Elderlawanswers.com recently published an article discussing the importance of speaking to professionals as a marketing tool. Specifically, they advice discussing with financial planners, accountants, and others who work with seniors as a way to market elder law services. The article...
Continue reading "Elder Law Toastmasters: Speaking to Professionals As a Marketing Tool"
McGuire Woods LLP and Fiduciary Education Center, LLC are hosting a conference regarding issues facing corporate fiduciaries. The conference will be held on Thursday, October 21, 2010 at the Mid-America Club in Chicago. The cost is $150 per attendee. More...
Continue reading "McGuire Woods to Host Chicago Conference for Corporate Fiduciary Issues"
McGuireWoods LLP has released an update about a recent case that addresses 401(k) plan fees and expenses. Tibble, et al., v. Edison Int'l., et al., U.S.D.C (C.D.Ca.) Case No. CV 07-5359 SVW (AGRx) focused on responsibilities of the Edison International...
Continue reading "Fiduciaries Held Liable for Selecting Retail Mutual Funds"
Heather Timmons has an article in The New York Times discussing the increase of Western lawyers who have moved overseas in response to the surge in legal outsourcing; India now has over 140 outsourcing firms, up from only 40 in...
Continue reading "NYT: Outsourcing to India Draws Western Lawyers"
Following the passage of the Dodd-Frank Act, executives can expect a major transformation in the world in which financial services firms must operate. Ernst and Young has released a publication that will allow individuals to read about the immediate priorities and...
The Jewish Federation of Greater Washington has posted an article about the IRS's release of proposed regulations that would establish a fee for individuals who apply for a preparer tax identification number (PTIN). The IRS is working to finalize the proposed...
The Trust Advisor Blog has published a report titled "Who's Charging What for Trust Services." In the report, Trust Advisor examines the results of its quarterly trust industry survey and compares the fee structure and services offered by independent trust...
Continue reading "Trust Advisor: Who's Charging What for Trust Services?"
Elder Law Answers recently posted an article on client maintenance programs. The article discusses a training course offered by Family Estate Planning Law Group that helps estate planning law firms create and implement client development programs.Posted by Wesley J. Bailey,...
Continue reading "ELA: Estate Attorney Starts School for Establishing Client Maintenance Programs"
The American Institute of Certified Public Accountants will be hosting the following CLE:AICPA Advanced Estate Planning ConferenceJuly 26-28, 2010JW Marriott, Washington, DCPosted by Wesley J. Bailey, Associate Editor, Wealth Strategies Journal....
Continue reading "AICPA July 26-28 CLE: Advanced Estate Planning Conference"
B'nai B'rith International and the Wealth Strategies Journal cordially invite you to a Kosher luncheon with Jonathan Blattmachr on Wednesday, July 28, 2010. Lunch and registration will begin at 12:00 PM and will be followed by a presentation that will...
Jason Winder of the MakeLeaps Blog has posted concise guidance for new business owners looking to hire their first employees. Winder emphasized the emotional and instinctual elements of the hiring process, noting that people "have a library of subconscious indicators...
Debra Cassens Weiss of the ABA Journal has published an article which reports that 83 percent of 30 responding law firms declined to participate in a survey by Fronterion that would have assessed how many top law firms are outsourcing...
Continue reading "Big Law: Mum's the Word for Outsourcing Questions"
In an audio program, ABA moderator Stephanie Francis Ward speaks with a distinguished panel of experts on the latest rainmaking techniques for attorneys.The experts featured are:Stephen Fairley, CEO of the Rainmaker InstituteKaren Kaplowitz, President of the New Ellis GroupKevin O'Keefe,...
The American Bar Association has published it's June 2010 Your ABA Newsletter. The Newsletter contains the following articles:Secrets of Internet search: Insider tips, little-known resources backgrounding experts, moreEleven steps to protect client dataGetting internet evidence admittedEthics of starting your own...
The Wealth Counsel will be hosting the following free webcast:Planning for Physicians: How to Attract Physician Clients and What to Do When You Get ThemJuly 14, 20101:00 - 2:00 EasternTo register, click here.Posted by Wesley J. Bailey, Associate Editor, Wealth...
