{"id":1400,"date":"2014-06-12T12:43:50","date_gmt":"2014-06-12T16:43:50","guid":{"rendered":"http:\/\/resources.evans-legal.com\/?p=1400"},"modified":"2014-06-12T12:43:50","modified_gmt":"2014-06-12T16:43:50","slug":"build-manage-estates-practice","status":"publish","type":"post","link":"https:\/\/resources.evans-legal.com\/?p=1400","title":{"rendered":"How to Build and Manage an Estates Practice"},"content":{"rendered":"<p><img loading=\"lazy\" decoding=\"async\" src=\"http:\/\/evans-legal.com\/dan\/5110591_big.jpg\" alt=\"[Cover]\" width=\"240\" height=\"360\" name=\"graphics1\" align=\"RIGHT\" border=\"0\" \/><strong><span style=\"font-size: 300%;\"><i>How to Build and Manage an Estates Practice<\/i><\/span><\/p>\n<p><\/strong><i>By <a href=\"http:\/\/evans-legal.com\/dan\/resume.html\"><span style=\"text-decoration: underline;\"><span style=\"color: #0066cc;\">Daniel B. Evans<\/span><\/span><\/a><\/i><\/p>\n<p>Specifically tailored to the unique needs of the estates and trusts lawyers, this updated second edition of <i>How to Build and Manage an Estates Practice<\/i> focuses on making your practice better. Written as a &#8220;book of ideas,&#8221; you&#8217;ll find guidance on marketing, effective client communications, fee agreements, and ethics, including the updates to the American Bar Association&#8217;s Model Rules of Professional Conduct. Whether you&#8217;re a solo practitioner or a lawyer at a large firm, you&#8217;ll find the tools you need to make a difference.<\/p>\n<p>Authored by Daniel B. Evans, a veteran attorney focusing on the areas of estate planning and estate and trust administration, this edition highlights constructive ways to apply ideas that have worked for him to your own practice. Organized logically, the book starts with deciding what kinds of clients you want, to finding those clients, to choosing clients and establishing fee agreements, to doing the actual legal work. Inside, you&#8217;ll find:<\/p>\n<ul>\n<li>\n<p style=\"margin-bottom: 0in;\">Strategies in defining your practice to bring focus and growth<\/p>\n<\/li>\n<li>\n<p style=\"margin-bottom: 0in;\">The best ways to communicate with your clients<\/p>\n<\/li>\n<li>\n<p style=\"margin-bottom: 0in;\">How technology and ethics have changed the practice area<\/p>\n<\/li>\n<li>\n<p style=\"margin-bottom: 0in;\">Analysis of the Department of the Treasury Circular 230 issued in 2005<\/p>\n<\/li>\n<li>\n<p style=\"margin-bottom: 0in;\">Innovative ideas for finding new clients<\/p>\n<\/li>\n<li>\n<p style=\"margin-bottom: 0in;\">Ethics issues, including the challenges of marital and inter-generational representation<\/p>\n<\/li>\n<li>\n<p style=\"margin-bottom: 0in;\">Fee agreements, including ideas on alternative billing in estate planning, administration, and litigation<\/p>\n<\/li>\n<li>\n<p style=\"margin-bottom: 0in;\">Optimum strategies and practical ideas for billing<\/p>\n<\/li>\n<li>\n<p style=\"margin-bottom: 0in;\">Tips on hiring personnel<\/p>\n<\/li>\n<li>Sample forms, checklists, and questionnaires, such as an Estate Planning Questionnaire, Estate Administration Schedule, and Will Execution Instructions, are included on an accompanying CD<\/li>\n<\/ul>\n<p>Published jointly by the <a href=\"http:\/\/www.abanet.org\/lpm\/\"><span style=\"text-decoration: underline;\"><span style=\"color: #0066cc;\">Law Practice Management<\/span><\/span><\/a> and <a href=\"http:\/\/www.abanet.org\/rppt\/\"><span style=\"text-decoration: underline;\"><span style=\"color: #0066cc;\">Real Property, Probate and Trust Law<\/span><\/span><\/a> Sections of the <a href=\"http:\/\/www.abanet.org\/\"><span style=\"text-decoration: underline;\"><span style=\"color: #0066cc;\">American Bar Association<\/span><\/span><\/a>.<\/p>\n<p><span style=\"font-size: small;\">1999 &#8211; 6 x 9 &#8211; 196 pages<br \/>\nProduct code: 511-0421<br \/>\n$44.95 (RPPTL &amp;: LPM Section member price) &#8211; $54.95 (Regular price) <\/span><\/p>\n<dl>\n<dt><span style=\"font-size: small;\"><b>By Mail:<\/b> <\/span><\/dt>\n<dd><span style=\"font-size: small;\">American Bar Association<br \/>\nPublication Orders<br \/>\nP.O. Box 10892<br \/>\nChicago, IL 60610-0892 <\/span><\/dd>\n<dt><span style=\"font-size: small;\"><b>By Telephone:<\/b> <\/span><\/dt>\n<dd><span style=\"font-size: small;\">312-988-5522 (Mon.-Fri. 8 am to 5 pm CST\/CDT) <\/span><\/dd>\n<dt><span style=\"font-size: small;\"><b>By Fax:<\/b> <\/span><\/dt>\n<dd><span style=\"font-size: small;\">312-988-5568 <\/span><\/dd>\n<dt><span style=\"font-size: small;\"><b>By Email:<\/b> <\/span><\/dt>\n<dd style=\"margin-bottom: 0.2in;\"><span style=\"font-size: small;\"><a href=\"mailto:abasvcctr@attmail.com%3Eabasvcctr@attmail.com%3C\/a%3E%3CDT%3E%3Cb%3EBy%20World%20Wide%20Web:%3C\/b%3E%3CDD%3E%3Ca%20href%3D\"><span style=\"text-decoration: underline;\"><span style=\"color: #0066cc;\">http:\/\/www.abanet.org\/store\/order.html<\/span><\/span><\/a> <\/span><\/dd>\n<\/dl>\n<hr \/>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>How to Build and Manage an Estates Practice By Daniel B. Evans Specifically tailored to the unique needs of the estates and trusts lawyers, this updated second edition of How to Build and Manage an Estates Practice focuses on making &hellip; <a class=\"more-link\" href=\"https:\/\/resources.evans-legal.com\/?p=1400\">Continue reading <span class=\"meta-nav\">&rarr;<\/span><\/a><\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"pmpro_default_level":"","footnotes":""},"categories":[1],"tags":[],"class_list":["post-1400","post","type-post","status-publish","format-standard","hentry","category-uncategorized","pmpro-has-access"],"_links":{"self":[{"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/posts\/1400","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1400"}],"version-history":[{"count":1,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/posts\/1400\/revisions"}],"predecessor-version":[{"id":1401,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/posts\/1400\/revisions\/1401"}],"wp:attachment":[{"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1400"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=1400"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=1400"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}