Josh Elledge of UpMyInfluence, talks with the Founder and CEO of Trustate, Leah Del Percio. Leah Del Paso's journey in co-founding Truestate is a testament to the power of innovation in legal services. Truestate emerged as a response to the complex needs of trust and estate lawyers, offering tools designed to streamline their work and enhance their practice. Leah emphasized the platform's ability to simplify intricate processes, making it easier for lawyers to manage their caseloads and maintain accuracy in their work.The conversation naturally progressed to the broader technology topic in the legal field. Leah pointed out that lawyers who embrace technological tools are better equipped to serve their clients efficiently in today's digital age. She highlighted how Truetate leverages cutting-edge software to automate mundane tasks, freeing lawyers to focus on the more nuanced aspects of their cases.To learn more about Leah's work, click HERE and HERE.Think you'd be a great guest on the show? Apply HERE.Want to learn more about Audrey Ehrhardt's work at Practice42, check out her website at https://practice42.com/.

Josh Elledge of UpMyInfluence, talks with the Sole Owner, Attorney, and Counselor of Ford & Lustfield Law Office, Cassandra Lustfield. Cassandra Lustfield is not just any lawyer; she has dedicated her career to helping clients navigate the often-overwhelming world of estate planning and elder law. At Ford & Lustfield Law Office, she offers a spectrum of services that cater to various needs, from straightforward estate plans to more complex trust plans and Medicaid asset protection trusts. She also assists with the formation of LLCs for asset protection, ensuring her clients' legacies are secure.Based in Windom, Minnesota, Cassandra's practice primarily serves farmers and individuals with smaller estates. She understands the unique challenges they face, concerning farmland and estate taxes. Her expertise is crafting legal documents and understanding the nuances of her client's lives and livelihoods.To learn more about Cassandra's work, click HERE.Think you'd be a great guest on the show? Apply HERE.Want to learn more about Audrey Ehrhardt's work at Practice42, check out her website at https://practice42.com/.

Josh Elledge of UpMyInfluence introduces the Director of NSS Legal, Oliver Sloam. Oliver is at the helm of NSS Legal and partners in an actuarial firm that oversees UK pension schemes. His expertise is rooted in a family tradition of managing trusts, which has undoubtedly shaped his career trajectory. Oliver painted a vivid picture of his daily responsibilities, from drafting wills and trusts to tackling capacity issues, all aimed at ensuring his clients' legacies are preserved and protected.Quality service is the cornerstone of any successful law practice, and Oliver's approach is no exception. Inheriting a client base from a larger actuarial firm, he now caters to an eclectic mix of individuals, including former James Bond actors and parliamentarians. Oliver underscored the critical role of understanding budgets and operations to deliver top-notch service in the competitive legal services landscape.To learn more about Oliver's work, click HERE and HERE.Think you'd be a great guest on the show? Apply HERE.Want to learn more about Audrey Ehrhardt's work at Practice42, check out her website at https://practice42.com/.

Josh Elledge of UpMyInfluence introduces the Owner and Senior Attorney of Little Law Office, Carla D. Little. Carla's clientele largely consists of faith-based individuals seeking guidance in preparing end-of-life documents. She shared the poignant reason behind her transition from criminal law to estate planning—a death in her own family. This experience illuminated the profound need for compassionate estate planners who can navigate people through life's inevitable transitions.Carla acknowledged that while both areas of criminal law and the nuanced field of estate planning law present their challenges, her current role allows her to focus more on creating meaningful plans for her clients' futures rather than preparing for trials. It's a different kind of challenge—one that involves deeply understanding her client's wishes for their children and other significant matters.To learn more about Carla's work, click HERE and HERE.Think you'd be a great guest on the show? Apply HERE.Want to learn more about Audrey Ehrhardt's work at Practice42, check out her website at https://practice42.com/.

Josh Elledge of UpMyInfluence introduces the CEO of Westrock Appraisal, Abe Romer. Westrock Appraisal isn't just a company; it's a legacy established in 1987 by Abe Romer's father. As the current President, Abe oversees every department, ensuring that the company's reach extends across 40 states in the US. Their clientele is diverse, ranging from CMBS lenders and conventional banks to estate planning attorneys and the IRS. Abe's leadership has been instrumental in the company's expansion, maintaining a robust staff of about 85 full-time employees nationwide.One of the standout services provided by Westrock Appraisal is their work with estate planning attorneys. Abe explained how they appraise properties for clients involved in estate planning, a service made possible by their extensive coverage across the United States. This capability allows them to collaborate with attorneys in various states, showcasing the company's adaptability and commitment to meeting client needs.To learn more about Abe's work, click HERE and HERE.Think you'd be a great guest on the show? Apply HERE.Want to learn more about Audrey Ehrhardt's work at Practice42, check out her website at https://practice42.com/.

Josh Elledge of UpMyInfluence introduces the Managing Director of Playfair Planning Services, Kim Bourne. Kim and her team at Playfair Planning Services are dedicated to serving some of the finest families in America. These clients often have complex lives, bustling schedules, and a need for comprehensive financial oversight. With assets typically ranging between 3 and 5 million dollars, these individuals are not only focused on their financial growth but also on leaving a lasting impact through philanthropy and legacy-building.One of the standout points of the discussion was the unique relationship Playfair Planning Services fosters with law firms. Kim emphasized the importance of preparing clients for their legal consultations. By organizing clients' financial documents and ensuring they ask the right questions, attorneys can focus on providing top-notch legal advice rather than administrative tasks. This preparation is a testament to the firm's commitment to efficiency and client service.To learn more about Kim's work, click HERE and HERE.Think you'd be a great guest on the show? Apply HERE.Want to learn more about Audrey Ehrhardt's work at Practice42, check out her website at https://practice42.com/.

Your host, Audrey Ehrhardt, talks with the Owner and Managing Attorney of J. Akin Law, Jennifer Akin. Jennifer's journey into law is as fascinating as it is inspiring. With a career spanning several years, she has established herself as a formidable presence in the legal community. Her areas of expertise are vast, but she has a particular passion for helping clients navigate the often-daunting legal system. Jennifer's approach to law is both compassionate and strategic, ensuring that her clients are well-represented and their interests protected.At J Aiken Law, Jennifer and her team are committed to providing top-notch legal services. The firm specializes in a variety of practice areas, which Jennifer discussed in detail during our interview. She shared insights into the day-to-day operations of her practice and how she approaches each case with a fresh perspective and unwavering dedication. It's clear that for Jennifer, law is not just a profession—it's a calling.To learn more about Jennifer's work, click HERE and HERE.Think you'd be a great guest on the show? Apply HERE.Want to learn more about Audrey Ehrhardt's work at Practice42, check out her website at https://practice42.com/.

Your host, Audrey Ehrhardt, talks with the President and Principal of Parent Your Parents, H Frances Reaves. Francis' move from practicing political law in Texas to concentrating on elder law was not merely a professional transition but a mission driven by empathy and understanding. She conveyed a deep sense of gratitude for being able to significantly impact the lives of the elderly and their families. Her practice is distinguished by its focus on not just legal representation but also on guiding families through the complexities of elder care with compassion and expertise.To learn more about H Frances' work, click HERE and HERE.Think you'd be a great guest on the show? Apply HERE.Want to learn more about Audrey Ehrhardt's work at Practice42, check out her website at https://practice42.com/.

Your host, Audrey Ehrhardt, talks with the Director of Strategic Partnerships and Events of Smokeball, Emma Raimi-Zlatic. One of the first topics was Emma's role at Smokeball, a company that's at the forefront of legal case management software. Contrary to what some might think, Smokeball has nothing to do with cannabis. Instead, it's a powerhouse of legal technology, offering robust document automation tools and comprehensive features that streamline managing legal matters, billing, and timekeeping.Emma's position as the Director of Partnerships places her at the heart of Smokeball's mission to enhance the efficiency and productivity of law firms. Through her work, she ensures that legal professionals are equipped with the best tools to manage their caseloads effectively, allowing them to focus on what they do best—practicing law.To learn more about Emma's work, click HERE and HERE.Think you'd be a great guest on the show? Apply HERE.Want to learn more about Audrey Ehrhardt's work at Practice42, check out her website at https://practice42.com/.

Your host, Audrey Ehrhardt, talks with the Social Security and VA Disability Lawyer of Grossman Law Firm, Deborah Grossman-Mitchell. Deborah's transition from healthcare to law is a story of passion and dedication. Her medical background gives her an unparalleled advantage in understanding her clients' medical impairments. This integration of medical knowledge into her law practice is not just a unique selling point; it's a crucial element that allows her to advocate effectively for her clients. It's fascinating to see how her expertise in two distinct fields can come together to provide a comprehensive service.One of the most candid moments in the conversation was when Deborah shared her realization post-law school: she knew nothing about running a business. This is a stark reminder for new lawyers that a degree doesn't necessarily translate to business acumen. Deborah's proactive approach led her to pursue an executive MBA at Auburn University, equipping her with the necessary skills to navigate the business side of her practice. Her advice to new lawyers is invaluable – be prepared to learn about business just as much as you learn about law.To learn more about Deborah's work, click HERE and HERE.Think you'd be a great guest on the show? Apply HERE.Want to learn more about Audrey Ehrhardt's work at Practice42, check out her website at https://practice42.com/.

Your host, Audrey Ehrhardt, talks with the Partner of Polur Elder Law, Shari Polur. At the heart of Shari's practice is a holistic approach to elder law. She believes that providing clients with "nice hard gritty documents and nice folders" is simply not enough. To truly serve her clients, she delves deep into their lives, understanding their family relationships, medical issues, living situations, and financial capabilities. This comprehensive understanding begins with a 19-page questionnaire, ensuring that by the time she meets with her clients, she has a clear picture of their legal questions and overall life circumstances.Shari's method is unconventional, starting with such a level of detail, and it can be intimidating for new clients. However, she emphasizes the importance of tailored advice over generic solutions. She compares the need for specialized legal counsel to the necessity of seeing a geriatrician for age-specific health conditions rather than a general practitioner or a pediatrician. Her goal is to make her clients understand why it's crucial to consider their entire lives, not just their legal documents when planning for the future.To learn more about Shari's work, click HERE and HERE.Think you'd be a great guest on the show? Apply HERE.Want to learn more about Audrey Ehrhardt's work at Practice42, check out her website at https://practice42.com/.

Your host, Audrey Ehrhardt, talks with the Estate Planning, Elder Law, and Probate Attorney Aggressive Litigator Elder Abuse of Casiano Law Firm, Vincent Casiano. Vincent's path to law is as unique as it is inspiring. With a background that includes graduating from New York Maritime College and navigating oil tankers, Vincent made a dramatic career shift at the age of 40, diving into the legal field. His diverse experiences have shaped a perspective that values continuous learning and adaptability—qualities that are essential in the ever-evolving landscape of elder law and estate planning.Vincent emphasized the distinction between elder law and estate planning. While both fields require a deep understanding of legal principles, elder law, in particular, demands a passion for serving a vulnerable segment of the population. Vincent's respect for his colleagues in the field was palpable as he spoke of their dedication to seniors and individuals with special needs.To learn more about Vincent's work, click HERE and HERE.Think you'd be a great guest on the show? Apply HERE.Want to learn more about Audrey Ehrhardt's work at Practice42, check out her website at https://practice42.com/.

Your host, Audrey Ehrhardt, talks with the Attorney and Partner of Eastbridge Law Group, Nancy Thome. Nancy's journey into the niche of elder law was born out of a desire for new challenges. With a solid background in estate planning and probate, she found herself yearning for more after years of practice. It was the realization of a growing need in the elder law sector, coupled with a personal passion for the field, that steered her in this direction. Nancy's story is a testament to the importance of staying engaged and passionate in one's career, and how the pursuit of new challenges can lead to fulfilling opportunities.One of the most candid revelations from the discussion was Nancy's perspective on the transition from law school to actual legal practice. She humorously noted that despite her love for learning, law school hadn't quite prepared her for the day-to-day tasks of a practicing attorney. Drafting motions, affidavits, and petitions were skills she had to acquire on the job. This insight is particularly valuable for current law students or recent graduates, emphasizing the need to be adaptable and ready to continue learning beyond the classroom.To learn more about Nancy's work, click HERE and HERE.Think you'd be a great guest on the show? Apply HERE.Want to learn more about Audrey Ehrhardt's work at Practice42, check out her website at https://practice42.com/.

Your host, Audrey Ehrhardt, talks with the Elder Law and Special Needs Attorney of The Koewler Law Firm, James Koewler. Jim's firm stands out as a beacon of support for those facing the challenges of long-term care, particularly individuals with chronic illnesses. Their mission is to prevent or delay the need for long-term care, a service that is becoming increasingly crucial as our population ages. They also provide invaluable assistance to people with special needs, ensuring they receive the necessary nursing care and support services. This support extends to the spouses who often carry the weight of caregiving responsibilities.Jim shared a poignant story that led him to his current specialization. After a falling out with his previous law firm, where he practiced regulatory law, a family experience with his wife's grandfather, who had dementia, required long-term care. This personal encounter, coupled with significant changes in Medicaid and VA regulations, propelled Jim into the field of elder law and long-term care planning. It's a testament to how our personal lives can profoundly influence our professional paths.To learn more about James's work, click HERE and HERE.Think you'd be a great guest on the show? Apply HERE.Want to learn more about Audrey Ehrhardt's work at Practice42, check out her website at https://practice42.com/.

Your host, Audrey Ehrhardt, talks with Managing Partner of Stratton & Reynolds, T C Reynolds. TC's journey into elder law was somewhat serendipitous. Initially, their interest in law was piqued by estate planning during their law school years, but elder law wasn't on their radar until later. It was Reynolds' partner, who had extensive experience in elder law, that illuminated the importance and satisfaction derived from this field. They introduced Reynolds to the National Academy of Elder Law Attorneys (NALA) conference, which further solidified their interest and commitment to elder law.Elder law is distinct from other legal fields in several ways. Primarily, it involves working closely with individuals and their families rather than large corporations. This personal touch is what sets elder law apart, as it often involves assisting the elderly and their children through complex and emotional situations. Additionally, elder law is not commonly practiced in large firms, leading many in this field to establish solo or small boutique practices.Running an elder law firm requires meticulous attention to detail and client management. Software solutions like Wealth Counsel and Elder Counsel are indispensable for keeping legal documents current and tailored to individual client needs. Systematizing repetitive tasks ensures consistency across the practice, especially as the firm grows and more attorneys join the team.To learn more about T C's work, click HERE and HERE.Think you'd be a great guest on the show? Apply HERE.Want to learn more about Audrey Ehrhardt's work at Practice42, check out her website at https://practice42.com/.

Your host, Audrey Ehrhardt, talks with Wendy Guthro Attorney & Counsellor at Law, Wendy Guthro. Wendy's expertise in estate planning and elder law is driven by a deep-seated passion for assisting the elderly and ensuring that their legal affairs are in order. Estate planning, as Wendy explained, is not just about drafting wills; it's a comprehensive approach to managing one's assets and ensuring that one's wishes are honored after one pass away. Elder law, on the other hand, focuses on the specific needs of older adults, addressing issues such as guardianship, long-term care planning, and the protection of assets against rising healthcare costs.Wendy caters to a diverse clientele, ranging from young families just starting to think about their future to elderly individuals seeking to navigate the later stages of life with dignity and security. What stands out about Guthrie Law is their personalized approach to each case, recognizing that every individual's situation is unique and requires tailored solutions.To learn more about Wendy's work, click HERE and HERE.Think you'd be a great guest on the show? Apply HERE.Want to learn more about Audrey Ehrhardt's work at Practice42, check out her website at https://practice42.com/.

Your host, Audrey Ehrhardt, talks with the Principal of Porzio, Bromberg & Newman, Crystal West Edwards. Elder law encompasses a variety of legal matters that affect the elderly, a demographic that Crystal West Edwards serves with both proficiency and compassion. She shared her perspective on the multifaceted nature of elder law, where legal expertise meets the personal narratives and emotional realities of aging individuals. Crystal's practice is rooted in a deep-seated empathy, recognizing that elder law is as much about people and their life stories as it is about statutes and legal frameworks.Crystal revealed her thoughtful approach to client relations. She underscored the critical role of trust and the tailored care she provides to each client's circumstances. Elder law often involves delicate topics such as estate planning, advance directives, and guardianship. Crystal navigates these areas with a deft blend of legal knowledge and heartfelt concern for the dignity and wishes of her clients.To learn more about Crystal's work, click HERE and HERE.Think you'd be a great guest on the show? Apply HERE.Want to learn more about Audrey Ehrhardt's work at Practice42, check out her website at https://practice42.com/.

Your host, Audrey Ehrhardt, talks with the Counsel of Porzio, Bromberg & Newman, Ryann Siclari. Ryan's journey into elder law was not a straight path but rather a natural progression that evolved from his initial work with social security disability. His career trajectory took him through the realms of estate planning and eventually led him to focus on Medicaid and government benefits planning. As a certified elder law attorney, Ryan has become adept at counseling families on the complex issues that arise with disability and aging.For those just starting or considering a career in law, Ryan's advice is clear: find a mentor. The guidance of an experienced professional can help fast-track your expertise in a specific area of law. But it's not just about technical knowledge; Ryan underscores the importance of softer skills, such as professional conduct and client engagement. These skills are crucial for building a successful practice and fostering lasting relationships with clients.To learn more about Ryann's work, click HERE and HERE.Think you'd be a great guest on the show? Apply HERE.Want to learn more about Audrey Ehrhardt's work at Practice42, check out her website at https://practice42.com/.

On this episode of What I Wish I Learned in Law School, Josh Elledge of UpMyInfluence speaks with the Owner and Life Transitions Lawyer of The Chubb Law Firm, Heather R Chubb. Chubb Law Firm, nestled in the heart of Folsom, California, is not your typical legal practice. During the conversation, Heather shared the firm's dedication to solving what she calls "people puzzles." This philosophy is at the core of their services, which include elder law, estates and trusts, and special needs trusts. Heather's passion for making a tangible difference in her clients' lives was evident as she spoke about the firm's commitment to understanding the unique dynamics of each family they serve.In a field where legal matters can often feel impersonal and daunting, Chubb Law Firm stands out for its empathetic approach. Heather emphasized the importance of truly listening to clients, a practice that allows her team to provide personalized attention and tailor their services to each individual's needs. This client-centric approach ensures that the planning process is seamless and non-intrusive, a testament to the firm's dedication to its clients' well-being.To learn more about Heather's work, click HERE and HERE.Think you'd be a great guest on the show? Apply HERE.Want to learn more about Audrey Ehrhardt's work at Practice42, check out her website at https://practice42.com/.

On this episode of What I Wish I Learned in Law School, Josh Elledge of UpMyInfluence speaks with the Owner, Veteran's Advocate, and Elder Law Attorney of OC Elder Law, Marty Burbank. Marty's journey into the world of elder law is both personal and professional. With his main office nestled in Fullerton, Orange County, California, Marty's firm may be relatively small, but its reach is extensive, serving clients across California and the state of Washington virtually. Oak Elder Law specializes in traditional estate planning, high net worth estate planning, elder law, veterans benefits, medical planning, and asset protection.The seeds of Marty's interest in elder law were planted through his personal experiences, particularly the care of his paternal grandmother. His 12-year tenure in healthcare, where he witnessed the darker side of elder care, including neglect and abuse, initially led him to consider nursing home litigation. However, his path took a turn when he discovered a passion for tax law, leading him to pursue an LL.M. in tax law. This specialized knowledge allowed him to advocate for the senior population in a more impactful way.To learn more about Marty's work, click HERE and HERE.Think you'd be a great guest on the show? Apply HERE.Want to learn more about Audrey Ehrhardt's work at Practice42, check out her website at https://practice42.com/.