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Need for Estate Planning Attorney?

post #1 of 8
Thread Starter 

Hey guys, 

 

This isn't exactly a skiing question or discussion, but it does pertain to it. I currently live in upstate NY, in the fall I will be moving to Boston to pursue a JD in Tax & Estates. I currently am a Legal Assistant for an Elder Law attorney. I am looking at moving out west in 3 years (Utah or Colorado) to follow my passion for skiing. Does anyone know of a place where there is a need for an Elder Law or Estate Planning Attorney out there. I'm starting to look at demographics in those areas and thought maybe this could be the best way to find a niche in a certain area. 

 

Thanks guys for the help. 
 

post #2 of 8
We've got a ton of retirees. Wrong state, though. We haven't really started looking for one yet, but I don't think there are many who specialize here. Please get your accounting degree while you're at it. The attorney we found for the will for my mom in Colorado didn't know shit about tax issues after she died.
post #3 of 8

 

I've heard Albuquerque, New Mexico is nice.

post #4 of 8

Wow...interesting topic for me since this is what I do.  I am even involved in a very informal network of estate planning and elder law attorneys across the country and have a fairly good idea of where the good ones are and aren't.  However, I'm not sure I feel too comfortable discussing this on an open forum.

 

I will say this, it's not too hard to figure out where the opportunities/need for our services are.  Where is the money (permanently residing)?  And where are people retiring and growing old?  There is the answer to your question.  Best spots: Denver, Boulder, Colorado Springs, Ogden, Seattle, Portland, Sacramento, Bay Area.


Edited by Lofcaudio - 3/24/16 at 7:11pm
post #5 of 8
Quote:
Originally Posted by sibhusky View Post

The attorney we found for the will for my mom in Colorado didn't know shit about tax issues after she died.

 

Here's some free advice:  Any attorney who recommends a will as an estate planning tool is going to be ignorant on a lot of things.  A will does have some value for people with minor children, but as a mechanism for distributing property...well, let's just say that a manual typewriter is more modern than your run-of-the-mill last will and testament.  /arrogant lawyer talk

post #6 of 8
Quote:
Originally Posted by Lofcaudio View Post

Quote:
Originally Posted by sibhusky View Post

The attorney we found for the will for my mom in Colorado didn't know shit about tax issues after she died.

Here's some free advice:  Any attorney who recommends a will as an estate planning tool is going to be ignorant on a lot of things.  A will does have some value for people with minor children, but as a mechanism for distributing property...well, let's just say that a manual typewriter is more modern than your run-of-the-mill last will and testament.  /arrogant lawyer talk

Not that the issue is any of your business, but it wasn't an "estate planning tool". It was a will. We just had it redrafted because it was decades old, and she'd changed states. I only mentioned taxes because the lawyer didn't know the answers to the most basic tax questions. This was not a planning issue at that point. These were just process issues. You have to have some Money to need estate planning.
post #7 of 8
Sent OP a pm, I hope.
post #8 of 8

Shouldn't this be in classifieds instead of general skiing??

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