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07/28/17
Watch-Outs. 104. First Impressions, Trust Documents for your Estate/Assets, Legal Trends
Filed under: Recent Posts, Interviewing, Mentoring, First Year on Job, Legal matters, Observ. Trends
Posted by: site admin @ 9:57 am

When we encounter people and when people encounter you
and I, initial impressions are made.  It is subconscious and
as the old saw goes, ‘first impressions are lasting
impressions.’  This entry offers some tips of things to avoid.

.
Yesterday, we had a successful appointment with a trust 
attorney with a firm we had vetted 15 years ago to update our
Revocable trust.  It is useful to share why you should consider
creating a trust for your family to manage your assets and
affairs.  It is your chance to spell out your desires while you
have the faculties.  
.
During our meeting with the trust attorney, several things 
tipped me off to look a little further into the attorney we
met.  I learned several things that should be no surprise but
piqued my curiosity…the attorney was a temporary contract
attorney, we met in a “branch” office in a LLC professional
building  with a collection of small firms, and there were no other
firm members and staff.  What questions should I ask and how
should I professionally explore this “gig” economy reality
in the legal field?
.
MISTAKES THAT SPOIL A  FIRST IMPRESSION
SOURCE:  4 H’s to avoid in self promotion
Humblebrag, Hubris, Hypocrisy, [Back-]Handed Compliment
.
The British Psychological Society listed these four behaviors
that can knock a person down a notch –
(1) humblebrag– ‘I am to busy…’ in a way to avoid or shift 
away by implying self importance.
(2) hubris– downward social comparisons;  [I recall a post-doc
doing this to me while I was in grad school]
(3) hypocrisy– pointing out someone’s failure that you might be
caught duplicating;  politician’s seem to reveal this in a 
noticeable way
(4) back-handed compliment– complimenting others puffing
up personal importance.
.
TRUSTS:  LEGAL ENTITIES PROFESSIONALS SHOULD
CONSIDER TO MANAGE YOUR ESTATE
SOURCE:  Ameriprise Financial
.
After your professional education and your career begins
other responsibilities accrue to you.  Your future, to be sure,
is not certain.  You need to think through and provide wisely
for unexpected situations.  Trusts are set up for you by
legal counsel to provide for you and your family in cases
where you are not able.
.
There are several estate planning vehicles for different
circumstances.  We are working on an update to a 15 year
old package that needs to factor in family, law and practical
implementation changes.  (we had a simple will at 35,
first revocable trust at 52)
Financial trust attorney recommend providing your choices
at specific milestones.
.
LEGAL ADVICE:  CONTRACT ATTORNEYS
SOURCE:  Lexology
.
Legal advice that we pay for is important and requires that
we perform due diligence.  To provide legal services to clients
at competitive costs firms substitute contract attorneys
for staff.  In many instances  I have read people have obtained
the services they sought.
.
Nonetheless, we need to look into any situation  which might
be different and unusual.  It is hard to use Martindale Hubbell
for exploring.
.
It is important to document the formal employment arrangement
of your attorney and liability insurance coverage at or right
after the first meeting.
Fortunately, I learned our attorney is formally listed at the
firm and covered by all liability and malpractice insurance.

One Response to “Watch-Outs. 104. First Impressions, Trust Documents for your Estate/Assets, Legal Trends”

  1. site admin Says:


    COMMON ERRORS IN FIRST IMPRESSIONS
     - Context of nonverbals is essential. If environment is cold,
    folding arms is not necessarily a closed mindset signal.
     - Combinations of nonverbals is more substantial signal.
    - Establishing individual’s baseline performance signals is
    a critical difference making step.
    - It is to true that we all have biases and when we are
    influenced we ‘tip the scales’ when reading nonverbals.

    https://www.theladders.com/p/23485/body-language-expert

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