Post on 16-Jan-2016
Begley & Bookbinder, P.C.
Committed to Excellence
© Copyright 1998, Descartes Systems Group
How To DevelopSubstantive Law System
Thomas D. Begley, Jr.
© Copyright 1998, Descartes Systems Group
WHY A SYSTEM?
Client Demand Better Faster Cheaper
Solution – Systems
© Copyright 1998, Descartes Systems Group
ADVANTAGE OF SYSTEM
Consistency High Quality Save Lawyer & Staff Time Lowers Cost Profit = Price – Cost Better, Faster, Cheaper
© Copyright 1998, Descartes Systems Group
PURPOSE OF SYSTEMS
Complex Work Performed by Ordinary People
Increase Volume of Work 15-20% Less Time per File Glady’s Method = Tedium
© Copyright 1998, Descartes Systems Group
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
© Copyright 1998, Descartes Systems Group
TYPES OF SYSTEMS
Medicaid Planning Medicaid Applications Estate Planning Estate Administration Guardianship Fair Hearing d4A Trusts Real Estate
© Copyright 1998, Descartes Systems Group
COMPONENTS OF A SYSTEM
Check Plans Check Lists Forms Letters Furnished Forms Related Items Systems the Same –
Components Different
© Copyright 1998, Descartes Systems Group
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
© Copyright 1998, Descartes Systems Group
FORMS
What is a Form?? Use More Than
Once Go Through Files,
Get Best Clauses, Design Best Form
Consistency of Language
Settlor - Grantor
© Copyright 1998, Descartes Systems Group
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
© Copyright 1998, Descartes Systems Group
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
© Copyright 1998, Descartes Systems Group
FURNISHED FORMS
SS4, 2848, 56, 5495
1040, 1041 709, 706 State Tax Forms Medicaid Applications
© Copyright 1998, Descartes Systems Group
RELATED ITEMS
o Medicaid Manualo HCFA 64o List of LTC
Facilitieso List of Allied
Professionalso Excerpts from
Statutes or Regs
© Copyright 1998, Descartes Systems Group
MPS
Medicaid Planning System www.medicaidplanningsystem.com Hot Docs 6 Updated January & July Document Assembly System
© Copyright 1998, Descartes Systems Group
DECISION TREE / AP PLAN
All MPS Strategies Married / Single Initial Client Meeting Where to Get the Money 15 - 30 Minutes After the Meeting
© Copyright 1998, Descartes Systems Group
DECISION TREE / DOCS
Wills, Living Wills, POA Trusts 47 Forms, Letters, etc. Docs Completed at Initial Meeting State Specific Forms – 25 states
© Copyright 1998, Descartes Systems Group
DOCUMENT PREP
Information Entered Once All Funding Letters 40% Time Saving
© Copyright 1998, Descartes Systems Group
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
© Copyright 1998, Descartes Systems Group
AP 123 Asset Protect 123 Calculates
IncomeAssetsCapital GainsMMMNA / Excess ShelterCSRAExpansion of CSRA
© Copyright 1998, Descartes Systems Group
AP 123
Transfer Calculations Large ½ a loaf Home w/ Life Estate Pharmaceutical Programs Miller Trust Where to Get the Money
© Copyright 1998, Descartes Systems Group
AP 123
Cost - $195 To Order - 1-856-787-4226
Begley & Bookbinder, P.C.
Committed to Excellence