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Acrisure Solutions for Law Firms

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The Intersection of Estate Planning and Family Law

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Lunch + Presentation: Rainmaker, Schmainmaker: How to Grow an Estate Planning Practice in 15 Minutes a Day

Good news: you don't have to become a rainmaker, and you don't need a 40-page marketing plan. In this fast, refreshingly practical lunch and learn, legal marketing sherpa Glennie Green busts the myths that keep attorneys on the marketing sidelines — then hands you the one tactic with the highest return for estate planning and elder law practices: a systematized referral engine. You'll learn how to back into your revenue number with simple flat-fee math, build a persona for your ideal referral source (advisors, CPAs, trust officers, care managers), run the "Three Meals" past-client playbook, and put it all on your calendar in 15 minutes a day. Bring last night's stack of business cards — you'll leave knowing exactly what to do with it.

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Cyber Security

A Fiduciary Litigator's Guide to Trust Administration

Trustees should recognize fiduciary liability traps and how a court may react when presented with a petition for breach of trust. This presentation will highlight common ways that trustees may be exposed to liability for breach of trust, remedies available to aggrieved beneficiaries, and practical pointers for avoiding the courtroom. 

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Ethics Presentation

More details coming soon.