Sample Tools on members.aaepa.com
The Members-Only Website consists of over 1,000 web pages containing a history of all past conference call and event recordings and materials for all education, practice management, software and marketing instruction. It also contains all legal document language, marketing and practice management letters along with available products and special pricing information and ordering systems for vendors of choice.
The following examples are actual items recently uploaded and made available to the membership. The following information is updated regularly.
Member Submitted Items
Initial Consultation Diagram
Carolyn Thompson shared her consultation tips during the 2013 Spring Summit Roundtable on Initial Consultation Mastery. This diagram is an example of what she draws out for her clients in the consultation, to show the various sub-trusts and protections, as well as explain fees.
Member Submitted Items
Medicaid Marketing Materials
Collected $78,250 for only 8 Medicaid pre-planning cases after rolling out the Zumpano Medicaid process around the end of October. They spent $14,535 on the monthly MPS dues and the Zumpano training for 3 people and another $2,500 on travel-related expenses. This resulted in a profit of $61,215 with only 2 ½ months of offering Medicaid planning. They have retained 10 new Medicaid Trusts (averaging 1 per week) this year as of March 15, 2013. Total fees earned $97,500 - cash collected thru retainers in 2013 YTD - $62,000 - with 6 signings scheduled (balance due at signing). Their goal is to have 52 new Medicaid Trusts in 2013 at $9,750 each for a total of $500,000 in new revenue. Paul Kraft, said, “…Phase 1 marketing efforts to introduce Medicaid to our existing clients. This is the area we’ve worked the hardest on and had the most success. The Phase 2 is going after new clients in this area, and we have barely scratched the surface on this area, except that Allen has 24 speaking engagements on the calendar thru a Senior organization that puts on educational seminars to its members. So far he has spoken at 1 of these seminars and Thursday will be his 2nd (29 people attending).”
Conference Calls
Marketing Medicaid Services Webinar
Dave Zumpano provided a continuation of his free workshop in Philadelphia for ALL Academy Members! Listen to this call to learn more about the marketing aspect of MPS and what it can do for your firm and the services you can provide to your clients.
Events
Academy’s 20th Anniversary Video!
Embark on a journey of memories that capture the Academy throughout the past two decades. Reminiscence over old friends, past events and Academy team members while reliving the joy of being part of an amazing endeavor! As we welcome the next 20 years, we want to thank you for being a part of the fabric of our organization and creating such a unique environment!
Classroom Conference Calls
Rethinking Planning Strategies
for Clients With A Net Worth of
$5 million to $10 million
Now that there is an exclusion of $5 million +, perhaps the most difficult planning is for a client at or near the exclusion amount. Join Steve as he discusses strategies to utilize in planning for clients with between $5 million and $10 million
Estate Planning Articles
Eighteen: The Magic Number?
You might look at your eighteen-year-old and see an average teenager, but, legally speaking, eighteen means adulthood. When your child turns eighteen, you no longer have the right to manage their property, access their medical records, or do any number of things you’ve taken for granted until now. Learn about the practical problems this can present and how you can plan around them.
Endorsed Resources & Vendors
Call Ruby - Academy Discount
Ruby is a smart and cheerful team of virtual receptionists trained to make a difference in your day. From their offices in Portland, Oregon, they handle your calls with care. Ruby delivers the perfect mix of friendliness, charm, can-do attitude, and professionalism. Best of all, Academy members receive exclusive benefits, including a %5 discount!
Estate Planning Articles
How a Pet Trust Can Protect Your
Furry Friends
Many of us think of our pets as family members, but we don’t always think through who will care for our beloved animals after we die. Did you know that you can and should include your pet in your estate plan? Here are some simple options for making sure your pet lives a happy and healthy life, even after you’re gone.
Educational Alerts
President's Budget Proposal for
2014: Greater Estate Taxes,
Income Taxes May Be in Your
Future
This month’s Alert examines the tax aspects of the Administration’s proposed 2014 budget.
Classroom Conference Calls
April Education Call Now Available
Medicaid and VA Planning Case
Studies - April 19, 2013
Listen to Dennis use case studies to explain various options for crisis and long term care Medicaid planning. Using the same fact patterns, he then discusses how planning would be different if eligibility for VA Aid and Attendance is desired.
Member Submitted Items
Second Marriage Notification Letter
Carolyn Thompson has submitted the “Second Marriage Notification Letter” to share with Academy Members. She uses this letter to advise clients of the risks involved by lack of planning in a second marriage situation.
“In 2003 I decided to implement a life balance decision to schedule my office 4 days per week. I was able to easily accomplish this with the assistance from the Academy systems which allow me to work smarter and not just longer. In addition, a Fellow Academy member also provided personal guidance to me on how he had implemented the same strategy some time ago in his practice. This change was implanted without a hitch and remains today.
For me, my membership in AAEPA is about much more than documents or strategies for providing quality estate planning services. It allows me to do all the things that the top estate planners do while maintaining the quality of life that I have chosen. I will never again feel like the practice of law is swallowing me up whole like Moby Dick!”