advanced legal training institute Powerful | Focused | Interactive Continuing Legal Education October 5, 2011 Newsletter Estate Planning Updates… Dear Attorneys & Wealth Planning Professionals, Feature Article: Law Practice Management Series About Advanced Legal Training Institute by Mary G. Anderson, Life Management Consulting When I started Advanced Legal Training Institute almost five years ago, the [...]
Posted by sinatra on Thursday, October 6, 2011 at 12:17 am
Filed under Articles, Estate Planning, Law Practice Managment, Legacy Planning, News, Succession Planning, Uncategorized · Tagged with Advanced Legal Training Institute, Eldercare Plning, Estate Planning, Estate Settlement Agent, Integrated Estate Planning, Legacy Planning, Life Management Consulting, MCLE, My Estate Management Guide
advanced legal training institute Powerful | Focused | Interactive Continuing Legal Education October 5, 2011 The Newsletter Estate Planning Updates… Dear Attorneys & Wealth Planning Professionals, Important Information on the Federal Gift Tax Exemption October is a great month to reconnect with your clients. It’s the beginning of the fourth quarter and clients are thinking [...]
Posted by sinatra on Wednesday, October 5, 2011 at 7:23 pm
Filed under Articles, Estate Planning, Legacy Planning, News, Tax Planning, Uncategorized · Tagged with 2010 Tax Relief Act, Dynasty Trusts, Estate Planning, Federal Gift Tax Exemption, Generation Skipping Transfer Tax, Gift Planning, Gift Tax Liability, Inter Generational Transfers, IRS
advanced legal training institute Powerful | Focused | Interactive Continuing Legal Education October 5, 2011 The Newsletter Estate Planning Updates… Dear Attorneys & Wealth Planning Professionals, Feature Article: Law Practice Management Series Wrapping Up ONE AMAZING YEAR: How to End 2011 Strong by Following a 4th Quarter Action Plan Map by Mary G. Anderson, Life [...]
Posted by sinatra on Wednesday, October 5, 2011 at 3:34 am
Filed under Articles, Law Practice Managment, Legacy Planning, Succession Planning, Uncategorized · Tagged with 90-Day Intention, 90-Day Time Map, Feedback, Finish Strong., Goal Setting, Law Practice Management, Quarterly Goal Setting, Rewards, Support, Time Management
What Is succession planning? Succession planning is “a means of identifying critical management positions, starting at the more junior levels of project/case management extending all the pay up to the highest position in the firm. Although it is often confused with replacement planning, succession planning goes beyond replacement planning because its focus is broader than one position, department or specialty. While often associated with planning for a senior attorney/partner/executive replacements only, it is really a much broader concept than that.
Posted by sinatra on Tuesday, September 27, 2011 at 11:15 pm
Filed under Articles, Law Practice Managment, Legacy Planning, Succession Planning, Uncategorized · Tagged with Cross-Training, Documentation, Employee Development, Estate Planning, Gifting, Law Practice Management, MCLE, On-the-Job Training, Paralegals, Succession Planning
advanced legal training institute Powerful | Focused | Interactive Continuing Legal Education September 27, 2011 The Newsletter Estate Planning Updates… Dear Attorneys & Wealth Planning Professionals, Feature Article: Law Practice Management Series Build a Successful & Sustainable Law Practice: Create Office Systems, Procedures & Scripts by Mary G. Anderson, Life Management Consulting “97% of all [...]
Posted by sinatra on Tuesday, September 27, 2011 at 10:56 pm
Filed under Articles, Estate Planning, Law Practice Managment, Legacy Planning, Succession Planning, Uncategorized · Tagged with "Best Practice", 1-on-1 Coaching, Bookkeeping System, Client Care, Client Referral Systems, Conflict Resolution, E-mail Management, Employee Development, End-of-Life Planning, Financial Systems, Get Organized, Goal Setting, Ideal Client, Inventory, Job Descriptions, Law Practice Management, Leadership Skills, Marketing Skills, MCLE, Office Organization, Office Procedures, Office Systems, Offline Marketing, Online Marketing, Paper Management, Performance Evaluations, Personnel Policies, Quality Teams, Space Management, Stay Organized, Succession Planning, Teamwork, Time Management