Legacy Tips of the Week

Legacy Tips of the Week

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Legacy Leaders Network

Tips of the week!

Trivia Question❓

Which term refers to the legal obligation of attorneys to provide free legal assistance to those in need as part of their professional responsibility?

Answer at the bottom of the newsletter

Increasing Your Practice's Impact Through Pro Bono Work

Pro bono work offers legal professionals a unique opportunity to make a significant impact in their communities while enhancing their practice's reputation and experience. Engaging in pro bono services not only supports those in need but also allows attorneys to develop vital skills and broaden their professional network. Here are key reasons to consider integrating pro bono work into your practice:


  • Community Service: Providing free legal services to individuals and organizations in need fosters community goodwill. By addressing issues such as housing, family law, or civil rights, you can directly contribute to improving the lives of underserved populations.


  • Skill Development: Pro bono cases often present unique challenges, enabling attorneys to sharpen their legal skills. Handling diverse cases can enhance your problem-solving abilities, negotiation tactics, and courtroom experience, all of which can be beneficial in your regular practice.


  • Networking Opportunities: Working alongside other professionals in pro bono initiatives can expand your network. Collaborating with nonprofits and fellow attorneys can lead to valuable referrals and connections that may benefit your practice in the long run.


  • Enhanced Reputation: Committing to pro bono work can enhance your firm’s reputation in the community and among peers. Demonstrating a commitment to social justice can attract clients who value community engagement and ethical practices.


  • Fulfillment and Satisfaction: Finally, participating in pro bono work can bring a sense of fulfillment and purpose to your practice. Making a positive impact on someone’s life can be incredibly rewarding, motivating you to continue your efforts in both your professional and personal life.


Integrating pro bono work into your practice not only benefits those in need but also enriches your career and community.

You Are Invited!

Are you sick of the cost of health insurance going up?

Are you tired of coverage going down?

Are you fed up with bureaucrats telling you what treatments you can and can't have?

Whether you are single or married, whether you have kids or not, whether you are a employed, retired, or a business owner this virtual lunch and learn is for you.

On it you will discover a 43 year old “new” Insider Secret to Beating Traditional Health Insurance.

You can potentially cut your health insurance costs 30-50% Starting Today while keeping your trusted doctors.

Register now and we will see you on the lunch and learn training.

Make sure to enter your correct email and cell phone as we need them to deliver your lunch.

Again, we will deliver lunch to your door for the first 30 who register for the training.

We will also be giving away a 3 night, 4 day hotel stay at a 5 star resort in the US for one lucky winner who attends live.

Click the link, fill out the form to register and join us for a live, virtual lunch and learn workshop,  where we will deliver lunch (or breakfast if you are on the west coast) to your door for the first 30 people who register.  

  • Date: Thursday, November 21st , 2024
  • Time: 11AM-12PM Eastern Time
  • Place: Zoom - check your email for the link to attend live.

Look for the instructions on how to claim your free meal, and your link to attend live in the confirmation emails you get.

Register here.

Also make sure to watch the video on the next page after you register,
and we will see you on the training.
Improving Family Communication

On this educational lunch and learn, Stan will share how to improve and restoring family communication to preserve, protect, and grow your legacy.

The ability to instill our legacy in younger generation family members first requires that you have and maintain a positive, meaningful relationship with those family members.

Register now and learn how to foster family communication and build lasting bonds. Your lunch instructions will be in your confirmation email and text, so make sure to enter your correct email and cell phone numbers.

Date: Thursday, November 21st, 2024
Time: 12-1PM EST

Sign Up Today!
You are Invited! 

Do you own real estate that has appreciated so much you don’t want to sell it because you don’t want to pay the capital gains taxes?
 
What if you could sell that asset, diversify your portfolio, not pay tax, 
and get lifetime access to income?
 
No, this is not a Delaware statutory trust.
Those are mostly used to rescue a broken 1031 exchange where a person has sold his property and can’t identify replacement property within the allowed 45 days.
 
No, this is not a deferred sales trust or monetized installment sale.
The IRS has proposed (2023-139) regulations to consider these listed transactions, which is not what you want.
 
To learn what this actually is, and why it works better than anything you’ve probably seen before, fill out the form and register to attend our virtual lunch and learn training where you will discover how our unique, tax exempt asset diversification trust will allow you to:
 
Sell an asset with over one million dollars in capital gains.
Eliminate the capital gains AND estate taxes, and still benefit from the proceeds.
 
This strategy has already saved smart investors like you billions of dollars in taxes over the last 25 years.
 
Register now and we will see you on the lunch and learn training.

Make sure to enter your correct email and cell phone as we need them to deliver your lunch.

Again, we will deliver lunch to your door for the first 30 who register for the training.

We will also be giving away a 3 night, 4 day hotel stay at a 5 star resort in the US for one lucky winner who attends live.

Nothing will be sold at this event, it is purely educational.

Register now and we will see you on the lunch and learn training.

Date: Thursday, November 21st, 2024
Time: 2-3PM Eastern Time
Place: Zoom

💡 Answer to Trivia Question:

Access to Justice.