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Profit by Design: Building a High-Impact, High-Margin Estate Planning Practice

Most estate planning lawyers are working harder than ever, but not necessarily smarter. In this workshop, attorney and legal business strategist Laura Cowan will share a fresh approach to increasing profitability in your practice by redesigning your client journey, pricing models, and service delivery systems. Whether you’re a solo or small firm, you’ll learn how to elevate your perceived value, streamline your workflow, and attract the right clients—without adding more hours to your week.

Speaker Series Webinar – Artificial Intelligence and the Estate Planner: Resistance is Futile

Artificial intelligence is rapidly being incorporated into estate planning practices. AI products can increase the speed by which you prepare, review, and summarize estate planning related documents, tax returns, and client communications. Likewise, the speed by which you can conduct legal and financial research is faster than ever. This presentation is designed to explain how AI operates, the potential use of AI in your practice, warnings about the use of AI, and how to address the ethical issues that arise when using AI.

Complimentary Webinar – Well-Being Trusts: Beyond Distribution Standards

While trusts have always been created to protect beneficiaries, more can be done to help beneficiaries benefit from the wealth that is bequeathed not actually “to” them, but for them.  So-called “Well-Being Trusts” are consistent with a growing trend to be more inclusive of what can – and perhaps should – be provided for beneficiaries of trusts, beyond just making distributions. 

Complimentary Webinar: One Big Beautiful Estate Planning Webinar – What to do Now

The Big Beautiful Bill (BBB), or The One, Big, Beautiful Bill (OBBBA) is now law. What does this mean to planning? First, an overview of the 14 largest tax benefits contained in the BBB will be presented. Even those focusing solely on estate planning need some understanding of the incredible scope of the BBB on the nation’s tax system. This webinar focuses on the “Big Beautiful Bill” and its significant provisions directly and indirectly affecting estate planning.