Since joining LWP, I have transitioned and dedicated my practice exclusively to elder law and estate planning, founded my own firm, and have grown the firm to a team of five people including an associate attorney.
What is your favorite LWP tool?
My favorite tool is the LWP-CCS. The many trusts that I have reviewed fall far short of the sophistication of those that we have created using the LWP software. The design choices, state specificity, and different types of trusts and other documents facilitates our ability to offer full service to our clients. We have used the TAP trust, First-Party SNT, Third-Party SNT, CGT, RLT and iPug trusts (including the KIT) to serve the varying needs of our clients.
How has being part of LWP impacted your team and your practice?
When I founded my firm with one assistant, LWP served as a back office for us, provided us a business model, and encouraged us to adopt a “firm mentality” that enabled and inspired the growth of our firm.
Share something about yourself that most people don’t know about you.
Many people do not know that I am also a Registered Pharmacist.
What is your favorite book and how did it impact your life?
Choosing just one favorite book is a difficult question. “Mere Christianity” by C. S. Lewis is certainly very high on the list. This was the first of Lewis’ books that I read and, after reading it, I read many of his other titles. His books have inspired me to a deeper faith. A print of C. S. Lewis, received as a Christmas gift from my wife and children, hangs in my law office.