| 8:30 AM - 9:00 AM (EDT) | Doors Open |
| 9:00 AM - 9:30 AM (EDT) | Registration, Continental Breakfast, Networking, Opening Remarks |
| 9:30 AM - 11:00 AM (EDT) | Using Deeds To Protect Real Property From The Cost Of Long-Term Care And To Avoid Estate Recovery
Jason will discuss the advantages/disadvantages of using ladybird and JTWROS deeds to protect real property from the associated with costs long-term care. Jason will also discuss the many issues associated with this type of planning strategy and traps for the unwary practitioner.
1.5 hours General CLE Credit Pending |
| 11:00 AM - 11:15 AM (EDT) | Break |
| 11:15 AM - 12:45 PM (EDT) | Hiring & Training Staff And Associates
Kristina will discuss Internet and Digital Marketing strategies for law firms as well as the use of seminars and webinars to get clients through the door. Kristina will also discuss best practices for hiring and training staff and associates and techniques to measure their effectiveness. Each attendee will receive a free copy of Phil Kavesh’s Ultimate Estate Planner talk on “Successful Initial Client Interviews & Appointment Closing Tips” with associated forms, a $795 value.
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| 12:45 PM - 1:45 PM (EDT) | Lunch |
| 1:45 PM - 3:15 PM (EDT) | How To Be More Productive/Efficient And Internet & Digital Marketing
Kristina will present on ways to be more efficient and productive with day-to-day activities especially when it comes to writing and responding to client emails. Each attendee will receive a free copy of Phil Kavesh’s Ultimate Estate Planner talk on “Successful Initial Client Interviews & Appointment Closing Tips” with associated forms, a $795 value.
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| 3:15 PM - 3:45 PM (EDT) | NCFEPA Directors & Membership Meeting |
