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09 Aug, 2024 by K w
Outstanding support, customer service if you will, which is rare these days. Communication, a response from Zach, was rapid, thorough and effective. I would trust him and this firm 100%
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07 Aug, 2024 by Barbara king
My experience with Zackary Meyer was incredible. He made me feel comfortable in explaining my litigation matter that had been going on for over 5 years. You can’t imagine the frustration I’ve been dealing with for that long period of time. I explained my side of the story as he reviewed my case and he understood exactly what was going on and agreed to take my case. He also explained to me he didn’t offer any promises or guarantee on the outcome but he said he would do his very best.
When this firm offers to do their best “look out” because that is exactly what you will get. On my trial date at court, I thought I would be nervous but I wasn’t because a very polite young man by the named Ali Jaffery partner of Zackery Meyers Firm attended. He presented the facts in a very dignified manner. The facts were proven for this trail and the lawsuit against me were dismissed at its entirety. I am so grateful for this firm. If you are ever in need for a law firm that gives a client 100%, I highly recommend Sutton Sacks and Meyers. The expertise of this firm is one that I am so grateful for and will be long lived.
Again, Kudos to Zackary Meyer and Ali Jaffery.
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24 May, 2024 by Kübra arslan
First starter he is very easy to work with! I never worried about my case. He makes you understand every single detail. I got my greencard as short as 7 months and we didn’t even go through interview process. He is so professional and knows what he is doing. You can always reach out to him very easily. So grateful to work with him after hearing all this bad stories from other people. You won’t regret to work with him I can tell you that. Definitely highly recommended!!! Thank you for everything David!
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01 Aug, 2023 by Alyssa estreen
I retained Moore Kuehn for a shareholder derivative case after my company stock lost substantial value. Justin Kuehn explained the shareholder derivative process up front and filed our case right away. They kept me updated with the case status and got me an incentive fee. Great firm for a shareholder derivative case!
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20 Jul, 2023 by Scott edwards
Highly recommended. Moore Kuehn saved me countless hours of time, money and headache. Prompt responses and great legal advice. Kudos all around.
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13 Feb, 2023 by Jeffrey chery
01 Aug, 2023 by Alyssa estreen
I retained Moore Kuehn for a shareholder derivative case after my company stock lost substantial value. Justin Kuehn explained the shareholder derivative process up front and filed our case right away. They kept me updated with the case status and got me an incentive fee. Great firm for a shareholder derivative case!
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20 Jul, 2023 by Scott edwards
Highly recommended. Moore Kuehn saved me countless hours of time, money and headache. Prompt responses and great legal advice. Kudos all around.
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13 Feb, 2023 by Jeffrey chery
11 Jun, 2024 by Henry claude
Mr. Thompson is hard working attorney he’s been there for me I will recommend anyone to him he’s the best always there to answer any questions regarding your case at all time
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16 Nov, 2023 by Mike perez
Great lawyer hands down. I've known Mr Thompson since the late 90's he's taken many cases within my family and now is soon to be my lawyer.
P.s He can play basketball 🏀
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20 Apr, 2023 by Christine jeffrey
Mr. Hamilton and Mr. Clarke represented my daughter here in Little Rock, Arkansas.
As if coming from New York to Little Rock,Arkansas wasn’t pure dedication, so was their dedication to my daughter’s Federal case and our family. Their passion and dedication in defending my daughter’s rights was way more than I imagined or expected because they were committed to her case. They picked apart every detail of her case and examined it as if she was their family member being represented.
Their communication with us was amazing. My daughter and my family were kept abreast at every turn of this case. My daughter is now home with her daughter. She was released after court on the same day.
Exceptional workmanship by Mr. Hamilton and Mr. Clarke. We will never forget how they made us feel. We were treated with respect. We will be forever grateful!!
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11 Jun, 2024 by Henry claude
Mr. Thompson is hard working attorney he’s been there for me I will recommend anyone to him he’s the best always there to answer any questions regarding your case at all time
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16 Nov, 2023 by Mike perez
Great lawyer hands down. I've known Mr Thompson since the late 90's he's taken many cases within my family and now is soon to be my lawyer.
P.s He can play basketball 🏀
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20 Apr, 2023 by Christine jeffrey
Mr. Hamilton and Mr. Clarke represented my daughter here in Little Rock, Arkansas.
As if coming from New York to Little Rock,Arkansas wasn’t pure dedication, so was their dedication to my daughter’s Federal case and our family. Their passion and dedication in defending my daughter’s rights was way more than I imagined or expected because they were committed to her case. They picked apart every detail of her case and examined it as if she was their family member being represented.
Their communication with us was amazing. My daughter and my family were kept abreast at every turn of this case. My daughter is now home with her daughter. She was released after court on the same day.
Exceptional workmanship by Mr. Hamilton and Mr. Clarke. We will never forget how they made us feel. We were treated with respect. We will be forever grateful!!
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26 Jan, 2023 by Nora ch
Nikon and Steven were great in helping my husband and I with our closing. Very knowledgeable. Young and tech savvy (as opposed to some other lawyers we’ve worked with who sent us hand written edits to our contracts…) Very prompt at replying. Highly recommend.
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10 Jan, 2023 by Georgia
As a real estate client, this firm helped us draft up legal documents in no time at all.
They got back to us quickly and made it a seamless operation, especially as we were facing time constraints. I highly recommend and will work with this law office again. Thanks, Nikon and Team.
You couldn't have chosen a better partner than Steven Simicich!
Good luck Guys! I'll def. be back soon.
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28 Mar, 2021 by Neeraj
George was very knowledgeable and professional. He guided us through the nerve wracking process of buying a home. He truly advocated for us and made sure we were protected throughout it all. I would highly recommend him to any friends or family.
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14 Nov, 2022 by Chris canales
Fantastic attorney who came to my house snd explained my case to me. I feel he is ready to do what it takes to represent me well so i signed up. Im happy i did. So far i get my calls returned snd im treated like a real person. Mr Miller cares and that shows.
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10 Aug, 2022 by Jeanine ronzoni
Michael Miller was referred to me by a friend when I had an accident with injuries. He proved to be very thorough, dedicated and compassionate with all that I was going through. Michael and his staff were very caring, knowledgeable and easy to understand. Even when everything was shutdown due to Covid, he kept in touch and checked on me frequently. He helped me to stay focused and positive. I hope I never need his services again, but if I do, I will definitely call him!
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30 Jan, 2022 by King saheam
26 Feb, 2024 by Matt m
I cannot express enough gratitude for Somekh and Associates, particularly Lori and her outstanding team. When my father faced serious health complications, they went above and beyond to secure the necessary services. Janet and Kaina deserve special recognition for their exceptional dedication and support. I highly recommend this law office for their compassionate and effective legal assistance during challenging times. Thank you again.
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08 May, 2023 by Audrey ann r
I enlisted Lori’s help for elder care matters and I'm happy to say that she is an excellent lawyer. Her knowledge and expertise in her practice area is impressive and she communicated clearly and effectively throughout the process. She was always available to answer any questions I had and provided valuable guidance that helped me make informed decisions. Overall, I highly recommend Lori to anyone looking for a knowledgeable and caring elder care lawyer.
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17 Apr, 2023 by Mahmudul hasan
My mother in law got letter of cancel her Medicaid but lori solve this problem without hearing.she gave us great professional service . If you get any letter from Medicaid , medicare related don’t deal by yourself take a free consultation with lori .
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12 Dec, 2022 by Mike kuczynski
Adelina is simply amazing. She is empathetic, listens, and truly wants to help. She breaks down complex issues and makes them simple. I am so THANKFUL I had her alongside me for my coop purchase. You can’t go wrong picking Adelina as your attorney.
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15 Jun, 2022 by Frida fuzailova
Adele Graham is amazing, kind and extremely professional. She helped us buy our home with ease and a peace of mind. She knew how to answer all of our questions and always went the extra mile. All of our phone calls were always answered or she called back within minutes. Communication and professionalism is very important to me. If you want a smooth sailing purchase on a property, I definitely recommended Adele. Thank you Adele.
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27 May, 2022 by Cristabell ramdial
I've used Adelina for the purchase and sale of my co-op and she was so helpful during the entire process. It was my first time purchasing a property and she was very patient, answered all my questions and kept me updated and informed during the entire process. I reccomended her to my parents as well. They used her for the purchase of their own co-op and they had the same experience as I did. She makes you feel very comfortable and at ease during, what can be a very stressful time. If I make another real-estate purchase I'll use her legal services again for sure.
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29 Mar, 2024 by George ajami
23 Dec, 2022 by Lucille demartini
Harold helped us with our will and was able to answer all our questions. His staff is great.They are helpful and friendly.
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30 Aug, 2021 by Jessica d'amico
Christopher handled the sale of our townhome. He made the experience so easy and pleasant. One of the most stressful things you will do, and he answered all our questions before we even paid him a retainer. We will recommend him to all of our friends and family. If we still lived in Staten Island, we would use him for all of our estate needs. Best call we made.
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29 Feb, 2024 by Christopher
Had a terrible experience with a different Lawyer and Larry came in and handle business like a total professional. Don't think I would have had a better out come if Larry didn't take over
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14 Oct, 2023 by Anonymous
As I reflect on my life and all the trial and tribulations that my family and I endured, there has been one constant staple and that is Mr. Lawrence Baker. Larry cared for our family as if we were part of his. Both my husband and I went through divorces prior to be married to one another. Our family faced many losses of loved ones and had to deal with the unfortunate battles within surrogate court. When I went out on a limb to stand up to my employer thru the Human Rights Division, Larry came out on that limb with me. Through it all, Larry never waivered, he remained diligent as our counsel and remained loyal as a friend. In the 22+ years that our family and Mr. Baker have teamed together to secure our family's future, I can firmly state there is no one better to go into battle with than Mr. Baker. Integrity, pure honesty, diginity, loyal, compassionate, etc. The Griffin family is honored that Mr. Baker welcomed us as clients.
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02 Dec, 2022 by Chelsea
Larry was exactly the person I needed to help navigate me through my divorce, he looked out for me in ways I never expected him to and I’m so grateful for everything he’s done for me.
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11 Apr, 2024 by Sanjeev m
13 Mar, 2023 by Jose mendoza
I had Bryan Cameron represent me in court throughout my case, he helped me understand what i needed to know and had to do everytime in court. From calling him any day of the week just to ask a simple question to go over the case for the following court date. When Bryan is not around his secretary Nora is always there with all the knowledge necessary and ready to help. Also Bryan is very accommodating when it came to making payments, always very understanding knowing one can struggle with financial obstacles. I have to thank Bryan and Nora for taking their time through my journey. Worth every penny.
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09 Mar, 2023 by Kathy love
Listen! This man is so professional, respectful and Amazing! If he tells you he is going to take care of it, trust him he will!!! Thank you so much for your help and your professionalism. Mr. Cameron is one Great lawyer! Ms Nora at his office is very responsive and is on top of every phone call and questions you have. This is a great office and a great team.
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04 Apr, 2024 by Daniel pino
01 Mar, 2024 by Darlene bonsignore
Would recommend for estate planning. Accessable, good lawyers, always knowledgeable
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23 Dec, 2022 by Jonathan harris
My experience was extremely positive. Giovanni and his team helped me to handle all of my mother’s affairs. He advised me when she was still alive from dealing with the LTC Facility to all the steps that needed to be done in preparation for our death, to now getting all the necessary paperwork in order. Giovanni and his team have gone above and beyond my expectations and helped me through a very difficult time. I know my mother would have been happy and pleased. I would highly recommend Silvagni & Como.
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22 Jul, 2024 by Lilianna palumbo
Kevin Kelly is one of the most personable individuals I have ever met. His consistency in professionalism and knowledge makes you feel secure, knowing that he is doing everything in his power to help you. He responds to emails and texts quickly, and makes sure to reassure you when you don’t understand something. I could not have asked for a better lawyer to handle my case, and he will be the first I call if I ever need help again. I would recommend Kevin Kelly to everyone, he is amazing.
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12 May, 2024 by Gio palumbo
Very professional and knowledgeable, knew exactly how to help my family and a great guy to work with.
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01 Apr, 2022 by Tim lago
Kevin helped me close on a major business transaction. It was complicated, and he always provided insightful guidance through it all.. I can highly recommend him.
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17 Jan, 2024 by Dilia coppedge
Pamela helped me trademark my business name and made the entire process so easy. Pamela was very professional, knowledgeable & responsive and still here for me even after a year. I can’t wait to work with her again!
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17 Apr, 2023 by Samira abdul-karim
Pamela is responsive, insightful, and really listens to the needs and desires of her clients. Prior to meeting Pamela we went through different lawyers and its a relief to know we have found our go to person for our business. She is also very fair so it feels like we have a partner in helping our business grow. I highly recommend Pamela.
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02 Feb, 2023 by Nnenna maureen o.
Pamela is a gem! I’m so happy I found her and her services. As a new business owner it can be stressful to find the right partners. I also had a limited budget and was cautious about making an investment with someone I could trust. Pamela was so enjoyable to connect with and also very knowledgeable, organized, and generous. Don’t hesitate to hire her. You won’t be disappointed!
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5.0
1 Reviews
5.0
11 Reviews
02 Nov, 2023 by William wurm
Gioe is amazing and is unbelievably willing to fight for you. Highly recommend
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12 Mar, 2021 by Ralph r
Mr. Gioe saved my life, gave me a second chance at life. Best attorney in the state of New York. Chris succeeded where 2 other attorneys failed.
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10 Feb, 2021 by Lisa howard
20 Jun, 2024 by Ryan waterbury
Thomas is a stand up guy we appreciate everything he does for the community.
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18 Jan, 2023 by Joseph azcona
Thomas is very professional and friendly. I was very satisfied with him because I felt he handled my case with ease. He took the time to explain everything to me and handled my case in a timely manner.
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21 Dec, 2022 by Chris b
Thomas is a great lawyer. He is very knowledgeable and keeps you informed. I could reach out to him whenever I had questions and he would respond promptly. He’s also good at taking time to listen and understand what his clients have to say. I highly recommend him to anyone in need of representation. Great personality too. Very professional.
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13 Sep, 2023 by Diana patrick
Mr. Connors, we want to thank you for everything you have done for us from the beginning to end. We want to thank you and your wonderful staff. You treated us like family and we really appreciate it. We would recommend you to anyone looking for a wonderful, compassionate and knowledgeable attorney. Again thank you for the work you did for us and your kindness.
-Don & Diane Patrick
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10 Feb, 2023 by Mike & andrea ubok
The Law Office of Jerome D Patterson was with me right from the start until I received compensation. Mr. Patterson was highly recommended to me and now I understand why. Jerry and his office staff worked vigorously on my behalf, updating me frequently re. my case. His knowledge, professionalism, sense of humor and suggestions put me at ease. Mr. Patterson’s firm gathered all of the reports and data, kept me apprised and got me a settlement better than I ever expected.
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24 Aug, 2022 by Sheik dickerson
17 Dec, 2023 by L. g.
Honest, kind hearted lawyer
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01 Feb, 2023 by Angel vazquez
10 Mar, 2019 by Stephen
I reached out to Michelle for a post-matrimonial matter. To say that she exceeded my expectations would be an understatement. My original divorce contract had been poorly negotiated, so we had to be ready for everything. Michelle fought fiercely to get what was fair for me, and for that I am grateful. Thank you.
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11 Dec, 2020 by Brian degener
Christian was amazingly helpful and I would highly suggest you put your trust in him.
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14 Dec, 2019 by Brittni russell
Very understanding and helpful people
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19 Sep, 2019 by Linda yetto
17 Dec, 2023 by L. g.
Honest, kind hearted lawyer
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01 Feb, 2023 by Angel vazquez
24 Jul, 2018 by Russell welker
I used Michael for the sale and purchase of a house. Mike was on top of things from the start. Any problems or questions that I had were taken care of quickly, and professionally. I would highly recommend Michael for any real estate transaction.
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09 Jun, 2023 by Amy h
I want to take the time to thank Brian Decarolis for representing me for my permit he took his time with me made sure I understood the process my hearing would take an all possibilities he is a very honest attorney I would recommend him to anyone in need of his services thanks again Brian
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21 Apr, 2023 by Darren shelton
Brian brings a sense of peace and a wealth of knowledge. His confidence and attention to detail are 2nd to none. I highly recommend him!
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21 Apr, 2023 by Keisha trubia
He is very on top of things and knows what he is talking about! What I liked most is that he himself reached out to me to discuss everything instead of having an assistant call me like several other attorneys did. Straight to the point with everything and I was pleased with how my case was handled/settled. Very highly recommended!
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06 Mar, 2023 by Julie pomroy
Very helpful and informational!
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17 Nov, 2020 by Bridget kelly
02 Oct, 2020 by Daniel obrien
Kelly and Hume is a very professional experienced law office in Westhampton Beach.
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02 Nov, 2021 by Jorge carrillo
Very easy to get in touch with when needed.
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31 Mar, 2021 by Vivianna ferran
I was in a difficult situation in my workplace because I was involved with my employer. I wanted to end it and he has a history of making it difficult for me. I reached out to Mahir Nisar to see what my options were. Not only did he respond immediately, he set up a phone call appointment same day. We met in person to discuss my options and let me tell you this...... this guy is amazing! There was no judgement. He made me feel completely comfortable and was very professional. I came out of the meeting feeling very powerful which is something my employer took from me a very long time ago. Thank you!
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20 Oct, 2020 by Yuliyacatalyasokol
Down to earth, knowledgeable and professional firm. Would highly recommend them to all. 💯
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11 Nov, 2022 by Donald
Yes....l would highly recommend this attorney..such a wonderful and upstanding family background and a kind and caring individual..doesn't get any better..Deborah will always do right by all she works with.
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04 Jan, 2019 by Glenn wakefield
Debby is an amazing attorney.
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22 Apr, 2018 by Jackie giambra
22 Jun, 2021 by Gregory kardos
Mr. Rubin did a great job! I would highly recommend him to my friends and family. Thanks again!
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12 Jun, 2017 by Martina m
Thanks for helping navigate legal processes and holding fast.
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12 Jun, 2015 by Margoth b.
Alexander Rubin is dedicated, determined, and willing to go the extra mile. As part of our Legal Team, Alex was instrumental in resolving a complex Real Estate matter for our Cooperative.
Alex Listens to his clients, and at Court was always well prepared. His positive disposition made us feel comfortable and reassured. We were very fortunate to have him by our side, and he will forever be my Attorney of choice...
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5.0
1 Reviews
5.0
4 Reviews
08 Jul, 2024 by Kelly low
A good friend recommended Chris to us. Having him represent us was one of the best decisions we made when selling our apartment in NY. Chris was both incredibly responsive and proactive, and professional as well as a pleasure to deal with. We are glad to be able to recommend him without reservation.
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08 Jul, 2024 by Annie zhang
Chris was incredibly organized, efficient, and communicative throughout my home-buying process. He handled any hiccups that occurred very smoothly, and overall he was very easy to work with. Would recommend to anyone!
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08 Jul, 2024 by Luis vasquez
Chris was fantastic, professional yet friendly, completely demystified the NYC condo purchase process for first timers, very quick response time as well, we will be sure to reach out again when in need of attorney services.
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13 Mar, 2023 by David everett
18 Oct, 2021 by Ellen carrion
26 Mar, 2021 by Renita davie
10 Dec, 2020 by Rob entrott
Sarah was an excellent real estate attorney. As a first time home buyer the process seemed overwhelming but she walked me through everything and was there right through the closing making sure I dotted my i's and crossed my t's on the paperwork. She was always a call or text away for a status update or to answer a question. Sarah's rate for my home was much more reasonable than estimates I had heard thrown around for real estate lawyers. If and when I purchase again I'll be keeping Sarah in mind.
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09 Dec, 2020 by Rob
Sarah was an excellent real estate attorney. As a first time home buyer the process seemed overwhelming but she walked me through everything and was there right through the closing making sure I dotted my i's and crossed my t's on the paperwork. She was always a call or text away for a status update or to answer a question. Sarah's rate for my home was much more reasonable than estimates I had heard thrown around for real estate lawyers. If and when I purchase again I'll be keeping Sarah in mind.
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24 Sep, 2019 by Daryllyn
Sarah was awesome every step of the way with the closing of my new home. She even gave me her cell phone number so she would be available if I needed her during off hours. I felt like I was always number 1 on her case load and all my questions were answered very quickly. She explained very part to the closing process. Even after the closing she stayed on top of my case to make sure I was getting the best service. She made all the necessary phone calls to get my pool escrow. She checked on me after the pool escrow was settled and I will be hiring her again to help with getting my will written out. I felt like family the whole time not just a client.
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14 May, 2024 by Simeon ratke
Everyone I spoke to and worked with here was very helpful. I got what I needed. DWI charged are huge pain, but they helped me minimize the damages.
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06 May, 2024 by Bessie lowe
30 Apr, 2024 by Rozella pouros
I know it would be worse without their help. So thanks everyone..
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FAQs
Questions? We have answers
What an Estate Planning Lawyer Can Do for You
An estate planning lawyer helps individuals plan for the management and distribution of their assets after death or during incapacitation. Their services involve drafting important legal documents, such as wills, trusts, powers of attorney, and healthcare directives. Estate planning attorneys work to ensure that your assets are transferred according to your wishes, minimize tax liabilities, and avoid probate court. They also help clients plan for potential long-term care needs and protect their estate from being diminished by healthcare costs.
By working with an estate planning lawyer, you can have peace of mind knowing that your loved ones will be cared for and that your estate will be managed efficiently and according to your desires.
When Should I Hire an Estate Planning Lawyer?
Hiring an estate planning lawyer is beneficial in many situations, especially when you want to ensure that your assets are handled properly after death. Common reasons to hire an estate planning lawyer include:
- Drafting a will: If you want to clearly define how your assets will be distributed after death, an attorney can draft a legally sound will.
- Creating a trust: For those looking to avoid probate or provide for loved ones over time, setting up a trust can help manage the distribution of assets.
- Planning for incapacity: An estate lawyer can help draft powers of attorney and healthcare directives so that your financial and medical decisions are made by someone you trust if you become incapacitated.
- Minimizing estate taxes: If your estate is large, a lawyer can help create strategies to reduce or eliminate federal and state estate taxes.
- Special circumstances: If you have minor children, blended families, or complex assets like businesses, an estate planning lawyer can create tailored solutions.
- Guardianship or conservatorship: If you want to designate guardians for minor children or ensure proper care for incapacitated adults, an attorney can help.
Hiring an estate planning lawyer is especially important if your estate is complex or if you want to ensure that your wishes are properly followed.
What Does an Estate Planning Lawyer Do?
An estate planning lawyer provides a range of services designed to help you organize your affairs and ensure your estate is managed according to your wishes. They can:
- Draft wills and trusts: Creating legally binding documents that dictate how your assets will be distributed and managed.
- Create powers of attorney and healthcare directives: Appointing someone to make financial or medical decisions for you if you become incapacitated.
- Minimize taxes: Developing strategies to reduce estate taxes, gift taxes, and other financial liabilities for your heirs.
- Help avoid probate: Structuring your estate plan to avoid probate, which can save time and money for your beneficiaries.
- Advise on long-term care planning: Helping you plan for potential healthcare needs in the future, including Medicaid planning and protecting assets from being depleted by nursing home costs.
- Assist with beneficiary designations: Ensuring that life insurance policies, retirement accounts, and other financial instruments are correctly designated.
- Handle probate and estate administration: If a loved one has passed away, an estate planning lawyer can help guide you through the probate process or act as an executor.
How Are Estate Planning Lawyers Paid?
Estate planning lawyers typically charge for their services in one of several ways, depending on the complexity of your estate and the type of services you need. Common payment structures include:
- Flat fee: Many estate planning services, such as drafting a will or trust, are charged on a flat-fee basis. The fee covers all work related to preparing the document.
- Hourly rate: For more complex planning, such as estate tax strategy or trust administration, lawyers may charge by the hour. Rates vary based on the lawyer’s experience and location.
- Retainer: Some lawyers require a retainer for more complex cases, such as ongoing trust management or estate administration. The retainer is an upfront payment that covers future legal services.
It’s important to discuss fees with your lawyer upfront to avoid unexpected costs.
How Much Does an Estate Planning Lawyer Cost?
The cost of hiring an estate planning lawyer depends on the complexity of your estate and the services you require. Here are some general guidelines:
- Simple wills or powers of attorney: A straightforward will or power of attorney may cost between $300 and $1,500, depending on your location and the lawyer’s experience.
- Trust creation: Establishing a trust, such as a living trust or revocable trust, can cost between $1,000 and $3,000 or more, depending on the complexity of your assets and estate planning needs.
- Comprehensive estate planning packages: Some lawyers offer packages that include wills, trusts, powers of attorney, and healthcare directives, which may range from $2,000 to $5,000 or more, depending on the estate’s complexity.
- Hourly rates: For ongoing services like estate administration or tax planning, lawyers may charge hourly rates ranging from $150 to $500 or more, depending on the lawyer’s experience.
Always get a clear estimate of costs during your initial consultation to ensure the services fit within your budget.
Top Questions to Ask an Estate Planning Lawyer
Before hiring an estate planning lawyer, it’s important to ask questions to ensure they are the right fit for your needs. Here are key questions to ask during your consultation:
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What is your experience with estate planning?
Ensure the lawyer has substantial experience drafting wills, creating trusts, and handling other estate planning services. -
How will you charge for your services?
Clarify whether the lawyer charges a flat fee or by the hour and ask for a detailed estimate of costs. -
What strategies do you recommend for my estate?
A good lawyer should be able to explain the best strategies for minimizing taxes, avoiding probate, and ensuring your assets are distributed according to your wishes. -
How often should I update my estate plan?
Ask how frequently you should revisit your estate plan, especially if your financial situation or family dynamics change. -
Do you offer ongoing support or updates?
Some lawyers provide periodic reviews or updates to ensure your estate plan stays current with changes in your circumstances or the law. -
How will you help my beneficiaries if something happens to me?
Ensure the lawyer is willing to guide your heirs through the estate administration process or help manage your trust after you’re gone.
How to Check the Credibility of an Estate Planning Lawyer
To ensure you’re hiring a credible estate planning lawyer, follow these steps:
- Verify their state bar license: Check with your state bar association to confirm that the lawyer is licensed and in good standing, with no history of disciplinary actions.
- Look for estate planning certifications: Some lawyers are certified as estate planning specialists, which indicates they have extensive knowledge in this area of law.
- Read client reviews and testimonials: Online reviews on sites like Avvo, Google, or Martindale-Hubbell can provide insight into the lawyer’s professionalism and client satisfaction.
- Ask for references: A credible lawyer should be able to provide references from previous clients who can speak to their expertise and client service.
- Check for membership in professional organizations: Lawyers who are members of organizations like the National Academy of Elder Law Attorneys (NAELA) or the American College of Trust and Estate Counsel (ACTEC) often have a strong reputation in the field.
What Should I Prepare for My First Consultation?
To get the most out of your first meeting with an estate planning lawyer, it’s important to come prepared. Here’s what you should bring:
- List of assets and liabilities: Provide a detailed inventory of your assets, including real estate, bank accounts, retirement funds, investments, and personal property, as well as any debts you may have.
- List of beneficiaries: Be ready to discuss who you want to receive your assets and in what proportions. This includes naming guardians for minor children if applicable.
- Existing estate documents: Bring copies of any existing wills, trusts, powers of attorney, or other relevant estate planning documents.
- Questions about your estate goals: Write down your goals, such as avoiding probate, reducing taxes, or setting up charitable donations, so your lawyer can tailor a plan to meet your needs.
- Information on medical and financial decision-makers: Be prepared to discuss who you want to appoint for healthcare and financial decisions if you become incapacitated.
By being well-prepared, you can ensure a productive consultation and begin building a comprehensive estate plan that meets your needs and protects your loved ones.
