Many clients stop at revocable trust planning, unaware that advanced strategies offer significant benefits—even for those without taxable estates. Absent a compelling, structured process, attorneys often struggle to engage clients for that next level of planning. This session introduces a proven four-phase approach that simplifies complex strategies and deepens client understanding. Whether your clients need to implement asset protection, tax-efficient wealth accumulation, and/or family business and succession strategies, this process leads to 5-star Google reviews and enhanced firm profits.
Learning Objectives

• Discover the common mistakes attorneys make that undermine client engagement and firm profitability.
• Learn a step-by-step engagement process for advanced planning, compelling prospects to engage your firm’s services.
• Master a flexible approach that easily adapts to different clients, ensuring successful outcomes and high satisfaction.