Improving Client Relations with an Address Book

Opened address books with pencils
Keep in touch with clients by using an address book

Address books have evolved with 50 years of innovation since the invention of the Rolodex in 1956. The early 1980’s brought database software that was followed in the 1990’s by contact management software and personal digital assistants. Development slowed after the bursting of the dot-com bubble in 2000 but quickly recovered with the introduction of smartphones and customizable software in the mid 2000’s. During the past decade, cloud-based services for managing client information have become less expensive, more popular, and easily accessed using mobile devices. The creative use of an address book can improve client relations, boost your reputation, and attract clients. Continue reading “Improving Client Relations with an Address Book”

Mr. Goldblatt has authored numerous books and articles about marketing for lawyers. He wrote Blumberg Excelsior’s client marketing pamphlets and designed BlumbergExcelsior’s Summa Document Organizer and Semi-Customized Law Firm Brochures.

Selecting an Agent under your Financial Power of Attorney

A Secret Agent may be very important to protecting the nation. Your Agent is just as important for your protection. An Agent is the person who makes financial decisions for you under a Financial Power of Attorney or makes medical decisions for you under a Health Care Power of Attorney. The Agent under your Financial Power of Attorney may act for you when you aren’t able to act for yourself, for example when you lack capacity. This is called a “springing power.” Alternatively, you also could allow your Agent to act for you under the Financial Power of Attorney even when you’re able to act for yourself. This is called an “immediate power.” Continue reading “Selecting an Agent under your Financial Power of Attorney”

Director of Education
American Academy of Estate Planning Attorneys, Inc.
9444 Balboa Avenue, Suite 300
San Diego, California 92123
Phone: (858) 453-2128
www.aaepa.com

NEW Corporate Manager

Corporate ManagerA protocol with forms for management of a corporate record book

Objectify important corporate activities required by business corporation statutes, help with audits and avoid piercing of the corporate veil!

A flash drive with suggestions for the ongoing management of your corporation record book with a questionnaire/checklist for annual record book maintenance, 12 pertinent forms and 29 resolutions. A basic set of Microsoft Word and pdf forms that enable you to easily complete and quickly cut and paste the appropriate forms together to create an annual record of actions taken and meetings held by the corporation. Continue reading “NEW Corporate Manager”

EFFECTIVE DATES AND NEW CORPORATION/LLC FILINGS

As we near the end of 2018 the topic of effective dates is a discussion that comes to mind in relation to the filing of new Corporations and/or new Limited Liability Companies.  Your client may have a new business venture and is looking to form a new business entity. Your first inclination may be to deter them from filing this close to the end of the year in order to avoid 2018 taxes, however in many States you can file now, setting forth a future effective date. Continue reading “EFFECTIVE DATES AND NEW CORPORATION/LLC FILINGS”

ABA Modernizes Marketing Rules

Savvy lawyers use marketing since reputation and contacts don’t always provide a steady stream of clients,. At its Annual Meeting in August 2018, the American Bar Association boosted marketing by amending its model rules on lawyer advertising to loosen restrictions, recognize technologies, and promote uniformity among states. The amended rules modify the ABA’s 110-year old ban on advertising by lawyers. Read on for a short history of the ABA’s advertising rules, a summary of the ways they have been amended, and a list of resources to help you market your professional services. Continue reading “ABA Modernizes Marketing Rules”

Mr. Goldblatt has authored numerous books and articles about marketing for lawyers. He wrote Blumberg Excelsior’s client marketing pamphlets and designed BlumbergExcelsior’s Summa Document Organizer and Semi-Customized Law Firm Brochures.

New Marketing Pamphlet about Sexual Harassment in the Workplace

Avoiding-Liablity-For-Sexual-Harassment
Avoiding Liablity For Sexual Harassment

Avoiding Liability for Sexual Harassment in the Workplace

The New York laws require employers to adopt policies and provide training to prevent sexual harassment.

New York State and New York City recently joined other states and local jurisdictions that have laws to stop sexual harassment in the workplace.

Evolving laws and media attention make stopping sexual harassment imperative for lawyers and their clients, especially in states like New York that require employers to adopt anti-harassment policies and training. Contact clients to make them aware of the anti-harassment laws and explain how you can help by reviewing and updating contracts, policies, training and claim procedures. Continue reading “New Marketing Pamphlet about Sexual Harassment in the Workplace”

Sexual Harassment Training Is Imperative

Avoiding Liability for Sexual Harassment in the WorkplaceNew York State and New York City recently joined other states and local jurisdictions that have longstanding laws to stop sexual harassment in the workplace.  The New York laws require employers to adopt policies and provide training to prevent sexual harassment.

The legislative and media spotlight on sexual harassment is a reminder that employers everywhere have a duty to stop harassment. Read on for a short legislative history, a summary of the laws recently adopted in New York, and a list of resources for establishing best practices at law offices and client workplaces.     Continue reading “Sexual Harassment Training Is Imperative”

Mr. Goldblatt has authored numerous books and articles about marketing for lawyers. He wrote Blumberg Excelsior’s client marketing pamphlets and designed BlumbergExcelsior’s Summa Document Organizer and Semi-Customized Law Firm Brochures.

The King Must Die

Yul Brynner as the Gunslinger android in WESTWORLD directed by Michael Crichton.

The following is an excerpt from “Wills of the Rich & Famous: A Fascinating Glimpse at the Legacies of Celebrities”  by Herbert E. Nass, Esq.

Yul Brynner
DATE AND PLACE OF BIRTH
July 11, 1915
Siberia, Russia

DATE AND PLACE OF DEATH
October 10, 1985
New York Hospital
New York, New York

Born on the island of Sakhalin off the coast of Siberia in the Soviet Union to a Rumanian mother and father who was a Mongolian mining engineer, Yul Brynner’s ex­otic background added to the regal aura about him. As the perennial King in the theater and film versions of “The King and I”, Brynner commanded that particular role the way no other actor ever had and has come to be identified with that particular part. It was well stated in a review by the New York Times, “Yul Brynner’s performance in ‘The King and I’… can no longer be regarded as a feat of act­ing or of endurance. After 30-odd years of on-and-off barnstorming, Mr. Brynner is quite simply, The King. Man and role long since merged into a fixed image that is as much a part of our collective consciousness as the Statue of Liberty.” Continue reading “The King Must Die”

What you should know about Corporate and LLC Dissolutions

Corporate and LLC-Dissolutions

As we approach the end of year many Corporations and Limited Liability Companies find themselves needing to dissolve. Here’s what to expect when dissolving a corporation or a Limited Liability Company.

For corporations many states require that you obtain consent from their governing tax authority before they will accept the filing of a dissolution.  For instance, New York and New Jersey have a stringent tax clearance process you must go through before you can dissolve a corporation. In NY, before you can file for dissolution with the Dept. of State you must first obtain consent from the NY  Department of Taxation and Finance.  Before the New York Department of Taxation and Finance will grant that consent, a corporation must be current with their franchise tax return filings, payment of taxes and a “final franchise tax return” must be filed (and marked such) along with payment of any taxes due per that return.   Continue reading “What you should know about Corporate and LLC Dissolutions”

Kris Delong is an experienced Corporate Services Manager  with a demonstrated history of working in the legal service industry. Skilled in New York LLC and Corporations creation, LLC Publications, Entity Dissoulutions, Bi Annual Report Filing and  Regersted Agent Service. A Blumberg team member since 1997.