Have questions about trusts and basis issues? Hang on, because Bob and Alan discuss some of these near the end of a far-ranging and fascinating discussion. Alan Gassman is one of the country’s leading estate planning attorneys and has a wealth of technical knowledge. Perhaps of greater interest to listeners of The TrustHacker is Alan’s unique take on building a successful practice, connecting with clients, doing work for friends and family, and deciding whether you’re breaking rocks or building cathedrals. And, of course, the there are those basis issues . . . .
One of the planet’s most entrepreneurial elder law attorneys chats with Bob about how he got into elder law (at the very beginning), how he manages several businesses, the key to commanding top fees, and a knot of troublesome cases out of his backyard (Massachusetts). In this episode we hack . . . Harry Margolis!
Margolis & Bloom, Harry’s Boston elder and special needs law firm
The Nadeau case (discussed by Harry and Bob)
The Daley case (also discussed by Harry and Bob)
Bob and Vanessa Kanaga, a content developer at Interactive Legal, talk about moving from Kansas to Manhattan (not Kansas) and back to Kansas, what it is like to develop and create trusts for a living, and the key to a successful practice that goes beyond technical expertise.
Email Vanessa: firstname.lastname@example.org
A past president of the National Academy of Elder Law Attorneys, Frank Johns has done just about everything an elder law attorney can do. Frank has been involved in countless committees in various capacities over the years, was a key player in the development of NAELA’s Aspirational Standards (and continues to be involved in a revision of those standards), and is a NAELA Fellow. Bob and Frank discuss the future of elder law, whether there are too many lawyers, Frank’s evolution into an elder law litigation attorney (a rare breed), and avoiding ethical minefields (including the always tricky question of who the client is).
Franks’ website: www.nc-law.com
To book a consultation: 336-275-9567 (ask for Norma)
The country’s leading provider of Medicaid-compliant annuities talks with Bob about why he left a law practice and how he built a successful business. Bob and Dale also discuss future VA benefit planning with annuities and Dale’s take on possible legislation to render annuities a less useful strategy for Medicaid planning purposes.
Krause Financial Services: www.medicaidannuity.com
To signup for the Krause Report, click HERE.