How to Build and Manage an Estates Practice
CHICAGO, Jan. 24, 2008 — The American Bar Association Section of Law Practice Management has released the second edition of How to Build and Manage an Estates Practice, the only book on practice development and management tailored to the unique needs of estates and trusts lawyers. Filled with specific ideas on marketing, effective client communications, fee agreements and ethics, author Daniel B. Evans calls it a “book of ideas.”
Beyond the book’s natural audience of estates and trusts practitioners, it also appeals to general practitioners, who may need guidance doing estate administrations.
Evans has been practicing in estates and trusts, considered one of the most challenging and complex areas of law, since 1978. “Drawing on my own experience, I include the strategies that have worked for me in improving my own practice—tips on how to find clients and how to bill for that second, or even, third meeting you may be having with a client; information that law schools don’t provide, but are very necessary for the practicing lawyer,” he said.
Other topics include:
- Strategies to focus and grow your practice
- The best ways to communicate with your clients
- How technology and ethics have changed the practice area
- Analysis of the Department of the Treasury Circular 230 issued in 2005 and updates to the ABA’s Model Rules of Professional Conduct
- Ethics issues, including the challenges of marital and inter-generational representation
- Fee agreements, including ideas on alternative billing in estate planning, administration and litigation
- Optimum strategies and practical ideas for billing
- Tips on hiring personnel
Sample forms, checklists and questionnaires, such as an Estate Planning Questionnaire, Estate Administration Schedule and Will Execution Instructions, are included on an accompanying CD.
Title: How to Build and Manage an Estates Practice, Second Edition
Publisher: American Bar Association Section of Law Practice Management and the Section of Real Property, Probate and Trust Law
Pages: 232 pages
Product Code: 5110591
ISBN: 1-59031-951-6
ISNB 13: 978-1-59031-951-2
Size: 6×9
Binding: Paperback with CD-ROM
Price: $64.95; $44.95 for ABA members of the Section of Law Practice Management and the Section of Real Property, Probate and Trust Law
Orders: Visit www.ababooks.org or call 800-285-2221. Request product code 5110591
With more than 413,000 members, the American Bar Association is the largest voluntary professional membership organization in the world. As the national voice of the legal profession, the ABA works to improve the administration of justice, promotes programs that assist lawyers and judges in their work, accredits law schools, provides continuing legal education, and works to build public understanding around the world of the importance of the rule of law.
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Editor’s note: Review copies are available by sending an e-mail to Jo Ann Ekblad at ekbladj@staff.abanet.org. If you publish a review of this book, please send tearsheets or a copy for our files to Jo Ann Ekblad, ABA Publishing, 321 N. Clark St., Chicago, IL 60610.
