BASCOM LAW PC - Key Persons
My husband and I met recently with Mike Bascom and he truly made the estate planning process not so intimidating as I had imagined. He was an excellent listener and had several suggestions/solutions to accommodate our needs. We then met with Brad who also had the same patient listening quality. We never felt rushed and believe they did an excellent job for us. The entire staff was pleasant and accommodating. We highly recommend this practice for all your Estate Planning needs.
I came to Bascom to review and update my will and trust which were previously registered in Ohio. Mike was very personable and knowledgeable, and quickly completed my Living Trust in Georgia. Very nice people and quick turnaround.
We wanted to creat a legacy for future generations. Mike and Brad were very helpful in explaining the various options we had at our disposal. After just one meeting with Mike we were able to determine what we wanted to do. A week later the plan was ready for review which was conducted by Brad. At the conclusion of the review we walked out the door with a comprehensive estate plan. Very happy with the services and would highly recommend them
Brad Bascom is an associate attorney at Bascom Law, P.C., a boutique Estate Planning Law and Elder Law Firm. He helps individuals and families achieve peace of mind through their planning.
Brad earned his Juris Doctorate Degree in 2020 from the Georgia State University College of Law. He earned his Bachelor's degree (Economics) from Brigham Young University in 2017, where he was a Presidential Scholar.
Brad is admitted to the State Bar of Georgia and the United States Tax Court.
Brad served as the President of the Estate Planning and Wealth Management Law Society at Georgia State University College of Law.
Brad is a co-author on an internationally published article: "Powers of Attorney in Elder Law", Lawyer Monthly, June 2022, pgs. 26-27, (UK). Brad has taught courses on a variety of estate planning topics including revocable trusts, wills, powers of attorney, and probate avoidance strategies. Brad has taught other professionals about topics of complex trusts and a sophisticated Estate Tax reduction strategy. Brad was a featured presenter on a nationwide broadcast to over 200 law firms addressing the topic of operating a family run law firm. Brad is known for working with successful individuals that own businesses or real estate. Brad lives in Cumming, Georgia with his wife. They are the parents of three beautiful children. In his free time, Brad enjoys volunteering at his church. He also has a keen interest in technology and creating efficiency. Brad spent two and a half years living in Finland and is fluent in Finnish.
So happy with Bascom Law and the way they handled my estate plan. Brad was a joy to work with! Would highly recommend!
I'm friends with Kat for about 2 and a half years, and I've loved to get to know her. She's the sweetest person you could ever meet and will always be there for you no matter what. She's a great listener and is so understanding. She's so attentive and very dedicated to help people in the best way. Her attitude at work is very professional and her personality is great and fitting for her role in marketing.
Very pleased . Mr Bascom was very knowledgeable. Appointments were on time and results met our needs. His practice is focused on elder care with the many options the elderly may need
This morning I took my mom and dad to Bascom law to sign their wills. Brad was a wonderful presenter. He made the entire process Presentation seem so seamless and so easy to understand. The presentation was on point and everything turned out great. Bascom law firm is the only firm for me. . I would recommend it to any of my friends, or anyone else.Thanks Bascomb for an painless process
Bascom Law was recommended to me by a lawyer who stop doing estate law. From the time I contacted Bascom till all the papers were signed seem like a very short time. They were efficient, curteous and professional. I would strongly recommend them.
Our experience at Bascom was flawless. They made setting up everything we needed a breeze. Mike and Brad were extremely knowledgeable and kind as well as Kim who was especially great. Highly recommend them for business or personal needs!
Kim Kanefke is my sister-in-law, and I've known her for 30+ years. She is dedicated to helping clients in her role of Client Services Coordinator at Bascom. She will go the extra mile or more to make sure that clients and their families are comfortable and receive the information that they need. Kim is very caring, attentive, and compassionate. She can be counted on to handle challenges as well as efficiently and professionally handle day-to-day office responsibilities.
Very friendly. Went over everything to help me understand the process and answered all my questions. Always someone to talk to when I called.
The firm did an excellent job explaining all the details needed to lay out the plan for your personal desires to instruct how your estate is to be handled.
Attorney Mike Bascom devotes his practice to estate planning. He helps individuals and families achieve peace of mind by leaving their wealth to whomever they want, whenever they want, in the way they want, all with the least amount of government interference and taxation. His clients include small business owners, spouses of small business owners, real estate owners, retirees, young families with children, and older families with aging parents. His philosophy of estate planning is based upon a unique, problem prevention approach that focuses on integrating each client's goals and values with their planning needs. He enjoys providing caring strategic solutions.
Mike has appeared on a nationwide broadcast of NBC Nightly News and is a contributing author to the following books:
LEGACY: Plan, Protect, and Preserve Your Estate, (1996);
WAYS & MEANS: Maximize The Value of Your Retirement Savings, (1999);
GENERATIONS: Planning Your Legacy, (1999);
STRICTLY BUSINESS: Planning Strategies for Privately Owned Businesses, (2001).
Mike earned his Juris Doctorate Degree from the University of Virginia School of Law. He earned his Bachelor's Degree (Economics) from Brigham Young University, where he was a Presidential Scholar.
Mike frequently speaks to public and private groups on issues of estate planning, elder law, and veterans' benefits. He has taught courses to attorneys, CPAs, enrolled agents, tax preparers, insurance agents, financial advisors, and registered representatives on estate planning and elder law topics.
Mike has served on the Advisory Council and faculty for Seniors Enriched Living, Inc., and he is the founder and executive director of the nonprofit Georgia Helping Hands Foundation: a National Heritage Foundation. Mike is the creator of The Asset Re-Titling Workshop™ and The Succession Team Training Workshop™.
Mike Bascom has been with our family for the past 23 years when my husband and I did our first will. We recently just had all of our estate planning done and we could not be more pleased with the level of service and professionalism that Bascom law provided. They are very knowledgeable and I trust them with any issues we may have moving forward! I highly recommend Bascom Law
What a wonderful practice. I have known Karen Killebrew for 15 years. We even served together supporting and managing our high school band boosters where I saw her management skills at work. Karen is very organized, great with people, super attentive to the task or project in front of her, a very good communicator, and a good friend. I have also known Karen as a teacher capable of inspiring her students. I highly recommend Karen.
The firm went over all of the details in a methodical and concise manner. I would recommend them for wills and estate planning.
Had a great experience with Bascom Law. They answered all our questions and provided an estate planning solution that met our current needs. Will definitely be using them in the future for any updates as well.
We had a relatively complex estate planning need that Bascom Law helped meet. The attorneys and staff were very thorough, polite, and informative as they led us through the process.Our estate plans were well thought out and explained thoroughly. When the time comes, our families will have a clear path to follow to handle our estates.
Earlier this summer I engaged Bascom Law to prepare/update all our estate plan documents. The sessions with Brad Bascom were impressive both in their coverage and the clear and understandable discussions of the important decisions. Frequent travel delayed my review of the final material I was given until just recently. Now that I've completed my review, I am even more impressed with the work. The documents are well organized with an index that allows quick access. The writing is excellent with instructions that are clear and straightforward. After many years of anxiety about the adequacy of our essential papers, I am now confident we are prepared for the future.
We recently met with Mike and Brad for the dreaded estate and will planning. As we all know, no one likes to talk about these things; however, it is important. Both Mike and Brad made it not only easy but comforting. I honestly chose this firm because of their reviews and I'm so glad I did!! They are top notch and that includes Ruth Anne and Kim…above and beyond!!! HIGHLY, HIGHLY RECOMMEND!!!!
The end of life documents my husband and I had were out of date and we wanted to make some changes so I asked my younger daughter to do some research to find a good Estate Planning/Elder Law attorney who serviced our area. Someone they felt comfortable with for "when the time comes".She found Bascom Law PC through her Google research and recommended we contact them because of all the positive reviews. I am so glad we did. I am so pleased with that family oriented firm. Everyone we dealt with was professional and helpful. In our first meeting with Mike Bascom he provided us with a wealth of information and listened carefully as we discussed our desires concerning our estate. My husband, myself and our two daughters were all there so we could all be a part of the discussions. As we talked, he asked questions and made recommendations. He recommended we establish both an Irrevocable Trust as well as a Revocable Trust and explained why he recommended both. We agreed. My older daughter who is designated as the Trustee for the Irrevocable Trust lives out of state and would be flying home in just a few days after that meeting so Mike pushed to get all the documents in order and ready to sign before she left. On the day we met to go over the documents both Mike (father) and Brad Bascom (son) went over the documents thoroughly to make sure we understood them as well as making sure all was as we requested. We were presented with a green binder for each of the Trusts along with next steps for us to follow through.The binders not only contain our Trust document but also other documents drawn up for us: Pour Over Will, Power of Attorney, Advance Directive for Health Care, etc. The binder also has sections for us to keep other information that would be helpful to our daughters upon our deaths including memorial instructions.Even though we had a lot of "homework" to follow through with the next steps, we all felt relieved that we were taking steps to make plans for the future. If we have questions or need guidance, then we know Bascom Law is just a phone call or email away ready to help us. Thank you Bascom Law PC.
My husband and I needed an Estate plan for our family and our children. We wanted the security of protecting our assets officially. We have known this firm for many years and appreciate it is a local family owned business. We were very well attended to by Mike Bascom and his efficient Bascom Law team! They explained the complex legal options to us and helped us organize a life long plan for our family's needs. Being a nurse, I know the need to have thorough medical documents in place - and this office prepared them quickly. Mike and his team were creative in their approach to our estate plan. We are amazed at their expertise and will be life long clients! We highly recommended them to everyone!
My wife and I feel that having a professionally prepared and updated will and trust is essential. We have been clients of Bascom Law for quite a number of years and they have done a good job in helping us with our will and trust. They do periodic reviews of our documents and make necessary changes to keep everything current. Should something happen to one or both of us, we know that Bascom Law will be there to help us and/or our family. I strongly recommend that you have an updated will and trust and I highly recommend Bascom Law to assist you in this process.
Highly recommend Bascom Law for your legal needs. They are extremely professional and dedicated to their clients. I would like to specifically mention that Amber is incredibly pleasant on the phone. She makes dealing with the office a wonderful experience.
Kim Kanefke is my go to person. I have known Kim for around 20 years. She is very trustworthy, attentive to, and dedicated to my needs. She has a positive attitude in real life situations. I also now consider her my friend. Virginia