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Estate Planning and Asset Protection

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A bowl for estate planning attorneys of all experience levels to ask questions and learn from other practitioners!
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Posting as :
an Associate
▸ Estate Planning and Asset Protection
You are currently posting as works at Associate

Billing is an art and I'm drawing stick figures. I'm terrible at catching time, especially time spent reviewing files so I can do check-ins, short email responses, task/deadline management, et… more

Posting as :
an Associate
▸ Estate Planning and Asset Protection
You are currently posting as works at Associate

Anyone have a great billing guide, tips, and/or language to share? I know billing is an art but I feel like I'm drawing stick figures with nothing to use as a reference for improvement!

Posting as :
an Associate
▸ Estate Planning and Asset Protection
You are currently posting as works at Associate

Boss asking for feedback RE billables and attorney compensation (please see first post)

Posting as :
an Associate Attorney
▸ Estate Planning and Asset Protection
You are currently posting as works at Associate Attorney

Hi everyone, I have a friend whose father refuses to take any medication, food, water, or anything else. The friend called EMT, but the father refused to go. According to my friend, his father is not … more

Posting as :
a Product Management Director
▸ Estate Planning and Asset Protection
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Looking to do POA, living will and will. Local lawyer quoted 2,500 and legal zoom have something for $500. Any considerations for using a local office vs
Legal zoom ? We are 43 and 47, no previous marriages or… more

Posting as :
an Associate
▸ Estate Planning and Asset Protection
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Ball park figure: what is the average cost to a client for a basic estate plan (trust, will, dpoa, had, deed,etc.)?

Posting as :
an Attorney
▸ Estate Planning and Asset Protection
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Has anyone used the Automated Documents of Thomson Reuters Practical Law for Trust & Estates? Is it good? How does it compare to WealthCounsel?

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Posting as :
an Associate
▸ Estate Planning and Asset Protection
You are currently posting as works at Associate

Can a firm’s estate planning documents be copyrighted?

Posting as :
an Associate
▸ Estate Planning and Asset Protection
You are currently posting as works at Associate

Met with a financial advisor a few days ago and he discussed how his business is better than the estate planning business in terms of recurring revenue (his point was that he could go on vacation and … more

Posting as :
a Senior Associate
▸ Estate Planning and Asset Protection
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I am considering changing my area of practice to estate planning and elder law. I have no experience, but I am looking for a better opportunity. Besides attending CLEs and joining the specific bar div… more

Posting as :
an Associate Attorney
▸ Estate Planning and Asset Protection
You are currently posting as works at Associate AttorneyBadge Image

I am licensed in Florida, and I am looking to explore Estate Planning. I have clients but I don’t want to practice solo - I would rather work with someone who have experience in estate planning and maybe we can w… more

Posting as :
an Attorney
▸ Estate Planning and Asset Protection
You are currently posting as works at AttorneyBadge Image

I am co-owner with my mom on two properties. After I have been sued, opposing side is requesting my properties info. Can I take my name off quickly -quitclaim deed? And for the future, would it be sma… more

Posting as :
an Attorney
▸ Estate Planning and Asset Protection
You are currently posting as works at AttorneyBadge Image

Hello everyone! My name is Nneka and I am a Real Estate Closing Attorney. I'm looking into transitioning into Estate Planning. Any advice or reccomendations on how to get started or resources to … more

Posting as :
an Associate
▸ Estate Planning and Asset Protection
You are currently posting as works at AssociateBadge Image

My late grandmother’s house was willed that it be sold and 1/2 would go to my dad and 1/2 split between my aunts. My aunt is executrix. House was sold in 2019 and my aunt claims proceeds haven’t been … more

Posting as :
an Attorney
▸ Estate Planning and Asset Protection
You are currently posting as works at Attorney

I’m a new associate to a T&E group, partner goes away on vacation and leaves me with a 706 to review and sign. The family is very wealthy. Decedent married for 60 years. Partner says it’s “just… more

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Posting as :
an Attorney
▸ Estate Planning and Asset Protection
You are currently posting as works at AttorneyBadge Image

Does anyone have advice on how to break into the field as a new graduate? I am completing a masters degree in Trust and Wealth Management. I want to work with complex and sophisticated trusts, trans… more

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Posting as :
a Managing Attorney
▸ Estate Planning and Asset Protection
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Bowl Leader

Welcome everyone! Let’s get to know each other 😊 what city do you practice in? And what’s your favorite thing about estate planning?

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