In this episode, Bill chats with the Author, Lawyer, Founder of Estate Planning Law Center and Lawyers With Purpose, and Co-Founder of Guidr, Dave Zumpano, CPA, Esq. They talk about Dave’s business ventures, his book, and estate planning in the 21st century. They also talk about the importance of networking for finding your collaborators. David J. Zumpano began his professional career with Price Waterhouse as a staff accountant. He later graduated from Syracuse College of Law and started his legal career with a regional law firm. After two short years, he started the Law Offices of David J. Zumpano, remaining “of counsel” to his former firm. Since, his firm has grown twentyfold and is known as the Estate Planning Law Center, David J. Zumpano CPA, Esq. The Estate Planning Law Center serves as a “model law firm” to hundreds of law firms across the country. Dave’s practice remains focused on estate planning, asset protection, and elder law.  Dave has been featured in the Wall Street Journal and National Public Radio and is a regular speaker and trainer on estate planning, asset protection, and Medicaid Planning to many national legal organizations and banking and financial institutions, including the National Academy of Elder Law Attorneys, National Network of Estate Planning Attorneys, American Academy of Estate Planning Attorneys, American Association of Attorney-CPAs, Ohio State Bar Association, WealthCounsel, LLC, Advisor’s Forum, LLC, ElderCareUSA, Ameriprise Financial, Morgan Stanley Smith Barney, Merrill Lynch. HSBC, Bank of America, Prudential, Mass Mutual, AXA Advisors, etc.  In addition to his law firm, Dave is the Founder of the Medicaid Practice Network and Medicaid Practice Systems, LLC (MPS) and the Co-Founder of Lawyers With Purpose, LLC. MPS and LWP have educated thousands of attorneys on Estate, Asset Protection, Medicaid, and Veterans Benefits Planning. Dave is also the creator of a Law Practice System for attorneys to provide comprehensive Estate, Medicaid, and Asset Protection Planning to clients, which has been implemented by over 500 law firms nationwide. Dave also serves as a Business coach to attorneys across the country.  Dave has published Irrevocable Pure Grantor Trusts: The Estate Planning Landscape Has Changed. (Syracuse Law Review Vol. 1 Fall 2010) and What Hard Work Giveth, the Nursing Home Taketh Away: Asset Preservation Under Medicaid (the Digest, 1994-95). Dave is also a contributing author to Giving: Philanthropy for Everyone, published October 2002. Dave’s first priority and passion is his wife, Christine, and their children, Maria, Olivia, and Angelo.   Connect with Dave at: Website: https://eplawcenter.com/ https://www.lawyerswithpurpose.com/ LinkedIn: https://www.linkedin.com/in/david-zumpano-a0208119a/ Show notes: [0:00] The Digitization of Law [4:38] What’s changed and what’s in the future for estate planning? [15:17] Where to find more of Dave? [16:33] Outro   Connect with Bill Bloom  Web: https://www.bloomfinancialco.com/ https://bloomfinancialco.kartra.com/page/bNJ87 Email: [email protected]  LinkedIn: https://www.linkedin.com/in/bloomfinancial/ FB: https://www.facebook.com/retireasyoudesirepodcast   Securities and investment advisory services are offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS. is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of WFS.   Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

Ver todos los episodios