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Jack Walker is one of the founders of Walker Lambe, and has been practicing law for 50 years, serving clients and their families in matters including estate planning, trust and estate administration, tax planning, business succession planning, financial planning, and representation of nonprofit organizations. He has practiced in Durham his entire career and was the first attorney in Durham to be designated a Board-Certified Specialist in Estate Planning and Probate Law. He has served as a member of the American Bar Association, as a member of the Section on Taxation, North Carolina Bar Association, Durham County Bar Association, Durham-Orange Estate Planning Council, and Duke University Estate Planning Council. He frequently conducts educational seminars on estate planning and related topics for lawyers, financial professionals, and community organizations.
Listen to this informative Legacy Leaders episode with Jack Walker about Jack’s Evolving Practice, Ideal Clients, Common Issues and Misconceptions in Estate Planning, The Consequences of DIY Estate Planning and Successful Estate Planning for a Terminally Ill Client.
Here is what to expect on this week’s show:
● Discover the importance of estate planning and how seeking legal advice can protect your assets and loved ones
● Learn about the risks of joint ownership and the potential for accidental disinheritance, and how to avoid these pitfalls
● Dive into a compelling case study of successful estate planning for a retired judge with ALS, highlighting key strategies and considerations
● Understand the importance of prioritizing legal planning and the dangers of trying to navigate it alone without proper legal guidance
● Explore the communication preferences of legal professionals and gain insights on how to effectively contact the right firm for your needs and questions
Connect with Jack Walker:
Website: https://www.walkerlambe.com/
LinkedIn: https://www.linkedin.com/in/jack-walker-571a3927/
Facebook: https://www.facebook.com/walkerlambe/
Phone: (919) 493-8411
Email: JWalker@WalkerLambe.com
With your Guest Host: Mike Slaughter
Mike Slaughter is the President of Retirement & Estate Planning Services, Inc., specializing in retirement, estate, and tax planning for individuals and small business owners. He holds various financial designations, including CLU, CFP®, LUTC-F, AEP, CRPC®, and MSFS. Mike has taught Finance and Insurance at the University of North Carolina at Charlotte and has been involved in entrepreneurship. He is often consulted for life insurance audits, particularly for business owners, professionals, and high-net-worth individuals, due to his expertise in the field.
Connect with Mike Slaughter:
Website: http://www.repsplan.com/
LinkedIn: https://www.linkedin.com/in/mike-slaughter-b6308412/
Email: mike@repsplan.com
Phone: 704-372-5520
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