Can You Solve the Mystery?

We’ve cooked up something very special for Thursday night at TAPER Syracuse in Ocotber — a hilarious Who Done It, “Deadly Inheritance” starring professional actors with LWP members deciphering clues to solve the mystery! Click here for details…

Monday – Wednesday
Practice With Purpose

  • Mastering Medicaid
  • Mastering Client Attraction & Retention
  • Mastering Trust Design

Wednesday – Friday
TAPER


Presenting Speakers

Conference Agenda

  • PWP - Day 1


  • PWP - Day 2


  • PWP - Day 3


  • TAPER - Day 1


  • Create the Happiest (and most proficient) Firm on Earth

    Meet keynote speaker, corporate trainer and former Disney Institute Professor Louie Gravance.

    Learn how to build a proficient, self-actualized team that keeps your clients happy and your operation profitable from the man who has done it on a massive scale, former Disney Institute Professor Louie Gravance. During his 12-year tenure at the Walt Disney Company in Orlando, Florida, Louie created and implemented the training and orientation program “Traditions” at The Disney University. His presentations inspired thousands of Disney employees from all disciplines, and later, countless visiting corporate clients through the Disney Institute Professional Development Programs. Louie then turned his attention to Bank of America, where he helped initiate a “culture shift” that MONEY Magazine credits with “making the banking experience more pleasurable with changes that have improved customer satisfaction.”

    If Louie can make banking a pleasurable and satisfying experience, imagine what his insight can do for your firm!

    Louie now provides consulting and motivational talks to companies all over the world, including, on October 17th, LWP in Syracuse. It is indeed a small world after all.


  • In these enlightening sessions you'll discover the little-known strategies and tools that allow you to effectively incorporate IRAs in the Medicaid planning process. We'll discuss the five threats to retirement accounts, including the Point of No Return; the three options for planning with IRAs; how to designate IRA beneficiaries; and LWP's layered funding strategy. Through case studies and hands-on training you'll learn to use LWP's IRA Analyzer, the IRA Beneficiary Option tool, and the Asset Risk Analysis tool to streamline the IRA and Medicaid planning processes. When you complete these sessions you'll be able to quickly and effectively plan for IRAs to achieve your clients' overall estate planning goals and communicate the benefits of doing so to your clients.

  • Social media guru Danny Hammond will teach you how to use social media to grow your practice. We’ll begin with the basics of digital marketing, including the Traffic/Conversion/Follow-Up Triangle. From there, we’ll discuss the components of a successful digital marketing campaign, how social media can generate traffic for your firm, how this traffic differs from other traffic sources, and how to leverage these differences to generate leads and convert leads to clients. By session’s end, you’ll be an informed consumer of social media services and know exactly what to look for when retaining someone to manage social media for your firm.

  • In these enlightening sessions you'll discover the little-known strategies and tools that allow you to effectively incorporate IRAs in the Medicaid planning process. We'll discuss the five threats to retirement accounts, including the Point of No Return; the three options for planning with IRAs; how to designate IRA beneficiaries; and LWP's layered funding strategy. Through case studies and hands-on training you'll learn to use LWP's IRA Analyzer, the IRA Beneficiary Option tool, and the Asset Risk Analysis tool to streamline the IRA and Medicaid planning processes. When you complete these sessions you'll be able to quickly and effectively plan for IRAs to achieve your clients' overall estate planning goals and communicate the benefits of doing so to your clients.

  • In this session you’ll learn how to efficiently administer a trust upon the passing of the first, and then the second, spouse. You’ll walkthrough an in-depth case study and work directly with a practicing attorney from LWP’s “Lab” (the Estate Planning Law Center) to master the fundamentals and mechanics of administering trust assets controlled by the iPug Trust post-death provisions. By session’s end you will have the knowledge and hands-on experience to transform the complex and time-consuming trust administration process into a profit center for your firm

  • Generate new income by integrating business succession planning into your mix of client services. We’ll cover all of the following topics: the key issues in developing effective exit strategies in various situations; practical approaches for transferring a business to family members and employees; how to us an ESOP (Employee Stock Ownership Plan); how to handle a management transfer; basic approaches to business valuation; and how to use tax and legal strategies to achieve a client’s financial and personal objectives. By the end of this session you’ll be able to confidently analyze and discuss business succession options with your clients and efficiently implement the best option for each client.

  • Learn how to build an efficient, proficient and successful team, one where every member of your staff maximizes his or her unique abilities every single day. We’ll discuss the seven essential skills (four individual skills, three team skills) every successful firm needs; identify the skills your current team already has, the skills certain team members can exercise in new roles, and the skills that need to be hired; define the ASK model (Attitude, Skill, Knowledge); and distinguish between what you want and what your firm actually needs. We’ll work in groups to explore team dynamics, role discovery and the What’s On My Plate exercise. When you leave this session, you’ll take with you the knowledge and tools you need to build a proficient, successful team.

  • Discover the cutting edge planning tool that will help set your practice apart from your competitors. We’ll explore the legal/technical origin of the In-Marriage QDRO (Qualified Domestic Relations Order), its many applications (investment diversification, tax planning, estate and Medicaid planning), and how it works with state law authorities. Walk-throughs, group activities, open discussion, and reference materials will enable you to master when and how to use the In-Marriage QDRO® to benefit your clients and your bottom line.

  • In this session, you’ll learn how to use assessments like Kolbe, Strength Finder and Profile XT to transform the employee hiring process into a science rather than a hit-or-miss proposition. We’ll discuss the key roles you need to fill in your firm, the skills to look for in each role, and whether you can restructure the roles of current staff members or you must look outside your firm to meet your needs. You’ll also learn how to conduct an effective interview using LWP’s NEW interview process.

  • TAPER - Day 2


  • Upon completion of this four-hour bootcamp, you will have met the CLE requirements of the VA Office of General Counsel, specifically, the requirement to complete three hours of CLE within 12 months of obtaining accreditation. This bootcamp also meets the on-going biennial CLE requirements for those of you who have already met the initial VA accreditation requirements. In addition, you will leave with a working knowledge of LWP VA software—the finest software in the industry—and be able to use it to determine eligibility for VA Pension benefits as well as to submit an application to the VA.

  • Put your workshops to work getting new clients and generating new revenue. In this session we’ll use videos and materials from the member website to explore how effective branding and marketing can draw prospects and allied professionals to your workshops, the importance of RMS meetings, and how to use your workshops to get prospects enrolled in your firm’s process. You’ll have the opportunity to practice an RMS meeting and improve your “pitch” to convince allied professionals to attend your workshops and bring their clients along. You’ll leave this session with the knowledge and hands-on experience necessary to fill your workshops and turn prospects into clients.

  • Set your goals and develop your plan for a bountiful 2019. You and your team will learn how to use Brainstorming Sprints, the Money Plan, the Four-Month Focuser, the Implementation Focuser and the Project Focuser to gain an understanding of, and take responsibility for, your first-quarter 2019 goals. By session’s end, you’ll be ready to take a proactive rather than reactive approach to achieving your goals for next year.

  • TAPER - Day 3


  • You can’t have a thriving practice without a great team, but law school didn’t teach you how to build one. The dynamic duo of Matt and Brenda Episcopo will. Their interactive, hands-on workshops have helped companies around the world—from Dubai, Singapore, Thailand and Malaysia to Canada and all across the USA—build collaborative, proficient teams. You’ll learn how to build a staff that communicates effectively, works together efficiently, and ultimately, improves your firm’s profitability. You’ll also learn how to communicate proficiently with allied professionals to build a “team” that will generate new leads, which in turn you can convert into new clients and new revenue. By the end of Why Day, you’ll have the knowledge you need to build a network of high-functioning business relationships, both internally and externally. In short, you’ll be astonished at what the Episcopo team can do for your teams... and, your bottom line.

Click Here to Download a Copy of the TAPER Schedule

Create the Happiest (...and Most Proficient!) Firm on Earth

Keynote Speaker Louie Gravance

Discover how to build a proficient, self-actualized team that keeps your clients happy and your operation profitable from the man who has done it on a massive scale, former Disney Institute Professor Louie Gravance.

During his 12-year tenure at the Walt Disney Company in Orlando, Florida, Louie created and implemented the training and orientation program “Traditions” at The Disney University. His presentations inspired thousands of Disney employees from all disciplines, and later, countless visiting corporate clients through the Disney Institute Professional Development Programs.

Louie then turned his attention to Bank of America, where he helped initiate a “culture shift” that MONEY Magazine credits with “making the banking experience more pleasurable with changes that have improved customer satisfaction.”

If Louie can make banking a pleasurable and satisfying experience, imagine what his insight can do for your firm!

Louie now provides consulting and motivational talks to companies all over the world, including, on October 17th, LWP in Syracuse. It is indeed a small world after all.


Syracuse Marriott Downtown

WHERE
Syracuse Marriott Downtown
100 E. Onandaga St.
Syracuse, NY 13202
(315) 474-2424

WHEN
Monday-Friday
October 15-19, 2018


Reserve Your Space

  • TAPER Only (Wednesday - Friday)

    We'll Pay for Your Travel!
    (Reimbursement Up to $800 / Offer Ends September 7)
  • TAPER Only
  • Price for Up to Three Registrants
  • Additional Registrants $797 Each
  • $2797
  • Reserve Your Space »

Murder Mystery Night!

Can YOU Solve the Mystery?

We’ve cooked up something very special for Thursday night at TAPER Syracuse in Ocotber — a hilarious Who Done It, “Deadly Inheritance” starring professional actors with LWP members deciphering clues to solve the mystery. To wit:

The Matriarch of a wealthy family is gravely ill and wishes to settle her estate. First, her long lost younger son must be declared officially dead. Join the Matriarch’s greedy relatives in memorializing “Little Dickie” and battling for the lion’s share of the $13 billion estate. But beware: The next memorial could be for you or one of your colleagues.

It’s going to be a night of mystery, laughter, and camaraderie… a night to die for.

Please RSVP by October 1st. The cost of $44 per person covers cocktail hour, a three course dinner and the evening’s entertainment.

Cocktail hour begins at 6PM, October 18th, in the stunning hotel lobby. After that, anything goes. All we can tell you is you’re going to have a great time! (This is a mystery, after all).

See you there!

Reserve Your Space »

Sponsorship Options

Become a Sponsor at TAPER 2018!

TAPER is the perfect place for your business to connect with many of the finest Estate Planning and Elder Law attorneys throughout the country!

Discover more about our sponsorship options in our sponsorship brochure and request more information on becoming a sponsor at this October’s TAPER.


Hotel Accommodations

Marriott Syracuse Downtown

100 E. Onondaga St.
Syracuse, NY 13202
(315) 474-2424

Conference Rate: $174/Night
Book Your Room »


Ground Transportation

Airport Shuttle Service
By Request, Complimentary

Estimated Taxi Fare
$30 (One Way)