For the Love of Your Family
For the Love of Your Family
Endorsed Member
Family Wealth Planning InstituteAlexis Neely graduated first in her class from Georgetown University Law Center in 1999 and went on to become an associate at the law firm of Munger, Tolles & Olson for three years before opening her own firm, Martin Neely & Associates, in Redondo Beach, CA in 2003.
Industry Focus: Estate Planning, Conscious Uncoupling, Purposeful Pre-Nups, Family Business, Asset Enhancement, Money Mapping, Kids Protection Planning
Licensed In: California, USA
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Industry Focus: Estate Planning, Family Business, Money Mapping, Kids Protection Planning
Licensed In: California, USA
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…when people meet me for the first time and learn that I am a lawyer, many are surprised. Their expectation is that lawyers are “flashy, slick operators” – and that’s just not who I am. I like to think my calm and caring demeanor and desire to educate and truly do the right things for my clients will set me apart from the stereotypical lawyer. Being to some extent the “anti-lawyer” has its pitfalls. Let me give you some examples … One of my law firms areas of focus is Estate Planning. I’m in competition with the “do it yourself on-line” resources all the way up to up to and including the big law firms that give the clients “just what they ask for” – (not what they need). On one end of the spectrum, you get what you pay for … the cheapest possible “estate plan“. But here’s the problem … most of those “plans” are inadequate and truly do not address all of the needs of the “virtual client” … and guess what – the virtual client will never know or be able to rectify the problem because they’re dead before anyone finds out. The responsibility to get the estate straightened out then falls to loved ones … at more legal expense typically than doing it right in the first place (!). Never mind that this time should be reserved for allowing the family to grieve. Have you ever had a Sam Kinison moment? Remember the comedian who used to punctuate his jokes by screaming the punch line? The client will never know BECAUSE THEY’RE DEAD! But this is no joke! Never mind that his estate was a shambles, this is all too often the reality of “cheap, on-line” solutions. At the other end of the spectrum is the client that says “Can you draw me up a will” … and that’s exactly what the lawyer does … without understanding or explaining the full scope of the clients’ estate. I call this “the path of least resistance” type of law firm … they’ll make a bit of money, but guess what … if it is not completely adequate the client will never know BECAUSE … you get the idea.
Industry Focus: Estate Planning, Family Business, Asset Enhancement, Money Mapping, Kids Protection Planning, Special Needs Planning, Caring for Elders
Licensed In: Massachusetts, USA
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For as long as I can remember, I have been helping people. As a young man, I travelled with my family throughout Mexico giving food and clothing to the poorest of the poor. I later studied to be a church pastor; however I found my true calling when I became a paramedic and discovered the difference I could make in people’s lives ministering to their physical, mental, and emotional injuries and illnesses. I also discovered that I loved to teach, and spent nearly as much time training medical professionals as I did treating patients.
Industry Focus: Estate Planning, Family Business, Money Mapping, Kids Protection Planning, Special Needs Planning
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We're not your regular law practice. Kelly began her legal career 20 years ago as a commercial litigator and then served as General Counsel for small businesses and then within a business unit for a Fortune 500 company. She is also a certified life coach (http://www.soulfulmind.com/), a theologian and interfaith minister who brings a holistic approach to legal guidance. As our business name indicates, we emphasize the legal counseling function.
Industry Focus: Estate Planning, Conscious Uncoupling, Family Business, Asset Enhancement, Money Mapping, Kids Protection Planning
Licensed In: New Jersey, USA, Pennsylvania, USA
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Leslie V. Marenco is a partner who focuses her practice in the areas of Asset Protection, Estate Planning, and Corporate Transactions. Leslie is an attorney dedicated to helping both domestic and foreign families and businesses make the very best legal decisions throughout their life. She develops lifelong relationships with her clients, serving as a trusted advisor to them and to their families. Leslie expertly guides her clients as they preserve and protect their assets and legacies, including their intellectual, spiritual, and human assets.
Industry Focus: Estate Planning, Family Business, Asset Enhancement, Money Mapping, Kids Protection Planning
Licensed In: Florida, USA
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Industry Focus: Estate Planning, Family Business, Asset Enhancement, Money Mapping, Kids Protection Planning, Caring for Elders, Special Needs Planning
Licensed In: Florida, USA
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Mr. Boss has been practicing law for over 40 years. Early in his career his practice was mainly corporate transactional law for several large energy companies. He was responsible for negotiating and drafting numerous multi-million dollar contracts, both domestic and international. Later he acted as general counsel for more modestly sized energy companies where he handled a multitude of legal issues that arise in operating a dynamic business. In 2008 the company he was employed by was acquired and Mr. Boss entered the private practice of law forming Boss Law. At Boss Law he has focused primarily on business transactional matters, estate planning, and probate. Recently, Mr. Boss obtained additional training in a new and improved way to perform estate planning from the Family Wealth Planning Institute. Upon completion he received their designation as a Personal Family Lawyer®, and he now devotes the majority of his practice to assisting families and individuals with their estate planning needs.
Industry Focus: Estate Planning, Family Business, Money Mapping, Special Needs Planning, Kids Protection Planning, Asset Enhancement
Licensed In: Texas, USA,
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One of San Francisco’s few Family Business Lawyers™, Yaasha Sabba manages Sky Unlimited Legal Advisory PC and is a part of a larger network of attorneys who view the business of law as flawed. Instead of a one-size-fits-all approach to managing business or personal risk, Yaasha and his team have created one-of-a-kind systems for entrepreneurs and families to use in their legal planning that can keep up with the constantly changing business climate and will proactively position them for continued growth.
Industry Focus: Estate Planning, Family Business, Money Mapping, Kids Protection Planning
Licensed In: California, USA
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