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    This will happen at 1pmPT/2pmMT/3pmCT/4pmETThis is an informational webinar about the Elder Law Training that is being hosted in partnership with Elder Law College. This webinar and training are for our Personal Family Lawyer & Family Business Lawyer membersonly. If you are a member but do not see the webinar invitation in your email, please email us at support@newlawbusinessmodel.com and we will resend it to you.
  4. Hi PFL & FBL members! 👋 As part of your membership with us, you'll find both PDF and DOC newsletter files for your convenience in CustomerHub. Haven't seen them yet? Go and grab them. We can even support you by providing customization and printing + mailing services. Reach out to us at support@newlawbusinessmodel.com for special pricing. Doing it yourself? Look for the red arrows these indicate each area that requires your customization. FBL: https://newlawbusinessmodel.customerhub.net/fbl-monthly-newsletters-to-mail PFL: https://newlawbusinessmodel.customerhub.net/car-monthly-pfl-newsletters-to-mail PFL's, you'll notice we tied the PFL special offer with the July Gain Freedom marketing campaign found in your CustomerHub resources. To learn more about this campaign, visit the Marketing Campaigns section in https://newlawbusinessmodel.customerhub.net/july. PFL Offer: July is Freedom Month! Since July is the month of Freedom, I want to help you enjoy the freedom of knowing your financial house is in order and your kids & money will be taken care of by the people you know and trust...no matter what! That is why I'm going to give the first 5 people who call my office a complimentary Family Wealth Planning Session™ (valued at $750) where I will make sure your kids and family are totally taken care of no matter what so you can have absolute peace of mind. Plus, you’ll receive a Family Financial Freedom Organizer to keep your financial house in order. During this session, we review what you do or don’t have in place to ensure the well-being and care of everything you own and everyone you love, in the event something happens to you. If you have nothing in place now, we will discover whether the State’s plan for you is sufficient, and if it is not, we will design a plan to ensure things go exactly as you would want them to when something does happen. If you do have an existing plan, we will review whether it still reflects your current wishes, assets, and most up-to-date laws. Whether you need a new plan or not, just this process alone will get you more financially organized than ever before and will provide total peace of mind around what you need in order to ensure you’ve handled your personal affairs in the most loving way possible. Call today to schedule your Family Wealth Planning Session and you can have the freedom of mind of knowing you’ve done everything to plan for, and make life as good and easy as possible for those you love. And for CBL/FBL's, you'll notice we tied the CBL special offer with the July Isn't It Time Your Business Provided You With The Freedom You Truly Desire? marketing campaign found in your CustomerHub resources. To learn more about this campaign, visit the Marketing Campaigns section in https://newlawbusinessmodel.customerhub.net/mmc-cbl-july. FBL Offer: Isn't It Time Your Business Provided You With the Freedom You Truly Desire? Are you making mistakes right now in your business that are costing you valuable time, energy, attention and money? I am committed to ensuring you have the legal, insurance, financial and tax systems you need in place to LIFT your life and business to the level of freedom you truly desire! We have a unique process in place for identifying where you may have leaky boundaries, unclear expectations and missed opportunities that put you at risk as well as what needs to happen to give you the freedom you truly desire. If you want to have more freedom in your business, make this the month you schedule yourself to meet with me for a LIFT Business Breakthrough Session. If you are one of the first 3 business owners to schedule during the month of July, I will waive your LIFT Business Breakthrough Session fee (a $500 value) as my gift to you and we will use the time to focus on how you can have the freedom you truly desire in your business. "See" you again next month The Team at New Law Business Model
  5. Last week
  6. @Carly Karpovage Can you also add @Juan Pyfrom to this list, please? We're having a chat about Elder Law right now 🙂 Thank you!
  7. Hello PFL/FBL Members! The weekly articles and social media images are ready in Customer Hub for use in your e-zine, blog, newsletter, etc. As always, be sure to let us know if you have a topic for an article you'd like us to write about - AND, let us know what you think of the articles... we love member feedback! You can find the articles in Customer Hub here:PFL: Your “Blended” Family Is Likely Headed to Court Unless You Do This https://newlawbusinessmodel.customerhub.net/pfl-weekly-articles-by-datehttps://newlawbusinessmodel.customerhub.net/pfl-weekly-articles-by-category Suggested categories to post this blog article to on your website: Blended Family Issues, Estate Planning Mistakes, Estate Planning CBL: Scared To Take the EIDL Money and Use It Wisely? https://newlawbusinessmodel.customerhub.net/cbl2-module-5-weekly-articles-for-your-ezine-or-blog Suggested categories to post this blog article to on your site: Business Finances, Unexpected Business Risks, Business Growth Strategies Using these articles in a weekly newsletter is a GREAT way to stay at the top of your clients' minds, which means more referrals. If you're interested in having us produce a newsletter for you, just let us know and we can discuss the setup and maintenance costs. Another use for these articles is to post them on your blog to drive traffic to your website. Be sure to add keywords specific to your location and target market. You can also use these to topic your social media posts and use as discussion points, called "pillar content", on your social media to drive traffic to your website as well. And, as a reminder, as referenced from this post,, we are now providing social media content each week in the form of images, memes, GIF’s, and post text that is intended to engage, attract, and educate your virtual audience. The images provided are intended to be used alongside your weekly blog to build your 'pillar content' and provide consistent monthly offers to your community. You will find the created content and images housed in CustomerHub under Client Attraction Resources > Other Ways to Market in Your Local Community > Social Media:PFL: https://newlawbusinessmodel.customerhub.net/owm-social-mediaCBL/FBL: https://newlawbusinessmodel.customerhub.net/owm-cbl-social-media and then refer to the folder in each link above called "NLBM Memes - Weekly Social Media Images" If you have any questions, or if you're ready to order, email us at support@newlawbusinessmodel.com or you can post any questions here. We're always happy to help.
  8. Hi Rebecca,

     

    I established a trust for a couple with a minor child. The couple has a property in Essex County, New Jersey. 

     

    I wanted to transfer the asset into their trust. 

     

    I have prepared the following documents: 

     

    (1) Bargain and Sale Deed Without Covenants, 

    (2) Affidavit of Consideration For Use By Sellet, and 

    (3) Seller's Residency Certification/Exemption.

     

    The Essex County assessor's office does not answer any calls and I wanted to make sure that I prepare and file the correct documents without incurring transfer taxes and reassessment. 

     

    At your convenience, please let me know if you would be able to assist me in handling this property transfer. My remote office number is (424) 245-4867 or email at rozi@yacobilaw.com.

     

    Looking forward to hearing back from you.

     

    Sincerely,

    Rozi

     

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    This call happens at 10am PT / 11am MT / 12pm CT / 1pm ET This call will happen on Zoom. Log in details have been emailed to you. This call is for all lawyers with a Platinum or Gold membership to receive training, refinement and guidance on how to better communicate with clients that will improve your clientengagement rates and improve the financial bottom line of your practice. If you are a Personal Family Lawyer or Family Business Lawyer with a Platinum or Gold membership and you did not receive the call in details for this call, please reach out to support@newlawbusinessmodel.com
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  11. Thank you Carly for responding to my question concerning elder law training.. Les
  12. Hi @Leslie Sparks We have not yet rolled out the details, but I will add you to our list of folks interested!
  13. Hello PFL/FBL Members! The weekly articles and social media images are ready in Customer Hub for use in your e-zine, blog, newsletter, etc. As always, be sure to let us know if you have a topic for an article you'd like us to write about - AND, let us know what you think of the articles... we love member feedback! You can find the articles in Customer Hub here:PFL: How Do Trusts Help You Save on Taxes?https://newlawbusinessmodel.customerhub.net/pfl-weekly-articles-by-datehttps://newlawbusinessmodel.customerhub.net/pfl-weekly-articles-by-category Suggested categories to post this blog article to on your website: Save Money On Your Taxes, Wills and Trusts CBL: How (and Why) to Keep Your Corporate Records Up to Date https://newlawbusinessmodel.customerhub.net/cbl2-module-5-weekly-articles-for-your-ezine-or-blog Suggested categories to post this blog article to on your site: Business Entity Structure, Legal Agreements, Buying or Selling Your Business Using these articles in a weekly newsletter is a GREAT way to stay at the top of your clients' minds, which means more referrals. If you're interested in having us produce a newsletter for you, just let us know and we can discuss the setup and maintenance costs. Another use for these articles is to post them on your blog to drive traffic to your website. Be sure to add keywords specific to your location and target market. You can also use these to topic your social media posts and use as discussion points, called "pillar content", on your social media to drive traffic to your website as well. And, as a reminder, as referenced from this post,, we are now providing social media content each week in the form of images, memes, GIF’s, and post text that is intended to engage, attract, and educate your virtual audience. The images provided are intended to be used alongside your weekly blog to build your 'pillar content' and provide consistent monthly offers to your community. You will find the created content and images housed in CustomerHub under Client Attraction Resources > Other Ways to Market in Your Local Community > Social Media:PFL: https://newlawbusinessmodel.customerhub.net/owm-social-mediaCBL/FBL: https://newlawbusinessmodel.customerhub.net/owm-cbl-social-media and then refer to the folder in each link above called "NLBM Memes - Weekly Social Media Images" If you have any questions, or if you're ready to order, email us at support@newlawbusinessmodel.com or you can post any questions here. We're always happy to help.
  14. @Allison Osborn I echo @Greg Gordillo. I would also say we need more resources for business succession planning in general: buy-sell agreement checklist, business power of attorney checklist (and how to handle alternative coverage arrangements), key items to consider in your business' standard operating procedures, etc. As an FBL, you can imagine a lot of the questions are about planning for a business in the event that a person is incapacitated or passes away. I specifically get many professionals, so there are concerns about having someone licensed to step in. I think we have been doing a good job talking about general business assistance (contracts, entity formation, ongoing strategic counsel services, etc.), but, as an FBL, business succession planning is huge opportunity and logical next step from estate planning. If we can get more resources on best practices in this area, it would be incredibly helpful.
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    This call happens at 10am PT / 11am MT / 12pm CT / 1pm ET This call is for all Platinum & Gold members to share bestpractices and receive guidance and feedback about their marketing strategies while and learning from other members who have had consistent success with their marketing.
  16. Hello lawyers! I am writing to let you know that as part of our commitment to increase our anti-racism work in the world, we have decided to honor Juneteenth as a formal NLBM holiday. As such, the company is closed on Friday June 19th and all staff will have the day off. This will become an annual day off in future years as well. We have rescheduled the Member Marketing Best Practices to Friday June 26th at the same time 10amPT/11amMT/12pmCT/1pmET. If you are not familiar with Juneteenth, or its significance, I encourage you to read up on it. Here is a great article written by Henry Louis Gates, Jr.
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    Membership Drive Webinar
  18. Hello PFL/FBL Members! The weekly articles and social media images are ready in Customer Hub for use in your e-zine, blog, newsletter, etc. As always, be sure to let us know if you have a topic for an article you'd like us to write about - AND, let us know what you think of the articles... we love member feedback! You can find the articles in Customer Hub here:PFL: Is It Time to Go Solo(preneur)?https://newlawbusinessmodel.customerhub.net/pfl-weekly-articles-by-datehttps://newlawbusinessmodel.customerhub.net/pfl-weekly-articles-by-category Suggested categories to post this blog article to on your website: Life Planning, Family Financial Planning CBL: What you need to know about the Family Medical Leave Act (FMLA) and the Pandemic https://newlawbusinessmodel.customerhub.net/cbl2-module-5-weekly-articles-for-your-ezine-or-blog Suggested categories to post this blog article to on your site: Contractors and Employees Using these articles in a weekly newsletter is a GREAT way to stay at the top of your clients' minds, which means more referrals. If you're interested in having us produce a newsletter for you, just let us know and we can discuss the setup and maintenance costs. Another use for these articles is to post them on your blog to drive traffic to your website. Be sure to add keywords specific to your location and target market. You can also use these to topic your social media posts and use as discussion points, called "pillar content", on your social media to drive traffic to your website as well. And, as a reminder, as referenced from this post,, we are now providing social media content each week in the form of images, memes, GIF’s, and post text that is intended to engage, attract, and educate your virtual audience. The images provided are intended to be used alongside your weekly blog to build your 'pillar content' and provide consistent monthly offers to your community. You will find the created content and images housed in CustomerHub under Client Attraction Resources > Other Ways to Market in Your Local Community > Social Media:PFL: https://newlawbusinessmodel.customerhub.net/owm-social-mediaCBL/FBL: https://newlawbusinessmodel.customerhub.net/owm-cbl-social-media and then refer to the folder in each link above called "NLBM Memes - Weekly Social Media Images" If you have any questions, or if you're ready to order, email us at support@newlawbusinessmodel.com or you can post any questions here. We're always happy to help.
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    This call happens at 10am PT / 11am MT / 12pm CT / 1pm ET This Creating LIFT Business Systems call is for all lawyerswith coaching access as part of the Life & Legacy program, includingPlatinum & Gold members. If you have access to this call, youshould receive an email several days prior to the call with your call access details and a reminder the morning of the call. If you have not receivedthese emails and you have access to the Business practice materials in your membership portal, please reach out to support@newlawbusinessmodel.com.
  20. @Ali Katz - Thank you! This is what I sent in my newsletter - super particular to my experience. I was definitely in the "I don't know what to say" category, so it was interesting how disappointing action led to further learning:
  21. Dear lawyers, Each week we write articles for our Personal Family Lawyer and Family Business Lawyer members to use in their email newsletters, on their website and in social media. And this week, I'm adding a piece of content not just for our members, but for all of you to use, who maybe have not known what to write or share with your community, and who want to say something, with the hopes that it will be a start for you to stand up and share your position on human rights and systemic racism. If you have already been speaking up and out, in your own words, thank you. If you have not because you have not known what to say, or how to say it, and you are scared to be messy, please let this be a start. You can edit this and make it your own, or use it as-is. This is the case for all of you, not just members. If you do use it, please let it be the beginning of your education and your stand in your community to move beyond the systemic racism that impacts ALL of us. Our country was built on the backs of unpaid labor, and we have both benefited from that labor, and also been harmed by it, some more than others. And, it all continues to impact us negatively to this day, even when we have the privilege of not seeing it or feeling it directly. As lawyers, leaders, and business owners who have an extremely valuable service to offer, we have the privilege of the time, energy, attention and money to shift this through our leadership, which to me means first taking a stand and speaking out with the hopes of waking up others to what we are seeing, then getting our own education and shifting our business practices to align with the economic and culturally reality we want to create. Here are some examples of what companies I personally respect are doing: Ben & Jerry’s: https://www.benjerry.com/about-us/media-center/dismantle-white-supremacy Mama Gena: http://mamagenas.com/sss/ And, here’s what a couple of our own member lawyers are doing and saying: Daniel Campen: https://www.facebook.com/jazzycamp/posts/10164000735105553 Shane Young: https://www.facebook.com/shane.j.young.3/posts/10222038254040979 Extra special thanks to Family Business Lawyer @Shaina Jones who helped me when I yelled, help! If you have any feedback on what I've shared here, thoughts on how I can improve it, see places I can do better, please share it with me. I am continuing to learn. And, with that, here’s copy you can use as-is or edit, add your own resources to, and share what you are doing in your community in service to collective deprogramming. ================= As a lawyer, I see it as part of my job to protect our civil liberties, be a stand for our human rights, and to be the change I want to see in the world. I went to law school to make a difference. I went to law school to be a protector. I went to law school to serve. And, now, I’m being called to listen and learn, as an ally to those who have been living with the reality of racism in the United States for far too long. I thought it was enough to be “not racist”, but I am now learning that it’s not enough. To be a protector, and a stand for civil liberties for all of us, I must learn to become anti-racist. I am listening, and learning about how to deprogram myself from systemic racism that impacts all of us in so many ways that are both overt, and deeply buried in our collective psyches and systems. I don’t yet have clear answers, but I am sharing this here today as an invitation to all of us to do the work necessary to come together and live in to a world that truly does work for all. Here are the resources I’m learning from now, and I invite you to join me in beginning the deprogramming process: How to Talk to Children About Racism: https://www.prettygooddesign.org/blog/Blog%20Post%20Title%20One-5new4 How to Be an Anti-Racist by Ibram X. Kendi: https://www.ibramxkendi.com/how-to-be-an-antiracist-1 A Broad Collection of Anti-Racism Resources: https://www.antiracism.co/ ========================== With care, Ali
  22. Hello PFL/FBL Members! The weekly articles and social media images are ready in Customer Hub for use in your e-zine, blog, newsletter, etc. As always, be sure to let us know if you have a topic for an article you'd like us to write about - AND, let us know what you think of the articles... we love member feedback! You can find the articles in Customer Hub here:PFL: Learning to Flourish, Even in a Financial Crisishttps://newlawbusinessmodel.customerhub.net/pfl-weekly-articles-by-datehttps://newlawbusinessmodel.customerhub.net/pfl-weekly-articles-by-category Suggested categories to post this blog article to on your website: Family Financial Planning, Life Planning CBL: Should You Take The Loan Offer from the EIDL?https://newlawbusinessmodel.customerhub.net/cbl2-module-5-weekly-articles-for-your-ezine-or-blog Suggested categories to post this blog article to on your site: Business Finances, Business Growth Strategies Using these articles in a weekly newsletter is a GREAT way to stay at the top of your clients' minds, which means more referrals. If you're interested in having us produce a newsletter for you, just let us know and we can discuss the setup and maintenance costs. Another use for these articles is to post them on your blog to drive traffic to your website. Be sure to add keywords specific to your location and target market. You can also use these to topic your social media posts and use as discussion points, called "pillar content", on your social media to drive traffic to your website as well. And, as a reminder, as referenced from this post,, we are now providing social media content each week in the form of images, memes, GIF’s, and post text that is intended to engage, attract, and educate your virtual audience. The images provided are intended to be used alongside your weekly blog to build your 'pillar content' and provide consistent monthly offers to your community. You will find the created content and images housed in CustomerHub under Client Attraction Resources > Other Ways to Market in Your Local Community > Social Media:PFL: https://newlawbusinessmodel.customerhub.net/owm-social-mediaCBL/FBL: https://newlawbusinessmodel.customerhub.net/owm-cbl-social-media and then refer to the folder in each link above called "NLBM Memes - Weekly Social Media Images" If you have any questions, or if you're ready to order, email us at support@newlawbusinessmodel.com or you can post any questions here. We're always happy to help.
  23. Dear lawyers ... I’m sure I don’t need to be the one to tell you that this is an intense time. Internally, here at NLBM, we feel proud of how we supported you through the need to move virtual quickly and face our new COVID reality, and now we are looking at how to support you given the reality of rising racial tensions in many of our communities. Through listening, watching and our own internal process, we’ve come to see that being “not racist” is not enough. We must become anti-racist. And, we are listening and learning. For our team at NLBM, the intensity we are experiencing is a result of both what’s happening in the world, and also in response to the significant growth initiatives we have been undertaking to continue improving our services and offerings for you, our beloved community. To support the health and wellness of our team, we have decided to create tomorrow (Friday, June 5th) as a company-wide mental health day so that our team can be with their feelings around what’s happening in the world, and here in the United States as we collectively face so much pain. As such, we will not have staff available to answer questions or support you with any requests tomorrow or through the weekend, and look forward to being back with you, rested and ready to go, and to support you fully on Monday, June 8th. Having said that, please continue posting in the forum for support from our mentors and other members, or in the Facebook groups we maintain, or participating in the Eyes Wide Open Challenge that I am running via my other company, Eyes Wide Open. Please tag me @Ali Katz when posting in the forum or on Facebook so I see your post. We believe that giving our team a mental health day will not only improve our services to you moving forward, but perhaps may also model some possibilities of what it can look like to take care of your team (and yourself!!) during particularly strenuous periods of time. We can all serve at our best when we, ourselves, are stabilized and resourced. Along with this mental health day, we have provided our team with a list of anti-racism resources that they may choose to engage with tomorrow and over the weekend, and we’ve enrolled everyone in Trudi Lebron’s Show Up and Serve training. We’ve provided a portion of the list of resources to you as well, which you can find at the bottom of this email. We are honored to be your partner in these journeys we humans all share, both inside of ourselves and out in the world, as we learn to best serve and support ourselves and our communities. With love, Ali Anti-Racism Resources (for the full list, use this link😞 Anti-Racist Starter Kit: Stamped from the Beginning - Ibram X Kendi A People's History of the United States - Howard Zinn (There is a "young people's" version for elementary and middle school readers) White Fragility - Robin Diangelo So you want to talk about race - Ijeoma Oluo I'm Still Here: Black Dignity in a World Made for Whiteness - Austin Channing Brown Me and White Supremcy - Layla F Saad Stamped - Jason Reynolds & Ibram X. Kendi Anti-Racist Intermediate Kit: The Burning House: Jim Crow and the Making of Modern America - Anders Walker The New Jim Crow - Michelle Alexander The Condemnation of Blackness - Khalil Gibran Muhammad Dying of Whiteness - Jonathan Metzl A Different Mirror - Ronald Takaki How to be an AntiRacist - Ibram X Kendi How the South Wont the Civil War - Heather Cox Richardson
  24. Hi PFL lawyers! Just a heads up, we’ve replaced the files for the Personal Family Lawyer newsletter due to a request for the secondary inside article to be replaced. Please find the new updated Word docs and PDF’s for both inside and outside in your Customer Hub: https://newlawbusinessmodel.customerhub.net/car-monthly-pfl-newsletters-to-mail
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