Are Your Associate Attorneys
Producing the Monthly Revenue
They Are Capable Of?

(Even if you answered “Yes”, read on,
because the truth is likely “No”!)

For years, I repeatedly encountered these kinds of problems with my associate attorneys.  (You’re probably familiar with many of them!)

  • My associates didn’t work “hard” enough (or at the quality level I expected)
  • They spent too much time on non-revenue producing activities (which I couldn’t bill to clients)
  • My associates couldn’t “close” engagements anywhere near the level I could (or at least the level they should)
  • They couldn’t seem to focus on getting work completed and out the door  so we got paid (lots of files were 80% done and monthly cash flow was completely unpredictable)
  • Associates came and went through a “revolving door” (and the constant disruption to the firm and our clients was a disaster!)

I didn’t know what to do, because like most attorneys, I had never been taught how to run a successful business - - including how to compensate associate attorneys so that they were motivated to consistently producing the results I wanted, and to stay with me long-term.

Almost miraculously, once I figured out how to hone my associates’ compensation structure, I found that all of them - - including some of whom I thought were already generating their maximum monthly revenue - - quantum leaped their results and my firm’s bottom line!  (And now several have been with me for over 15 years!)

I had to learn this through years of expensive and aggravating “trial and error”.  But you don’t.

This is why I have put together this unique presentation just for estate planning attorneys entitled, “9 Steps for Successfully Compensating & Incentivizing Associate Attorneys.”

On this 89-minute presentation, Phil will go over in detail exactly what you need to know:

  • Set up and implement, step-by-step, an associate attorney compensation structure that’s proven and tested to work!
  • Establish both base and bonus compensation standards that assure your monthly revenue and profits will increase!
  • Avoid the biggest problems encountered by the “usual” types of bonus formulas
  • Track associates’ performance and keep them apprised so they become highly motivated to hit their bonus goals - - every single month!
  • Keep your associates productive, happy, and with you for the long term!
  • And much, much more!

This is a program that I wish I had when I was first adding on associate attorneys to my practice, but now you can benefit from my years of experience and expensive trial and error!

Your purchase includes an instantly downloadable video and audio recording, PDF handout materials, plus accompanying exhibits. You get all of this and more for you and your office to use at the low price of $199. A PDF transcript is available as an add-on for an additional fee.

  • Program Title: 9 Steps for Successfully Compensating & Incentivizing Associate Attorneys
  • Speaker:
  • Duration: 89 minutes


Includes: MP4 Video (and Audio) Recording of Presentation plus PDF handout materials, plus exhibits.

NOTE: PDF Transcript available as an add-on for an additional fee during checkout.



Philip J. Kavesh

J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law
Philip J. Kavesh

Philip J. Kavesh is a nationally recognized attorney, authority, speaker, educator and technical innovator in estate planning. Phil has earned significant recognition and accolades over his approximately 40 years of practice as an estate planning attorney. Phil holds a Master’s Degree (LL.M.) in Tax Law and is a California State Bar Certified Specialist in Estate Planning, Trust and Probate Law. He also has been awarded the Certified Financial Planner and Chartered Financial Consultant designations. Phil has served his fellow estate planning and financial professionals by teaching in the Golden Gate University Graduate Tax Degree and Certified Financial Planner programs. Phil…


The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.

However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.