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
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
(4) back-handed compliment– complimenting others puffing
up personal importance.
TRUSTS: LEGAL ENTITIES PROFESSIONALS SHOULD
CONSIDER TO MANAGE YOUR ESTATE
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
LEGAL ADVICE: CONTRACT ATTORNEYS
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
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.
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