July 2011      

Team Tisser Foundation (TTF) is a non-profit corporation founded by Doron M. Tisser and his wife Laurie. TTF raises money for various charitable purposes and does not focus on any one charity or charitable purpose. The goal is to raise as much money as possible to "Help Make A Difference" by "Improving Life for Others." TTF has made donations to Memorial Sloan-Kettering Cancer Center, Leukemia & Lymphoma Society, Challenged Athletes Foundation, as well as charities helping people affected by natural disasters such as Hurricane Katrina and the Tsunamis. Since 2000, TTF has donated almost $175,000 to over 25 different charities. Friends and clients generally donate money to TTF to support Doron's participation in triathlons and marathons. If you would like more information about TTF, please contact Doron at doron@tisserlaw.com, or visit www.teamtisser.org

Quick Links
www.tisserlaw.com
www.teamtisser.org

About
Doron M. Tisser

Doron M. Tisser has specialized in estate and gift planning, tax planning, trust and probate administration, charitable giving, buy-sell agreements and related areas for over 27 years. Mr. Tisser is one of less than 100 attorneys in California who has been designated as both a Certified Specialist in Probate, Estate Planning and Trust Law, and as a Certified Specialist in Taxation Law by the State Bar of California Board of Legal Specialization. He was chosen by his peers as a Super Lawyer for 2009, 2010, and 2011 for Southern California, and enjoys an "a.v." rating by Martindale- Hubbell Law Directory, which is the highest possible rating and is based on ethical considerations and legal skills. Mr. Tisser has published over 65 articles and chapters in books on various estate and tax planning subjects and is a frequent speaker and lecturer at estate and tax planning seminars. Mr. Tisser competes in triathlons, including Ironman races, and raises money for charities through Team Tisser Foundation, a non-profit corporation he co-founded with his wife Laurie.

What’s Happening

Each month, we place a special column on the left-side of the Tisser Law Group website, www.tisserlaw.com, which has interesting facts or stories. We invite you to view our web-site each month to see the latest addition. This month, we describe some of the most outlandish lawsuits and verdicts in the U.S.

Doron M. Tisser was featured in the Summer 2011 edition of Ventura Blvd Magazine on his family, Team Tisser Foundation and his estate planning practice.

Doron M. Tisser will be competing in various half marathons in the coming months as part of his fund-raising efforts for Team Tisser Foundation. Please contact Doron if you would like to know more about these races and possibly join him in running those races. For more information on Team Tisser, see the column on the left side of this Newsletter.

If you have a child who is over the age of 18, that child should sign health care documents authorizing someone (usually, his or her parents) to make medical decisions if he or she cannot make those decisions for himself or herself. It is also important to consider having your child sign a power of attorney for handling financial matters if he or she cannot do so. Let us know if you have questions about this.

If you would like Doron M. Tisser to speak to your group or organization about the new estate tax laws, trust administration or other estate planning subjects, please contact Laura Stein at laura@tisserlaw.com or call Laura at (818)226-9125.

Team Tisser Foundation, our non-profit corporation, has a valuable offer for you. Team Tisser has made arrangements with Cycle World, in Northridge, California, to give friends of Team Tisser a special deal on bicycles and related items. If you make a purchase from Cycle World, you will receive a store credit of 10% of your purchase price on non-sale items to be used on your next purchase at the store. In addition, Cycle World will donate 10% of your total purchase price of non-sale items to Team Tisser. This is a win-win for you and Team Tisser. Go to www.teamtisser.org to find out more about this offer. Please tell all your friends about this offer and start shopping at Cycle World. Incidentally, Doron M. Tisser purchased his triathlon bike at Cycle World and loves it.

REFLECTIONS ON 30 YEARS AS AN ESTATE PLANNING ATTORNEY

July 12, 2011 marks the 30 year anniversary of my practicing law. I have been spending a lot of time recently thinking about this landmark event in my life. Instead of writing an article about the law this month, I would like to share my reflections on this important event. Please indulge me.

Thank You

First, I have to start by thanking various individuals in my life for helping me get to this significant date.

First is my best friend and wife, Laurie, who was with me every step of the way through law school and in my post-graduate education in tax law. Without her continued support, I would not be celebrating this event.

My Mother has always played an important role in my life and education. My sons, Benjamin and Jeremy, have taught me the importance of balancing family and work.

I cannot go on without thanking all of you who have referred clients to me during my career. That has to be the single biggest compliment to me, i.e., your trusting me with your clients, friends and relatives. What could be a better way of showing your trust in my ability to handle their estate and tax matters?

To my clients, thank you one and all for allowing me to enter your lives and help you not only with your estate planning, but also with making sure that your families continue to stay close to one another after you are gone.

My staff at the office is more than just a group of employees; I consider them my friends. I could not ask for a better group of people to spend my days with. They make coming to the office a joy. To Brian, Armine, Judy, Erica, Laura, Amber, Heather and Zion, thank you.

Career Satisfaction

I love my job. There are not many people that can say that, but I certainly can without hesitation. In fact, I do not think of my career as work.

The ability to help people is a benefit of my career for which there is no equal. My clients come to me in good times, when things are going well, and in bad times, when a family member is sick or has a serious financial issue.

Knowing that I can help people in these situations makes my career very rewarding.

I go to my office every day not knowing what to expect, but with the knowledge that someone will contact me for assistance and I will be able to help them.

My greatest satisfaction has to be the times my clients say thank you. Often, this is done when clients give me a hug after an estate plan has been signed, or when they come in for assistance after a loved one has passed away. Either way, knowing that I was able to do my best for my clients, and that they appreciate my work, is a reward in itself.

As time has gone by and more families have become clients, the Firm has grown by necessity. It is no longer possible for me to handle all the matters I had previously handled. In order to accommodate all clients and their needs, the Firm has had to grow to the point where we now have three attorneys, two paralegals, three assistants and an electronic filing administrator for keeping our office paperless.

While the Firm has grown, my promise to you is that we will not reduce the service our clients have always expected from us and which has made us successful.

Relationships with My Clients

The professional and personal relationships I have developed with clients is a source of pride for me.

Many of my clients have come to see me and my Firm as a friend of the family. In fact, I am often one of the first persons called when someone gets sick or dies.

Over the years, I have received many referrals for clients from attorneys, accountants, insurance professionals and investment advisors which, as I mentioned above, is a source of pride that they trust me with their clients.

At the same time, many of the professionals who have referred clients to me have also become my clients, which is humbling. The fact that they trust me with their relationship with their clients is one thing, but to come to me with their own matters is a sign of trust on a higher level.

Accomplishments

My career has been filled with many accomplishments of which I am proud. You can read about them on our web-site (www.tisserlaw.com), but there are a few memorable events that I would like to mention here.

The beauty of these accomplishments for me is not a matter of ego, but a matter of respect by my peers and those persons seeking out my opinions and view on various professional matters.

My Board Certifications by the California State Bar Board of Specialization in both Probate, Estate Planning and Trust Law, as well as in Taxation Law, hold a special place in my heart. Board certifications require passing difficult written examinations, peer review and other matters.

When I was approved for Board Certification in Taxation Law in 1987, I became the youngest person (in terms of time in practice) to be Board Certified. Board Certification required a minimum of five years in practice and I had been in practice only 5 years and two months. I am especially proud to be one of less than 100 attorneys in California, out of approximately 180,000 attorneys, who is Board Certified in both the fields mentioned above.

My first published article was in 1984 in Estate Planning Magazine, a nationally recognized publication and discussed the deferral of estate taxes. It suggested that the use of a holding company to own various businesses should qualify for the deferral of estate taxes, which was in question at the time. Two years later, Congress passed legislation allowing the use of holding companies to defer estate taxes. I do not know whether or not the article had an impact on the legislation, but I received much praise about the content of the article when it was published.

In 1986, I wrote a lengthy booklet on the massive changes in the tax laws for California Continuing Education of the Bar, which was used in programs around the state to educate attorneys on the new laws, some of which I participated in as a lecturer. The programs and the booklet were so successful that a second printing of the booklet was required, which was the first time that had ever happened.

Among other memorable moments in my career were my various speaking engagements, including speaking before the California State Bar Section on Taxation in 1986 on the new tax laws, as well as being quoted in various publications such as the Wall Street Journal, US News & World Report, and Forbes Magazine.

Future Goals

So what does the future hold for me?

I do not know if I will still be practicing estate and tax law in another 30 years, but I do know that I will continue to practice as long as I can. Why would I give up a job that I enjoy going to every day and which allows me to help people?

One thing I can tell you, however, is that we will continue to provide our clients with the service they expect.

I am proud of everyone working at our Firm, knowing that they provide you with the best service possible. We will continue to stay on the cutting edge of estate and tax matters and will always be available to assist our clients with matters as they arise.

So let me conclude by thanking each and every one of you for your support during the first 30 years of my practice.

Tisser Law Group | 5425 Farralone Ave, Suite 100 | Woodland Hills | CA | 91367

doron@tisserlaw.com – Doron M. Tisser, Esq.
brian@tisserlaw.com – Brian H. Standing, Esq.
armine@tisserlaw.com – Armine Bazikyan, Esq.
judy@tisserlaw.com – Judy Schwarz, Legal Assistant

erica@tisserlaw.com – Erica May, Legal Assistant
laura@tisserlaw.com – Lauar Stein, Admin. Assistant
heather@tisserlaw.com – Heather Lanet, Admin. Assistant
amber@tisserlaw.comm – Amber McBride, Admin. Assistant
This Newsletter is intended to provide legal information only; legal information is not legal advice and you should consult with qualified legal counsel prior to implementing any estate planning. The transmission or receipt of information to or from this Newsletter is not intended to create, and does not create or constitute, an attorney-client relationship. No portion of this Newsletter may be reproduced or used in any manner other than for the private information of the reader without the express written consent of Tisser Law Group. The testimonials throughout this Newsletter were provided by actual clients. To maintain their privacy their names may have been abbreviated. Please note that testimonials do not warrant, guarantee or predict your particular results. Copyright Tisser Law Group 2010. All Rights Reserved.