Lawyer Monthly - July 2023 Edition

Elijah Keyes is a Certified Specialist in Estate Planning, Trust and Probate Law with more than 10 years’ worth of experience in estate planning and trust work. His work serving clients in the San Francisco Bay Area has earned him a number of professional accolades, being rated Superb (10/10) by Avvo and recognized as a Rising Star in Estate Planning (2017-2019) and Superlawyer in Estate Planning (2021-2023) by Superlawyers. Keyes Law Group is a Milpitas-based law firm specialising in estate planning. The firm’s expertise covers a broad range of estate planning needs, including wealth planning and family transfers, dynasty trusts, trust administration, conservatorships, probate and elder law. Contact Elijah Keyes Founder Keyes Law Group, PC 500 E. Calaveras Blvd, Ste 333, Milpitas, CA 95035, USA Tel: +1 408-766-7668 E: elijah@keyeslawgroup.com www.keyeslawgroup.com complicated, difficult and often deals with interpersonal relationships. I love to teach and enjoy learning about and navigating family interpersonal relationships. Every day in my practice I educate consumers about different types of planning tools and how to improve their family relationships into the future. I find it incredibly rewarding. . Of your career achievements to date, is there one in particular that you feel most proud of having accomplished? When starting my own firm, I felt like I was operating blind. I am a good attorney, but needed to learn how to run a business. I joined a nationallevel peer group with other estate planning law firms across the country. I travel each quarter to another law firm to learn from my peers and how to move my business forward. I could have figured out all the advancements my firm needed over time, but since joining this group they helped us move forward a lot faster. I am most proud of the team, systems and procedures we have built as quickly as we did. Can you share anything about your plans for career development in the remainder of 2023? We have several firm-wide plans. We recently moved into new office space to expand our footprint for growth. We have a beautiful office, courtesy of my wife’s skill in design. Our next step is to move to a new client relationship management system that will provide more automation and follow-ups in our client intake processes. Once the relationship management system is in service and has been thoroughly tested, we plan to start a client care program to stay more connected with our clients and their families in the future. This last goal is a far stretch for the year, but hopefully we will be able to start on it soon. Please tell us about your journey into law. What was it that caused you to gravitate towards estate planning? In law school I was encouraged to learn about different legal fields. I had six different internships with judges, tax litigators, a real estate company and even an art business firm. I had informational interviews with more than 40 practicing attorneys trying to understand what type of law and practice appealed to me. I interviewed real estate litigators, SEC compliance specialists, employment attorneys and personal injury lawyers. For some reason, I gravitated to estate planning and tax work. It is MY LEGAL LIFE 29 Many professionals report that serving as co-trustee with a less experienced trustee tends to raise trust expenses a great deal and may expose the professional to potential liability.

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