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28 Apr, 2022 by Anonymous
Contacted three highly regarded local attorneys for guidance around settling an estate with out-of-state assets and residency. One office didn't return my call. The second office cancelled our initial consult on learning of out-of-state assets.
Merv personally contacted me back for details of the estate situation. He followed through with a thoughtful and professional (free) consult despite clear evidence I'd instead need to use an out-of-state attorney. He patiently answered numerous questions, put me at ease, and provided counsel that aided me immensely.
When it is time to review or revise my own estate planning Merv will be the first person I call.
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22 Jun, 2021 by Elizabeth
Mr Miller was so accommodating assisting me previously, I was confident he would be equally helpful . We discussed the pros and cons in layman’s terms. All my concerns were addressed to my satisfaction. His staff was genuinely helpful in all aspects, as well.This was all done following Corvid guidelines and his concern for safety. All Documents were signed digitally, and Notary physically visited my home to finalize. The new Trust documents were delivered FedEx to my home in a professional and organized binder. Can’t thank Mr Miller enough for his kind services and surely recommend for any Estate Planning.
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26 Jun, 2018 by David
My father, now deceased for close to a quarter of a century, was meticulous. He spent months looking for an estate lawyer he could trust. He settled on Merwyn a year or so before his passing. He did not have a large estate but he was particular about how he wanted it passed on especially how he wanted it set up for my mother who survived him by more than a decade. Merwyn was successful.
It was only natural that my wife and I used Merwyn to establish our trust a decade or so ago. And just this year we had our family trust reviewed and updated to ensure our estate would pass to our direct descendants with as little as possible ending up in federal or state coffers. Neither my wife or I will be around to see how we succeeded, but I have faith, based on my experience with my parents estate, that we will meet our goals with Merwyn’s help.
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12 Apr, 2024 by Eddie
Benjamin & Morgan were consistantly attentive working to resovle the problems we were cofronted with and applied the law to reach the final outcome. If confronted with the need, I would not hesitate to call on them again. Thanks to both of you. Eddie Johnson
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07 Dec, 2023 by Julie
I very seldom write reviews but I feel compelled to tell people what a great experience I had with Benjamin Fox at Hubert Fox Trust and Estate law attorney office in Elk Grove California. One look at their website and you will feel at ease before you even pick up the phone. Dealing with attorneys can be very scary, at least it was for me. After just a few minutes speaking with Ben about a Trustee issue, I felt confident he knew what he was talking about and he explained my options in a very straightforward way without making me feel like an idiot. Ben has a natural warmth and grace that made me feel confident and comfortable to have him represent my best interests and speak to a judge and jury on my behalf. Ben was attentive to my concerns, requested to look at the Trust in question ,immediately reviewed the material and gave his advice free of charge. He spoke with clarity and honesty and he left a positive impression that I will not soon forget. Thanks,Ben!
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28 Sep, 2023 by John
Benjamin Fox was very professional during consulting on a case regarding trust. This particular trust had a very complex issue so the experience really counted in this situation.
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20 Dec, 2024 by Patricia aguilar
My mom was re-ended by a car and we were completely lost and didn’t know what to do. Ed and his team were so helpful! They answered all our questions and were very compassionate. They also kept us in the loop every step of the way until the case closed. Definitely recommend them!
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20 Dec, 2024 by Nikki deleon
I had the pleasure of working with Ed on a civil matter, and I couldn’t be more satisfied with the experience and outcome. From our very first consultation, Ed was attentive, knowledgeable, and took the time to thoroughly understand my case.
If you’re looking for a lawyer who is professional, compassionate, and dedicated to your best interests, I highly recommend Ed. I’m grateful for his help!
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20 Dec, 2024 by Tori starke
I was in need of a personal injury attorney, and came across attorney Michael Wak’s page…I am beyond glad I did! To begin, his assistant Susan is very pleasant and friendly. Attorney Waks is very direct and personable, and I appreciate him calling and checking in on me during the process. I am well pleased with my offer, and the experience I have had with this office. I pray I never have another accident, but if I do, I will 10/10 return and recommend him to anyone! Thank you !!!
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29 Dec, 2014 by S
Ms. Lyons helped my elderly father get his affairs in order in in a professional and expeditious way. Her knowledge of Estate Law is not known by many attorneys. Her specialist title is well deserved.
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17 Dec, 2014 by Anonymous
I had to update family trust, and I was pleased by the excellent help I received from Atty. Lyons, who
steered me away from problems that I hadn't recognized when the trust was first drawn up. She and her office kept me informed and delivered the renewed document as promised, to my satisfaction.
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12 Dec, 2014 by Anonymous
Maureen's extensive knowledge and understanding of the law, coupled with her patience and compassion for the client, makes her the perfect attorney to handle trusts and estate planning. She explained technical terms in layman's terms, which expedited the entire process and gave me a high level of confidence in the outcome.
I highly recommend Maureen...and already have to several colleagues.
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04 Feb, 2021 by Chris
A while back I was hit by a reckless driver on the freeway causing me to roll several times. The next day I had insurance companies calling me pressuring me into say how I felt. I didn't know what to say so I sought out representation. Over the course of my case, Mr. Maurer and his team handled everything from the smallest detail of the case to just "how are you today?" with the upmost care and attention. The entire process was stress free from the time they took over. I would receive updates consistently so I always knew the standings of the case. I hope I'm never in a situation where I need representation again but if I am he will be one of the first people I call.
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21 Feb, 2020 by Anonymous
Jordan took my case when others would not. He and is team were respectful, professional, efficient, and negotiated more than I could have hoped for. I would not hesitate to recommend them to anyone seeking legal representation.
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26 Aug, 2018 by Liz
Jordan expertly and successfully represented my 91 yr old father with a serious injury claim. He was compassionate and came to my father's home several times during the process. He was patient in explaining the legal aspects of the case. Jordan sent updates to me and my brother along the way and always kept us in the loop. Jordan has a good heart and demonstrated how much he cares for his clients. We can't thank Jordan enough for the time, effort and empathy he displayed towards my dad and resolving his case.
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16 Jun, 2021 by Teresa
We consulted Alena for assistance in our case unknowing if we really had one and if we could achieve justice for a very special person in our family. From the beginning Alena was compassionate, caring and very knowledgeable. We felt comfortable and at ease knowing our case was in her hands. She was very informative and she explained things to us that made sense, she let us know what was occurring and what will happen throughout the whole process. This case meant so much to our family, not for compensation but for justice for the man whom held our family together.. She was our saving grace from the very beginning. The outcome was more then we expected and we will forever be grateful for her. We can never explain how much this meant to us. Thank you Alena for your hard work and dedication, you fought for our family when not many would. We appreciated you then and now.
Thank you again.
Teresa & Family
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31 Jul, 2020 by Gabriel
Alena is smart, strong, fearless, resourceful, resilient and compassionate. She represented me and my wife when everyone else was too scared to take on such a big hospital in such a complicated malpractice case. During the most brutal, hardest time in our lives, Alena was there for us. Fought for us. And made sure we were taken care of. We'll never forget her.
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22 Feb, 2015 by M.
Alena handled my criminal case and did so brilliantly. I was extremely overwhelmed having been arrested and having no idea what to do next. A good friend suggested I call Alena. He told me that Alena was aggressive in court and had an ability to communicate with the prosecutors in a way that would benefit resolution of my case. Boy, was that true. Alena showed up in court and all I needed to do was watch. She knew her way around the courtroom and the prosecutors. She was very friendly but assertive. She fought for me and explained everything to me clearly and willingly. After several appearances my case was resolved. I Was so relieved and so thankful!
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26 Feb, 2025 by Arturo guevara
Quede muy contento con la atencion y el servicio de la oficina del Sr. Dascanio. Muy profesionales. Gracias.
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22 Feb, 2025 by Jeannine kouri
Agradezco profundamente el excelente servicio de todos en la oficina. Mi hermano Me recomendó y quedé muy satisfecha
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21 Feb, 2025 by Salvador michel
Gracias a todos en la oficina. Siempre son muy serviciales. Si quiere un abogado lo recomiendo.
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26 Feb, 2025 by Arturo guevara
Quede muy contento con la atencion y el servicio de la oficina del Sr. Dascanio. Muy profesionales. Gracias.
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22 Feb, 2025 by Jeannine kouri
Agradezco profundamente el excelente servicio de todos en la oficina. Mi hermano Me recomendó y quedé muy satisfecha
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21 Feb, 2025 by Salvador michel
Gracias a todos en la oficina. Siempre son muy serviciales. Si quiere un abogado lo recomiendo.
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15 Feb, 2023 by Anonymous
I knew I needed to create an estate plan for many years but the thought of doing it was so daunting, I had put it off. I had several friends who had gone to Nicole and they spoke very highly of her so I made the appointment.
Nicole and her team made the process of estate planning understandable, streamlined and painless. Her expertise and experience, coupled with her compassion and kindness, gave us 100% confidence we were in good hands. Had I known how easy she would make the process I would have done it years ago. They lifted a weight I had been carrying around unnecessarily for years. I have since referred all my friends to her office and encourage them there is no reason to put it off.
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21 Oct, 2022 by Mark
They did everything I asked of them and helped us completely with regards to my mother and her needs. Took the stress away from us and we were able to get her the help she needs.
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08 Apr, 2019 by Desiree
Nicole is kind, brilliant and professional. Her assistance in several matters has been a huge blessing! Jennifer, her legal assistant, is patient, competent, and accommodating, a real gem! They are five star in my book. I trust them completely, and I don't trust easily!
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26 May, 2009 by Anonymous
Bill worked on a Personal Injury case involving my young daughter. I was referred to Bill from a great friend of mine, I called Bill and he agreed to take my case. It was unreal how he and his office kept me informed. The outcome and settlement was more even better than expected. My daughter now can get the treatment necessary to repair the damage caused. I cant say enough about his expertise and professionalism.
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28 Jan, 2009 by Anonymous
Bill and his staff are dedicated and professional. I would definitely use this firm again if needed. Not only did Bill get excellent results for me and my family, I gained a friend in the process.
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27 Jan, 2009 by Anonymous
William Berman was successful in obtaining a judgment sufficient to send a very strong message to the nursing home that was responsible for the death of my father. His firm had the clout and the experience to deal with the nursing home insurance company negotiators. I am satisfied with the judgent received and the resulting changes in procedures at the nursing home.
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07 Nov, 2024 by Kevin
I searched for about two hours for a civil suit attorney in San Diego. There are many, and I spoke with three. Jennifer was outstanding, and I definitely found our new attorney. My wife and I have three small businesses, and run into issues sometimes. Jenifer was available to consult us within an hour of speaking with her team, called us on time, and spent 40 minutes with us over the phone... she never brought us fees or retainers the entire time. Jennifer gave us the info we were looking for, and we could tell she knew what she was talking about; confident in her answers while not being too confident. In no way would we look anywhere else.
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15 Sep, 2021 by Cyrus
Jennifer is great with employment law, intellectual property, and competition. She defended us against three large law firms in a jury trial. Her professionalism, sense of humor, and expertise kept us moving forward and winning our case against the plaintiff who had hired three large law firms.
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23 Dec, 2019 by Anonymous
I called Jennifer for some legal advice on a case I'm currently involved in. She was very responsive and gave me advice that was helpful. I really appreciated her taking the time to listen. I could tell just from our brief conversation that she is honest and easy to communicate with. Would recommend her.
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13 May, 2020 by Lee
I spoke to Ms. Brown and her paralegal, Carol, a couple of months ago regarding the conservatorship of my daughter, who is in a longterm care facility. I talked to Carol several times before speaking to Ms. Brown. Based upon my experience with a previous attorney, I was taken by the compassion, understanding and kindness that Carol showed me in those initial encounters. She offered me some ideas for handling a particularly difficult situation before setting up an appointment with Ms. Brown. When the need became more pressing, I finally talked to Christine, who took a practical approach to the predicament in which I found myself and in the end, saved me from a prolonged court fight and significant fees. I can't recommend this firm highly enough. In my experience, there aren't many attorneys who will take on conservatorship matters as they can be fraught with emotion and contentiousness. These women have kind hearts and that is rare in the legal profession, whether due to training or personality. I found in this firm that it is possible to have compassion and still be professional.
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16 Feb, 2016 by Jacob and mary
Christine Brown and her staff made what we thought would be a very difficult process very easy. She has a wonderful sense of humor which is important in tense situations.
She is very attentive to details and makes sure everything is included in the trust as well as all supportive documents.
My wife and I have already recommended her to a number of our friends.
The hardest part of preparing a will and setting up a trust is JUST GETTING STARTED. Christine made it all easy, timely and we know it will be correct.
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13 Jan, 2016 by Hildegard
I am more than pleased with the professional and caring service I was provided by the Law Offices of R. Christine Brown during the process of getting my estate plan in place. I am grateful for their kind assistance and advice.
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05 Jun, 2023 by Anonymous
We met with 2 other attorneys regarding a real estate issue and Jim was the most knowledgeable guy with 35 years experience and just shut down the other parties attorney ,,Has a very firm demeanor and has a no nonsense approach to situations where if you have been wronged he takes its personal. Not someone you mess with! Sorry for the long delay in writing this review! Thanks again Mr. Price. Harrison and Angie Thompson
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01 Jan, 2016 by Anonymous
Mr. Price gave very good information and the service was excellent. He resolved our case quickly and efficiently and I can still call with new questions about our bankruptcy.
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28 Dec, 2015 by Holly
Jim was a great Attorney! He is a champion of the people. I went in to handle one legal matter with Jim and as we started talking I discovered that I had two other issues he could take care of for me. He successfully handled all three of my issues. I recommend him to anyone who needs legal help. He is honest and straight forward. Thanks again Jim!
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24 Oct, 2024 by Laura pusey
My mom set up a trust 20 years ago when she was a single mom with 3 kids and absolutely no time. When I sat down with her recently to review her estate plan, she was shocked to find the trust was not set up at all the way she thought she'd instructed the lawyers to do it. She wasn't even sure what law firm had originally set it up because there hadn't been any follow up from them in all that time. She also had only partially funded it and most of her assets were not in the trust's name.
I was very happy to find Meier Law to help her restate the trust and get her full estate plan in order. They walked us through every step and helped her feel confident in the plan and how things would be set up to achieve her goals. They also provided detailed instructions on funding the trust and have a plan to check in every few years to see if any updates are needed.
Meier Law is probably not the cheapest option out there, but an estate plan is worthless if it isn't actually set up and funded correctly. So personally I think their prices are a bargain for the level of support we're receiving and the peace of mind to have this all in capable hands.
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21 Oct, 2024 by Ashlee m. baskin
Truly a pleasure to work with on what may feel like a daunting and overwhelming task. Attention to detail was wonderful and they made the process seamless and organized. We were kept well informed on all of the steps to complete the process and there were never any surprises.
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21 Oct, 2024 by Marissa mazzoncini
04 Mar, 2018 by Anonymous
Deward assisted guided me through a probate of an estate. It was quite the process, and he was awesome every step of the way. There is absolutely no reason to go anywhere else with any relevant legal matter that he can assist with.
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11 Aug, 2017 by Anonymous
Excellent lawyer, fairly priced with an excellent understanding of estate planning. I got the results I needed within a relatively short amount of time. I would highly recommend Mr. Houck.
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11 Aug, 2017 by James
Deward helped my wife and I put together a complicated Family Trust involving a legacy ranch and other assets. He gave form and legal text to our collection of thoughts and wishes. The final product has turned out very good. I would highly recommend him to any of my friends to help them with their Wills and Trusts. He is also very good at genealogy.
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10 Sep, 2017 by Gail
It is important to Steve that his clients fully understand different ways to structure a trust, so that we are able to make informed decisions. He addresses both the legal and more affective aspects of the trust. He also stresses the importance of regularly revisiting the trust so it remains accurate & up to date. He uses subsequent appointments to continue to educate his clients, and offer criteria for making adjustments given changes in law or family circumstances.
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07 May, 2014 by Violet
From the moment I talked to Steve I was impressed at his promptness to return my call. He listened thoughtfully, I could hear the concern in his voice; it was as though I had been handed a (cup of instant kindness). He even gave me a little boost of much-needed self confidence).
Thank-you, Steve, my friend!
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22 Feb, 2012 by Anonymous
I researched a long time before I finally settled with Steven Oakley. He was very professional and had a great presentation and made us so comfortable from the beginning. We trust our estate planning with him and would recommend others to do the same. It takes 3 meetings to get your estate planning done. The first is a free initial meeting where he explains what he does and the pricing options. Then if you do decide to go with him then during the second meeting you provide all your information for your estate planning. You get a DPOA , an advance directive, beneficiaries if you or your spouse dies all set up and more. Then during the third meeting he hands you your estate planning folder with everything in it along with a CD copy and he goes through everything with you. You also receive an Emergency Medical Information Card you can keep in your wallet if ever you get hospitalized. He answered all our questions and everything that I wanted on my checklist for estate planning was marked off because of him. There is a yearly annual review that you must pay for but it is worth it because you need to keep your estate planning updated or else some things might become invalid. The price is on the higher end but you definitely pay what you get for and I wouldn't want to pay cheap when it comes to my family and estate planning. Like he said to us during his presentation, think of it as an investment into your future for you and your loved ones.
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10 Feb, 2017 by Dan lacy
I've worked with Carl on a few estate matters and have always been impressed with his knowledge and professionalism. I confidently refer clients who need estate planning to Carl.
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08 Feb, 2017 by Matthew
Carl is both professional and personable. When my wife and I got married we made sure to get our estate planning worked out. Carl made sure that our short term and long term goals were all met and educated us about what we may need and good things to think about.
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08 Feb, 2017 by Bernard
several years ago I received advice to start a trust for my wife's grandmother and part of that advice was that I didn't need a lawyer to execute it or implement it upon grandma'so passing. last year grandma passed away and my wife and I found ourselves lost and overwhelmed with all the paperwork and legal matters. Carl was awesome in helping us navigate the legless system to ensure the proper transfer of grandma's finances and estate. There were so many forms and notifications that had to be submitted and Carl handled them all. He was a true professional and advocate for my family!!!! I am confident that I could not have done it without his help.
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22 Jan, 2020 by Laura
I was Oliver's client in 2019 in regards to a guardianship case, which was incredibly exhausting and heartbreaking. He did an amazing job of representing me at the hearings and gave incredibly sound and practical advice. I own much of our positive resolution to Oliver and his expertise and guidance.
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05 Jun, 2013 by Willamina
Oliver is an excellent trustworthy attorney who is willing to help people out and is pro family. Unlike an other attorney that was appointed by the court (C.d.C), who is all about taking children from families. He is not that kind of person. He is all for reunification of families and making sure they get fair services offered to them if needed. He returned my calls very promptly, and i never had a hard time getting in touch with him. He has the coolest mustache too....
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23 Mar, 2011 by Anonymous
This guy is fantastic. He worked diligently on my case, answered my calls, and met with me whenever needed. He walked me through all the nuances of my case and I felt completely informed the entire time.
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05 Feb, 2018 by Heather
Hannah is AMAZING, she was very professional, and actually cared about our case as oppose to other attorneys that just look at you as a dollar sign! She was very patient, and answered all of our questions promptly, and understood the stress and how neurotic I am. If you want an attorney that will take care of your case as if we’re her own, make sure that you hire her! Thank you Hannah!!!
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02 Aug, 2016 by Jeffrey
We couldn't ask for more in terms of service, advice, cost, and flexibility. We had a trust and other documents that were 14 years old. Of course, things had changed dramatically for our family, including grandchildren. And, we honestly didn't understand our dated documents. We found Hannah through Yelp. She was highly rated. And, her military service, education, and community service sealed the deal in terms of contacting her.
We scheduled our free consultation and brought with us all of our documents. We spent well over an hour with Hannah where we discussed our concerns, asked a lot of questions, and received answers that we could actually understand. At the conclusion of the session, we felt very comfortable that Hannah was the right lawyer to help us update our documents.
We learned about how the laws had changed and Hannah reviewed all of our documents and also advised us on which assets should be included in the trust. She provided us with several alternatives for achieving our goals. She then committed to a timeframe when the updated documents would be ready for review.
We had several email exchanges during the course of her updating the documents. And, once she delivered draft documents to us, we changed our minds in several areas and we provided Hannah with our requested changes. We fully expected her to request additional monies and made that offer, but she declined to increase the bill.
Once the final documents were completed, we met in her office with her notary and signed all of the documents. And, she was patient in answering a few more last minute questions/clarifications.
Without hesitation, I would wholeheartedly recommend her to anyone needing legal services. She is personable, smart, patient, flexible, and reasonable. Why would you want to go to anyone else when Hannah can meet and exceed your expectations?
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17 Dec, 2015 by Anonymous
We consulted with Hannah Sargent to update our very old Trust documents. She patiently listened to us, and answered our many questions, both in person and via email. We never felt rushed or "talked down" to. Documents were conveniently sent in email for our review.
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15 Mar, 2024 by Gina
I was unexpectedly hit by a car from behind by a woman going 40 miles per hour and slid into two other SUV’s on I-5 resulting in a four car accident. My car being the only one to get totaled. I suffered horrendous neck and back problems within days of the accident and underwent three years of constant doctor’s appointments and pain.
What was so upsetting was the fact that the insurance company hadn’t reviewed my file when it came time to offer me a resolution. I had new insurance adjusters assigned to my case constantly and they only cared about offering me the least amount of money possible. They didn’t care about my medical bills, pain or what I had been through.
My car accident lawyer, Brian Ellis was very helpful throughout the process. I’m so thankful I had Brian Ellis and his wealth of knowledge and experience in dealing with my car insurance company. My insurance didn't want to pay for the coverage that I had paid to them for years just in case an accident would happen. Once the accident happened, it was upsetting to see how little my insurance company cared or wanted to help. I would highly recommend calling Brian to discuss your case if you’ve been in a car accident or suffered and injuries.
I think it’s a big mistake to not have someone on your side and to try and handle a serisous matter yourself or with someone who may be unqualified.
Brian Ellis is a qualified personal injury attorney in Temecula. It would be wise to call the firm to discuss your case if you’ve been hurt by the negligence of someone else.
He listened to me, what happened and took my case on the contingency fee so I didn’t have to pay him anything until my case was resolved.
Thank you Brian and The Ellis Helm firm for everything you’ve done.
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17 Oct, 2019 by Joel
Mr. Ellis was super professional and courteous. Always followed up with me after my consultations and was constantly aware of my case. He allowed me too focus on my recovery 100%, while he took care of business. He turned a highly frustrating and stressful experience into a stress free experience. I would not hesitate to recommend Him or use His services again.
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04 Sep, 2013 by Ryan
Thank you Brian Ellis. You really helped me during a difficult time.
I was in a car accident and got side swiped by another car. I was in the hospital for two weeks recovering from my injuries. My hospital bills were tremendous. Brian not only helped me sue the other car for hitting me, but he was able to get enough money for me to pay all my hospital bills as well as money for my pain and suffering. It didn't cost me anything to hire him. I would recommend calling Brian if you have been in a car accident.
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27 Jan, 2021 by Terri
Peter Vlautin is the best! We hired him to do our Trust. We found him very knowledgable in Tax law and ethical in every way. Highly recommended!
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15 Apr, 2015 by Bee
Peter assisted our elder family member and was an expert with the situation. He was able to relate quickly and put our family member at ease. I would recommend Peter without hesitation.
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05 Mar, 2012 by Alyssa
Mr. Vlautin designed our Family Trust and was our attorney in recent issues regarding Trust Litigation. He saved my family over 200k and we couldn't be more grateful for what he has done for us. He is an exceptional lawyer and I would recommend him to anyone seeking an attorney for matters involving estate planning or trusts.
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05 Sep, 2018 by J.m.h.
Pamela was wonderful in helping with my conservatorship application, and also revising my trust. My deepest thanks.
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26 Jul, 2017 by Dawn
Pam helped us complete a trust for my husband's mother and sort out a neglected set of small investments. The goal was to structure everything so that my mother-in-law could stay in her home but be eligible for Medicaid if and when she required a skilled nursing facility. My mother-in-law was house-bound and Pam was so helpful with coming to the house, explaining everything, and guiding her through the process. When my mother-in-law died, Pam's work really made it straightforward and all the disposition of assets went smoothly with no problems or probate.
We liked Pam so much we had her do our estate plan soon after. She was very expert in her recommendations and made a process that can be a little traumatic, both easy and painless. We can now be sure that we will leave an estate that will not cause our beneficiaries undue trouble and will not cause our assets to be subject to unnecessary taxes or probate.
Pam really knows what she is doing and the cost was reasonable as well.
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12 Apr, 2015 by Jeff
When you feel the need to hire an attorney, there is a "sticker shock" for most of us when we find out the cost. However, for my case, Pamela did everything to keep her fees and the court cost to a minimum. And, she kept me informed from the beginning to end, letting me know the pros and cons (I almost feel she was to cautious). In her, I found no dishonestly in running up the cost, and yes the cost did run up, but this was because of a system that can be very frustrating, it wasn't on her! And, she warned me how the 'system" works and of potential problems that might arise there too. You have to make up your mind as to whether or not the cost is worth it, but I strongly feel that you will have an honest attorney who cares, and wants you to keep as much of your money as possible. Oh, and for what is worth, she is nice person.
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21 Jan, 2019 by Beth and tim
Seriously, if you are dealing with complex business or estate problems and want to sleep at night, then you should see John Rank.
Over the past two decades John has been there for our family and walked us through some of the most complex legal problems you can imagine. He carefully, thoughtfully, and skillfully put together our parents' estate, executing it efficiently upon their deaths. His analytical ability and knowledge of the law keeps us abreast of our own estate issues as the law changes, making necessary adjustments when needed. Most importantly, he takes the long approach, which is comforting.
I couldn't give any professional higher praise.
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06 Jul, 2015 by Patrick
My wife and I set up a living trust with John several years before her sad and unexpected passing. John explained the process of establishing the trust very clearly and, after her death, was very sympathetic and patient in making sure I understood the process going forward of splitting the trust. He has helped me understand my responsibilities as trustee and I am about to consult him again to revise my survivor trust to reflect my current wishes on how to distribute my assets upon my death.
I recommend him and his staff in the highest fashion.
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17 Oct, 2014 by John
John and his staff handled our parents' estates with the utmost professionalism and made a very complicated process progress smoothly. In times of family stress, having a capable and competent advisor relieved us of having to worry about the legalities. Our meetings with John before our parents' passing proved to be incredibly valuable. Preparation is key and John, Lynn, Traci and Trish did everything that needed to be done very well. We can't thank them enough.
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04 Jun, 2011 by Dr. stephanie
I am very impressed with the level of knowledge, detail and personal service I received from Marina Vinsky. She made the process painless and asked all of the questions that I did not even think of. She made great recommendations and really explained all of the options until I was comfortable and understood the result of my choices.
She also let me know when to contact her in the future and what else I needed to do so the trust would be complete.
I appreciate her knowledge of everything required in this area. She loves it and it shows.
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23 May, 2011 by Elaine
My partner and I found Marina through our employer's EAP program. Marina worked with us to produce a Living Trust, and she made the experience a very easy and enjoyable one. Most importantly, she was very sensitive to our needs and ended up serving as a true coach for me. She guided me through some of the difficult decisions that had to be made and did so with a high degree of empathy and professionalism. What began as the fulfillment of a goal to secure my financial matters has morphed into a solid and ongoing relationship. I now proudly say 'my attorney.' I have had others in the past, but Marina is now my 'go to' person. We will be working on a pre-adoption process next, and I have every confidence that Marina will provide the same level of excellent service.
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18 May, 2011 by Michelle
Whilst finalizing a divorce, I was referred to Marina Vinsky with regard to creating a Revocable Trust, Advance Health Care Directive, Power of Attorney and a Will. Marina is extremely knowledgeable in all of these areas and I would highly recommend her professional services to anyone in need of the above.
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23 Jun, 2023 by Anonymous
Julianna and her team helped and addressed all of my concerns. I'm definitely sticking with them and I'm very satisfied with the work done. I highly recommend that anyone needing estate planning go directly to her and her team. You wont be disappointed.
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05 Sep, 2020 by Maureen
Julianna is both insightful and empathetic with her broad understanding of all legal issues dealing with elder care. She has gone above and beyond in all areas. I feel like Julianna is part of the family; fighting for my mom’s welfare, looking out for the best aspects of care for my mom, and making sure both her and her family are protected during these difficult times.
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04 Feb, 2020 by Susan
Julianna was recommended to us. In our initial consultation my husband and I felt very secure in moving forward with a restatement of our trust. Everything was explained thoroughly, conversation was easy, questions were answered clearly, and when we came in to sign the documents were were astonished that this new document was by far a more thorough and better organized document than our former trust document. Julianna'a knowledge, and her friendly, assuring demeanor made us feel like we were her only clients. I have recommended Julianna's qualities and capabilities to many others who I knew could benefit from her thoroughness in carrying out the services she offers. My husband and I look forward to a long relationship with Anacapa Law.
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26 Nov, 2014 by Sue
Michael helped our community group fight a large development. Our cause would not have achieved the level of recognition and attention that it did without Michael's wisdom, forethought, and execution. I cannot thank him enough for his help.
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19 Nov, 2014 by Anonymous
Michael Molland represented me in preparation for trial in a consumer law case opposing a large corporation. He inherited a complicated case and was quick to understand the intricacies involved. From the beginning, he was able to accurately pinpoint areas of strength and weakness in my case. He intelligently used this to define multiple legal strategies and as a result opposing counsel had to rethink their success at trial. In preparation for trial, the combination of his knowledge, extensive legal background, and skill as a litigator was clearly evident. At all times I felt a confidence in his legal representation. He is an excellent attorney who I would highly recommend to clients with cases both small and large.
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13 Nov, 2014 by Donna
Michael Molland has represented Citizens Advocating for Roblar Rural Quality (CARRQ) for several years in our fight to prevent the development of a gravel mine in rural west Petaluma. As an all-volunteer neighborhood group, CARRQ took on the uphill battle against the project developer and the County of Sonoma to stop the project, but it was not until Michael stepped in to help us that we were able to achieve any success at all. Michael took our case because he believed in our cause and wanted to help us make a difference in our community. He helped us craft strategies to oppose the project and guided us through years of legal actions. He (and his team) devoted hundreds of hours to our case and skillfully and tenaciously represented us before public agencies and in court. Of most importance to me though, has been Michael’s integrity; his ability to listen and put clients at ease, and his passion for doing what is right. I will be forever grateful to him for his counsel and I highly recommend him.
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02 Apr, 2015 by Dion
Mark was extraordinary at explaining and guiding me through the process of creating a revocable trust. His layman terms made an otherwise tedious and troublesome task understandable. Throughout the process I always felt I was in very professional and capable hands.
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28 Jun, 2014 by Stephen
After a friend died suddenly, Mark helped so much to make sense of all the paperwork I found in the cottage. As executor of the estate, I was at my wits' end to find out how to proceed with probate.
Mark handled all the documents with the court. He was able to probe numerous pages to find critical financial information. He was extremely responsive to my calls, emails and faxes. And he continued to be right on top of details after the probate closed. I am totally pleased.
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19 Jun, 2014 by John
Mark represented me in creating my estate plan and starting my llc and business. He was prompt in returning calls and emails, answered all of my questions and was easy to work with. I definitely recommend him to others.
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06 Aug, 2022 by Lorraine
I needed a living will because of a spouse with dementia and not knowing what to do or how to I contacted Attorney Smith because he was close to my home and it worked out wonderfully. He made it seem so simple and yet was so thorough and compassionate.
I now feel secure and I have him to thank. Again he is a great lawyer and wonder person.
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06 Jun, 2021 by Samantha
Mr. smith is the best attorney in town, he fights for what’s right. If your looking for someone who knows what he’s doing and will fight for you. Mr. Smith is your attorney to call don’t hesitate.
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02 Apr, 2019 by Frank
Mr. Smith was was detained by me in order to assist with a Trust after the passing of my mother. I was left as Trustee and entrusted with the task of preparing and selling my moms home. This should of been an easy task but became some what difficult. The Trust was to be divided amongst 3 siblings but as it happened one of the three made it difficult wanting and demanding more then their share. This matter took longer then it should of but, with the knowledge and help of Mr. Smith everything fell in place and the division of the Trust concluded. For his assistance I give him 5 stars. A job well done a client well served.
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02 Mar, 2018 by Damien
Our non-profit was in tax trouble and suspended by the Secretary of State. We also had a patron that wanted their donation back. This attorney resolved all of it and returned the balance of our initial retainer. She resolved the issue with the patron over dinner and got us a compromise offer for our tax troubles. She was tough and gave us great advice about letting go of our Executive Director which was better for us in the long run. We are healthier today as an organization and even though she will not join our Board of Directors, we admire her and would recommend her if your having compliance issues.
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07 Nov, 2012 by Susan k
My husband and i used Michele Dobson Wilson for the preparation of our Living Trust that that was somewhat complicated. Michele was very professional, extremely knowledgeable on these types of legal documents, answered all of our questions, and made recommendations.
In addition I also have first hand knowledge of Michele's legal expertise and professionalism as I am on the board for a non profit and Michele represented our non profit in a wrongful termination suit brought forth by an ex-employee. She was excellent in reviewing all of our documentation and confirming to the court our non profit did not wrongfully terminate this employee.
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05 Nov, 2012 by Onetta
Atty Dobson was very helpful, professional and timely. We needed a contract between family members. She listened to each person's perspective on the matter; and translated it into an agreement that met our needs. We were very pleased with the results.
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20 Sep, 2017 by James
My wife and I hired Patrick Phancao for our estate planning. Truly, words could not express sufficiently our gratitude for all of Patrick's kindness, patience and knowledge in regards to our living trust. We feel the future of our son is now secure. Again, thank you and God bless you.
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14 May, 2013 by Michelle
Patrick is a very knowledgeable, relatable, man who truly took the time to completely understand our needs and wishes with regard to our Living Trust and LLC. He was responsive in a timely manner, and always kept us apprised of the status of our documents. The staff is friendly, communicative and professional. We were very lucky to have had him referred to us!
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06 Sep, 2012 by Manny
I can highly recommend Patrick Phancao and his firm, Asset Protection and Elder Law. He provides a personal aspect to his profession that is unusual. In creating a trust for my elderly mother, he was not only the consummate professional but was kind, patient and understanding, making my mother comfortable with the process.
As I have continued to rely on Patrick for advice concerning family issues, he has made himself available within hours of my phone call, if not available immediately. His personal concern for his clients and expertise make this firm a valuable resource for those wanting a clear understanding of the law as it pertains to one’s unique situation.
I appreciate the strength, patience, knowledge and character with which this this firm conducts business. The form exceptional relationships with their clients and provide a trust beyond the norm
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FAQs
Questions? We have answers
What an Elder Law Lawyer Can Do for You
An elder law lawyer specializes in legal issues that affect older adults, their families, and caregivers. These lawyers handle a broad range of topics, including estate planning, Medicaid and Medicare, long-term care planning, guardianship, elder abuse, and retirement planning. The goal of an elder law lawyer is to protect the rights, finances, and well-being of elderly individuals and to help them plan for future healthcare and financial security.
If you or a loved one is aging and facing challenges related to healthcare, finances, or legal matters, an elder law lawyer can provide essential guidance to protect your rights and interests as you age.
When Should I Hire an Elder Law Lawyer?
Hiring an elder law lawyer can be beneficial in many situations where older adults need help with legal, financial, or healthcare-related decisions. Common reasons to hire an elder law lawyer include:
- Estate planning: If you want to create or update a will, set up trusts, or ensure that your assets are distributed according to your wishes, an elder law lawyer can help with comprehensive estate planning.
- Medicaid and Medicare planning: If you need help qualifying for Medicaid to cover long-term care or need advice on navigating Medicare benefits, a lawyer can guide you through the application process and protect your assets.
- Long-term care planning: If you’re concerned about paying for nursing home care or assisted living, a lawyer can help you create a financial plan and explore options for government assistance.
- Guardianship or conservatorship: If a family member is unable to make decisions due to age-related cognitive issues, an elder law lawyer can assist in setting up legal guardianship or conservatorship to ensure their care.
- Elder abuse and exploitation: If you or a loved one is experiencing physical, emotional, or financial abuse, an elder law lawyer can help you take legal action to stop the abuse and recover damages.
- Retirement planning: Elder law lawyers can assist with planning for retirement, including managing pensions, Social Security, and other retirement income.
- Special needs planning: If you have a disabled family member who requires special care, an elder law lawyer can help create trusts or other legal arrangements to ensure their long-term financial and healthcare needs are met.
What Does an Elder Law Lawyer Do?
An elder law lawyer provides a wide range of legal services to help older adults and their families navigate the complexities of aging, healthcare, and estate planning. Their responsibilities often include:
- Drafting wills and trusts: Creating legal documents that outline how an individual’s assets will be distributed after death, ensuring that their wishes are honored.
- Medicaid and Medicare planning: Helping clients protect their assets while qualifying for government benefits to cover healthcare and long-term care costs.
- Establishing guardianships: Assisting families in setting up guardianship or conservatorship for loved ones who are unable to make decisions due to mental or physical incapacity.
- Protecting against elder abuse: Investigating claims of elder abuse or financial exploitation and representing the victim in legal actions to stop the abuse and seek compensation.
- Planning for long-term care: Developing strategies to cover the costs of nursing homes, assisted living, and other long-term care options without exhausting the elder’s financial resources.
- Managing probate and estate administration: Guiding families through the probate process to ensure that the decedent’s assets are distributed according to the law and their wishes.
- Setting up advance directives: Helping clients establish healthcare directives and powers of attorney to ensure their medical and financial decisions are carried out if they become incapacitated.
How Are Elder Law Lawyers Paid?
Elder law lawyers typically charge for their services based on the complexity of the case and the type of legal work involved. Common payment structures include:
- Hourly rate: Many elder law lawyers charge by the hour, especially for tasks such as drafting documents, handling legal disputes, or providing ongoing legal advice. Hourly rates typically range from $150 to $500 or more, depending on the lawyer’s experience and location.
- Flat fee: For specific tasks, such as drafting a will or setting up a trust, some lawyers charge a flat fee. This can range from $500 to $5,000 or more, depending on the complexity of the estate plan.
- Retainer: For long-term legal representation, such as managing a trust or handling guardianship matters, a lawyer may charge a retainer, which is an upfront payment that covers future legal work.
- Contingency fee: In some elder abuse or financial exploitation cases, a lawyer may work on a contingency fee basis, meaning they only get paid if they recover compensation for the client. This fee is typically a percentage of the settlement or damages awarded.
Be sure to discuss fees with your lawyer during the initial consultation to understand how you will be billed and what the total cost of services might be.
How Much Does an Elder Law Lawyer Cost?
The cost of hiring an elder law lawyer varies depending on the complexity of the case, the lawyer’s experience, and the fee structure. General cost estimates include:
- Simple estate planning: Drafting basic documents, such as a will or power of attorney, may cost between $500 and $2,000, depending on the complexity of the client’s assets and wishes.
- Complex estate planning: Setting up more advanced estate plans, such as revocable or irrevocable trusts, Medicaid planning, or special needs trusts, can range from $2,000 to $10,000 or more.
- Guardianship or conservatorship: Legal fees for setting up guardianship or conservatorship often range from $2,000 to $5,000 or more, depending on the complexity of the case and whether disputes arise.
- Medicaid planning: Legal fees for Medicaid planning can range from $1,500 to $10,000, depending on the level of asset protection needed and the complexity of the individual’s financial situation.
Always ask for an estimate of fees during your initial consultation to ensure you understand how much the legal services will cost.
Top Questions to Ask an Elder Law Lawyer
Before hiring an elder law lawyer, it’s important to ask the right questions to ensure they have the experience and expertise needed to handle your case. Key questions to ask include:
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What experience do you have with elder law cases?
Make sure the lawyer has experience handling cases similar to yours, whether it's estate planning, Medicaid applications, or elder abuse claims. -
How do you charge for your services?
Clarify whether the lawyer charges by the hour, a flat fee, or a retainer, and ask for a detailed estimate of the total cost. -
What is the best approach for my case?
Ask for an honest assessment of your situation and what legal strategies the lawyer recommends. -
How long will the process take?
Whether it’s drafting an estate plan or setting up a guardianship, ask the lawyer how long they expect the process to take. -
Will you handle my case personally?
In larger firms, junior attorneys or paralegals may handle parts of the case. Make sure you know who will be working on your case directly. -
What documents should I bring to the consultation?
Ask the lawyer what documentation or information you should prepare for your consultation, such as medical records, financial statements, or prior legal documents.
How to Check the Credibility of an Elder Law Lawyer
To ensure you are hiring a reputable elder law lawyer, follow these steps to verify their credentials and experience:
- Check their bar status: Verify with your state bar association that the lawyer is licensed to practice and has no history of disciplinary actions.
- Look for elder law experience: Review the lawyer’s website or professional profile to ensure they specialize in elder law and have experience with cases similar to yours.
- Read client reviews and testimonials: Look for client reviews on platforms like Avvo, Martindale-Hubbell, or Google to see what previous clients have said about the lawyer’s professionalism and success rate.
- Ask for references: A credible lawyer should be able to provide references from past clients who have worked with them on elder law issues.
- Check for certifications: Look for certifications or affiliations with organizations such as the National Academy of Elder Law Attorneys (NAELA), which can indicate the lawyer’s dedication to elder law.
What Should I Prepare for My First Consultation?
To get the most out of your first consultation with an elder law lawyer, it’s important to come prepared with relevant documents and information. Here’s what you should bring:
- Existing estate planning documents: If you have a will, trust, or power of attorney in place, bring copies for the lawyer to review.
- Financial records: Provide details of your assets, including bank accounts, investments, real estate, and retirement accounts, as well as any debts.
- Medical information: If the case involves guardianship or Medicaid planning, bring relevant medical records that detail the individual's health condition and care needs.
- Insurance policies: Bring information about health insurance, long-term care insurance, and any other relevant policies.
- Questions for the lawyer: Write down any questions you have about your legal needs, the process, and the lawyer’s fees.
- List of family members or beneficiaries: Prepare a list of the individuals you want to include in your estate plan or who will be affected by the legal process.
By preparing thoroughly for your consultation, you can help the lawyer assess your situation more effectively and receive the best legal advice tailored to your needs.
