ABA SOLO, SMALL FIRM AND GENERAL PRACTICE DIVISION
COUNCIL AGENDA REPORT FORM – Winter
2017 Report
Division
Name and Number: Division: 3 –
Practice Specialty
Division Director Name: Kari Petrasek
Group
Name: Estate & Financial Planning Group
Completed
By: Kenneth Vercammen Co-Chair, Edison,
NJ
1. What communications have you had
with your committee since last report? (e.g. conference call, meetings,
publications, use of discussion lists, etc.)
Speaker Kenneth Vercammen - November 16, 2016 and program online for free
Helped publicize Division’s book
“Wills and Estate Administration Practice” approx 240 pages to help raise
revenue for section- Sale of book reported to be good
Proposed Meeting at New York Annual
meeting
-An email will be sent to all
Committee members to invite them to participate in the January 9, 2017 ABA Aging call
2. Please describe the substance of
the activities set forth in number 1 above.
Please see number 1 above.
Next ABA Aging and Law Networking conference calls
January 9, 2017
March 13, 2017
June 12, 2017
3-Please list your entity's
activities and programs since last report. – See above
4- Where you are in completing your
annual planned activities? Good
_______________________________________________________
5-What is the status on
any CLE, publications, articles, etc.? See above
-Anticipate submitting
articles to Jeff for Solo EReport
6. What plans do you have for the
rest of the year?
Meeting at ABA New York Annual Meeting,
Articles and webinar
7-
Please state how your entity’s activities conform to
the Goals of the Division’s Long Range Plan. Articles and webinar
8- Report on anything else: Promoted recent ABA Books:
“Wills & Estate
Administration” and
“Smart Marketing For
the Small Firm Lawyer” from the American Bar Association.
Author:
Kenneth A Vercammen
Sponsor(s):
Solo, Small Firm and General Practice Division
Speaker Kenneth Vercammen - November 16, 2016
Straightforward and to-the-point, Wills
and Estate Administration provides step-by-step guidance that firms can use to
handle all aspects of an estates practice, from initial client intake to
closing the file.
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Hot Off the Press - Brown Bag
Teleconference Series
GPSolo’s Hot Off the Press series features a new book publication
release presented by the author, and is held entirely by teleconference as a
Division member benefit at no additional cost. The sessions are held
bi-monthly (January, March, May, July, September and November) on the third
Wednesday, and normally last one hour during lunch.
The content of the program is based upon
the author’s book published by ABA Book Publishing.
topics:
1. Preparation for Wills/Estate Planning
Interviews
2. Interviewing Clients
3. Signing documents and Additional
Estate Planning Issues
4. Probate, Estate Administration
5
Marketing Your Wills and Estate Administration Practice
Portions of the talk and material have been
revised from ABA’s new book “Wills and
Estate Administration”
By Kenneth Vercammen, Esq.
Straightforward and to-the-point, Wills and
Estate Administration provides step-by-step guidance that firms can use to
handle all aspects of an estates practice, from initial client intake to
closing the file. Topics are defined in six parts for ease of use:
Preparation for Wills/Estate Planning Interviews
Interviewing Clients
Additional Estate Planning Issues
Estate Administration
Guardianship of Disabled or Incompetent Parents
Marketing Your Wills and Estate Administration Practice
Making this an essential resource for solo and small firm practitioners,
the author includes numerous forms for each topic, and they are also available
for download online. The book is basic and
written to help new and transitional attorneys. In addition, tips on practice
management will help seasoned attorneys.
List Price: $79.95
ABA Price: $69.95
ISBN: 978-1-63425-380-2
Product Code: 5150484
2016, 290 pages, 7 x 10, Paperback
American Bar Association
Service Hotline
800-285-2221
312-988-5000
