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![]() Integrity Marketing Solutions' CEO Outlines "Best Practices" during Heckerling Institute MIAMI BEACH, Fla., Jan. 11 / -- Jennifer Campbell, CEO of Integrity
Marketing Solutions, was a featured speaker on Thursday, January 11
at a seminar on Time Efficiency & Profitability in the Law Firm during the
34th Annual Phillip E. Heckerling Institute on Estate Planning in Miami
Beach, FL.
Ms Campbell joined Natalie Choate, Esq., of Bingham Dana in Boston;
and Jonathan Blattmachr, Esq., of Milbank Tweed Hadley & McCloy in New York
City as presenters at the two-hour seminar. Ms Choate is author of Life
& Death Planning for Retirement Benefits, the leading professional resource
in this field. She and Mr. Blattmachr, chair of the trusts & estates division
at Milbank Tweed Hadley & McCloy, have collaborated on a new software product,
DistribuGuide, bringing artificial intelligence to the issues of planning for
retirement benefits. Mr. Blattmachr also is the primary author of Wealth
Transfer Planning, a sophisticated document creation system for the
trusts & estates practitioner.
Ms Campbell's presentation focused on Best Practices in the Trusts & Estates
Law Firm, including marketing, management, and the implementation of technology
and time-efficient systems to better serve clients and improve profitability.
Her material was based on her experiences as a private consultant with law
firms, and the results of in-depth surveys with trusts & estates firms across
the country, targeting specific problem areas that are common to small and
mid-size firms, and ways to respond to and resolve these problems.
The seminar was co-sponsored by The Technology Group of Baltimore, MD,
and Integrity Marketing Solutions of Carrollton, MO. Integrity Marketing Solutions
is a marketing and practice development firm serving a national client base
of small to mid-size law firms. The Philip E. Heckerling Institute on Estate
Planning is a week-long educational conference sponsored by the University
of Miami School of Law attracting nearly 3,000 attendees. DistribuGuide and Wealth
Transfer Planning are software programs developed and marketed by The Technology
Group.
SOURCE Integrity Marketing SolutionsWeb Site: http://www.estateplanningpartners.com Back to Company News |
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