Does everyone do trust accounting in-house? Or is this something you can contract out?

Hey there, does any one know which Digital/marketing agency giving out EPs currently?

Anyone dealt with a Christian parent who has been backsliding since the pandemic? Is this common? And how did you deal with it?

Anyone have any insight into the Dallas office of Holland & Knight? Thoughts, feelings, concerns?

Will be moving to Austin next year since my fiancé is getting relocated there. Anyone have any leads for junior technology transactions or data privacy roles. TIA!

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Any TAM here?

Has anyone put work in their book that the client denied? I wrote some pretty great lines for a client and it’s like they hate creativity. I really want to put them in my book, is that a bad idea?

Hello friends, Any updates on mid-year promotion for EY GDS? EY INDIA members have received mails already.

Freddie Mac? The good, the bad, the ugly?
I have a buddy that reached out and wants me to backfill a position that he used to work on. It would be a 20% pay increase, but the work is IT policy related which is what I've been doing. I personally want to get into cloud. He says I can move around once I get in.

Our god is an awesome god 🙌 feeling like it’s easier to get through the rough times. Can finally go to church and worship after so long that I couldn’t!!

Does anyone else hate browsing the web on your phone because of all the ads? I feel like I can't even open/access 50% of the URLs I click on because of pop ups and redirects...

I’ve practiced litigation in DC for about 5+ years at a larger plaintiffs’ firm, and am considering a switch to a defense firm. Is there any insight to how many billable hours this would require, and how much time that would actually be? For reference, the firm has a 1900 billable hour requirement and the partner said I would have “no problem” fulfilling that based on the work they have.

Currently on training about handling E-commerce (product research). Planning to have side hustle with it, anyone want to give a chance?

Anyone want to swap weekend hotel rooms? Up for a new location! Message me.

Pretty new to the game. What do you do with trees in your pocket? You can't store them. Should I go ahead and sell them? Or should I go plan them some place on the edge of my island.

Anybody Joinng in June at pune location?

Virtual receptionists….anyone utilize this and if so, feedback? If not, thoughts? Start

Anyone here attending that McKinsey Dublin event tomorrow evening?

What type of binding do you prefer/use for original estate planning documents (Wills, Trust Agreements, and Powers of Attorney)? I have seen everything from a staple (with and without a blue back), 3-prong folders, and just a binder clip.

4th year Trust & Estate attorney at boutique firm in LA serving ultra high net worth clients. Trying to determine whether my compensation is fair. Any others in similar positions willing to share their salary/bonus information? Thanks!

How much are you charging for trust administration? % or hourly?

What creative ways are you drafting for clients with net assets well over the lifetime exemption?

Where is everyone buying their EP portfolios for clients?

Any attorneys in the Bay Area practicing just in estate planning (not litigation), can you give your take on whether you would get enough business to do only planning? I'm currently doing family law and I want to start moving away from litigation. For family law there really isn't a non litigation role that produces enough business (i.e. mediation). I do okay, but definitely have to take on more litigation than I prefer. I was thinking estate planning might be a good addition to the mix.

How do you get a credit report for a deceased person, without being the executor?

Anyone in CA use the FORE! Trust software and have a good experience with it? TIA!

Best practices for funding a home into RLT if there is an existing mortgage? What type of deed? Title insurance considerations? Thanks

For estate planning attorneys at big firms, how much do you generally bill per month? Do you usually get your bonus, or if not, are you very far off?

For those offering the option of retaining client's original estate planning documents and storing them offsite, what are your policies? I'm shopping around for off-site options. Any tips on what to look for?

Anyone do contract work? Experience with wealth counsel is a plus! Thanks!

Hello All,

I am interested in Estate Planning but have no experience. How do I break into this practice?
Located in NYC

What’s y’all’s favorite EP document generating software system? California systems a plus!

Recommendations for facilitator training for lawyers? More and more of my T&E practice is shifting to requests to facilitate family meetings on business succession, something I enjoy but have no formal training in. Would like to explore some training to add tools to my toolbox.

Any advice for a first year attorney in litigation considering switching to this area?

I have a dear friend whose mother just passed from diabetes. She was on government assistance. Didn’t own a home. Had upwards of 60k in medical bills. Yesterday alone he received 7k in new bills

Can others share where you were at by your 3rd/4th year in estate planning in terms of plans/complexity of cases you were overseeing? Is it normal to still have all your plans reviewed by a more senior attorney 3-4 years in?

I am wondering which drafting software everyone uses or likes. For years I have used WealthCounsel and more recently ElderCounsel, but I find them too expensive. I also do a good number of Special Needs Trusts as part of my practice. Any advice on a more reasonably priced drafting software?

Are Estate planners very busy during covid? Some have told me they are not and it surprised me.