Wednesday, January 11, 2012

Webinar: Rainmaking Strategies for Lawyers: Attract Clients by Positioning Yourself as the Expert

Join our seasoned professionals & learn how to:

• Position yourself as a thought leader in an opportune industry segment
• Land specific categories of new business...without ever leaving your desk
• Guarantee you're the first lawyer in America writing about a topic
• Turn social media into your free personal broadcast network
• Have reporters call you for the expert quotes that make their story -- and your reputation
• Get business while you sleep by building a "virtual promotions department"
• Be in demand to speak at the right conferences
• Create your own thought leadership platform
• Reinforce your marketing efforts with top-of-mind marketing communications that reach a much larger universe of prospects

Thursday, December 29, 2011

Join us for a Lunch and Learn Event: Asset Protection in California: A Primer for Attorneys, CPAs and trusted advisors

Description: From the underlying substantive law to practical aspects of asset protection planning (i.e., what works and what does not), this program will cover the basics that every lawyer needs to know about protecting assets from lawsuits and creditors. We'll cover specific planning strategies and solutions, including planning with community property, business entities and domestic and foreign trusts. Specific emphasis will be placed on protecting assets in a troubled economy, including protection from lenders and landlords holding personal guarantees.

You'll learn various ways, from the very simply to the very sophisticated, to protect specific assets common to all clients: houses, bank and brokerage accounts, rental real estate, businesses and professional practices and retirement plans. Course materials will serve as a treatise on asset protection as well as an exhaustive reference source for many of your planning needs and will outline and diagram the discussed planning techniques and structures. The instructor will share many real life case histories and anecdotes that will readily illustrate the effectiveness of various structures.

Sunday, November 20, 2011

Asset Protection in California: A Primer for Lawyers

Webinar & Resources
Sponsored by:
Klueger & Stein, LLP

Major Topics:

• Practical aspects of planning contrasted with legal theories, including last-minute planning
• Planning to protect specific assets, including houses, rental properties, bank accounts and retirement plans
• Planning for specific clients before and after lawsuits, planning to protect from specific types of plaintiffs and creditors
• Planning with and for business entities, including domestic and foreign corporations, LLCs and limited partnerships
• Picking correct entities and jurisdictions
• Usefulness of domestic and foreign asset protection trusts

Webinar:
Click here to register
Friday, December 16th, 2011
11:00 AM- 12:00 PM

Can't attend the webinar?
Click here
to request presentation materials

Description:

From the underlying substantive law to practical aspects of asset protection planning (i.e., what works and what does not), this program will cover the basics that every lawyer needs to know about protecting assets from lawsuits and creditors. We'll cover specific planning strategies and solutions, including planning with community property, business entities and domestic and foreign trusts. Specific emphasis will be placed on protecting assets in a troubled economy, including protection from lenders and landlords holding personal guarantees.

You'll learn various ways, from the very simply to the very sophisticated, to protect specific assets common to all clients: houses, bank and brokerage accounts, rental real estate, businesses and professional practices and retirement plans. Course materials will serve as a treatise on asset protection as well as an exhaustive reference source for many of your planning needs and will outline and diagram the discussed planning techniques and structures. The instructor will share many real life case histories and anecdotes that will readily illustrate the effectiveness of various structures.

Wednesday, November 09, 2011

Complimentary E-Book: A Lawyer's Guide to Asset Protection in California

A Lawyer's Guide to Asset Protection Planning in California is the first and only treatise on asset protection planning specific to California. A desktop reference guide that every attorney in California should have. In-depth coverage of the underlying substantive law and legal doctrines, with a review of applicable statutes and cases. 

The book is being brought to you courtesy of Expert Presence. It retails on Amazon for $140. It is yours without strings, commitments or obligations. Hope you enjoy the book and let us know what you think!

This book is:

• The only legal treatise on asset protection planning specific to California clients
• The only legal treatise that goes well beyond the black-letter law and showcaes practical aspects of planning
• A no-nonsense approach to fraudulent transfer analysis and last minute planning
• An in-depth analysis of planning with community property, trusts, LLC's and various off-shore vehicles

Enjoy!

Anna Spektor - Founder of Expert Presence - a marketing company devoted to marketing law firms and attorneys.

To learn more about Expert Presence or to get a complimentary marketing consultation, feel free to visit us at www.expertpresence.com or contact us today!

Tuesday, October 04, 2011

Essential Estate Planning for Blended & Divorced Families

Free Webinar: October 27, 2011
Time: 2 p.m. - 3 p.m. Pacific Time
Click Here to Register
Register in Advance, Space is Limited!

• Become equipped with techniques to properly advise divorced clients and blended families with respect to estate needs
• Discover the crucial steps that must be taken as soon as a divorce commences and how to protect    the divorcing client and his or her heirs
• Learn what to do about life insurance, business assets, lack of liquidity, retirement accounts, and estate planning documents, including advanced directives
• Receive CE Credit (1hr CPE/CLE)

Description:
Are you well prepared to properly advise your divorced clients? Do you feel comfortable identifying and addressing the estate needs of a blended family? This seminar will prepare you to properly advise in both scenarios.

On the divorce side, learn the critical steps that must be taken as soon as a divorce commences; how to protect the divorcing client and his or her heirs, what to do about life insurance, business assets, lack of liquidity, retirement accounts, and estate planning documents, including advanced directives.

We will discuss:

• Prenuptials, Postnuptials and Estate Planning
• What can a divorcing spouse do about his/her estate plan prior to judgment
• Post divorce planning - how to protect your client's assets and children post divorce
• Planning for Children - What happens to custody if both parents are incapacitated or die
• Estate Planning for Blended Families - Strategies and Pitfalls

Speaker:

Jane has over thirty years experience as a litigator and mediator and she brings experience as a business and a "high asset" family law litigator to her estate planning practice where she handles a variety of complex estate planning issues.

Also, as a mediator, having handled hundreds of alternative conflict resolution sessions, her negotiation and mediation skills assist families to settle their estate and asset issues.

Jane has been a frequent speaker to attorneys at Continuing Legal Education seminars and to community and professional groups. In addition, she has authored monthly columns for the Los Angeles Business Journal and the Washington State Trial Lawyers Newsletter as well as serving as a web editor.

Wednesday, September 14, 2011

Free Event and Webinar: New Estate Tax Laws Provide Historic Opportunities for a Limited Time

Speaker: Attorney Michelle C. Lerman - Certified Specialist in Estate Planning, Trust & Probate Law by the California Board of Legal Specialization of the State Bar of California

Michelle has been in practice for more than 25 years. She has been selected for inclusion in 2009 and 2010 Super Lawyers. Only 5% of the lawyers in the state were so selected.

Michelle is a partner in Lerman Law Partners, LLP, which has received the highest peer-review rating possible from Martindale-Hubbell (AV® Preeminent).

Michelle is a highly sought after speaker in the community and lectures on the forefront of current developments in estate planning design strategies.

Tuesday, May 10, 2011

Join Us: Promoting Your Business in a 3.0 World!

Join our prestigious group of service professionals and business owners for networking, stimulating conversation and fun over some wine and cheese!

You will be one of the first groups to enjoy the newly renovated Braemar Country Club as you learn how to use public relations tools and social media platforms to promote your business and attract new clients.

LEARN MORE OR REGISTER HERE

Ever wonder why your competition gets mentioned in the media even though you know as much or more than they do? They know how to play the publicity game. Learn how to use public relations tools and social media platforms to promote your business and attract new clients.

We will focus on:

• Branding yourself through social media tools including Facebook, Twitter and LinkedIn
• Maximizing your presence through speaking engagements, e-newsletters and Digital Marketing
• Making service providers relevant to the press
• Why editorial features have more credibility and added value than paid advertising
• How service providers with regulatory restrictions can market creatively

Wednesday, April 06, 2011

Grow Your Practice with Education-Based Marketing

Colleagues and peers who can lead you to potential clients should be considered your most valuable referral relationships. Yet most professionals don’t have a turnkey process to ensure they stay in touch and deliver value to these important audiences - colleagues and peers that serve the same client market.

Believe it or not, even your best referral sources don’t go about their day thinking how they can send more clients to your office. It is up to you to stay on top of valuable relationships and keep generating new ones so that your practice flourishes on referred business. When was the last time you were in touch with your referral sources? Are you getting the kind of referrals you want as clients?

Education-based marketing is a definitive business development tool that can increase and strengthen your referral relationships because it delivers value and generates referrals in an authentic way, leading to a successful practice.

There are many variations of education-based marketing channels. Here are some of the most effective programs we put in motion every day:

Educational Events:

Most professionals have a minimum annual continuing education requirement. They pay for countless classes every year to hear someone else deliver a presentation on a subject of your expertise. Why not prepare an educational presentation and approve it for CPE, MCLE, CFP and other continuing education credit and offer it on a regular basis in the comforts of your office? We know, it is easier said than done and like anything valuable it, requires time and commitment. We can share the process with you or we can help make your educational events a success. All you have to do is present a topic you already are an expert on.
 

e-Newsletters, Blogs, Social Media:

When was the last time you sent out an educational newsletter or a blog post about current events? This would not only help your referral source serve their clients better, but it would remind them of you and your services, increasing referral opportunities. How about social media? Are you building and strengthening your network? We can help you activate a successful digital outreach program that will deliver value to your referral sources and generate referrals for you.

Contact us today and learn how we can help activate these programs for your practice and help you generate more referrals.
 

Tuesday, March 01, 2011

How To Build & Strengthen Referral Relationships

Education-Based Marketing is a powerful marketing approach that delivers value while establishing credibility and thought leadership among key audiences, such as referral sources and prospecting clients.

There are a number of ways to deliver your educational message and start building relationships with your key audiences. Today, we will discuss how education-based marketing establishes and strengthens relationships with referral sources.

Say you are a Trusts and Estates professionals whose referral sources are CPAs, Financial Advisors, Bankers, Insurance and Real Estate professionals. What can you do to establish new and strengthen existing referral relationships with these professionals?

Our favorite approach is delivering an educational presentation, addressing a topic of interest to your referral sources. This presentation can cover a number of issues, such as addressing recent changes in the tax law and their impact on consumers; discussing the importance of updating your estate plan and other relevant topics and issues.

Organizing educational events and inviting existing and potential referral sources to learn from you is invaluable in establishing relationships, becoming a thought leader and winning the trust of key advisors that serve the same client market.

After attending your educational event, not only will attendees be thinking of you when their client needs to plan their estate, but they will be more likely to discuss estate planning and issues you educated them on with clients because you empowered them with knowledge to better serve their clients.

What about the details of event planning, such as topic selection, invitation, RSVP process, confirmation, follow up and all the good stuff that goes along with planning a successful event and getting the most out of your marketing efforts? The truth is, it takes thoughtful preparation and event planning “know how."

We will be happy to share best event marketing practices, in a way that is relevant to your practice, in a complimentary consultation. Schedule yours today!


 

Friday, February 18, 2011

Grow Your Practice With Seminars and Round Table Events!

Teaching a continuing education class or inviting colleagues to join your round table discussion is a great way to establish thought leadership and increase referrals.

Are you using educational events to grow your practice?

Our Event Marketing White Paper explains how to effectively incorporate CE seminars and round table events into your marketing mix and increase referrals. Complete the contact form on the right to get our Event Marketing White Paper.