Begley & Bookbinder, P.C. Committed to Excellence.

Begley & Bookbinder, P.C.

Committed to Excellence

© Copyright 1998, Descartes Systems Group

How To DevelopSubstantive Law System

Thomas D. Begley, Jr.


WHY A SYSTEM?

Client Demand Better Faster Cheaper

Solution – Systems


ADVANTAGE OF SYSTEM

Consistency High Quality Save Lawyer & Staff Time Lowers Cost Profit = Price – Cost Better, Faster, Cheaper


PURPOSE OF SYSTEMS

Complex Work Performed by Ordinary People

Increase Volume of Work 15-20% Less Time per File Glady’s Method = Tedium


PURPOSE OF SYSTEMS (cont’d)

Lawyer Freed from Routine Chores

Lawyer Can Do Challenging Work

Easier to Train Staff Easier to Train Associates Insures Consistent

Quality


TYPES OF SYSTEMS

Medicaid Planning Medicaid Applications Estate Planning Estate Administration Guardianship Fair Hearing d4A Trusts Real Estate


COMPONENTS OF A SYSTEM

Check Plans Check Lists Forms Letters Furnished Forms Related Items Systems the Same –

Components Different


CHECK PLAN

Left Hand of File Task, Assigned to,

Completed Date, Date Finished

Step by Step Open File to Close File No Errors of Omission Consistent High Quality Appendix 1 - EP Check Plan


FORMS

What is a Form?? Use More Than

Once Go Through Files,

Get Best Clauses, Design Best Form

Consistency of Language

Settlor - Grantor


Intake Forms Time Management Technique Avoid Client Call Backs The Perfect Intake Form

Too Much v Too Little MIL v Answer Sheet

MASTER INFORMATION LIST


Initial Letter to Client Letter Enclosing Documents Letters Retitling Assets Best Letters – Old Files List of Addresses

Banks, Ins. Co., Stock Brokers, Medicaid Offices

LETTERS


FURNISHED FORMS

SS4, 2848, 56, 5495

1040, 1041 709, 706 State Tax Forms Medicaid Applications


RELATED ITEMS

o Medicaid Manualo HCFA 64o List of LTC

Facilitieso List of Allied

Professionalso Excerpts from

Statutes or Regs


MPS

Medicaid Planning System www.medicaidplanningsystem.com Hot Docs 6 Updated January & July Document Assembly System


DECISION TREE / AP PLAN

All MPS Strategies Married / Single Initial Client Meeting Where to Get the Money 15 - 30 Minutes After the Meeting


DECISION TREE / DOCS

Wills, Living Wills, POA Trusts 47 Forms, Letters, etc. Docs Completed at Initial Meeting State Specific Forms – 25 states


DOCUMENT PREP

Information Entered Once All Funding Letters 40% Time Saving


COST

$ 1,499 per year 50 % renewals $ 200 Discount if ELA Member Training Support User Guide Audio Order on Website

www.medicaidplanningsystem.com or By Phone 1-800-546-8677


AP 123 Asset Protect 123 Calculates

IncomeAssetsCapital GainsMMMNA / Excess ShelterCSRAExpansion of CSRA


AP 123

Transfer Calculations Large ½ a loaf Home w/ Life Estate Pharmaceutical Programs Miller Trust Where to Get the Money


AP 123

Cost - $195 To Order - 1-856-787-4226

Begley & Bookbinder, P.C.

Committed to Excellence

Begley & Bookbinder, P.C. Committed to Excellence.

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