FORMATION, CONTRACTS, DISSOLUTION AND TRIAL LAWYER
FORMATION, AMENDMENTS, AND DISTRIBUTION
I started my legal practice in Santa Barbara County where I observed that clients from Montecito used inter vivos (which I called living) trusts to avoid the delay expense confusion of probate. At that time only large firms created this kind of trust and the originators were deceased. Nevertheless, the trusts continued to be created and revised by younger firm attorneys who lacked knowledge and interest needed for high quality work. Nevertheless, the trusts were extremely expensive, often disorganized and frequently uninteligible. I created an entirely new format (table of contents, attachments in front, not back, called schedules, closer to plain English wording, and so on)
From the time I was 16 years of age I had a vision to become an Attorney who would make legal services more affordable for the middle class. Avoiding probate was one area to do this and he originated the idea of a bundle of living trust documents and services for a price disclosed in advance, by agreement, which he explained that no charge seminars advertised in the San Francisco Chronicle and Sacramento Bee. The demand led to opening six Northern California offices staffed by six attorneys and 24 staff and the creation of over 5000 estate plans in the early 1990s.
Today, Dennis works as an Attorney to average and high net worth families and individuals needing retirement and wealth transfer tools to reduce taxes, but maintain control and predictability.