Numbers
In a typical 4-week month, the number of attorney-case manager case reviews that should be conducted.
2
This person is Dean of KLU for the firm
Carson
This document allows financial decisions on behalf of another
power of attorney
If you need a strategy session as an attorney, you should contact this person.
Your division lead first.
The MINIMUM monthly collected revenue goal for any attorney at KLO beyond their 2nd month
$16,000
This person is our NAELA representative and sends us updates in the law and newsletters received from NAELA. (NAELA = National Academy of Elder Law Attorneys)
Martie
This benefit program becomes part of long-term care planning
Medicaid
This program has the ability to read bank statements and make accountings easiers
Estateably
This legacy PAG legal service has the highest retainer value on our pricing sheets (multiple right answers)
contested guardianship/conservatorship
will caveat
interstate adoption
This team member is expecting a baby boy in the fall
A trust that can generally be modified by a grantor
Revocable Trust or Living Trust
This firm subscription is where you can go to get your CLE credit
NBI
$724,000 is a number on Kyle's new scoreboard and it represents this
The Legacy PAG threshold ("break even point"). PAG bonus calculations begin after this number is hit.
This team member sends us a report by email on Mondays where we can check our green and red cases so we can strategically optimize our billing week
Heather
Child has been living with a non-family member for 5 years in North Carolina and an order for guardianship has recently been entered by the court in South Carolina confirming the arrangement, in a DSS case. Mother has now signed a consent for guardian to adopt. Father has not and guardian will need to terminate father's rights. Where can guardian file for adoption? TPR?
Adoption-can file in NC
TPR-must be filed in South Carolina
UCCJEA controls termination of parental rights, but not adoption, so adoption can be properly filed in NC because child and guardian are in NC, but termination of parental rights must follow UCCJEA
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Wealth Counsel