Tuesday, June 1, 2010

Sorting Out the Nerve Center of our Practice

I know this looks like a mish-mash of wires, but it is exactly what it seems like I’ve been trying to make sense out of for these past few weeks.  I’ve been working with technical folks as we design the technical support systems for our new offices.

Let’s face it, technology drives results these days.  With our move, we’re provided the opportunity to fashion a world-class technical nerve center delivering efficiencies for our private client practice.  The better the network, the more empowered every member of our team becomes to minimize the handling costs while maximizing the results for our clients.

So it’s wires, servers, networks, media, desktops, laptops, printers, etc.  It is amazing how much the production systems have changed in such a short time.  Our new offices were specifically selected to take advantage of our human scaled approach to the private client services we specialize in.  We’ll be operating in a cubicle-free zone where everyone is fully empowered to get things done ASAP using the most efficient of the new technologies.

We’ll be settled in by the beginning of summer, so we encourage you to come by to see how a highly proficient, tech-savvy, legal team operates in a human-scaled environment.  And you can enjoy the extra bonus of our free parking and easy access to the nice walking paths along the shore of Lake Washington -- offering some of the best views around.

Saturday, May 29, 2010

Remembering the Fallen and Those Who Still Serve

I was thinking about my father today. My dad was a Naval Aviator who flew a PBY Catalina. It was a big multi-engine plane that could land on water. It was used to land commandos behind the lines in the Pacific, to rescue downed pilots, and to conduct anti-submarine bombing patrols. I lost him in 1996 followed this year by my mom. Both of them spent their lives helping others and especially me. My mom would want me to reflect on my dad's service this weekend and to share a little of what he taught me about service to others, in his own quiet way.

Neil Brislawn was already an Ensign, stationed in California, when Pearl Harbor was bombed. The previous year he graduated from Aviation Cadet and Flight School (1940.) There were a number of guys from the Seattle area who did so as well, some of whom I have met.

On December 7, 1941, my dad was on his way to church. As he approached the Shore Patrol station at his base, a jeep careened past him. He pulled up to the gate, asked what that was about, and the SP at the gate blurted out "Sir, the Japanese just bombed Pearl Harbor." Dad whipped his car into a U-Turn and went to the hanger, fired up a PBY, and he and his crew were in the first patrol bomber to take off to see if an invasion fleet was coming…

My dad flew at the Battle of Midway. He flew in the Aleutians. He flew across Iceland, North Africa, and hunted German submarines from England. He never really talked very much about the war or about the friends he lost. He did tell me one or two humorous stories that occurred during the war – at least to me, an Army veteran. My favorite was the time he was asked to take a very unpopular flight surgeon on a check ride while stationed in England. This was required in order for the good doctor to collect flight pay, and apparently he hated flying but liked extra pay. Dad took him up in a two seat biplane, a Sopwith Camel like Snoopy flew in Peanuts.

My dad, the Squadron Executive Officer, decided to help the doctor gain new understanding about being a "Flight Surgeon." He took off, but started doing loops, barrel-rolls, and Immelman Turns, which essentially made the poor guy lose his lunch. But then, out of the sun, my dad spotted a Focke-Wulf 190, a feared and top-end German fighter. In his slow and unarmored plane, he was a goner. But he dove for the dirt, flew through the trees, dodged and weaved, and successfully stayed out of the German's gun sights. He figured that the German would have shot him down if he could, but the guy was low on fuel and so discontinued the "sport." My dad observed him wave, waggle his wings, and turn his plane in the direction of his home base across the English Channel.

There were other stories, more somber, such as a bombing run on an unknown submarine that was in his patrol area. But my father hated thinking about the war. He said they were all "just kids." While he did "what he had to do" it took a toll on him, and to his dying day he was haunted by all the death he saw but kept to himself. His commitment to his sailors was total. Even when his own father passed away, he only briefly took leave to come home and make sure his mom was okay, then he went back to his sailors to lead them through the war. He remained in service until 1949 or so and retired from the Reserves as a Lt. Commander (P) just shy of being promoted to Commander.

My dad inspired me to serve. I ultimately deployed as a Regular Army Infantry Officer (Ranger Airborne) for seven years, then left active duty for another eleven years or so in the Reserves. During that time I spent three years overseas working in NATO and a number of foreign army units, then following some advanced schooling spent my last three active years in the US. During that time I spent two of those years deployed to various deserts which allowed me to serve with an inspiring group of men and women, both enlisted and Officers. I worked a bit with the Marine Corps (Force Recon), the Air Force, and the Navy, mostly Seals. They were all dedicated, selfless professionals.

While I served during several conflicts such as Grenada, Somalia, Desert Storm, I never deployed into the combat our young service members see every day in Iraq and Afghanistan. It's a dangerous business being in the military and I saw soldiers die even in training, and lost friends during their combat deployments. Today I think of our young people serving today around the world, but mostly in Iraq and Afghanistan. These young people are just like my dad, his friends and fellow officers and the sailors they were honored to lead.

The military is an unusual group of people. Training orients service people to execute their mission, but the close bonds they form with each other means they think first of their buddies, to do their duty, and only then to worry about themselves. That is what it means to be a SERVICE member…

I think my dad's gentle example about what service meant to him was honed in the horrors of war. He was an Eagle Scout and that meant a lot to him, and he encouraged me to become one, too. It took many years for me to realize that my dad was simply a quiet hero. You see, it was not about medals or a rank. To my dad, it was about caring for his sailors and his duty to his country. He risked himself for all those he loved… including me, who did not come along until ten years after the war ended.

This Memorial day we should remember to actually say "thank you" to those people who put their lives at risk for us. I mean our First Responders (Police, Fire, EMTs, SAR Volunteers) as well as our military service members. Every one of these folks chose to serve because they care and they want to make a positive difference in our community and for our country.

I thank the good Lord that they do. These are the best America has to offer. And we have a lot to thank them for.

To all who serve, thank you. To those who have fallen, we remember and honor you. We are all very proud of you and thankful for what you did and still do at great risk to yourselves and your own families.


 

Rangers Lead the Way.

Wednesday, May 26, 2010

A Short Move Amps Up our Team

Many people dread a move, and I’ll admit that we’re not totally thrilled with packing up.  But we are very excited with our upcoming move to offices that we’ve custom-fashioned into the ideal environment to deliver on our commitment to “concierge-style” private client services. We’re eager for the step-up in capabilities.

We’ve met with 4 or 5 moving companies to get estimates for our move.  Based on the responsiveness of these companies, the economy is still a bit soft.  They were right on our door step and they were prepared to give quotes quickly.  The chosen moving company will be packing us up and moving us the lengthy distance of two blocks. (east one block and north one block) to our new architecturally distinctive offices offering their outstanding view of Lake Washington and Seattle skyline.

We expect to unpack those boxes with more enthusiasm than we packed them, and we’ll hit the ground running.  Of course, this seamless move is largely due to our loyal staff who has participated in the selection of the offices along with the preparation for the move.

The biggest changes for our clients: 

  • free parking,
  • a shorter commute from parking space to our reception area, and
  • a more striking view of Lake Washington

Come and check-out BrislawnLofton’s changes for the better.

 

Thursday, May 13, 2010

Meet a Brislawn Lofton "General"


In my practice I rely on a number of good people. Let me introduce you to one of them, Maggie, who is one of our "Generals." While ancient Chinese emperors buried themselves with an army of clay soldiers to serve them in the afterlife, we actually have a living and breathing example here to help YOU.


Maggie is our Executive Paralegal. She oversees our ClientCare program to maintain the comprehensive work we do with you, your family, and perhaps your business. She is a caretaker by nature, and she loves her small farm and the animals that share it with her and with Barb, her sister. 

Maggie is brave, too, just like a soldier.  I remember one sunny weekend in Idaho on a jeep trip with Maggie and her son Josh.  They were on a knife-like ridge with a thousand foot drop to the side... and Maggie was driving like it was a Sunday church run!  It was one example of how fearless she can be.

Like all our staff, Maggie is only a phone call or email away, and I'm fortunate that she knows how to make your experience with our firm a pleasant one.

As you work with Maggie, keep in mind that she is singularly committed to help you organize your estate issues. She is an expert in funding trusts, settling a probate or administering a trust following the passing of a loved one. Best of all, she and the rest of our staff will help you keep your planning up to date as things change in the normal course of life.

Every member of our staff at Brislawn Lofton serves as a "General."  We are the Special Forces of estate and business planning, a highly experienced team each one of which can get things done that matter to you.  And, we have each others' back and count on each other every single day.

Call Maggie at (425) 803-9500 to say hi, and feel free to ask her about ClientCare… it is an inexpensive and "on purpose" way of keeping your peace of mind intact so you can sleep well at night.

Monday, April 12, 2010

WHEN GOOD ESTATE PLANS GO BAD

Think of your life as a trip. To get where you are going with less effort, let's say you purchase a car. You spend a lot of time figuring out the make and model. Then you buy it and drive it off the lot and forget about it… right?

Nope. To get the best results out of your car, a major purpose, you change your car's oil every 3000 – 5000 miles. You also invest in maintenance and preventative care throughout the life of your vehicle. If you do not do this you are likely to suffer catastrophic failure at an inconvenient time, or worse.

An estate plan is analogous to your car, since it transports people and causes you care about powered by a lifetime of dreams, work, and assets. Great plans, like great cars, should come with warranties and a dedicated service staff to provide diagnostics and service before they are needed urgently, seems to me.

So what does your attorney, CPA, financial planner offer in terms of a warranty for your planning? Hope you call some day? Wait for the phone to ring?

Ask yourself, how do you know that your plan is current? Does it create Success On Purpose? Do you Sleep Well at Night? A glaring example of this uncertainty is that this year, with the sunset of EGTRRA (Economic Growth and Tax Recovery Act) in 2011, and the current tax code in 2010, many families and spouses face potential estate planning disaster.

Our firm developed CLIENTCARE as the best estate plan warranty you can buy, provided by our top estate planning team. Our clients may select an appropriate maintenance level with consideration of their budget. Our annual maintenance program includes "tune-up" services, like reviews and updates on estate planning documents. Even better, our CLIENTCARE members are entitled to call a paralegal or attorney into our office for that "one quick question" for free depending on which level they subscribe for. For some clients, questions needing research or even a meeting might be covered too.

Each year we provide complimentary seminars, workshops and newsletters to help maintain an estate plan, educate fiduciaries, and ensure that everything is simple and easy for those you love when the time comes for them to put the estate plan into action.

Another way that we continue to protect our members through CLIENTCARE is with the DocuBank card. Members are enrolled you in this electronic registry which stores healthcare legal documents such as living wills, durable powers for health care, burial and funeral instructions, privacy waivers and the like that are then available day or night to your health care providers worldwide. We renew DocuBank membership as part of CLIENTCARE -- to make sure our clients are still protected.

So, participation in our CLIENTCARE program has one purpose - to create peace of mind. A plan is kept up to date, and our clients won't leave unfinished business for loved ones with the confidence that we are here for them as their estate planning firm whenever needed. Always.

Now you know what we do for our clients. Our ClientCare Coordinator is Maggie Allen, and she is ready, willing and able to sign any of our clients up or to discuss benefits at any time. Call her at 425-803-9500 or email her at maggie.allen@brislawnlofton.com to sign up.

Saturday, April 10, 2010

Even Hippos Require Succession Planning





Seattle zoo's oldest animal euthanized3/26/2010 8:41:42 AM
Associated Press

SEATTLE — Seattle's Woodland Park Zoo has euthanized its oldest animal — a 47-year-old hippo named Gertie — because of normal, age-related physical decline.

The 5,000-pound (2,268-kilogram) hippo has lived at the zoo since 1966. She had osteoarthritis and despite medication, zoo officials say she was having trouble getting around and was in pain.

Zoo officials say hippos can live up to 49 years in zoos. Their life expectancy is 45 years in the wild.


This short news article was followed by a longer one that covered the ways that the zoo developed as "succession plans" to prepare for changes in their hippo community. It is telling that even zoo keepers face the same issues that we face as business owners – no one lives forever, so to be prepared we must simply tackle the nitty-gritty of succession planning.
For publicly held businesses, succession planning is often the major focus of the Board of Directors. For a family-owned business it is rarely done in advance, resulting in squabbles, liquidity and tax problems, and loss of the key family resource for pennies or nothing.
In today's economy, facing serious changes in the estate tax environment, business owners do not have the luxury of avoiding a succession plan for management and ownership. How many of us will take the required action to go see our lawyer, our CPA, to design a plan? Think about it.

Friday, April 2, 2010

WHY LEGALZOOM.COM IS BETTER THAN AN ATTORNEY

Shocked to hear me, an attorney, utter sacrilege like that? Well, they claim that the documents are prepared by "top attorneys" and that you can "do it yourself" in minutes, for only a few dollars. You can be your own attorney without spending three years in law school, taking the bar, and practicing to learn the real ropes!

I recently had an opportunity to check out some LegalZoom documents. One of my friends did some Wills with simple trust planning for his kids. Each spouse left the estate to the other, but if both were deceased, they had a Common Trust for all kids until they turned 21, then money would split into shares that each child would receive in equal installments at 24, 27, and 30. They even had powers of attorney and all the trimmings.

The documents looked pretty "legal." My friend did the plan himself, in an hour or two on the weekend, and only spent a few hundred dollars. He did this rather than go to an attorney for budget reasons and scheduling difficulty given his business and family activities. That is far better than not covering this important issue, so kudos to my friend.

My take on his efforts? I thought that the documents were good from a simplistic technical perspective. I actually kind of liked them as they were well-written and clean.

How did that work compare to what I or one of my estate planning attorney colleagues would do? They were simple. They were not elegant. They did not demonstrate insight, personalization, awareness of core values important to my friends, how these would be woven into the legal documents, or any meaningful guidance into how a trust would be used by guardians of children to raise them to become the adults their parents would be proud of… How about asset protection for adult children to protect inheritance against divorce or bankruptcy? Forget it.

My friend, his wife and I went through a counseling session to identify their goals and concerns. In that session we identified a surprising number of concerns, ideas, and issues that were simply not part of the LZ Will plan.

Result? I was retained to do a comprehensive plan to address all the things that were not part of the LZ plan. We also looked over their investments, retirement planning, insurance coverage, and the separate inheritances each was to get from their own grandparents and parents. I reached out to my friend's advisers and got their help in relooking all these things to make sure that they were properly handled too.

I believe that the practice of law by a good attorney is about far more than preparation of documents. It is about listening, discerning, and identifying core values. It is about understanding what keeps clients awake at night. Then, it is about pulling together resources to resolve those concerns and to put a plan in place. But, even more important, it is about working to keep that plan tuned up so that as things change, it changes. Documents are simple. Wisdom is harder to come by.


 

Need some documents quick, that you pull together yourself? LegalZoom.com might just be the ticket for you.

Want customized solutions built on experience that you can have confidence in? Give your attorney a call, a check, and a hug when they serve you well.