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I practice in North Carolina, I graduated from the University of North Carolina in 001 and became licensed in this state in 2015.  I have done work in conflict resolution, diversity and inclusion, and for various non-profit agencies.  In 2020, I started my own firm and switched focus to Estate Planning, especially for families having adults who have special needs. I am ready to learn a more holistic approach to the practice of law so that I can hold space for clients' deep emotions and help them consider answers to hard questions.  Maintaining a relationship with former clients is also a very important value for me.  

I am having to train our receptionist about talking to clients who ask about fees. I have searched both resources and forums, and am not finding a script or anything. I feel like there was one at some point. Can you point me in the right direction?

Greetings Pam!

      It's a pleasure to "meet" you here 🙂  Best wishes.

                                        Idara

Hi, enjoying NLBM so far. Have a question regarding trusts. Where do you go to get more information?

Hi Lisa, I am interested in a study group.  I am on Module 5 and working on my own plan, but I feel like I benefit from go back through everything to make sure I really understand the process.  I have Zoom, did you want to set up a day and time to meet? I am in California.

December 4, 2020 - I am starting Module 10 in the Bootcamp course and looking forward to completing the course.

Carina,

I have a client who has a timeshare in Hollywood Florida. Is there a way you can help me get this titled in the name of her trust. She wants the interest to pass. Thanks so much!
 

I've searched the forum regarding stand alone Retirement Trust and I'm still confused about when it is appropriate to select a stand alone IRA trust and how to name beneficiaries.

Many posts speak to naming a trust as contingent beneficiary and not first beneficiary and I'm curious as to why a trust wouldn't/shouldn't be named first.  Default seems to be spouse, but doesn't that also mean spouse can do whatever they want with it?  What if holder wants to ensure asset protection and having some left for kids, if available.  

Hello, I recently joined NLBM on 9/24/20. Looking forward to getting help, as well as being of help to others.

Hi Shane,

Please share the recording of your virtual Planning Session. I have changed my approach to the virtual FWPS, but seem to have to 1-2 additional emails after the session to get the engagement letter signed and get the ball rolling. I would love to see how you handle it. 

Thank you,

Rozi

Hi Rebecca,

I established a trust for a couple with a minor child. The couple has a property in Essex County, New Jersey. 

I wanted to transfer the asset into their trust. 

I have prepared the following documents: 

(1) Bargain and Sale Deed Without Covenants, 

(2) Affidavit of Consideration For Use By Sellet, and 

(3) Seller's Residency Certification/Exemption.

The Essex County assessor's office does not answer any calls and I wanted to make sure that I prepare and file the correct documents without incurring transfer taxes and reassessment. 

At your convenience, please let me know if you would be able to assist me in handling this property transfer. My remote office number is (424) 245-4867 or email at rozi@yacobilaw.com.

Looking forward to hearing back from you.

Sincerely,

Rozi

I am still in boot camp phase of the program. I never completed the program when I initially signed up back in September, 2019.

Hello NLBM. I originally signed up with the program back in September, 2019 but unfortunately became distracted and could not complete everything at that time. I am back and staying committed to finishing the program. 

Hi Carly, where do I upload my story? I wanted to get feedback from the community and NLBM team on my story but can't find the feed that I am supposed to put it in.  Please advise when you can.  Thanks so much! With Gratitude, Amber

Jill,

Saw your post about testing positive for COVID. Hope you and your daughter have a speedy recovery!

Thinking about you.

Kim

I have been married for 38 years and have three adult daughters. 

Hi Carrie

I made the following post on the NLBM forum:

Really excited to be here and take my practice virtually

Hi A.J.,

I have a question. I just read that the Florida Supreme Court Order as to RON does not apply to estate planning. That we still require the traditional way of executing documents with live witnesses and notary public. How are you addressing this in the midst of COVID-19 in Florida?

Thanks.

Betsy

Lisa

Olivia

I have a trust client here in TN that owns a parcel of land in Orange, VA that I want her to re-title to her as trustee of her RLT.  Could you do that for me?  What would be the cost?  Thanks

Stan

Olivia

I have a trust client here in TN that owns a parcel of land in Orange, VA that I want her to re-title to her as trustee of her RLT.  Could you do that for me?  What would be the cost?  Thanks

Stan