Member day slides spring 2012

A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S

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**Please Silence Your Cell Phone**

Check the back of your tent card for instructions on how to be social media savvy this event

A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S

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Spring Summit Event Booklet Event agenda Statistics and informational

updates previously in the Member Day Slides

A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S

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Premier Planning and NGL – Cocktail Party Sponsors Bryan Adams, Steven Prince and Jim Burmeister

A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S

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Response Mail Express – Bronze Sponsor Josh Danielson

A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S

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DocuBank – Coffee Break and New Member Lunch Sponsor Randi Siegel and Mike Wall

A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S

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BizActions – Coffee Break Sponsor Bob Slavitt

A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S

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Konica Minolta – Coffee Break Sponsor Gene Elwell

A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S

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Personnel Profiling Linda Winlock

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ElderCare Channel John Reddan

A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S

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Melanie Lee and Her Staff

Welcome the Academy

and the Membership to Williamsburg

A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S

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Don’t Be Shy… You’re Among Friends Name City & State How long you’ve been a Member

2012 Peak Performers’ Discovery DinnerSaturday 6:45 pm

See your PBC for details

Join us!

A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S

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Play our segment if ready

A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S

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Integrated Marketing Centers of Influence Clients Seminars Private Public

A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S

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Online Marketing with Attorney Websites

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Introduction to Sandler Selling System No Stress Client Engagement

A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S

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Ancillary Businesses Financial Services Funeral Trusts

A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S

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CounselPro Software Integrated Estate Planning Software Document Assembly Software Practice Management Software

A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S

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Financial Database

A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S

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Redefining Estate Planning Holistic Approach Foundation (Core Values) Wisdom (Life Experiences) Financial (Financial Assets) Community (Contribution)

Legacy Wealth Planning New Estate Planning Myths Seminar Branded Documents Family Wealth Trust - Access Trust – Sentry Trust Family Incentive Trust – Family Special Needs Trust FRPT (Family Retirement Preservation Trust)

A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S

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Fellows Program Peak Performer Program

A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S

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Creating a Transformational Experience Niche Marketing

A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S

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SEO & Social Media Program LawInfo.com Put the chart for latest stats

A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S

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Original Definition of Estate Planning Living Probate Death Probate Taxes

Expanded Definition 2nd Marriages Divorce Protection Creditor Protection

A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S

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Newest Epiphany Protection from Long Term Care Expenses

Always thought it was “Red Headed Step Child” Separate and apart from mainstream estate planning

Should be considered with every estate plan

A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S

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Academy Introduces a Complete Package for Integrating Long Term Care Concerns Into Your Practice Upgraded Educational Materials Marketing Tools New Consultation Format Multiple Academy Branded Documents Practice Management Systems

A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S

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Bio Picture

A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S

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Academy

Members

Academy Member

Benefits

Academy

Enhanced Elder

Law Module

Academy & MPS

Educational

Training & Tools

A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S

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Education Experienced Medicaid Attorneys Dennis Sandoval CELA & Steve Hartnett available for

continuing education Academy Portfolio of Medicaid Modules

A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S

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Marketing Revised Legacy Wealth Planning Seminar Seminar Evaluation Exercise What Really Matters to Me Summary of Current Estate Planning Documents

A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S

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New Consultation Format New Pre-Consultation Form New Format for Uncovering a Prospect’s Pain

A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S

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Package of Branded Medicaid Documents Family Preservation Trust Family Preservation Income Trust Family Gifting Trust Family Preservation Trust VA Family Personal Care Agreement Life Care Program

A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S

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Quick Start Program for Beginners David Zumpano Special Training – Zero to Ready in 1 ½ Days Med-Qual Worksheet

A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S

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1 ½ Day Zero to Ready Educational Program Date – June 7 & 8th Location – Maximum Attendance – Cost 1 ½ Day Training Fee Monthly Access Fee (12 months)

A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S

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Expanded services for the Academy Elder Law Program Marketing 12 new Consumer Guides

New Elder Law Website Tabs Continuous updated content

A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S

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Special Conference Calls Dennis & Steve regular updates on changes in Medicaid

rules and new strategies

CE Programs for Financial & Health Care Providers Elder Care Symposium

A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S

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Introduction to Elder Care Channel San Diego Territory Stop the Train Whirlwind of Activity Powerful Marketing Program for Members Integration with New Elder Law Program Worked with John Reddan Restructured the program Became partners in the new Elder Care Channel Worldwide

A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S

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Bio Picture

A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S

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Terms Cost - $625 per month + $1100 Set Up Fee 50% of Preferred Listings and Expert Articles Up to $7,500 for 1st year of program

25% of Preferred Listings and Expert Articles Over $7,500 for 1st year of program

Go to Elder Care Channel Booth Sign up at Summit and 50% of set up fee waived The train leaves the station on 6/1/12

A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S

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Sun with rays of sun labeled with: Living Probate Death Probate Taxes Remarriage Divorce Protection Creditor Protection Special Needs Nursing Home Protection