How to Successfully Utilize
Associate Attorneys in Your Practice:
A Special 2-Part Series

If you have ever had trouble hiring, training, managing and keeping associate attorneys or you’re thinking about adding an associate attorney and don’t know how, we understand what you’re going through.

In order for our company President, estate planning attorney Philip Kavesh, to build his solo estate planning practice into a successful business (and avoid a mental and physical breakdown), he realized that he had to bring aboard great associate attorneys.  But he soon found out that it was easier said than done.

He made all of these mistakes and ran into all of these challenges (which you may have too, or you might soon!):

  • Seeking and hiring associates the wrong way - - primarily based on experience and technical expertise!
  • Failing to set very specific, measurable goals for associates, right from the start
  • Thinking you can just sit them at a desk and put them to work without daily training, supervision and accountability
  • Believing that this training and supervision will take up too much of your time and actually hurt your bottom line!
  • Believing you can motivate associate attorneys to work harder and stay longer (so you can make a return on your investment!) by simply providing a good salary and comfortable work environment
  • Your associates didn’t work “hard” enough (or at the quality level you expected)
  • They spent too much time on non-revenue producing activities (which you couldn’t bill to clients)
  • Your associates couldn’t “close” engagements anywhere near the level you 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!)

Phil didn’t know what to do, because like most attorneys, he had never been taught how to run a successful business - - including how to find, hire, train, manage and compensate associate attorneys so that they were motivated, consistently producing the results he wanted, and staying with him long-term.  Almost miraculously, once Phil figured out how to find, hire, train and hone his associates’ compensation structure, he found that all of them - - including some of whom he thought were already generating their maximum monthly revenue - - quantum leap their results and his firm’s bottom line! (with two attorneys that have been with his firm for over 10 years!)

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

This is why Phil, who has over 39 years of experience in running a successful law practice, has put together a very special 2-part presentation series entitled, “How to Successfully Utilize Associate Attorneys in Your Practice”. Join us  for this special presentation series.


In this 90-minute presentation Phil will go over in detail exactly what you need to know:

  • When is the best time to hire an associate attorney and why
  • What to look for and not to look for when hiring an associate (including a sample advertisement to use to attract the right attorney and a checklist to use in the job interview)
  • Who should conduct the interview process and how (HINT: It’s probably not who you think it should be!)
  • How to train and mentor the new associate with the least amount of your time!  (including Phil’s “Attorney Success Guide”, a detailed Training Schedule and 3-Day Associate “Crash Course” Outline)
  • How to set up detailed monitoring systems that assure accountability and keep you informed and in control of your bottom line!  (Including Sample Daily and Weekly Status Reports and a Periodic Review “Report Card”).
  • And much more, including the opportunity to ask questions and have Phil help solve your current practice-management and practice-building challenges!


Then, on Part 2, you will learn how to:

  • 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!

Your purchase includes: Downloadable PDF handout materials and MP3 audio recordings. A PDF transcript may be added on for an additional fee during the checkout process.

  • Program Title: How to Successfully Utilize Associate Attorneys in Your Practice: A Special 2-Part Series
  • Speaker:
  • Duration: 90 minutes



Includes: Immediately download of PDF handout materials and MP3 audio recordings.



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.