11 Essential Estate Planning Systems for Entrepreneurial Attorneys – 90 Minute Webinar

July 4, 2012 Blog by: +

Tagged with:

If you want the keys to the kingdom of success, a game changer to turbo charging your estate planning practice, this is the Webinar for you. Learn about the 11 essential estate planning systems that bring order to everything you need to run your practice, from system start to finish. It’s really just that simple, thanks to the entrepreneurial minds of Robert Armstrong and Sanford M. Fisch, co-authors of The E-Myth Attorney, and founders of the American Academy of Estate Planning Attorneys (AAEPA).

Running an estate planning practice and elder law business is the ‘here and now’ reality of today. Just look at the statistics on America’s graying population; 79 million baby boomers are due to hit retirement age over the next 20 years. To put that into perspective, 79 million people are about equivalent to Germany’s entire population. Seniors definitely need the assistance of competent, qualified estate planning attorneys to protect and manage their assets. It’s all about getting the right estate planning information into the right hands at the right time.

“Immediate Action You Can Take to Create More Time and More Profit in

Your Elder Law and Estate Planning Practice”

This Webinar is slated for July 19th, 2012 at NOON, Pacific Time teaches you how to:

  • Work fewer hours while maximizing your income
  • Build the practice you have always wanted
  • Keep staff and clients happy
  • Pinpoint new efforts you need to include in your law firm marketing plan
  • Avoid the things that prevent you from hitting the next level of success

For participating in this Webinar, you receive:

  • A signed copy of The E-Myth Attorney
  • An invitation to qualify as a VIP guest at the next 8-hour Boot Camp and Summit in San Diego

Entrepreneurial attorneys and key staff in your office, click here and register for our 90 minute Webinar—you won’t regret it.

Jennifer Price
Director, Member Services, Marketing & Recruiting
American Academy of Estate Planning Attorneys, Inc.
9444 Balboa Avenue, Suite 300
San Diego, California 92123
Phone: (858) 453-2128
www.aaepa.com

Print Friendly

Important Study on Elder Abuse Released

June 15, 2011 Blog by: +

Tagged with:

Following is an important study on elder abuse that you should take the time to read and pass on to your centers-of-influence who work with seniors:

NCPEA, in partnership with the MetLife Mature Market Institute and the Center for Gerontology at Virginia Tech, has released a study that examines the depths of financial exploitation against the elderly in the United States. Titled “Crimes of Occasion, Desperation, and Predation Against America’s Elders,” the study is a expanded follow-up to a groundbreaking study in 2009 named “Broken Trust: Elders, Family, and Finances. This new study widens the scope of the previous study to match the growing problem of financial abuse against the elderly.

To read the full report, click here:
www.metlife.com/mmi/research/elder-financial-abuse

Key Findings:

  • The annual financial loss by victims of elder financial abuse is estimated to be at least $2.9 billion dollars, a 12% increase from the $2.6 billion estimated in 2008.
  • Instances of fraud perpetrated by strangers comprised 51% of the articles. Reports of elder financial abuse by family, friends, and neighbors came in second, with 34% of the news articles followed by reports of exploitation within the business sector (12%) and Medicare and Medicaid fraud (4%).
  • Medicare and Medicaid fraud resulted in the highest average loss to victims ($38,263,136) followed by fraud by business and industry ($6,219,496), family, friends, and neighbors ($145,768), and fraud by strangers ($95,156).
  • Women were nearly twice as likely to be victims of elder financial abuse as men. Most victims were between the ages of 80 and 89, lived alone, and required some level of help with either health care or home maintenance. In almost all of the cases, there existed a combination of tenuous, valued independence and observable vulnerability that merged in the lives of victims to optimize opportunities for abuse by every type of perpetrator — from the closest family members to professional criminals.
  • Nearly 60% of perpetrators were males. Most male perpetrators were between the ages of 30 and 59, while most of the female perpetrators were between the ages of 30 and 49. Perpetrators who were strangers often targeted victims with visible vulnerabilities (e.g., limited mobility, displays of confusion, or living alone).
  • The number of news articles increased and the character of elder financial abuse changed during the holidays. From November 2010 through January 2011, of the 1,128 articles on elder abuse identified through the newsfeeds, 354 (31%) concerned elder financial abuse. At least one-quarter (27%) of the cases reported were random, predominantly single-event crimes accounting for relatively small monetary rewards and characterized by a high level of brutality and disregard for human life. Reports of elder financial abuse perpetrated by strangers and by friends and families were very similar (47% vs. 45%, respectively).

Don’t forget! World Elder Abuse Awareness Day is today, June 15, 2011! NCPEA has a special announcement about WEAAD coming soon, stay tuned!

If you would like to join NCPEA’s email list, please send an email with subject line: “Subscribe” to info@preventelderabuse.org.

Dennis M. Sandoval, J.D., LL.M.
Director of Education
American Academy of Estate Planning Attorneys, Inc.
6050 Santo Road Suite 240
San Diego, CA 92124
858-453-2128
www.aaepa.com

Print Friendly