56 min
Ep. 21- Estates: An Interview with Lisa Landry form Landry Law Finance Fundamentals
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- Business
Welcome back to Finance Fundamentals. This is the interview series, "The Business of Business."
Today's guest is Lisa Landry.
Lisa Ann Landry is an attorney admitted to practice in MA and RI serving clients all around the world. Her practice, Landry Law, PLLC (landrylawpractice.com), focuses on trusts & estates, tax, and business law and making these complex areas approachable in a comfortable and educated manner for people. Separately, Lisa Ann provides tax planning and preparation for individuals, businesses, and fiduciaries at Hastings & Landry CPA PC.
Follow Lisa and Landry Law:
LinkedIn: https://www.linkedin.com/in/lisaannlandry
Facebook Page for Landry Law: https://www.facebook.com/LandryLawPLLC
Facebook Page for Layman's Law: https://www.facebook.com/groups/laymanslaw
In all three of Landry Law’s practice areas, even though everyone will interact with them in some way during their lives, most people feel uncomfortable, intimidated, and overwhelmed, without adequate information to make decisions. That is why Lisa Ann has structured Landry Law in a way to be more approachable, including free educational work to help people become more comfortable. At the core of the practice are the following:
(1) being proactive to protect clients
(2) while being guided by clients’ goals
(3) in designing and implementing cohesive individualized planning and
(4) providing education in a comfortable manner.
Many people do not realize that they need to start estate planning early, and a large number of young professionals who should start their plans, which will evolve with them, have nothing in place yet. Oftentimes, this gap is felt when the young professional falls ill, becomes incapacitated (most common), or even dies unexpectedly.
Landry Law’s trusts and estates practice includes estate planning, probate administration, and trust administration. Lisa Ann’s experience allows her to work in a variety of simple and complex areas for individualized planning with the client’s goals guiding the plan design. Complex areas in which Lisa Ann has experience and interest include nontraditional families and households, single, minors (children), childfree, divorce, international, charitable, high net worth, and special needs planning. Often, people do not know how to assess the level of complication of their own needs in the unfamiliar areas of law, and Lisa Ann is able to distill the information to what is important to the client.
Landry Law’s business law practice includes business formation, business planning, and both emergency and long-term business succession planning.
The tax law practice underlies the other two as well as providing separate guidance and tax planning to clients as appropriate.
Prior to starting Landry Law, Lisa Ann worked at two mid-sized firms in the Greater Boston Area. Prior to becoming an attorney, Lisa Ann worked in a variety of legal environments.
Lisa Ann is a graduate of Boston University School of Law (J.D., cum laude, 2015) and Bentley University (B.S. in Management with High Distinction and in LSM: Ethics and Social Responsibility with Minor in Law, magna cum laude, 2012). During law school, Lisa Ann worked and joined organizations to continue learning about these practice areas and studied in an international law program at Bucerius Law School in Hamburg, Germany.
We appreciate the support. I love feedback, comments, and questions will be incorporate those into my future episodes. Please consider sharing this show with a friend or colleague. This community can grow. Follow at: linktr.ee/FinanceFundamentalsPodcast
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Support this podcast: https://podcasters.spotify.com/pod/show/financefundamentalspdcst/support
Welcome back to Finance Fundamentals. This is the interview series, "The Business of Business."
Today's guest is Lisa Landry.
Lisa Ann Landry is an attorney admitted to practice in MA and RI serving clients all around the world. Her practice, Landry Law, PLLC (landrylawpractice.com), focuses on trusts & estates, tax, and business law and making these complex areas approachable in a comfortable and educated manner for people. Separately, Lisa Ann provides tax planning and preparation for individuals, businesses, and fiduciaries at Hastings & Landry CPA PC.
Follow Lisa and Landry Law:
LinkedIn: https://www.linkedin.com/in/lisaannlandry
Facebook Page for Landry Law: https://www.facebook.com/LandryLawPLLC
Facebook Page for Layman's Law: https://www.facebook.com/groups/laymanslaw
In all three of Landry Law’s practice areas, even though everyone will interact with them in some way during their lives, most people feel uncomfortable, intimidated, and overwhelmed, without adequate information to make decisions. That is why Lisa Ann has structured Landry Law in a way to be more approachable, including free educational work to help people become more comfortable. At the core of the practice are the following:
(1) being proactive to protect clients
(2) while being guided by clients’ goals
(3) in designing and implementing cohesive individualized planning and
(4) providing education in a comfortable manner.
Many people do not realize that they need to start estate planning early, and a large number of young professionals who should start their plans, which will evolve with them, have nothing in place yet. Oftentimes, this gap is felt when the young professional falls ill, becomes incapacitated (most common), or even dies unexpectedly.
Landry Law’s trusts and estates practice includes estate planning, probate administration, and trust administration. Lisa Ann’s experience allows her to work in a variety of simple and complex areas for individualized planning with the client’s goals guiding the plan design. Complex areas in which Lisa Ann has experience and interest include nontraditional families and households, single, minors (children), childfree, divorce, international, charitable, high net worth, and special needs planning. Often, people do not know how to assess the level of complication of their own needs in the unfamiliar areas of law, and Lisa Ann is able to distill the information to what is important to the client.
Landry Law’s business law practice includes business formation, business planning, and both emergency and long-term business succession planning.
The tax law practice underlies the other two as well as providing separate guidance and tax planning to clients as appropriate.
Prior to starting Landry Law, Lisa Ann worked at two mid-sized firms in the Greater Boston Area. Prior to becoming an attorney, Lisa Ann worked in a variety of legal environments.
Lisa Ann is a graduate of Boston University School of Law (J.D., cum laude, 2015) and Bentley University (B.S. in Management with High Distinction and in LSM: Ethics and Social Responsibility with Minor in Law, magna cum laude, 2012). During law school, Lisa Ann worked and joined organizations to continue learning about these practice areas and studied in an international law program at Bucerius Law School in Hamburg, Germany.
We appreciate the support. I love feedback, comments, and questions will be incorporate those into my future episodes. Please consider sharing this show with a friend or colleague. This community can grow. Follow at: linktr.ee/FinanceFundamentalsPodcast
---
Support this podcast: https://podcasters.spotify.com/pod/show/financefundamentalspdcst/support
56 min