Stock Legal Blog

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Meet the Stock Legal Team
October 8, 2019
Jim Gau, Our Newest Member Here At Stock Legal!

When I graduated law school, I didn’t immediately know that I would end up as an “estate planning attorney.” When I met the team at Stock Legal I knew I was in the right place.

General
Meet the Stock Legal Team
Culture
September 17, 2019
Update from Founder: Scaling and the Importance of People and Culture

We are growing rapidly at Stock Legal. Now we need to grow our team in a way that matches our mission, vision and value, also in a manner that preserves the culture we’ve built here at Stock Legal.

General Corporate
General
Culture
September 3, 2019
We Lawyers Help You Take Care of Business

Lawyers are seeking ways to narrow the field of uncertainty so that you can take care of business. We can help you understand the rules and how your conduct might affect certain outcomes.

Meet the Stock Legal Team
Estate Planning
August 26, 2019
A Walk In The Woods: A Reflection on the Inevitability of Change

Change can be good when properly planned for. A family that plans ahead can empower future generations to better weather the effects of economic and political pressures, for a more stable position as a family.

General
Culture
General Corporate
August 19, 2019
It's the Most Wonderful Time of the Year (Not Christmas)!

Identifying top strategic goals, budgeting for explosive growth while managing expenses, building out projections, creating new ways to serve clients, identifying opportunities to support our talented attorneys, and expanding vision for Stock Legal.

General Corporate
August 5, 2019
Lawyers Are The Help. Is Good Help Hard To Find?

Challenges to lawyer well-being, affecting physical and mental health, are common. We innovate. We flex. We evolve. Our ability to operate differently arises out of our confidence and results in competence. Our team does not have to be at wit’s end to be effective; in fact, the contrary holds true here.

Estate Planning
July 29, 2019
To My Child I Bequeath ... One Bitcoin

In this blog post, attorney Dan Julius covers the basics about cryptocurrencies and what people can do to ensure their cryptocurrencies are transferred to their loved ones.

Meet the Stock Legal Team
General
Culture
July 22, 2019
A View from the Stock Legal Staff!

In this blog post, a member of the Stock Legal staff shares what it's like to work at Stock Legal!

Meet the Stock Legal Team
General
Culture
July 16, 2019
Update from the Founder

Stock Legal's founder, Sara K. Stock, provides an update on the happenings of 2019 thus far.

General
July 1, 2019
Blogging Goes on a Summer Vacation

Stock Legal's blog is taking a small summer break.

Dental Service Organizations
General Corporate
June 24, 2019
Wrapping up our DSO Conversation with a Bow - Part 6 of 6

In this blog series, we will talk about Dental Service Organizations (DSO), why to build one and how Stock Legal can help.

Dental Service Organizations
General Corporate
Start Up
June 17, 2019
How to Incentivize at the DSO Level with Equity (Restricted Stock Units, Profits Interests, Employment Agreements and Award Agreements) - Part 5 of 6

In this blog series, we will talk about Dental Service Organizations (DSO), why to build one and how Stock Legal can help.

Dental Service Organizations
General Corporate
June 10, 2019
What's this Management Services Agreement? - Part 4 of 6

In this blog series, we will talk about Dental Service Organizations (DSO), why to build one and how Stock Legal can help.

Dental Service Organizations
General Corporate
June 3, 2019
What does this DSO Model Really Look Like? - Part 3 of 6

In this blog series, we will talk about Dental Service Organizations (DSO), why to build one and how Stock Legal can help.

General
May 28, 2019
Happy Memorial Day!

Happy Memorial Day from Stock Legal!

Dental Service Organizations
General Corporate
May 20, 2019
You want to build a DSO - Now What? - Part 2 of 6

In this blog series, we will talk about Dental Service Organizations (DSO), why to build one and how Stock Legal can help.

Dental Service Organizations
General Corporate
May 13, 2019
Dental Service Organizations - The What and Why of DSOs - Part 1 of 6

In this blog series, we will talk about Dental Service Organizations (DSO), why to build one and how Stock Legal can help.

Meet the Stock Legal Team
May 6, 2019
Introducing...René Morency!

Stock Legal is excited to announce another wonderful addition to their team...René Morency! In this blog post, René details his path to becoming a lawyer, and his understanding of what it means to be a trusted advisor for his clients.

Meet the Stock Legal Team
April 29, 2019
Introducing... Jodie Jordan!

Introducing Jodie Jordan - a wonderful new addition to the Stock Legal team! In this blog post, Jodie explains her path to becoming an attorney, and what she's learned throughout her years of practice.

Estate Planning
April 22, 2019
Estate Planning - Part 5 of 5 - The Annual Review - Don't "Set It and Forget It"

Like most, you’ve known for many years that you should have a last will or a living trust. You take that important step forward and make an appointment to work with the Stock Legal estate planning team – terrific! What can you expect next? In this 5-part blog series, we will illuminate our process at Stock Legal, so you can see what you’re in for, and what makes us different.

Estate Planning
April 15, 2019
Estate Planning - Part 4 of 5- The Funding Signing - You're Not Done Yet (The Solution)

Like most, you’ve known for many years that you should have a last will or a living trust. You take that important step forward and make an appointment to work with the Stock Legal estate planning team – terrific! What can you expect next? In this 5-part blog series, we will illuminate our process at Stock Legal, so you can see what you’re in for, and what makes us different.

Estate Planning
April 8, 2019
Estate Planning - Part 3 of 5 - The Funding of Your Trust - You're Not Done Yet (The Problem)

Like most, you’ve known for many years that you should have a last will or a living trust. You take that important step forward and make an appointment to work with the Stock Legal estate planning team – terrific! What can you expect next? In this 5-part blog series, we will illuminate our process at Stock Legal, so you can see what you’re in for, and what makes us different.

Estate Planning
April 1, 2019
Estate Planning - Part 2 of 5 - The Trust Signing - "Trust, But Verify"

Like most, you’ve known for many years that you should have a last will or a living trust. You take that important step forward and make an appointment to work with the Stock Legal estate planning team – terrific! What can you expect next? In this 5-part blog series, we will illuminate our process at Stock Legal, so you can see what you’re in for, and what makes us different

Estate Planning
March 25, 2019
Estate Planning - Part 1 of 5 - The Initial Meeting - Getting to Know Us

Like most, you’ve known for many years that you should have a last will or a living trust. You take that important step forward and make an appointment to work with the Stock Legal estate planning team – terrific! What can you expect next? In this 5-part blog series, we will illuminate our process at Stock Legal, so you can see what you’re in for, and what makes us different.

General
March 18, 2019
Happy Spring Break

Happy Spring Break!

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