Committed to Excellence

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Presentation transcript:

Committed to Excellence Begley & Bookbinder, P.C. Presenter: Thomas D. Begley, Jr. Committed to Excellence

Special Needs Alliance Member Estate Administration BUSINESS PLAN Special Needs Alliance Member Estate Planning Estate Administration Self Settled Special Needs Trusts Third Party Special Needs Trusts Guardianship Ancillary Services Medicaid Planning Medicaid Applications

The Plan Importance of Plan Written Timeline

Assessment Market Analysis Target Markets 3rd Party 1st Party Competition

Target Market Third Party Trusts Disability Organizations Special Needs School Districts Brain Injury Association AIDS Alliance Hospice Financial Advisors Serving the Disability Community Attorneys not Specializing in Special Needs Family Law Attorneys CPAs Previous Clients Professional Trustees

Target Market Self Settled Trusts Personal Injury Attorneys Structured Settlement Brokers Financial Advisors Family Law Lawyers Brain Injury Association Professional Trustees

Marketing Activities Seminars Lunch & Learn Direct Mail Brochure Special Reports Memberships Cross Selling

CROSS SELLING Initial Contact Additional Services . Estate Planning Estate Administration Self Settled Special Needs Trusts Third Party Special Needs Trusts Additional Services Guardianship Medicaid Planning Medicaid Applications Estate Planning: Disabled Persons Estate Planning: Disabled Family Members Estate Planning: Other Children .

Committed to Excellence Begley & Bookbinder, P.C. Presenter: Thomas D. Begley, Jr. Committed to Excellence