1. **Please Silence Your Cell Phone**
Check the back of your tent card for instructions on
how to be social media savvy this event
A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S
2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA

2. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S
2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA
 Spring Summit Event Booklet
 Event agenda
 Statistics and informational
updates previously
in the Member Day
Slides

3. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S
2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA
 Premier Planning and NGL – Cocktail Party
Sponsors
 Bryan Adams, Steven Prince and Jim Burmeister

4. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S
2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA
 Response Mail Express – Bronze Sponsor
 Josh Danielson

5. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S
2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA
 DocuBank – Coffee Break and New Member
Lunch Sponsor
 Randi Siegel and Mike Wall

6. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S
2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA
 BizActions – Coffee Break Sponsor
 Bob Slavitt

7. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S
2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA
 Konica Minolta – Coffee Break Sponsor
 Gene Elwell

8. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S
2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA
 Personnel Profiling
 Linda Winlock

9. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S
2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA
 ElderCare Channel
 John Reddan

10. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S
2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA
Melanie Lee and Her Staff
Welcome the Academy
and the Membership to Williamsburg

11. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S
2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA
 Don’t Be Shy… You’re Among Friends
 Name
 City & State
 How long you’ve been a Member

12. Join us!
2012 Peak Performers’
Discovery Dinner
Saturday 6:45 pm
See your PBC for details

13. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S
2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA
 Play our segment if ready

14. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S
2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA
 Integrated Marketing
 Centers of Influence
 Clients
 Seminars
 Private
 Public

15. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S
2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA
 Online Marketing with Attorney Websites

16. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S
2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA
 Introduction to Sandler Selling System
 No Stress Client Engagement

17. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S
2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA
 Ancillary Businesses
 Financial Services
 Funeral Trusts

18. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S
2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA
 CounselPro Software
 Integrated Estate Planning Software
 Document Assembly Software
 Practice Management Software

19. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S
2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA
 Financial Database

20. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S
2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA
 Redefining Estate Planning
 Holistic Approach
 Foundation (Core Values)
 Wisdom (Life Experiences)
 Financial (Financial Assets)
 Community (Contribution)
 Legacy Wealth Planning
 New Estate Planning Myths Seminar
 Branded Documents
 Family Wealth Trust - Access Trust – Sentry Trust
 Family Incentive Trust – Family Special Needs Trust
 FRPT (Family Retirement Preservation Trust)

21. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S
2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA
 Fellows Program
 Peak Performer Program

22. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S
2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA
 Creating a Transformational Experience
 Niche Marketing

23. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S
2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA
 SEO & Social Media Program
 LawInfo.com
 Put the chart for latest stats

24. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S
2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA
 Original Definition of Estate Planning
 Living Probate
 Death Probate
 Taxes
 Expanded Definition
 2nd Marriages
 Divorce Protection
 Creditor Protection

25. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S
2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA
 Newest Epiphany
 Protection from Long Term Care Expenses
 Always thought it was “Red Headed Step Child”
 Separate and apart from mainstream estate planning
 Should be considered with every estate plan

26. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S
2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA
 Academy Introduces a Complete Package for
Integrating Long Term Care Concerns Into Your
Practice
 Upgraded Educational Materials
 Marketing Tools
 New Consultation Format
 Multiple Academy Branded Documents
 Practice Management Systems

27. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S
2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA
 Bio
 Picture

28. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S
2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA
Academy & MPS Academy Member
Educational Benefits
Training & Tools
Academy
Members
Academy
Enhanced Elder
Law Module

29. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S
2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA
 Education
 Experienced Medicaid Attorneys
 Dennis Sandoval CELA & Steve Hartnett available for
continuing education
 Academy Portfolio of Medicaid Modules

30. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S
2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA
 Marketing
 Revised Legacy Wealth Planning Seminar
 Seminar Evaluation Exercise
 What Really Matters to Me
 Summary of Current Estate Planning Documents

31. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S
2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA
 New Consultation Format
 New Pre-Consultation Form
 New Format for Uncovering a Prospect’s Pain

32. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S
2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA
 Package of Branded Medicaid Documents
 Family Preservation Trust
 Family Preservation Income Trust
 Family Gifting Trust
 Family Preservation Trust VA
 Family Personal Care Agreement
 Life Care Program

33. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S
2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA
 Quick Start Program for Beginners
 David Zumpano
 Special Training – Zero to Ready in 1 ½ Days
 Med-Qual Worksheet

34. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S
2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA
 1 ½ Day Zero to Ready Educational Program
 Date – June 7 & 8th
 Location –
 Maximum Attendance –
 Cost
 1 ½ Day Training Fee
 Monthly Access Fee (12 months)

35. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S
2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA
 Expanded services for the Academy Elder Law
Program
 Marketing
 12 new Consumer Guides
 New Elder Law Website Tabs
 Continuous updated content

36. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S
2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA
 Special Conference Calls
 Dennis & Steve regular updates on changes in Medicaid
rules and new strategies
 CE Programs for Financial & Health Care Providers
 Elder Care Symposium

37. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S
2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA
 Introduction to Elder Care Channel
 San Diego Territory
 Stop the Train
 Whirlwind of Activity
 Powerful Marketing Program for Members
 Integration with New Elder Law Program
 Worked with John Reddan
 Restructured the program
 Became partners in the new Elder Care Channel Worldwide

38. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S
2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA
 Bio
 Picture

39. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S
2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA
 Terms
 Cost - $625 per month + $1100 Set Up Fee
 50% of Preferred Listings and Expert Articles
 Up to $7,500 for 1st year of program
 25% of Preferred Listings and Expert Articles
 Over $7,500 for 1st year of program
 Go to Elder Care Channel Booth
 Sign up at Summit and 50% of set up fee waived
 The train leaves the station on 6/1/12

40. A M E R I C A N A C A D E M Y O F E S TAT E P L A N N I N G AT T O R N E Y S
2 0 1 2 S p r i n g S u m m i t | W i l l i a m s b u rg , VA
 Sun with rays of sun labeled with:
 Living Probate
 Death Probate
 Taxes
 Remarriage
 Divorce Protection
 Creditor Protection
 Special Needs
 Nursing Home Protection