Here’s a practice building activity you might find helpful in your market. Recently, I had the honor of speaking at the Albuquerque office of AAEPA Member firm Morris Hall, PLLC, as part of “Jump Start Your Day with Jim and Leslie.” Partner Jim Plitz and attorney Leslie Thompson bring in estate planning related experts and […]

I just returned from the American Academy’s Spring Summit event in Indianapolis, Indiana. It was great to see old friends and to make new ones! At the Summit event in Indianapolis, I was particularly impressed by all the learning going on. Members were learning substantive law, practice management, marketing, ethics, and many other topics. As […]

If you could see the future, do you see yourself slumping over a client file with your heart ceasing to beat just as your forehead hits the desk? Or do you see yourself sipping on a nice glass of wine looking out off a deck at (insert your dream view here), and dozing off with […]

Optimizing your website to rank highly for search engines is one of the most important things that you can do in order to make sure your content gets noticed by people searching the web for relevant keywords. The steps you need to take to optimize your website are constantly evolving as search engines perfect their […]

This is another in a series of blogs on the basics of estate planning. Over the past three weeks, I’ve discussed a myriad of issues about which you need to know before making the decision to transfer real estate to a trust. I’ve looked at tax, insurance, and asset protection issues. I’ve explored concerns unique […]

Good Monday morning, readers! As you read this blog, I’m boarding my flight to Indianapolis for the Academy’s 2017 Spring Summit. Today we commence seven very full days for which we have spent several months preparing. There are countless steps that have been completed before this day, and still more to come: prep meetings; meet […]

For many companies, their greatest asset (and expense) is their people. With that in mind, leaders should strive to develop a working environment that is safe, engaging and cohesive. A huge impediment to this goal, and one that we are hearing about more and more, is workplace bullying and/or incivility. As employee populations become increasingly […]

This is another in a series of blogs on the basics of estate planning. Over the past two weeks, I’ve looked at the insurance, tax, and asset protection considerations involved in transferring real estate into a trust. This week, I’ll touch on funding issues unique to irrevocable trusts, as well as those unique to revocable […]

FUN AND INTERESTING BACK STORYThe Academy purchased an existing Attorney directory called Search-Attorneys.com in 2002. For about a decade we maintained the directory and listed all Academy Members, Partners and Associates in “Premium” or featured positions on all searches made. The reason that the purchase made sense then, and still does, is because the directory […]

Last week when I checked my “snail” mailbox (typically full of physical junk mail and solicitations), I was surprised to find two handwritten cards from friends. One was a greeting card – a fun, playful, witty and heartfelt appreciation of our friendship; while the other was on notecard paper and a simple thank you note […]