Amy Symons has ten years of experience in the areas of estate planning and administration. Much of her legal experience was gained in a large-firm environment but as a solo practitioner she comes with a small-firm price tag. She provides compassionate legal advice for your most important decisions.
She patiently discusses personal family situations and objectives to determine the most effective plan for the preservation and distribution of assets, both during your life and upon your death.
What would you like people to know about you and your business?
I am an estate planning and administration attorney – I assist people with wills, trusts, powers of attorney, end-of-life planning, estate and gift tax planning, charitable giving, special needs trusts, planning for same-sex couples, marital agreements (pre-nups) and the probate or trust administration process after someone dies.
Where did you get the idea for your business?
Ben Franklin said, “The only things certain in life are death and taxes.” The idea for my business has been around a long time.
What makes you and your business unique?
I have a lot of qualifications behind me – I attended law school at George Washington University, I received a Masters of Tax Law from the DU Graduate Tax Program, I have more than ten years of experience (much of that received in large firms) and teach Gift and Estate Tax at the DU Grad Tax Program. What makes me unique is that my personality is a bit more lively and excitable than your average estate planning attorney. And I am a real Denver native.
What is your “elevator speech?”
I provide compassionate and personalized estate planning needs for individuals and families. I understand that people come to see me to discuss two of the most important things in their life – their family and their money. Taking the time to understand the client’s unique situation and provide them different options for their objectives provides the client with an invaluable service – the feeling that they will be providing for loved ones long after they are gone and that their wishes will be carried out without burdening their family.
What are the keys to your success?
Staying as close as I can to people who are a lot smarter than I am.
What is the best piece of advice that you can offer to others about running a business?
Get as much advice as you can from as many people as possible to learn what works and what just spins wheels. I hired a business coach at the beginning of my third year of practice and I wish I had the insight to do it six months before going out on my own.
How long have you been at The Boardroom Executive Suites?
I have had an office here for two and a half years and was virtual office member for a year before that.
What were you doing before your current job/career?
I was attending law school so that I could pursue my legal career. But the more exciting answer is that after practicing for about three years I took a 16-month sabbatical in which I retreated to Guatemala for a month for yoga and meditation, explored the parks in the Western US and Canada, worked my way north from South Africa to Kenya where I volunteered for five months with widows and orphans, then spent months in India volunteering in Kolkata’s red-light district and with a school for lower-caste children in Varanasi. I wrapped it all up with ten days of silent meditation in Rishikesh.
How has your relationship with The Boardroom Executive Suites changed your business?
Nathan is incredibly accommodating. It allows me such a sigh of relief with so many of the routine things that make my business go – where will my clients park? what will my reception area look like? will there be people around to witness documents? what if I need someone to make copies for me?
If you could work from anywhere under the sun, where would you choose?
I gave this some thought along the way and Denver won.
What piece of technology can you not live without?
My MacBookPro.
Do you have a favorite quote? If so, what is it?
“Never doubt that a small group of concerned, thoughtful citizens can change the world. Indeed, it is the only thing that ever has.” — Margaret Mead
When you have free time, how do you use it?
Massages, yoga, meeting friends for a glass of wine, meditation, hiking, skiing, watching my beloved Broncos during football season even when they rip my heart out.
If you had a weekend and unlimited funds, what would you do?
If the funds were really unlimited I would head to Aspen and buy a second home.
What’s your dream vacation?
The vacation that has been on the to-do list for a while now is Thailand, Cambodia and Laos.
If you could meet anyone in history – living or dead – who would you meet and why?
My maternal grandfather died four years before I was born. He was an admired journalist who started Cervi’s Journal (the predecessor to the Denver Business Journal). People who knew him will sometimes share snippets with me and I wish I had some of my own memories.
What is your favorite restaurant in Denver?
Fruition and Vesta Dipping Grill.
What is the best way for people to find out more about you and your business?
Just come knock on my door – office #44. Or check out my website at www.symons-law.com
The post Client Success Story: Law Office of Amy Symons appeared first on Boardroom Executive Suites.
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