Attorney Lisa Haster, Founder, Metropolitan Law Group
- Lisa is the founder of the Metropolitan Law Group.
- She has authored several books including The Ultimate Guide to Protecting Your Family from Uncle Sam, Opportunists, Uncertainty & Probate.
Podcast
Overview
In this episode of The Brand Called You, Attorney Lisa Haster, discussed her journey into estate planning, highlighting the importance of understanding wills and trusts. She emphasized the benefits of trusts in avoiding probate and protecting assets, noting that starting estate planning early is crucial. The conversation covered various aspects of estate planning, such as managing family dynamics, protecting assets from creditors, and ensuring privacy. The legal professional also touched on the complexities of estate planning and advised seeking specialized expertise in this area.
[00:41] – About Attorney Lisa Haster
- Lisa is the founder of the Metropolitan Law Group.
- She has authored several books including The Ultimate Guide to Protecting Your Family from Uncle Sam, Opportunists, Uncertainty & Probate.
- Lisa’s practice includes Estate Planning, Wealth Planning, Business Succession Planning, Asset Protection, & Special Needs Planning and uncontested probate.
12:46- How do you help families to manage complex dynamics? And how do you manage family conflicts in estate planning?
- We create separate trusts for blended families with children from previous relationships to prevent conflict and issues in community property states.
- Trusts allow customized control through provisions that hold off inheritance payouts during lifestyle disabilities like divorce, bankruptcy, and addiction issues to prevent misuse of funds.
- Trusts can distribute inheritance principal over time which prevents improvident spending while still providing for heirs.
21:54- What key advice would you give to someone who wants to start the process of estate planning?
- Estate planning is a specialized field, so it’s crucial to work with a specialist who understands its complexities. General practitioners may not grasp the intricacies of probate court, which can lead to issues down the line.
- Choose a lawyer who not only specializes in estate planning but also has experience in probate practice. This combination ensures a comprehensive approach that minimizes the risk of probate-related complications.
- We often collaborate with lawyers from other specialities to bring diverse expertise to estate planning. This teamwork allows us to address all aspects of a client’s needs effectively.
RESOURCES:
Learn more about Attorney Lisa Haster: LinkedIn
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Profile
- Lisa is the founder of the Metropolitan Law Group.
- She has authored several books including The Ultimate Guide to Protecting Your Family from Uncle Sam, Opportunists, Uncertainty & Probate.
- Lisa’s practice includes Estate Planning, Wealth Planning, Business Succession Planning, Asset Protection, & Special Needs Planning and uncontested probate.
