I am pleased to accept referrals for people who need help with their estate planning (wills, trusts, special needs planning), business needs (formation, lawsuits), or with general legal matters that don't always fit neatly into a category. Referrals are the primary way that new clients come to my firm because rather than blindly trusting a Google search for an attorney, or even worse, trying to manage their matter on a mail-merging form website, clients understand the importance of getting legal advice tailored to their individual needs.
My practice is dedicated to helping business owners, their families, and others get the estate planning and business law advice they need. My role is to help them craft and understand their estate plans and get their businesses launched and growing.
Connections With Clients
One of the most important parts of any attorney-client relationship is the ability to connect and have open and frank conversations. Clients need to understand their legal documents and the issues they face, and I aim to make sure that all clients stay informed throughout our time working together. When they are welcomed to the firm, they are provided with various ways to stay connected with me, including special calendars with times reserved just for client phone calls and meetings.
In addition to legal connections, clients receive monthly email newsletters, a monthly mailed newsletter, and a quarterly book giveaway, which my current and past clients tell me are interesting. The importance of these connections is to show clients that they are more than just a number on a file. I'm also happy to add you to any of these newsletters as well and also to a separate newsletter designed solely for referring professionals if you're interested.
Working with a TEAM
In order to provide the best outcomes for my clients, it's important that beyond just the people in my office, I have a strong connection with other professionals who can assist us when needed. The acronym we use for these professionals is TEAM:
Trusted Experts, Authorities, and Mentors
I have personal connections with members of the TEAM and we work together to ensure that our clients are getting personalized advice to help them achieve their goals and desired outcomes. To learn more about some of the TEAM professionals we work with, there are short interviews at the top of the page.
I'm also always open to making new connections with other professionals who may be able to assist my clients, and if you would like to connect and discuss how you or your services could be helpful to my clients, please email me and we can get that discussion started.
Help With Their Estate Plan
Every year, thousands of people spend time thinking about whether they need a will or not. It’s one of those things that people know they need, but they never seem to get around to it. In fact, you can probably think of at least 1 person you know right now that needs an estate plan, but probably will never get around to it.
I’ve focused my practice for years on attempting to simplify and de-mystify the estate planning process. Many of my clients come into my office and ask plenty of questions but seem too timid to ask what “Estate Planning” is. It’s the primary goal in my Legal Strategy Session with a new client:
Let’s Get All Your Questions Answered
Businesses and Their Unique Needs
If you run a business, remember how nervous you were that first day you went to work? Would your phone be ringing with new clients dying to hire you immediately? Maybe you brought some great clients from a prior firm and now you’re the one responsible for their case – they’re looking only to you now. One of the most important lessons I learned was the importance of not trying to do everything yourself. You need a team of professionals around you.
Businesses get sued for a variety of reasons. It can be for issues like breach of contract, unjust enrichment, fraud or other business torts. Many times, the lawsuits are a combination of the above with some other claim that is unique to the business. When the claims are very complex, I work with other lawyers through either a co-counsel relationship or a referral to the best lawyer to protect the business.
Many of my clients have already had a distinguished business careers and are looking to transition away from the business while protecting the goodwill and reputation of their business. Others are dissatisfied with their current business partners and are looking to move on to greener pastures. For these clients, it’s time to create a unique plan for them to realize the value and legacy of the business they’ve worked so hard to create.
If you’re working with a large, international law firm, they likely have offices in whatever state your legal needs arise. But for solo and small firm lawyers, our presence is often more limited. My legal career began in New York City and has expanded over the years. I’m currently admitted to practice in Connecticut, New York, New Jersey, and Minnesota and am happy to discuss a local co-counsel relationship if needed to help you navigate your legal needs.
Getting the Referral Process Started
If you or someone you know needs assistance, let's schedule a Legal Strategy Session online or by calling my Edina, Minnesota office at (612) 294-6982 or my New York City office at (646) 847-3560. My office will be happy to find a convenient time for us to have a phone call to review the best options and next steps. If you'd prefer, you can also fill out the form below to get started and we can discuss if we would be a good fit to work together.