1. Begley & Bookbinder, P.C. Committed to Excellence

2. © Copyright 1998, Descartes Systems Group How To Develop Substantive Law System Thomas D. Begley, Jr.

3. © Copyright 1998, Descartes Systems Group WHY A SYSTEM? Client Demand Better Faster Cheaper Solution – Systems

4. © Copyright 1998, Descartes Systems Group ADVANTAGE OF SYSTEM  Consistency  High Quality  Save Lawyer & Staff Time  Lowers Cost  Profit = Price – Cost  Better, Faster, Cheaper

5. © 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

6. © 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

7. © Copyright 1998, Descartes Systems Group TYPES OF SYSTEMS  Medicaid Planning  Medicaid Applications  Estate Planning  Estate Administration  Guardianship  Fair Hearing  d4A Trusts  Real Estate

8. © Copyright 1998, Descartes Systems Group COMPONENTS OF A SYSTEM Check Plans Check Lists Forms Letters Furnished Forms Related Items Systems the Same – Components Different

9. © 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

10. © 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

11. © 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

12. © 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

13. © Copyright 1998, Descartes Systems Group FURNISHED FORMS  SS4, 2848, 56, 5495  1040, 1041  709, 706  State Tax Forms  Medicaid Applications

14. © Copyright 1998, Descartes Systems Group RELATED ITEMS o Medicaid Manual o HCFA 64 o List of LTC Facilities o List of Allied Professionals o Excerpts from Statutes or Regs

15. © Copyright 1998, Descartes Systems Group MPS  Medicaid Planning System  www.medicaidplanningsystem.com  Hot Docs 6  Updated January & July  Document Assembly System

16. © 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

17. © 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

18. © Copyright 1998, Descartes Systems Group DOCUMENT PREP  Information Entered Once  All Funding Letters  40% Time Saving

19. © 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

20. © Copyright 1998, Descartes Systems Group AP 123  Asset Protect 123  Calculates  Income  Assets  Capital Gains  MMMNA / Excess Shelter  CSRA  Expansion of CSRA

21. © 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

22. © Copyright 1998, Descartes Systems Group AP 123  Cost - $195  To Order - 1-856-787-4226

23. Begley & Bookbinder, P.C. Committed to Excellence