2010 - CCA

Estates Attorney Starts School for Establishing Client Maintenance Programs

June 14, 2010
Client Care Academy
Client Care Maintenance Program

This article from ElderLawAnswers gives a quick look at Vinnie’s client care program and the early days of the Academy. While some things have changed since the article was posted, Vinnie’s quote, “a maintenance program is simply one of the most effective business-generating tools an attorney can have,” is still true. Following publication of our

How to Implement an Estate Planning Maintenance Program – NO KIDDING!

April 14, 2010
Client Care Academy
Client Care Maintenance Program, Estate Planning

This article describes the client care program model, explains how valuable it can be to both clients and attorneys, and explains, in broad terms, how to start a program and what services should be included. Over the next several decades, trillions of dollars are expected to pass from one generation to the next. Unfortunately, failed