attendance –  Cost  1 ½ Day Training Fee  Monthly Access Fee (12 months)
  35. 35. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S 2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA Expanded services for the Academy Elder Law Program  Marketing  12 new Consumer Guides  New Elder Law Website Tabs  Continuous updated content
  36. 36. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S 2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA Special Conference Calls  Dennis & Steve regular updates on changes in Medicaid rules and new strategies CE Programs for Financial & Health Care Providers Elder Care Symposium
  37. 37. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S 2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA Introduction to Elder Care Channel San Diego Territory Stop the Train Whirlwind of Activity  Powerful Marketing Program for Members  Integration with New Elder Law Program  Worked with John Reddan  Restructured the program  Became partners in the new Elder Care Channel Worldwide
  38. 38. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S 2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA Bio Picture
  39. 39. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S 2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA Terms  Cost - $625 per month + $1100 Set Up Fee  50% of Preferred Listings and Expert Articles  Up to $7,500 for 1st year of program  25% of Preferred Listings and Expert Articles  Over $7,500 for 1st year of program  Go to Elder Care Channel Booth  Sign up at Summit and 50% of set up fee waived  The train leaves the station on 6/1/12
  40. 40. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S 2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA Sun with rays of sun labeled with:  Living Probate  Death Probate  Taxes  Remarriage  Divorce Protection  Creditor Protection  Special Needs  Nursing Home Protection

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