Powerful Presentations for Estate Planning Attorneys

blended families, blended estates • companion brochure • view sample slides • bonus products
• order digital download • order on cd

Blended Families, Blended Estates

Blended Families, Blended Estates addresses the unique estate planning challenges facing those who attempt to blend families. This program explains the four critical challenges: Disinheriting Ex-Spouses, Protecting One's Own Children, Providing for New Spouse, and Minimizing Estate Taxes.

This is a turn-key workshop designed to be presented in about an hour (or less). It is appropriate for those contemplating remarriage, those with blended families, and their financial advisors. Financial advisors particularly need to be aware of the estate challenges facing their clients in these situations. This also might be an excellent opportunity to present to your local bar association, or to offer to the family lawyers (and their clients) in your market. Be sure to use the companion brochure, Blended Family Basics, in your follow-up mailings to maximize your seminar opportunities!

The workshop is delivered to you as a fully-editable PowerPoint file (you must have the PowerPoint software in order to use this file). Simply double-click the file from your desktop and you are ready to begin presenting. However, if you find that you prefer to "tweak" some of the slides, hide, replace or change their order -- you are free to do that as well. Present from a projector, or print full-color transparencies from the file. Print your speaker's notes and audience hand-outs directly from the file. Make an archive, back-up copy and store it on your hard drive, or burn a CD. [Just please respect the copyright disclosures included and do not share (or pirate) the file with your colleagues, or post it on your website.]

• 20 full-color slides.
• 2006-EGTRRA compliant.
• Complete narrative script included in speaker's notes section.
• Covers the four critical challenges: Disinheriting Ex-Spouses, Protecting One's Own Children, Providing for New Spouse, and Minimizing Estate Taxes. .
• Builds new referrals by teaching allied professionals (including family lawyers) the unique estate planning challenges facing their clients who are contemplating, or already trying to blend their families in a re-marriage situation.

View Five Sample Slides  (Requires Adobe Acrobat Reader Version 5 or later)

Review Companion Brochure: Blended Family Basics

Order Blended Families, Blended Estates

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Bonus Products

Get These Great Bonus Products FREE With Your Purchase

• Seminar Marketing Guide

Don't let sloppy execution undermine your seminar marketing efforts. These essential guides will help ensure your success:

• Seminar Marketing Guide & Checklists
  Walks you through a step-by-step process from planning to promoting to follow-up for a typical workshop campaign, including ways to stretch your budget, meet your marketing goals, and a timeline for promotions.
• Workshop Reporting Form
  How do you know whether your seminar marketing efforts are profitable and worth the investment of your time, staff time, and limited marketing resources? This form holds your marketing efforts accountable and ensures you stay on track for increased profitability (not just revenue)!
• Consultation & Contact Request Form
  Every attendee should receive this essential contact card, which allows them to request an initial consultation, provide their contact information, indicate their general needs & interests, and register for your email or hard copy newsletter. Without this form in-hand, you miss vital opportunities to maximize your seminar marketing results!
• Sample Follow-Up Letter
  So, the workshop went well, some people even scheduled appointments and some signed up for newsletter. Now what about the rest? Don't waste those opportunities. Capitalize on the moment with a strategic follow-up letter that reminds your prospects of the issues you just covered, while polishing your professional image -- both to your prospects and to the professional advisors who may have sponsored the event.

• Speaker's Guide to Audience Participation

Audience participation is a powerful tool for speakers. Ever wonder why those direct-mail offers always want you to peel the YES sticker off from one part of the mailing and paste it on to the reply card? They are looking for "audience participation," because it is a proven technique to boost response rates by as much as 50 percent!

But before we address ways to initiate audience participation, let's review a few important caveats for attorney speakers:

Do NOT open yourself up to random questions from the audience. Here are the risks and reasons to avoid this technique:

• Loss of Control -- Random audience questions can break your rhythm, stall your momentum and burn through precious time.
• Loss of Authority -- When you allow your audience to fire out random questions, you relinquish not only control, but authority. Invariably there will be someone trying to trip you up. It just takes one "hot shot" to fire questions at you -- and once you've opened it up, it's very hard to close -- and suddenly they have control and authority and you have undermined your main purpose for presenting, which was to establish yourself as an expert.
• Liability -- BEWARE of initiating an attorney-client relationship. You may be shocked to learn how easily, and quickly, your disciplinary board will rule that you have established an attorney-client relationship. Some attorneys who have volunteered to answer questions in newspaper columns have been later informed that their "client" acted (or did not act) on their legal advice, and the attorney is now liable. Whenever a member of the public asks you a legal question (even at social situations such as holiday parties) you run the risk of establishing an attorney-client relationship when you answer.
• Loss of Credibility -- Here's how this happens. You open the floor to questions, someone asks a question that by answering you would definitely establish an attorney-client relationship ... so you explain briefly about this relationship and suggest the question could be explored in the context of a confidential consultation. BEEP -- Thanks for Playing! You just lost credibility -- the OTHER reason you were presenting this seminar! It looks like you are ducking the answer, hiding information, or worse yet -- refusing to answer because you want to get them into that "sales meeting" and get into their pockets.

My advice? Just don't go there! So, how do you SAFELY initiate audience participation? The key is to do so in a CONTROLLED manner. Here is what we have done to enhance your Blended Families, Blended Estates workshop. We have created a BONUS "Brief Guide to Audience Participation" which includes:

• The caveats listed above
• A short speaker's guide on using participation devices
• A list of sample questions YOU can safely introduce to the audience that will generate participation without initiating an attorney-client relationship
• Two word games you can use with the audience to emphasize key concepts from your presentation and
• A self-quiz to distribute either before or after your presentation (and we explain why you might choose one timeframe over the other.)

Use this guide to learn safe, effective tools you can use to enhance your presentation, establish and build audience rapport, and generate higher response rates from attendees.

Both the Seminar Marketing Guide and the Speaker's Guide to Audience Participation are offered as FREE DOWNLOADS when you purchase the Blended Families, Blended Estates workshop. Once your order has been processed, you will receive an email link with download instructions.

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