Myers Holiday Party Debrief

This is the debrief from the Holiday Party.  There's lots of good news: (1) no telephone calls from revelers in compromising situations two hours after the party was over; (2) no loud arguments between staff and their boyfriends/girlfirends, at least during the party (to my knowledge); (3) lots of old friends showing up prepared to relax and kick it around with us; and (4) we didn't run out of anything except time.

The bad news: (1) we missed some of you old-timers - I know, we picked a tough night; (2) I had to drive home, so I stayed sober (not really bad news there); (3) Eileen had a Judicial Evaluation Committee Meeting, so we all missed her; and (4) I didn't get to talk to everyone who came by.

We'll be having another firm party in March - it is our annual Successor trustee Workshop.  This year, we are dividing it into two parts: (1) plan design issues; and (2) successor trustee issues.  The plan design portion is to cover the basics of estate planning, which we will videotape again and make available for new clients.  The successor trustee portion is the hard part - when the trust changes trustee because of the incapacity or death of one of the original trustmakers.  We'll talk again about the mechanics of what happens, and how to best prepare your successors (or bring them) for the inevitable.

Last photo - Jacqui and Rochelle enjoying their holiday gifts (we exchanged this year).  We wish you all a Happy Holiday Season and a Great 2008.

-Peter and the Team