For the love of your business
Steven Boss

Steven Boss

Boss Law
5956 Sherry Lane, Dallas, TX 75225, US

Website: http://stevenbosslaw.com/

Industry Focus: Family Businesses

Licensed In: California, USA, Texas, USA

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Lawyer Profile

Mr. Boss has been practicing law for over 40 years. Early in his career his practice was mainly corporate transactional law for several large energy companies. He was responsible for negotiating and drafting numerous multi-million dollar contracts, both domestic and international. Later he acted as general counsel for more modestly sized energy companies where he handled a multitude of legal issues that arise in operating a dynamic business. In 2008 the company he was employed by was acquired and Mr. Boss entered the private practice of law forming Boss Law. At Boss Law he has focused primarily on business transactional matters, estate planning, and probate. Recently, Mr. Boss obtained additional training in a new and improved way to perform estate planning from the Family Wealth Planning Institute. Upon completion he received their designation as a Personal Family Lawyer®, and he now devotes the majority of his practice to assisting families and individuals with their estate planning needs.



Mr. Boss is a member of the State Bar of Texas, the State Bar of California, the American Bar Association and is admitted to practice before the Supreme Court of the United States. He also has served as President of the Natural Gas and Electric Society of North Texas and was one of the founders and past chairman of the National Energy Services Association, a nationwide association of companies involved in the natural gas and electric industries. Mr. Boss was also a finalist in the Ernst and Young Entrepreneur of the Year Award in 1992 and the Las Vegas Chamber of Commerce Community Achievement Award for Business in 2002. Mr. Boss also served as Vice Chairman of the National Energy Marketers Association and on the Advisory Board for the Institute of Energy Law and is currently serving on the Advisory Board for the University of Texas at Austin, Cockrell School of Engineering. He is also a member of the Chancellor’s Council of the University of Texas. In the November, 2011 issue of the Dallas Business Journal, Mr. Boss received special recognition by being selected for Who’s Who in Dallas, Houston, Pittsburgh Energy. In April, 2013 Mr. Boss was presented with the Industry Leadership Award by the National Energy Marketers association.

Firm Description

How we are different
Explaining to you how we’re different requires an explanation of what the “traditional” experience with a lawyer is like. If you’ve worked with a lawyer to prepare estate planning documents for you in the past, this will sound familiar.



During the traditional experience, you’ll go in and meet with a lawyer who will oftentimes make things seem very complicated and confusing. You’ll have a good idea that the lawyer is smart and seems to know what they are doing, so you’ll nod and answer questions, as if you understand everything. Because you want to do the right thing for your family, you’ll have the lawyer prepare documents for you and you’ll sign the documents, feeling relieved that you’ve got that taken care of.



You’ll take your fancy planning binder home, stick it on a shelf or in a drawer, mark estate planning off on your checklist as DONE and never think about it again.



You might remember your lawyer said something about moving your bank accounts into the trust. So you’ll go to the bank, forget what you were supposed to do, call your lawyer’s office, get a voicemail, have to leave the bank and wait for a call back, (which takes several hours at least and sometimes days) and by that time, you’ll have gotten busy with other things and never get around to moving that bank account.



A few weeks later, you’ll get a bill in the mail for $67.50 for 15 minutes of your lawyer’s time for answering a couple of questions. You’ll make a mental note– don’t call lawyer ever again.



Several years later, you’ll refinance your house or sell it and buy a new one and forget that you were supposed to let your lawyer know or make sure you kept the title in the name of the trust.



Your children will get older, making your guardianship choices outdated, but you don’t want to call your lawyer because you know you’ll get a bill in the mail two weeks later.



You’ll hear something about a change in the tax law, but you figure you’d surely get a letter in the mail from your lawyer if it was something that affected you, so you don’t worry about it. And, you’d have to dig through boxes to find your trust documents, so you could remember your lawyer’s name and find his/her contact information. Who has time for that?

It’s not until you become incapacitated or die and your family finds the binder you stuck up on a shelf several years before and never looked at again, that they’ll realize your plan is so outdated that it has nothing to do with your life, your assets and the law.



Your family is at a loss. They don’t know where to turn or what to do, so they contact the same lawyer you used to prepare the documents, who is as happy as can be to probate your assets, which never made it into the trust.



How do I know all this?



Because not too long ago, it happened to the family of a friend, and I swore it would never happen to my clients when I created my own firm. And since then, I have heard of countless clients who have had this exact experience.



Unfortunately, what I discovered is the estate planning industry was not designed to serve growing families who experience lots of change on their way to success. It was designed to serve 70 and 80-year-old who were preparing for death.



Our firm helps you prepare for life



What makes our firm different is that we were built with the needs of growing families in mind. We understand you are BUSY, you are growing, you are planning for a life of prosperity and you value ease, convenience and efficiency. You want to know you’ve made the best decisions for your family and that your plan will work when your loved ones need it most. You want to make sure your children would be taken care of in the best way possible and will be prepared to receive your wealth if anything happens to you.



That is our focus as well. We’ve developed unique systems to give you the same access to a personal family lawyer as was previously only available to the likes of Bill Gates, Warren Buffet, and Sam Walton so you can have the guidance you need to build and maintain a life of prosperity and wealth.



We encourage communication with our clients. In fact, we’ve thrown out the time clocks, so you never have to be afraid to call with a quick question. Everything we do is billed on a flat-fee basis, agreed to in advance, so there are never any surprises.



We have a team to serve you. When you call our office to ask your quick question, you won’t have to wait hours or days for a phone call back. You’ll get your question answered, right away. And, if you need to schedule a more in-depth legal or strategic call with your personal lawyer, a call will be scheduled when you're both available and ready for the call, so we can make the very best use of your time and not waste your time by leaving voicemail after voicemail back and forth.



And, we ensure the most important details of your planning are followed through on and your plan continues to work throughout your lifetime.



We have a “funding coordinator” to ensure your assets are protected throughout your lifetime and none of your assets will end up going through a long, expensive court process or being lost to the state because they were missed after your death.



We’ve created unique membership programs to keep your plan up to date year in and year out as well as give you access to our Trusted Team of Legal Experts for guidance on ANY legal or financial matter. One day you will need a lawyer. I don’t know why, and I don’t know when, but when you do, you will be grateful you can call on us and we’ll be here to advise you or get you out of a jam.



Lastly, we believe your financial wealth is only a small part of your overall “Family Wealth” which is made up of your far more valuable, Intellectual, Spiritual and Human assets – who you are and what’s important to you.



Most estate plans are only able to transfer your financial wealth onto the next generation. The intangible nature of your much greater wealth has made it difficult to capture and it is most often lost when someone passes. How much do you know about your grandparents’ values? Their most prized personal possessions? How they felt about you? What they had learned during their lifetime?



If you are like most people, you know very little. But, the wealthiest families capture these assets and pass them along right with their financial wealth. And, that’s part of the reason the rich keep getting richer.



We’ve developed a tool that allows us to pass on your whole family wealth, including your Intellectual, Spiritual and Human assets. I can’t go into all of the details here, but we’ll definitely talk about when you come into meet with your Personal Family Lawyer.

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