Feature Article: Law Practice Management Series
by Mary G. Anderson, Life Management Consulting Group
W
hen we started Advanced Legal Training Institute almost five years ago, the #1 goal was to offer timely, relevant, state-of-the-art legal education in a collegial and supportive environment that facilitates dialogue and debate. I knew that I would prefer attending a smaller meeting than one that is held in a hotel ballroom with a huge crowd with a tiny overhead screen on the stage. Our goal was to provide MCLE legal education that includes formal lecture presentations, case studies and small group problem solving sessions in a small classroom environment. We did it!
I chose an estates & trusts attorney, Frank Doyle, with a lengthy background as the founder of WealthPLAN and as someone who brings over 35 years of experience in tax, estate planning, litigation, probate and trust administration, to be the main presenter. Frank has taught law school and a variety of MCLE courses nationwide for Lorman, NBI, CalBar and more. Frank knows what works in the classroom and why. Our programs offer the best ideas from all of his presentations, case studies and professional experience to provide each of you with a step-by-step map to support our aging population as you design, develop and update their estate plans.
Sadly, estate planning attorneys are sued more than any other specialty. Frank has been frustrated with the fact that he never found the information that would allow an attorney to capture the basics of developing and expanding a thriving estate planning practice, so he created the menu of programs we now have on the process of integrated estate planning.
I would love for you to become a part of our community– sign up for our newsletter, attend a live seminar, purchase a pre-recorded Video DVD and/or Audio CD. You will not be disappointed. Often, lawyers, especially in smaller firms, frequently are not good business people, and there is often a reluctance to get involved in management. Laws change– then they change again. It’s a highly competitive business today and law firms can’t afford not to have well-defined goals and objectives plus proactive technical leadership. Please look over our course offerings at our website.
Our goal at Advanced Legal Training Institute is to offer you the technical, managerial (planning, leading, organizing and controlling) and client support services to make your job easier and more fulfilling. Thanks again for your patronage and please let us know what educational resources and training you would like to participate in!
Quote To Ponder
“The first responsibility of a leader is to define reality,
the last is to say “Thank you.”
In between the two, the leaders must become a servant.”
~Max De Pree
About the Author:
Mary G. Anderson, is the Program Director at Advanced Legal Training Institute. She also provides client service programs through her company, Life Management Consulting Group. Many estate-planning attorneys have clients that are in need of guidance and support as they manage their elder years. Mary offers 1-on-1 coaching support for families that are facing some of the challenging aspects of end-of-life/eldercare such as choosing/evaluating a nursing home/assisted living center, professional organizing of important papers and documents, estate settlement and support with funeral planning, grief and loss. These consulting services assist clients who are either in 1) the midst of handling a death of a loved one and executing their estate and/or ) a client who has decided to get organized and plan ahead by completing their will, organizing their important papers, completing a checklist of final wishes and creating a legacy will. Mary is the author of “My Estate Management Guide”, “Pet Protection Legal Care Plan: Financial and Legal Planning to Protect Your Companion Pet” and a Certified Mediator & Estate Settlement Agent.
Legal Seminars | Customized In-house MCLE Training
Legal Consulting & Coaching | Speaking
Client Support Services
©copyright 2006-2017 | all rights reserved worldwide