What makes one person successful, while another person with the same grades, background, and ideas, fails? The difference is decision, acting on those ideas, risking failure, even taking a chance, and that is my hallmark. I am willing to help clients make decisions, and even do something different.
When I started practicing law in the 60s, a bestseller book was published "How to Avoid Probate". It was poorly written, with poor forms. It was roundly criticized by the organized bar, particularly by probate attorneys. I recognized immediately that it touched a natural well-spring in people. I instinctively knew that revocable living trusts, previously available only to the very rich, were the future in estate planning.
After I came to California, I became trust counsel for a more than 100-branch bank with a trust department. I created a number of tools for the bank, a prototype Keogh plan approved by IRS, revocable living trust forms, and a set of professional incorporation papers for doctors, dentists, and other professions with tax saving retirement plans. I took many of these tools into my later solo private practice. I was a pioneer in creating living trusts for ordinary people.