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!
THE TRUSTHACKER: A LAWYER’S MAP OUT OF THE TRUSTS AND TAX JUNGLE
TrustHacker is a weekly podcast that explores the tricks and traps used by the country’s best elder and special needs law attorneys when tackling complex trust and tax issues. TrustHacker is a show for you, the elder law and special needs law attorney, whether you are trying to master the intricacies of this trying topic or keeping current on your advanced skills. “Trust Hacking” is the term used by creator Bob Mason (a noted expert in the public benefits, trusts, and tax arena) to describe any shortcut, skill, or insight that will help any attorney (whether master or novice) crush it in her practice. In other words, a Trust Hack is anything that solves a trust or tax problem in an inspirational or ingenious way.
TrustHacker follows the unique teaching style created by Bob Mason, which he debuted in his TrustChimp seminars. Bob’s style is both informative and entertaining – and especially designed to de-mystify the trust and tax topic. With TrustHacker, Bob has now taken his signature approach and applied it to regular podcasts that “hack” selected trust, tax, and other legal topics with the help of well-known guest experts. If you are looking for an informative and entertaining way to ‘hack your way out of the trust jungle’ while driving to work or walking the dog, this is it!
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)