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Atticus Inc Attorney and Law Firm Coaching

We understand the needs of law firm owners better than anyone.

As the organizers of THE SUMMIT, Atticus supports law firm owners with original resources, training, and programming. Our mission is to enhance the experiences of solo and small law firm owners. Visit our website to learn more about Atticus’ Coaching Programs, Workshops, Webinars, and more.
 

SUMMIT 2018 DAY 02: INNOVATION

Home / SUMMIT 2018 DAY 02: INNOVATION

AGENDA DETAILS – DAY 02, DEC 13

Please note times and events are subject to change, and the following schedule will be updated frequently with new info as events are further refined. Contact Us with any questions or concerns.  

GAME CHANGER & SHOWCASE PRESENTATIONS

Most entrepreneurial attorneys are protective of their innovations. At the Summit, they explain them.

In a full day devoted to game-changing talks, these entrepreneurial attorneys will describe how they mastered everyday challenges with quantum leap thinking to produce unexpected results.

SPEAKERS & TOPICS

Victor Media, Medina Law Group
Topic: Building a Lucrative Ancillary Business

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Victor J. Medina is a nationally-recognized estate planning and elder law attorney, focusing on traditional planning, asset protection, retirement distribution planning, and proactive income tax planning. Victor has been featured on national television, The Wall Street Journal, The Huffington Post, and U.S. News & World Report.

Victor is the founder of Medina Law Group, and brings a family-centered approach to planning, with a focus on practical solutions for families and high-net worth individuals. He is the past president of the American Association of Trust, Estate, and Elder Law Attorneys and a frequent speaker to public and private groups on issues of estate planning, elder law, asset protection planning, and retirement planning.

Victor is married to Jennifer Medina, a school psychologist, and they are the parents of three sons. He lives and practices in Pennington, NJ.

Vincent E. Bonazzoli, Client Care Academy
Topic: Creating Recurring Revenue in Your Law Practice through a Client Care Academy

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Vincent E. Bonazzoli is the principal and sole owner of Family Estate Planning Law Group.

He received his J.D. from Suffolk University Law School in ’85, and his B.A. in Psychology from Wesleyan University in 1982. Currently an instructor for Boston University’s Certified Financial Planner™ program, Vinnie is a frequent lecturer and national speaker on estate, elder law and Medicaid planning techniques for attorneys, accountants, financial professionals, insurance professionals and the general public. He is also a Practice Advisor for Atticus, Inc., coaching attorneys in building sustainable, profitable law firms and supporting attorneys in achieving balance in their professional and personal lives. He has developed a unique estate planning maintenance program so that his clients’ estate and elder law plans are kept up to date.

He is a member of the Massachusetts Bar Association, the New Hampshire Bar Association, WealthCounsel, and the Essex County Estate Planning Council, the latter of which he was President from 2005-2006.

Vinnie and his wife, Paula, reside in Swampscott. They are immensely proud of their two children, Danielle and Matthew.

Robert Mannor, Mannor Law Group
Topic: How Building a Profitable Annual Bootcamp can Make You the Dominate Player

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Attorney Bob Mannor is a nationally respected Elder Law, Estate Planning, and Veteran Benefits Planning Attorney. He is nationally Board Certified as an Elder Law Attorney by the National Elder Law Foundation and an Accredited Attorney through the Department of Veterans Affairs, Office of General Counsel.

Bob is a Past President of the Michigan chapter of the National Academy of Elder Law Attorneys and is currently serving as Treasurer for the Elder and Disability Rights Section of the State Bar of Michigan. Bob is a frequent speaker and author on senior legal issues, providing Continuing Education Credits to social workers and nursing home administrators. Additionally, Bob is a prolific contributor to the Institute for Continuing Legal Education covering topics on Elder Law Ethics, Veteran Benefits, Law Office Management, Retirement Assets and Medicaid Planning.

Bob is a graduate of the University of Michigan with a degree in Business Administration and Economics and received his Juris Doctorate from the University of Dayton School of Law. When not in the office, Bob enjoys running, traveling and spending time with his family.

Reuven Moskowitz, Litify
Topics:
How Technology is Empowering Firms to Maximize Efficiencies
Why Platforms like Salesforce are Being Used to Help Lawyers and Their Staff Keep Pace
Making Data-Driven Decisions Ensures You Don’t Become Extinct

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Reuven’s passion is building and growing innovative businesses. In addition to founding Litify, Reuven serves as COO of Morgan & Morgan, a law firm with 30 offices and over 300 attorneys. At Morgan, he saw the need for a new software solution built on Salesforce to provide insights and operating efficiency to the firm. Litify was born out of John Morgan’s and Reuven’s vision to revolutionize the business of law. Reuven was previously Senior Director of Mobile for Shutterfly after selling his startup (Penguin Digital) to the company. Reuven is a Harlan Fiske Stone graduate of Columbia Law School.

Kimberly Lee, Desert Law Group
Topic: The Courage of Not Yet

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Attorney Kimberly Lee is the founder of Desert Law Group, an estate planning law firms near Palm Springs, California. In addition to managing her busy law practice, Kimberly serves as the President of the Desert Bar Association. She is also the past President of the Desert Estate Planning Council. Kimberly created the Financial Elder Abuse Initiative for the local Bar Association and is part of the Educating Senior Project under the California Lawyers Association (formerly the State Bar of California).

After graduating summa cum laude from University of La Verne, College of Law, Kimberly clerked for Justice Marvin R. Baxter at the California Supreme Court. Since her service with the Court, Kimberly has been active in her law practice which focuses on Estate Planning and Elder Law. Kimberly is a member of WealthCounsel, ElderCounsel, the Probate and Trusts Sections of the State Bar of California and the Desert Bar Association.

In her spare time, Kimberly enjoys spending time with her family, reading, baking, and enjoying her “Not Yet” project.

Josh Dorcey & Angie Antilia, Dorcey Law Firm
Topic: Dominating the Marketplace with a Care Minded Focus

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Joshua O. Dorcey, Esq. founded the Dorcey Law Firm in 2007, and is the firm’s Managing Partner. He graduated from Samford University with a degree in Business Administration and a minor in Communication Studies. Mr. Dorcey received his Juris Doctorate from Liberty University School of Law with a focus on Estate Planning and Transactional Services and received the award for the top transactional student in the school. He is licensed to practice law in both Florida and Alabama and has helped thousands of families establish and maintain their personal estate plan. Prior to opening the firm he worked at the premier real estate and business litigation firm in Fort Myers. Josh’s family homesteaded in southwest Florida in 1913 and he is the 4th generation of his family living in Lee County. Mr. Dorcey’s vision for the Dorcey Law Firm, PLC is for the firm to be transformational and process driven with a focus on going over and above the industry standard when taking care of our clients, their families and their businesses.

James Joseph, Joseph Law Group
Topic: How to Plan for Being Out of Your Firm for a Year

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James P. Joseph leads one of Long Island’s top boutique matrimonial law firms, with a record of successes and a well-known commitment to their clients and to divorce law. Focused and hard-working, Joseph says his firm never loses sight of its goal: obtaining an equitable resolution for clients without inflicting unnecessary financial and emotional damage on the family.

At Hofstra Law School, Joseph distinguished himself for his involvement in trial advocacy work and upon graduation was honored with both the New York State Bar Association Law Student Legal Ethics Award and the Hofstra Law Service to the School Award. His continuing commitment to the highest standard of ethical behavior has been recognized with his appointments to both the Grievance Committee and the Judiciary Committee of the Nassau County Bar Association.

In his second year after law school James joined a firm with a significant matrimonial law practice. For the next several years he focused primarily on matrimonial law. (This time included a period in which he served in the New York State Senate as Chief Counsel to an old friend, Senator Charles J. Fuschillo, Jr.).

In 1998, he decided to launch his own practice – a decision that reflected an intensity and ambition many attorneys do not possess. “I have very high professional standards and only through my own firm could I ensure that my staff and my associates shared these standards.” Today, Joseph Law Group, P.C., has five attorneys and a support staff of five and practices solely in the areas of divorce and family law.

Born in Manhattan and raised on Long Island, where he continues to reside, James and his wife have two children.

Dayn Holstrom, Holstrom, Block & Parke
Topic: How Your Website can Help You Dominate Your Market

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Dayn Holstrom has distinguished himself and his team as the number one family law firm in Orange County, Riverside, and San Bernardino. His highly experienced attorneys and support staff are exceedingly knowledgeable and support all of their clients with the heart and determination to see your case through.

His commitment to excellence is evident throughout his numerous lifetime achievements. While attending Western State University College of Law, he received the American Jurisprudence Award for the highest achievement in a specific subject 17 times, more than any other student. He was Editor and Chief of the Western State University Law Review and Director of the School’s Don Program for tutoring other students. Dayn Holstrom was Valedictorian, and graduated summa cum laude with the highest GPA in the history of the school.

Attorney Holstrom was admitted to practice law on June 11, 1990. That same year, he boldly opened the Law Office of Dayn Holstrom where he was dedicated to perfecting his skills, resources and efforts to resolving divorce, family law, estate planning, and appellate issues. As the firm expanded and more attorneys joined the team, he founded the firm of Holstrom, Block & Parke in 2008. Currently there are no less than 15 practicing attorneys and more than 30 support staff.

Mr. Holstrom is exceptionally experienced and well thought of by the local bar associations and judiciary in the communities in which he practices: Orange County, Riverside County and San Bernardino County. He has been voted “Best Lawyers” by Inland Empire Magazine, OC Metro Magazine and has been consistently rated 10.0 of 10.0 by Avvo.

While not in the office, Dayn enjoys sports, traveling and spending time with his wife and four grown children. He is a certified pilot and loves to fly anytime his schedule permits.

Tom TonaTona Law
Topic: Don’t Call it a Comeback!

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Thomas Tona currently represents hundreds of healthcare providers and injured parties seeking reimbursement of wrongly denied no-fault claims. Each year his firm resolves in excess of 5,000 no-fault collection claims that have been wrongly denied by insurance carriers.

Tom also represents injured clients in a wide variety of personal injury accident cases and civil litigation clients when they have a legal dispute with another party over monies owed.

Stuart Morris (& Shawna Holmes)Morris Law Group
Topic: Killing the Hero

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Stuart R. Morris founded Morris Law Group, in 1991. Mr. Morris practices in the following areas of Law: Estate and Gift Tax Planning; Wills and Trusts; Business Structuring and Succession Planning; Asset Preservation Planning; Domestic and International Tax Planning; Probate and Trust Administration; and Special Needs Planning.

Mr. Morris graduated with Honors from the University of Florida, where he received his undergraduate and master’s degrees in Accounting, and his degree in Law. In addition to being Board Certified by The Florida Bar in wills, trusts and estates, Mr. Morris is a Certified Public Accountant.

Mr. Morris was one of Worth magazine’s nation’s Top 100 Attorneys, a Florida Super Lawyer, named to Florida Trend’s Florida Legal Elite, and recognized as a Top Attorney in Palm Beach & Martin Counties by Palm Beach Illustrated. He received an AV® Preeminent Peer Review Rating, the highest rating afforded an attorney, from Martindale-Hubbell. He is a member of The Florida Bar, the Society of Trust and Estate Practitioners (STEP), Florida Institute of Certified Public Accountants and the American Bar Association.

Mr. Morris is currently serving as Chairman of the Junior Achievement of South Florida Charitable Foundation, Inc., serves on the Junior Achievement Board of Directors, the Executive Committee for AIPAC of South Palm Beach County, and serves on the Board of Directors in a number of privately held businesses and private charitable foundations. He previously served on the Board of Directors of SOS Children’s Village of Florida, Inc. in Coconut Creek, was a member of the Advisory Board of First United Bank, served as Chair of the Professional Advisory Committee and on the Board of Directors of the Jewish Federation of Broward County and on the Board of Directors of the Jewish Community Foundation of the Jewish Federation of Broward County.

Mr. Morris is sought after as a featured speaker on national and local levels. He has spoken on a wide array of topics such as: wealth preservation for business owners and high net worth individuals, and more. He has spoken in front of numerous audiences, including the New York State Bar Association, New York University Institute of Taxation, Stetson University Law School, John Hancock Financial Partners, the Broward Health Foundation and many other local corporate and charitable organizations. He has been quoted in the Sun-Sentinel, Worth and The Daily Business Review among others.

Stay tuned for Game Changer presenter announcements and updates.

Contact THE SUMMIT

Have questions? Want to speak with a SUMMIT Advisor? Send us an email and we’ll get back to you asap.