Hear attorneys from small, medium and large firms discuss relevant issues and reveal their strategies for making an estate planning practice successful. Originally presented as part of Estate Planning for the 99%, available in its entirety as P1904-19U.
Credits: 0 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 1 Other PR
The Business of Running an Estate Planning Practice (Also Known as “Oh, the Things They Never Taught Us In Law School!”)
(1.0 Professional Responsibility)
Whether you are a solo practitioner or an attorney in a large firm, there are many issues to handle when building and running a successful estate planning legal practice: conflict checks, form libraries, the use of paralegals, knowing when and how to bill the client, and more. Hear attorneys from small, medium and large firms discuss relevant issues and reveal their strategies for making an estate planning practice successful.
Lorraine Cavataio, Sandberg Phoenix & von Gontard P.C., O’Fallon &
Brett M. Dale, Huck Bouma P.C., Wheaton
Theodore E. Froum, Froum Law Group, LLC, Evanston & Chicago &
Jane H. Pratt, Beal, Pratt & Pratt, Monmouth