Neeli Shah

Neeli Shah

Estate Attorney

615-497-1322

Life can be unpredictable and my life has seen some very interesting twists and turns, which is why I chose a career as an Estate Planning Attorney. I am a mom to two very active boys and spend most of my weekends on a tennis court or a soccer field!

Member

Financial Services | Legal

Estate Attorney

Wills/Revocable Trust

Irrevocable Trust/Estate Tax Planning

Business Succession Planning (?)

Charitable Planning

Filing Cabinet

The Law Offices of Neeli Shah, LLC

The Law Offices of Neeli Shah, LLC

404-988-4922

3355 Lenox Road NE
Suite 1000
Atlanta, GA 30326

Website

I believe family (biological or adopted) is the most important asset that my clients have. My clients want to make sure any estate plan is going to work within their unique family dynamics and protect the ones they love.

Company

Members I've Invited

Keval Patel

Keval Patel

Sheetal Desai

Sheetal Desai

Sponsorship

AlphaTester 04/29/2022

Contribution

Buckhead Team

Introduced by:

Joined on 11/02/2018

Leadership

ParticipationCoOrdinator 04/08/2024
VisitorCoOrdinator
MembershipCoOrdinator 08/04/2022
MentorCoOrdinator 02/09/2020
100% Club 01/21/2022

Membership

5-year Pin 11/10/2023
3-year Pin 11/19/2021

Team

Team

PowerLinks Certificate 11/29/2018
Best Client Workshop 05/16/2022
How to Benefit from an Association 02/21/2022
How to Build a Referral Marketing Plan 01/17/2022
Best Client Workshop 02/17/2020
Platinum Card WorkRoom 01/20/2020
Filling The Filing Cabinet WorkRoom 01/20/2020
Filling the Filing Cabinet Workshop 04/15/2019
GateOpener Workshop 03/11/2019
Orientation Essentials 11/19/2018
InfoMinute Seminar 11/19/2018

Development

Three up from me on the agenda is Mark Thomas.  Since Mark deals with personal injury and wrongful death matters, it would be an obvious joint 7-minute for us to do on how to handle estate planning after receiving a wrongful death settlement or the requirement to open Probate before filing a wrongful death claim, as most open the Estate of the Decedent must be a party to the lawsuit.  Recently, I am working with a client who opened an Estate for his wife, and then subsequently closed the Estate prematurely.  After closing the Estate, he discovered that his wife's Estate was eligible to become part of a Class Action lawsuit and now has a judgment waiting to be paid out.  However, since the Estate has been closed, we now need to refile the Petition to reopen the Estate so that the judgment can be processed.  Personal Injury and Probate Administration certainly go hand in hand and I would love to do a joint 7-min presentation with Mark.  

Referral Trigger Response