Your Law Practice Library

Did you know most problems in the workplace are not that people can’t do their jobs? It’s that people can’t get along with other people. This interactive training session begins with a focus on the core competencies for managing workplace conflict.

Attendees will learn how to recognize budding conflict and implement tactics to defuse it. Derailing conflict requires managing differences. The goal of this training is to prevent small workplace differences (by managing them strategically) from growing into costly large crises. Providing employees with the skills and confidence to resolve conflicts early will result in fewer disputes and expensive legal claims.

One of the most important decisions your clients make is often made without much thought: whom to choose as their health care proxy. Nearly half of hospitalized adults over 65 needed their health care proxy to make a medical decision for them. With so many decisions being made by proxy, it’s essential that each client chooses a proxy who is ready and able to act with their wishes in mind — and it’s not always the obvious choice.

In this expert presentation from our colleagues at Docubank, we will explore the latest research on advance directives, including studies on how frequently they’re used, their impact on physicians, patients’ families, and their accessibility in the hospital. You’ll learn about how to help your clients pick an effective health care agent and use this data in your marketing to build relationships with your clients’ family and friends.

2: What will we cover in this training session?

Doctors, families, and patients love advance directives… when they’re available. Unfortunately, these important documents are inaccessible most of the time they’re needed. Make sure this doesn’t happen to your clients by protecting them with DocuBank. DocuBank provides instant and easy access to a copy of their advance directives and emergency information 24/7, worldwide.

DocuBank also helps you increase referrals and generate more recurring client business with targeted marketing benefits. Branded client communications and marketing outreach programs solidify your client relationships and connect you with family members and local doctors. The new Provider Alert feature keeps you engaged with clients and notifies you if they’re hospitalized.

Scratch every client’s niche with DocuBank’s family services and marketing materials:

· Minors Matter gives co-parents and non-parent caregivers (grandparents, nannies, etc.) immediate access to the information they’ll need during a crisis.

· ICE ensures that the parents of college students will be able to speak with doctors if their child is hospitalized.

· SNAP lets disabled adults, and those who care for them, keep important medical and emergency information right in their pockets.

· LGBT marketing materials show clients that you’re ready to protect their rights to be with their loved ones in a medical emergency. 

2: What will we cover in this training session?

Ready to make a difference this National Elder Law Month? With over 10,000 Baby Boomers turning 65 years old each day you need to know how to effectively represent clients in this growing practice area!

What should you focus on? What services should you provide? How will the end of Medicaid retroactivity impact you? And, if you don’t know elder law, what do you need to quickly get up to speed on to avoid committing malpractice?

If you don’t know elder like you want to or need a dynamic refresher that discusses what’s going on RIGHT NOW, then you want to attend Supporting Seniors with Real Solutions – How to Practice Elder Law. This CLE webinar is presented at no charge from Practice42’sPremier Practice Institute. Join Florida Bar Board Certified Elder Law Attorney Twyla Sketchley and Practice42 CEO Audrey Ehrhardt as they dive deep into the topic you need in your practice this month!

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Do you have a Maintenance Plan? Are you considering creating one? Do you ever feel it may be “too late” to start it? Do you question how it can bring added value to your law firm when you are ready to sell your law practice? Are you wondering how to use it to transition not only your law practice but your clients, professional network, and employees. Don’t miss this special expert presentation from Robert Anderson, Esquire, CAP CELA, as he shares his valuable real life experience with Practice42’s Premier Practice Institute

2: What will we cover in this training session?

We know you’re extremely busy and, as lawyers ourselves, we know that you barely have time to practice law. Most lawyers we talk to don’t have time to create custom marketing for their law firms, to implement this marketing each day or monitor the results they need for their content in their local community. Without these key pieces of your strategic marketing campaigns in action, however, your law firm will have a hard time getting the clients you want. What do you really need? What works? What doesn’t? And, in a marketplace that is saturated with advertising, how do you make an impression?

2: What will we cover in this training session?

When it comes to your law practice maintenance program, how effective is it? How much additional revenue does it generate for your firm each year? Does it create new clients for your practice on a monthly basis? Are your employees trained to run it for you? If you have these questions (or more!) then the upcoming free webinar from Practice42’s Premier Practice Institute is for you. Don’t miss your chance to get the answers to these questions from our presenters, Donna Wilson, Esquire, and Audrey Ehrhardt, JD, CBC, in this educational training.

2: What will we cover in this training session?

When it comes to Promissory Notes for Medicaid Planning, how much are you really using them in your law practice? Do you know what makes the note DRA Compliant or the pitfalls that can arise even with the best laid plans? Are you aware of how interest may need to be applied even if it isn’t specifically required by the DRA or Transmittal 64? When it comes to the Promissory Note and client management procedures, do you have the procedures you need for success? We invite you to join us for a special expert presentation from Robert Anderson, Esquire, CAP CELA, as he shares his valuable real life experience with Practice42’s Premier Practice Institute.

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When it comes to protecting nursing homes and their residents from the unlicensed practice of law, do you know what to do? Do you have questions on what constitutes UPL? Do you have questions on how to protect your practice and advise your clients? You don’t want to miss this presentation from Practice42’s Expert Elder Law Presentation Series that was co-presented by two of the co-authors Leonard E. Mondschein, Esquire, and Twyla L. Sketchley, Esquire. Their book, co-authored with John Frazier, Esquire, explains the risks and harm to nursing homes, assisted living facilities, and their residents when nonlawyers are used to qualify residents for Medicaid, VA benefits, or to address other legal issues,

2: What will we cover in this training session?

As an agent who specializes in health insurance solutions for individuals and families, Craig Rodrigue, of CSR & Associates The Benefits Group, feels it is very important to educate professionals whose clients may be experiencing divorce or a new marriage. Both of these life events can cause significant unexpected expenses if not timed carefully, particularly if a premium subsidy (i.e. from Healthcare.gov) is involved. “We see clients on a regular basis who owe thousands of dollars in tax credits back to the IRS because of a poorly timed event”, says Craig. “In one case a client who finalized a divorce one month too soon created a $19,000 new tax burden owed to the IRS. What a devastating discovery to a client who was already experiencing enormous expenses caused by a divorce.” 

2: What will we cover in this training session?

We know how important your practice is to you. This is what you’ve built in your community and you help those who need it in your town. It is not only your livelihood but your legacy. Knowing this, you need to ask yourself: Have you done all you can to protect yourself and your firm? In this presentation, our expert presenters, Audrey Ehrhardt, Esq., CBC, and Amy McGarry, Esq., will discuss three potentially practice ending challenges with solutions and best practice tips that can help protect your firm now and in the future.

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How many elder law potential clients are your meeting with each week? Do you wonder how to effectively communicate your value to them in your first meeting? Are you looking for ways to both get the information you need and transition a potential client to a paying client? What about how to deliver and share the strategies they may need with them once they hire you? With over forty year of experience, Gregory Gay, CAP, CELA, will dive deep into this topic during this training. 

2: What will we cover in this training session?

They may not teach you much about marketing in law school, but it’s a crucial element to running a successful practice. It’s even more vital for estate planning and elder law firms that are built on the backs of client relationships and referrals. In this expert presentation from our colleagues at DocuBank, you’ll learn how the DocuBank system helps you improve your client retention and increase your referrals. You’ll learn about ways that you can improve your seminars and build relationships by keeping in touch with your clients. 

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When it comes to the Medicaid Waiver Program, how comfortable are you in your knowledge? This is an ever-changing area of law that every elder law attorney not only needs to master but also needs to be able to anticipate changes. An in-depth understanding is critical to ensure that you can provide your clients with the representation they need, no matter what type of Medicaid they qualify for. Do not miss a minute of this training from Practice42’s Premier Practice Institute Expert Presenter Series where Florida Bar Board Certified Attorney Twyla Sketchley shares her extensive knowledge surrounding qualification, eligibility, and benefits of this type of public assistance.

2: What will we cover in this training session?

Join Dale M. Krause, J.D., LL.M., national Medicaid planning expert and President and CEO of Krause Financial Services, as he discusses Medicaid Compliant Annuities. Dale will dive into key factors of Medicaid planning as well as real-life case studies using one of the most powerful crisis planning tools in the industry. See how this revolutionary product is used and how it can benefit your senior clients. Plus, you’ll learn how Krause Financial Services can benefit you and your practice. 

2: What will we cover in this training session?

As an elder law attorney, how often are you meeting with clients who need Medicaid planning? We know that one of your practices goals may be to help seniors who are entering into a long-term care facility navigate the maze they are in and help them get the support they need. As you look at your practice, where do your nursing home clients Medicaid originate? Is it from the internet? Your referral network? Or directly from skilled nursing facilities and assisted living facilities? If you are not receiving a significant number of referrals of paid work from the nursing homes in your local community or want to increase your business, we encourage you not to miss a minute of this dynamic presentation from David Jacoby, Esquire.

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When you think about your law practice management processes, what do you consider most important? Is it getting client work done? Marketing? Building new strategic partnerships in your professional network? As you think about this list, does answering your telephone make the list? Is it even in the top ten things you consider most important? Unfortunately, lawyers often consider the receptionist duties and responsibilities far less important than other law firm tasks. We would encourage you to take a step back to examine your practice as you think about the inherent power of this position and all you could accomplish with a trained intake specialist in your law firm. Although often overlooked, training your team who answers your phone to intake a new potential client may be one of the most effective tools you can put in your practice this year. Don’t miss your opportunity to learn from Gregory Gay, Esquire, CAP CELA, Florida Bar Board Certified in Elder Law and Wills, Trusts, and Estates, teach you important training tools you may implement in your law practice today.

2: What will we cover in this training session?