Victoria and Bob chat about the importance of maintaining focus, of making an effort (ethically) of standing out, the difference between lawyers and attorneys, finding a niche, and finding a mentor. And, of course, no conversation with Victoria Collier would be complete without a discussion of VA benefits and where she sees things going with the proposed regulations and the future of Special Monthly Pension. This is a great discussion!
TH007: ALAN GASSMAN ON BUILDING CATHEDRALS
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 . . . .
NOTES
JEST Part 1 Article mentioned by Alan and Bob
Gassman, Crotty & Denicolo, PA
TH006: Harry Margolis Shares the Secret to a Lucrative Practice
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!
NOTES
Margolis & Bloom, Harry’s Boston elder and special needs law firm
Academy of Special Needs Planners
The Nadeau case (discussed by Harry and Bob)
The Daley case (also discussed by Harry and Bob)
TH005: Who Cares? Do You?
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.
NOTES
Email Vanessa: vkanaga@interactivelegal.com
TH004: Who’s the Client? With Frank Johns
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).
NOTES
Franks’ website: www.nc-law.com
To book a consultation: 336-275-9567 (ask for Norma)