Real Estate Puzzles Untangled The Gordian Knot

The Gordian Knot with Jenny Alberts

Informações:

Synopsis

In this episode of the The Gordian Knot, Rick is interviewing Jenny Alberts. They chat about her estate planning practice in the heart of the tech world. We learn about some of the more wild cases she has worked on as well as some of her techniques for working with new clients. What kind of clients do you usually work with? Jenny is a specialist in trust and estate planning as well as probate law. On the planning side, her work involves everything from the standard revocable living trust package to design and implementation of irrevocable trusts. Her clients range from prominent landowners, to executives at technology companies, to small business owners. Jenny focuses on advanced planning with her clients so that their families aren’t left in the mess that is so common to probate cases. Many of them are from Silicon Valley but there a lot of landowners in the area that are not necessarily involved in the tech sector. She occasionally gets clients from out of country when a local passes away. Jenny relates a s