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Dallas, TX

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Retreats

PRACTICE with PURPOSE

October 19-21, 2020

TAPER

October 21-23, 2020

PWP Schedule

October 19-21, 2020

PWP - Day 1

8:00 - 6:00
Medicaid Crisis & Pre-Planning

8:00 - 6:00
Medicaid Planning Principles

8:00 - 6:00
Learn the Rules, Exceptions, Strategies, and Secrets

8:00 - 6:00
Medicaid Qualification Worksheet™

8:00 - 6:00
Spend-Down Methods & Calculations

8:00 - 6:00
Value Proposition Conversation & Asset Risk Analysis™

8:00 - 6:00
Funding Table & Roadmap™

8:00 - 6:00
Case Studies to Determine Medicaid Eligibility

8:00 - 6:00
Hands-On Experience in a Classroom Setting

PWP - Day 2

8:00 - 6:00
Business Rationale - What's in it for Me?

8:00 - 6:00
The LWP Business Model

8:00 - 6:00
The LWP Relationship Management System™

8:00 - 6:00
Identify Allied Professionals in Your Market

8:00 - 6:00
The LWP Client Enrollment System™

8:00 - 6:00
LWP Workshop Training

8:00 - 6:00
Case Studies & Activities

8:00 - 6:00
Communicate Your Value in the Marketplace

8:00 - 6:00 Communication Skills to Increase Your Value to Clients and Allied Professionals

8:00 - 6:00
Social Styles Analysis

8:00 - 6:00
LWP's Cloud-Based Workflows

PWP - Day 3

10:15 - 6:00
Trust Fundamentals

10:15 - 6:00
Four Levels of Estate Planning: Traditional, Asset Protection, Benefits Eligibility, and Estate Tax Planning

10:15 - 6:00
Estate Planning Documents

10:15 - 6:00
Revocable Living Trusts

10:15 - 6:00
iPug™ Trusts

10:15 - 6:00
Special Needs Trusts

10:15 - 6:00
Non-Grantor Trusts

10:15 - 6:00
Effective Design Strategy and Lawyers With Purpose Plan Options

10:15 - 6:00
Understanding the Trust Design Template

10:15 - 6:00
Hands-On Trust Drafting in the Lawyers With Purpose Software Suite

10:15 - 6:00
LWP's Cloud-Based Workflows

Reserve Your Space

To register, email Amanda Ross at aross@lawyerswithpurpose.com, call 877-299-0326 or complete this form and we will contact you to enroll your team.

SUPER Early Bird

ends May 30, 2020

  • Save 20% PLUS Get an Extra $50 Off
  • TAPER Orlando Attendees: $1068 (Save $329)
  • Additional Attendees: $588 (Save $209)

Early Bird

ends June 30, 2020

  • Save 20%
  • TAPER Orlando Attendees: $1118 (Save $279)
  • Additional Attendees: $638 (Save $159)

Advanced

ends July 31, 2020

  • Save 10%
  • TAPER Orlando Attendees: $1257 (Save $140)
  • Additional Attendees: $717 (Save $80)
  • LWP Members: $1257 (Save $140)

Regular



  • TAPER Orlando Attendees: $1397
  • Additional Attendees: $797
  • LWP Members: $1397
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Thank You to Our Sponsors

National Alliance of Attorney's for Alzheimer's Planning
Krause Financial Services
Actionstep
In Marriage QDRO, LLC
ASHBER

Hotel Accommodations

Hyatt Regency Dallas

300 Reunion Boulevard
Dallas, TX 75207
(214) 651-1234

Visit Hotel Website

Where

Hyatt Regency Dallas
300 Reunion Blvd.
Dallas, TX 75207
(214) 651-1234

When

PWP
Monday-Wednesday
October 19-21, 2020

TAPER
Wednesday-Friday
October 21-23, 2020