Patrick Carlson

Manager of Practice Development
WealthCounsel

Manager of Practice Development
WealthCounsel

Biography

Patrick Carlson, JD, LLM, has had a passion for legal marketing and law practice management since running his own start-up law firm. In his law firm, he helped clients achieve their wealth preservation and legacy goals through proper estate planning. His firm also handled probate and trust administration involving operating businesses and real estate investments. In addition to his Estate Planning Attorney hat, he was juggling many roles, from HR/IT/Finance to marketing. While he was figuring out how everything fits together to create a working law business, he discovered that he enjoyed legal marketing and practice management as much as he enjoyed working on estate planning. This passion for legal marketing and practice management led him to WealthCounsel, where he joined as a Law Business Mentor in September 2014. He is now the Manager of Practice Development, WealthCounsel’s legal marketing and practice management program. His mission is to empower WealthCounsel members to create their ideal law business.

All sessions by Patrick Carlson

Foundations of Estate Planning

03 Oct 2017
8:30 am - 5:00 pm