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Founders Series: Crisis Planning Strategies in a Nutshell

Webinar Recorded: June 06, 2017
Presented by Lou Pierro, Esq.,
Pierro, Connor, & Associates
Duration: 69 minutes

We’ve all heard the term crisis planning. What does that really mean and is there more than one way to handle a crisis? Join one of ElderCounsel’s founding Principals, Lou Pierro, to learn about strategies used in crisis planning. Take away a roadmap of strategies used when you engage in this very profitable area of elder law.

In this presentation, we discuss:

  • Why clients in crisis are highly motivated to engage you (and less price-sensitive)
  • How to find them
  • How to build a team to respond to crisis, with the Elder Law Attorney as quarterback!
  • Winning legal strategies you can employ immediately in crisis planning
  • How annuities and P-Notes fit into the planning picture
  • Resources available to get you started and help walk you through the first crisis cases

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