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

2. 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

3. The Plan
Importance of Plan
Written
Timeline

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

5. 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

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

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

8. 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 .

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