Patrick Carlson, JD, LLM (Taxation) | Practice Development Mentor, WealthCounsel

Patrick Carlson, JD, LLM is an Estate Planning Attorney and Manager of Practice Development at WealthCounsel. He provides education, training, mentoring, community, and practice tools to empower attorneys to create their ideal law business.

Recent Posts

Finding Inspiration For Innovation In Unexpected Places

By Patrick Carlson, JD, LLM (Taxation) | Practice Development Mentor, WealthCounsel on Feb 8, 2019 10:02:00 AM

Article originally published in the Quarterly V12-I2, 2018. Author: Patrick Carlson, JD, LLM. Get all your business and estate planning information by becoming a Quarterly subscriber.

Sadly, many attorneys do not approach their client development efforts with an eye towards creating lifetime value. When you transition your mindset, it can have far-reaching – and valuable – implications for how to approach your marketing efforts, initial intake, client service, and the cultivation of additional legal service opportunities with those clients.

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Asset Alignment: Critical in a Client Care Program

By Patrick Carlson, JD, LLM (Taxation) | Practice Development Mentor, WealthCounsel on Aug 28, 2018 6:00:00 AM

Ask any estate planning attorney—what is the most important thing that we need to know after someone dies? Their answer: we need to know the assets! This includes knowing what their assets are, who has legal authority over the assets, what the values are, and who will receive these assets. 

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4 Ways to Improve Legal Marketing and Build Your Client Base

By Patrick Carlson, JD, LLM (Taxation) | Practice Development Mentor, WealthCounsel on Nov 8, 2017 4:00:00 PM

Whether plagued by poor reviews or buried in SEO obscurity, many small law firms and solo practitioners need a marketing makeover. There are countless reasons why a law practice lacks exposure, but attorneys must overcome these obstacles to gain online exposure and build a client base. With the right tools, attorneys can improve their marketing presence, even if that means starting from square one.

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