ABA Estate Planning, Probate & Trust Committee Fall 2017

ABA Estate Planning, Probate & Trust Committee Fall 2017

2017–2018 COUNCIL AGENDA REPORT FORM

COMMITTEE REPORTS

Division Number and Name: Division 3: Practice Specialty

Division Director Name: Daniel Tann

Reporting Board or Committee: ABA Estate Planning, Probate & Trust Committee

Completed By: Kenneth Vercammen Co-Chair, Edison, NJ

1.   What has your board or committee done since its last report (e.g., conference call, meetings, use of discussion lists, planning for CLE programs, publications and articles, collaboration with other boards, committees, or sections)?

-       Sent email to members with copy of 2017-18 Business plan

-       Scheduled meeting for Friday, October 20 GPSolo 3:00pm- 4:00 Seminar and roundtable at the St. Paul Hotel

-       Held Committee Meeting at New York Annual meeting on Friday August 11

-       -Helped publicize Solo Division’s book “Wills and Estate Administration Practice” approx 240 pages to help raise revenue for section- Sale of book reported to be good

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2.   What is the status of your board or committee’s business plan for the year (e.g., participation of board or committee members, goals achieved, and new goals)?

-       Submitted program form to Group Legal for New Orleans meeting 2018

-       Offered to do program if there is a Solo day in Chicago 2018

-       Will Participate in quarterly ABA Commission on Law and Aging networking call next Oct 9  

3.   Does your board or committee need any assistance from the Director, Staff, Division Officers, or Council? If yes, please explain:

Yes We need help setting up programs and meetings.

-The Committee anticipates guidance, support and/or involvement from our Division Director regarding publicizing the Wills and Estate Administration book

ACTION ITEMS

List any action items to be presented to Council. These are items that require discussion, reporting, and/or decision-making on the part of the Council (e.g. a request for support of matters appearing before the House of Delegates, revisions of Division policies, and requests for use of extraordinary Division resources).

INFORMATIONAL ITEMS

List any informational items to be represented to Council. These items are matters for the Council’s information and do not require action.

ABA Estate Planning, Probate and Trust and Elder Law Joint Committee Meeting Friday, October 20 GPSolo 3:00pm- 4:00 Seminar and roundtable Free to attendees at the St. Paul Hotel

    Ideas to be discussed:

- BUILDING THE MILLION DOLLAR ESTATE PLANNING PRACTICE

    

Ethically Building Your Practice using free and low-cost online methods

1.     Website specific http://www.njwillsprobatelaw.com

2.     Blog https://njprobate.blogspot.com [no comments permitted]

3.     Facebook Law Office

4.     LinkedIn- post articles, events

5.     Google+ aka Google Plus

6.     Twitter

7.     YouTube

8.     Avvo Legal rating

9.     JD Supra

10.  Justia Lawyer Directory:

11.  Yelp for Business Owners

12.       Marketing Your Wills & Estate Administration Practice

13.       Happy Hour networking party for professionals such as Accountants, CPA’s, Financial Planners plus clients and friends.

14.       Wills and Power of Attorney for AARP members Seminar                            

15.       Brochures to Bring to Wills and Elder Law Program

16.       WILLS AND ESTATE ADMINISTRATION SEMINAR EVALUATION                  

17.        

18.       Calling to Invite Clients to Events and Annual Will Seminar www.facebook.com/events/1114988428957