
Estates ATTORNEY AND MENTOR in Professional Development, Rain-Making & Practice Management for Estate Planning Attorneys
Greater Los Angeles Area

Estates ATTORNEY AND MENTOR in Professional Development, Rain-Making & Practice Management for Estate Planning Attorneys
Greater Los Angeles Area
Estate Planning Trust and Probate Attorney for over ten years.
Management Consultant at McKinsey & Co. for three years.
Goal is to mentor just ten attorneys to outstanding success in estate planning or related practice areas, and to grow my own practice so that it can run without me during the times that I am in Boulder, CO, where I plan to build a special-needs focused practice.
Board-certified Specialist in Estate Planning, Trust & Probate Law
(Professional Training & Coaching industry)
August 2009 — Present (7 months)
Providing one-on-one mentoring to ten estate planning attorneys nationwide in the three areas of professional development (legal technical skills), rain-making (sales & marketing), and practice management (law firm technology, profitability analysis and improvement, team-building, accounting and more). We provide this mentoring through weekly teleconferences that include goal setting based on our participants' life commitments, those important "must dos" that precede specific goals (such as "be a good parent" or "earn enough money to live well"). We supplement the coaching and goal setting and accountability with mailings, faxes and emails that include books, clippings, white-papers and articles that are relevant to each client's specific situation.
(Legal Services industry)
May 2007 — Present (2 years 10 months)
The Academy of Special Needs Planners is the largest national organization dedicated exclusively to the needs of attorneys who focus on planning for families with special needs. We have a consumer-oriented website at www.specialneedsanswers.com and an attorney-oriented website at www.specialneedsplanners.com.
(Law Practice industry)
January 2000 — Present (10 years 2 months)
Estate Planning, Trust Litigation, Probate, Wills, Revocable Living Trust, Asset Protection, Special Needs Planning, Children's Trusts, Medi-Cal Eligibility & Planning, Inheritor's Trusts, Limited Liability Companies, Powers of Attorney, Tax Planning, Family Limited Partnerships, Life Insurance Trusts, Retirement Trusts, Conservatorships, Limited Conservatorships, Guardianships, Trust, Estate and Probate Administration, and more.
(Law Practice industry)
2002 — 2009 (7 years )
(Law Practice industry)
2008 — 2008 (less than a year)
(Partnership; 5001-10,000 employees; McK; Management Consulting industry)
September 1997 — August 2000 (3 years )
Los Angeles
J.D. , Law , 1994 — 1997
1992 — 1994
Trusts, Estates and Probate Planning and Litigation; Parenting; Long-distance Marriages; Off-roading; Thousand Oaks/Westlake Village, CA; Boulder, CO.
Wealth Counsel
Entrepreneurial Edge
Provisors
UC Irvine Alumni
Stanford Alumni
Co-author, Special Needs Trusts: Planning, Drafting and Administration, treatise published by The Regents of the University of California
Co-author, Estate Planning Strategies: Collective Wisdom, Proven Techniques, published by Wealth Counsel, LLC
Co-author, All The Bunnies: Heartfelt Stories From Those Who Dealt With The Challenges and Joys of Persons With Special Needs, published by The Academy of Special Needs Planners, LLC