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Jonathon Carl Elgin, experienced Elder Law, Estate Planning attorney in Mansfield, OH with 5 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,15
star star star star star
5.0/5
Avvo
5.0
5 Reviews
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12 Nov, 2022 by Scott
When my mother passed away, since I was living out of state, I researched options and hired Jonathon Elgin, (JC), to handle my mother’s estate as Executor and Attorney. JC was excellent in managing all areas relating to my mother’s estate; made it very easy for me, at a distance, to know everything was in good hands. Communication with JC was spot-on when questions and concerns about the estate arose. I’d hire JC again in a heartbeat for any type of representation; a true professional and trusted Attorney!
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19 Aug, 2017 by Anonymous
Attorney Elgin has been very helpful in my quest to become a Township Trustee. His knowledge and guidance have offered me a wealth of confidence as I pursue a part time career into politics. Thank you sir.
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29 Jul, 2017 by Heather
Attorney Elgin has been extremely helpful to my husband and I as we are starting our first small business! He is very knowledgeable about the start-up process and willing to go above and beyond to assist even when he is out of the office. I have gotten same-day responses to every email sent and question asked. I would absolutely recommend him and am looking forward to working with him more in the future as our business grows!
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Paul Allen Bayer, experienced Estate Planning, Family Law attorney in Woodmere Village, OH with 5 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,15
star star star star star
5.0/5
Avvo
5.0
5 Reviews
star star star star star
31 Jan, 2017 by Steve becar
Paul and his team treat you like family! They listened to our needs and helped us develop a plan that would address them. If you need an attorney I highly recommend you give Paul a call!
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23 Jan, 2017 by Stella
Mr Bayer's office handled my husband and my bankruptcy! He was clear what he needed, what we needed to do and gave us clarity! It was done fairly quickly and the discharge as well. I would recommend Paul Bayer 1000 times over.
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14 Jun, 2015 by Valerie
I was in a bad financial situation, with seemingly no way out. My employer recommend attorney Mr. Bayer. Not Bayer and associates which made a huge difference. When I called with questions they was answered. Calls returned, and Tina she's priceless. Most people are embarrassed because of the situation in the first place. Tina has a way of about herself that automatically makes you feel at ease. Mr Bayer does what you hire him to do and explain's your options clearly. A small practice that solves big problems.Just a hard working, devoted, honest, attorney with a great team. Bigger isn't always better. Thank U All.
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Arthur Eugene Ott, experienced Business, Elder Law attorney in Parma, OH with 5 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,15
star star star star star
5.0/5
Avvo
5.0
5 Reviews
star star star star star
29 Apr, 2015 by Linda miller
My daughter bought a home on land contract. She paid religiously for two years but noticed the neighborhood was really declining and the property almost lost half of its value since the inception of the contract, (She paid 72,500 for the house in Jan 2013 and its now valued at 44,500). Knowing she would never be able to get a conventional loan since the value of the home was far less than what she owed, I reached out on AVVO for some quick advice ( she was just going to finish the land contract out and not seek additional financing) . I heard from several attorneys, most of which said she would be sued hugely. They said the home would be sold as a sheriff sale and what monies were owed after that on the remainder of the contract, she would be responsible for and consequently, sued for!!! I was panicked, as she is 23 years old and put all of her savings down on the home. Mr Ott reached out to me, citing an old Land Contract Law which could apply. I met with him that week. He was knowledgable , throrough and kept my emotions in tact saying this sectionaed law could apply. He was so eloquent when trying to negotiate the terms on which to opt out. What I have learned from this is......................dont ever sign a contract without an attorney reviewing it! Mr. Ott said that we should have put a stipulation in the land contract that she would refinance only if the market value of the home was worth the owed price. Mr. Ott negotiated a cancellation of land contract professionally and with minimal monies needed by my daughter. He was upfront about legal costs and billed accordingly and more than fairly. If you need an attorney, hire him!!!!
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14 Mar, 2015 by Carl
Mr. Ott has been helping me in a probate/potential will contest matter. He gave me good personal service and was very responsive to my questions, concerns, and needs. He did speedy research (on issues dealing with out-of-state law) and continues to monitor my case as it unfolds (or drags out), which is work beyond what I initially expected. When I ask for specific counsel, he is usually very responsive. What I like about his service is that I feel that he "has my back", i.e., he's been acting as my eyes and monitor even when very little on the case is going on.
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04 Mar, 2015 by Barb
It was a pleasure working with Mr. Ott. He seems to always be a step ahead. Great communication and was always available for any concerns or question I had. Very knowledgeable of the law. Always explained things and kept me informed. And best of all we won!! Thank You
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Sean Patrick Martin, experienced Business, Criminal Defense attorney in Willoughby, OH with 5 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,15
star star star star star
5.0/5
Avvo
5.0
5 Reviews
star star star star star
22 Sep, 2023 by Michael
Sean carries a quality most lawyers do not have when it comes to a relationship between the client and himself. .. Sean is Genuine! He cares about what you are passionate about with your case or even life!! He gives you options , he allows you to make the right decision by guiding you with his knowledge in law and your chances in your own victory for you case! If you want someone who cares ,, honestly,, Go with Sean!
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16 Aug, 2022 by Carla
No second guessing!This guy is amazing with defense! He went into court prepared to win and we did. Thanks Mr. Martin ( Hard Worker! )
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27 Oct, 2021 by Anonymous
I messaged him randomly with a question I wanted an answer to. He answered it and even kept answering when I asked more. He was very kind and helpful and I would recommend him to anyone.
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Wade Ellis Harrison, experienced Elder Law, Estate Planning attorney in Columbus, OH with 5 reviews
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info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,15
star star star star star
5.0/5
Avvo
5.0
5 Reviews
star star star star star
02 Mar, 2020 by Michael
Wade Harrison was recommended by a co-worker of my wife. I contacted Mr. Harrison regarding a power of attorney issue I was having with a stock holding company. Not only did he handle the situation in very short order, but gave advice regarding other matters relating to power of attorney. Was very pleased to find that Mr. Harrison was not only professional but actually cares about his clients and their issues.
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30 Apr, 2018 by Susan
Extremely satisfied with service from Mr Harrison. We had a confusing series of deed changes for land that had not been probated for several transfers. Mr Harrison's experience in Real Estate law allowed him to guide our local Probate officials through a lesser used section of the Ohio Real Estate law to make this property end up with the proper owner with no problems. Would definitely use Mr Harrison again, no reservations, and I gladly recommend this attorney to anyone who needs Real Estate guidance in Ohio.
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03 Nov, 2015 by Anonymous
Wade helped me file a Medicaid application for my husband who is in a nursing home and file for Guardianship. He guided me every step of the way. He was patient, answered my questions and diligently made sure everything was done well. Would ask him to help me again, if needed.
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Robert David Bergman, experienced Estate Planning, Family Law attorney in Columbus, OH with 5 reviews
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info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,15
star star star star star
5.0/5
Avvo
5.0
5 Reviews
star star star star star
11 Feb, 2020 by Adam
He did a wonderful job reviewing my case, very nice to work with very clear on everything and wonderful staff.
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25 Jan, 2018 by Carol
This is the second contact I have had with Attorney Bergman. The first was handled very professional. I had interviewed other attorneys and was not required by Attorney Bergman to pay for high rise offices with fancy parking garages.He was able to handle the issue(s) expeditiously and allowed my input whenever warranted. I will continue to enlist his services and recommend others should the need arise. Thank you for taking the fear out of hiring and affording an attorney.
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24 Aug, 2015 by Joe
Mr. Bergman has always treated me with the respect and professionalism I expect from attorneys. I have referred multiple clients to him, and have never heard anything negative post-referral. His knowledge of the law is versatile and comprehensive. I would recommend him to anyone looking for an attorney.
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Shamus Brendan Cassidy, experienced Business, Elder Law attorney in Columbus, OH with 5 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,15
star star star star star
5.0/5
Avvo
5.0
5 Reviews
star star star star star
15 Apr, 2015 by Sara
He is patient and down-to-earth. He takes the time to explain legal jargon and all of your options in the given legal situation so you can navigate the system successfully to meet your goals.. Aggressive when needed. Has helped me keep my money in multiple situations!
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18 Aug, 2011 by Nic
I used Shamus for some business and tax planning. He helped me structure my businesses in a way that protected my assets and saved taxes. He also helped me sell one of my businesses and bring on a partner for another. He is easy to work with, responsive, prompt, and intelligent.
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25 Feb, 2010 by Jennifer
Shamus is not only highly effective and knowledgeable, but is so well associated with other esteemed and skilled professionals that he has been able to assist our family in serving our needs in so many more ways than just legal. Shamus was able to refer us to professionals who have assisted us in building our businesses, accounting professionals financial advisors, and so much more! Not only has Shamus provided us with responsive, respectful, and valuable services in estate planning, branding and business startup, but his concern and compassion coupled with never losing site of OUR best interests, while guiding us through a most difficult probate situation will never be forgotten. We will always rely on Shamus to provide us with legal guidance in all matters in the future. We have even referred several friends to Shamus. One of whom was able to overcome corporate bullying by her employer who sought to force her into choosing between her severance and other compensations due to her during a downsizing effort. Thanks to Shamus she was able to receive her severance, bonuses, unemployment insurance, and retain her health care! In summary I will never need to seek out another attorney again. Between Shamus' abilities and his trusted referrals, we will always be protected by competent, ethical, and trustworthy professionals.
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Keith Alexander Stevens, experienced Elder Law, Estate Planning attorney in Columbus, OH with 5 reviews
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info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,15
star star star star star
5.0/5
Avvo
5.0
5 Reviews
star star star star star
02 Apr, 2014 by Anonymous
After attending a seminar on Elder Law, my husband & I decided that we needed to acquire further information for our family. We made an appointment with Keith Stevens to assist us with this task. He is an extremely professional attorney, that is personable, and has great attention to details. He provided excellent explanations and questions were always welcomed. He is an attorney that you can depend on to give you that added extra security that is important to you and your family, especially when dealing with the sensitive topic of Elder Law.
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19 Aug, 2013 by Debby
Keith was a professional but very understanding. It did not matter how many questions we asked he would take the time to explain them and even put it up on the dry erase board to help us understand. Responded very well. He was polite, very knowledgeable and made sure we were following what he was explaining. I would definitely and have already recommend Keith to our family and friends. Thanks Keith
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02 Aug, 2013 by Rayandsylvia
We had a question on an insurance policy and best way to take care of pre arrangement for funeral. He was very helpful and knowledgeable and answered my questions very satsfacterly. We have our funeral arrangements already taken care of and well on our way to getting the ins. taken care of. He also reviewed the trust and verified that thing were the same and made corredtions where necessary
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Daniel Peter Seink, experienced Consumer Protection, Elder Law attorney in Cleveland, OH with 5 reviews
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info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,15
star star star star star
5.0/5
Avvo
5.0
5 Reviews
star star star star star
29 Mar, 2018 by Jeff
Spoke with Claudia Brown and was given easy to understand legal advice. She was professional and reassuring. Do not hesitate to call. Thank you for your help.
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25 Mar, 2018 by Anonymous
Dragged his timeline a few times.Other than that Dan had his hands full with my dad's case and carried out his mission. Had no other lawyer to compare cost of service with. Has a personal Coordinator that works with him (Kathy Cline) that I cannot say enough about. Returns calls and goes beyond her service to listen and make sure to get answers for you.
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25 Jan, 2018 by Anonymous
George Aljoe in the Seink office was a big help in our Ohio Medicaid reapplication process. George helped us with the details that were required, and he understood the Stark County JFS process and people who were involved. He also helped us over a year ago with the QIT Miller Trust Fund, now required by Ohio Medicaid. Good job, George!
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Christopher Thomas Gasper, experienced Business, Elder Law attorney in Dublin, OH with 5 reviews
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info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,15
star star star star star
5.0/5
Avvo
5.0
5 Reviews
star star star star star
23 May, 2018 by Sara
I work with attorney Chris Gasper on Guardianship cases. Attorney Gasper handles the estate and I am guardian of the person. Attorney Gasper promptly answer my questions about our client concerns and he always keeps me informed about our client's finances.
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22 Jan, 2016 by Anonymous
I would highly recommend attorney Gasper. He is considerate, understanding and competent in his field. He was easy to contact when discussing concerns. My experience was professional and effective.
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02 Jun, 2015 by Adam
I had a really messed up probate case after my mom died. It was a mess. I called around and Attorney Gasper seemed to be able to see through the mess and made sense of it all. The entire case took less than 20 days from open to close for everything. I was told by the court it could take 6 to 9 months. I mean, what else needs to be said? Attorney Gasper was awesome.
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Amanda L. Sims, experienced Estate Planning, Family Law attorney in Columbus, OH with 13 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,14
star star star star star
4.6/5
Avvo
5.0
3 Reviews
Google Maps
4.5
10 Reviews
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18 Aug, 2023 by Candy sue
Google Maps
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06 Aug, 2023 by Donna walker
Google Maps
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27 Sep, 2022 by Dean hoover
It would be difficult to choose the most distressing aspect of Julia Leveridge’s counsel. She procrastinated in completing important work, and multiple times did not return phone calls or emails in a timely manner. She did not take responsibility for errors and then procrastinated remediation. Ms Leveridge counseled me to pay my ex’s share of our county property tax and said she would get that money back ($950). She did not. She failed to complete an agreed entry for my ex to move out at the end of January. Then the paperwork for child support went to FCCS with an incorrect date. I paid 2 extra months child support ($1300) to get them off my back. Julia Leveridge said she would take care of it and did not. Then she procrastinated and did not file an agreed entry to fix this, for more than a year! By that time my ex refused to sign it and FCCS seized part of my stimulus check ($850), and both my federal and state tax refunds ($3500). That’s more than $6000 that I lost beyond the $45,000 I paid for her representation. When we got to court, this nightmare got worse quickly. Opposing counsel submitted an offer containing a fraudulent appraisal that substantially increased what I would pay my ex. Julia Leveridge’s professional counsel was to make a hasty, high pressure decision to settle, without access to time, tools or resources to evaluate that decision. I gave in to her pressure. I’m still upset, and sorry I chose Julia Leveridge and Kemp, Shaeffer and Rowe.
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Jesse James Taylor, experienced Business, Criminal Defense attorney in Cincinnati, OH with 4 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,12
star star star star star
5.0/5
Avvo
5.0
4 Reviews
star star star star star
26 Sep, 2020 by Aracely
I needed power of attorney over my grandmother ASAP! I called Jesse Taylor and within a day he had everything done and emailed to me. He was so helpful in guiding me on exactly what I needed and also my future options with guardianship.
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02 Apr, 2019 by Abigail
Mr taylor gave me advise and helped me understand everything even if i didnt understand he would explain it to me.he helped me get what was best for the child not what was best for the foather or mother.i would highly reccommend him if you need an attorney
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09 Sep, 2018 by Anton
Jesse Taylor was a very professional and knowledgeable young man. This was my first time ever going to court and the first time I’ve ever had to hire a lawyer. He was very understanding with my lack of knowledge about how the whole system works and took his time to explain to me in detail what I needed to do and when I needed to do things. My case was completed swiftly and I even got a lesser charge than what I was initially expecting. Overall I am extremely happy with the services provided by my lawyer.
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Christopher Thomas Laber, experienced Estate Planning, Litigation attorney in Cincinnati, OH with 4 reviews
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info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,12
star star star star star
5.0/5
Avvo
5.0
4 Reviews
star star star star star
14 Sep, 2017 by Edward
Chris was very thorough and patient as he explained the nuances of estate planning. The plan he developed was in my best interest. Chris stayed on top of everything even when I strayed off course. He submitted the documents and filings in a timely fashion. I was very impressed by his understanding of the law and ability to explain it to me. He returned all phone calls and emails promptly and his fees were very reasonable. I have known Chris for over 30 years and this is the first time that I retained him for personal reasons. If you are considering estate planning I highly recommend Chris.
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26 Mar, 2017 by Sandra
He did his best to win my case.
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21 Mar, 2017 by Anonymous
This is the second time I have hired Chris as my lawyer. In this case Chris's legal expertise and his patience has allowed me to deal with a very difficult and conflictial situation surrounding the sale of the family home. He helped me to resolve the situation by guiding me through a partition suit, thus forcing the sale of the house.
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Lindsay N. Graves, experienced Elder Law, Estate Planning attorney in Cincinnati, OH with 4 reviews
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info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,12
star star star star star
5.0/5
Avvo
5.0
4 Reviews
star star star star star
27 Jan, 2015 by Amy
Graves and Graves helped my family last year navigate a difficult issue during a difficult time. I was so impressed by their professionalism, helpful knowledge - and above all - how much they genuinely cared about our situation and wanted to help us through it. Thank you!
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21 Jan, 2015 by Robin
There are no words to express our appreciation for Lindsay. She helped at a time when we had issues going on with both our parents. Our Dad had dementia. It made it very difficult getting him to understand about the Medical POA, Living Will, etc...Lindsay was very patient going over everything until she knew he understood about all the documents. She also fit us in to take care of this without an appt. (what lawyer have you ever heard of would do that). Someone who has dementia you never know what the day will bring. If Lindsay hadn't been so understanding what happened next would have been unbearable. Our father broke his hip, had surgery, went into a home and died two days before Christmas. Just 2 weeks after everything had been completed. We were able to make the right medical decisions for him, pay his bills, etc... without any additional stress. In regards to our Mother. I had taken upon myself to get my mom on Medicaid in 2010. Not realizing that we would lose an additional 50,000. All because I wasn't informed about what documents I would need to protect my parents and future generations. I even used a regular lawyer to write my dad's will. All of which was a bad idea. Someone I knew mentioned using an Elder Lawyer and recommended Lindsay. Which I am forever grateful for. Lindsay takes care of making sure my mom stays on Medicaid every year. She made sure we had the right Will for my dad so that when he passed. My mom wouldn't be kicked off of Medicaid. She is also helping us take care of Probate, etc...for my dad. Taking a huge burden off my family. We tell everyone we know that is taking care of their parents. Don't make the mistakes we did. Go To Lindsay Graves and she will protect you and their parents.
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20 Jan, 2015 by Monika
I worked with Lindsay beginning three and a half years ago, when my mother was diagnosed first with cancer, through present when she suffered a debilitating stroke. None of my mother's legal affairs were in order, and I had no idea where to start on figuring things out. With Lindsay's help, we were able to retire my mother from her job, secure her insurance and property, and ultimately find a wonderful nursing home where she's receiving top-notch care. I can't say enough about how willing Lindsay was to take the time to answer all my questions, big and small...with a big dose of compassion too.
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Suzanne Prieur Land, experienced Business, Entertainment attorney in Cincinnati, OH with 4 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,12
star star star star star
5.0/5
Avvo
5.0
4 Reviews
star star star star star
10 Apr, 2020 by Pf
Suzanne Land and I were first introduced through a mutual friend, after my husband's death. I engaged her to assist me with matters related to closing the marital estate, which was comprised of several companies and employed over 300 people at the time. The estate was very complicated and there were many challenges. I had no previous experience running a business or engaging an attorney or negotiating a contract. Everything about the process of closing down my husband's estate was stressful and frightening. I was emotionally brittle and Suzanne experienced my personality shifts with grace, compassion and understanding. She was always caring and always patient. Suzanne had the incredible ability to take very complex issues and explain them in a way that was easy to comprehend. This was so comforting to me as I moved through this process to conclusion. Here is an example that highlights her talent. The companies in the estate were being overcharged by a consulting firm on multiple invoices over months. I asked her to review a recent invoice sent and she quickly marked the entries where the hours billed were duplication of effort and the bill was cut in half. She took the time to explain the invoice to me so I could see how those hours were logged and where the duplication occurred, so I could speak to the company with confidence when I insisted they reduce the bill by 50%. They reduced the bill by half and I saved thousands of dollars. Suzanne suggested ways to protect my assets, revised my will, established my family and personal trusts, even created an education trust for my son to safeguard the money I wanted earmarked for college. She is intelligent, extremely competent, detail oriented and possesses the sharpest instincts in all matters of business. I feel safe because she has handled my estate and when I pass away I know my son will be in capable hands, as she guides him through this passage of life. When you call for an appointment, she is prompt to call you back and will often come to you. That is personalized service I appreciate. Suzanne is a great legal talent, but more than that, she is willing to go the extra mile. My son was 8 when I met her, but when he was 20 and thinking of a career in law, I asked Suzanne if she would have lunch with him to talk about law schools, answer questions and share insights from her career. She didn't hesitate to give up her personal time to meet with him and encourage him, to discuss which law schools offered the best programs, and all the opportunities he could pursue in this career after graduation. My son found her advice extremely worthwhile. He so appreciated her going out of her way to do this for him. It is great to know people like her still exist. She has integrity, character and compassion. Suzanne is the whole package.
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17 Dec, 2019 by Jim
Suzanne Land provided outstanding service with our estate. She created an estate plan which was specific for our needs and preferences. She is a good listener, and I would highly recommend her to anyone who is seeking personalized estate planning.
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13 Oct, 2019 by J l
My husband and I first came to Suzanne about 15 years ago for estate planning, based on her outstanding reputation. We also knew through others that Suzanne worked with a number of high net worth individuals, and we decide that if they could trust her, then so could we. In working with Suzanne, we found her to be detailed and thorough, as well as highly approachable and easy to understand. She made it a point to get to know our circumstance so that she could craft documents that truly suited our needs, rather than using boilerplate documents, as some other attorneys do. Over the years, our estate plan has suited us well, and we have only needed to make changes as our needs have changed. Over the years, we also found that Suzanne was able to provide us with legal advice and connections regarding our businesses, and this has been invaluable. Overall, we cannot recommend Suzanne highly enough for the sound advice that she provides and the quality of work she delivers.
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Shaun Alan Putman, experienced Estate Planning, Family Law attorney in Van Wert, OH with 4 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,12
star star star star star
5.0/5
Avvo
5.0
4 Reviews
star star star star star
15 Jul, 2019 by Amanda
Couldn't have asked for a better job done! Mr. Putman didnt waste any time after hearing my situation. He is very knowledgeable, personable and truly cares about his clients and their situation. I am very thankful for Shaun's help, time and expertise! If I should ever need an attorney, I will not hesitate to contact Putman Law Office!!
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17 Oct, 2016 by Alicia
Hiring Shaun Putman was the best decision I could have made! Shaun and his staff took the time to explain everything to me in detail to ensure I completely understood the process and details. This was my first time dealing with an attorney for a car accident and they were extremely friendly, helpful, fast and amazing at what they do! My settlement was better than I thought it would be and everything was great. He achieved great results and was beyond my expectations for personal attention, answering my calls promptly, explaining the process and keeping me informed. I highly recommend Shaun Putman and I know that I will continue to use him as my attorney if needed in the future.
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03 Sep, 2016 by Sam and kami hoagland
My husband and I hired Shaun to represent us for the adoption of now our son. From our first consultation to the final hearing he was everything i could have hoped for in a Lawyer. He made sure we understood everything that was happening. The thing that meant the most to me was throughout the whole trial I was a nervous wreck and I was always thinking the worst. Shaun would reassure me that everything would be ok and he was going to do what he could to complete our family, and he did! His staff is amazing as well, very professional and very helpful. I highly recommend Shaun Putnam.
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Robert Hagen Lyons, experienced Car Accident, Criminal Defense attorney in West Chester, OH with 4 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,12
star star star star star
5.0/5
Avvo
5.0
4 Reviews
star star star star star
09 Apr, 2016 by Lisa
A few years ago I used Lyons and Lyons for a child support case and to establish my will. Last month it was time to review and update my will. Robert made the entire experience very easy. The entire staff is friendly and makes you feel welcome. I'd highly recommend Lyons and Lyons!
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11 Mar, 2016 by Carolyn
Mr. Lyons revised both of our Wills this month. It was an easy and pleasant experience. Mr. Lyons directed and advised us on the procedure. Should the need ever arrive to seek an attorney we will definately call Mr.Lyons.
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01 Mar, 2016 by Perry
My wife and I met with Mr. Lyon and staff to update our wills and general power of attorneys which were originally done while living in another city during the 1980's. He also crafted for us living wills and health care power of attorney documents as well. The job was done in a timely manner, as we expected and in a courteous and professional surrounding. The cost was reasonable for a total of 8 documents ( for myself and my wife). I am glad we made the decision. There are online ways of doing these things. However, if I have a question or concern or need something crafted personally the online source will not be sufficient (IMHO). I enjoy my sleep, and knowing it was done right and filed appropriately allows me to sleep well. We have used him in the past to assist with legal documents when my wife's aunt was very ill. Job was done well at that time also. I very much recommend Mr Lyon and his law office.
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Mark Alan DeYoung, experienced Child Custody, Criminal Defense attorney in West Chester, OH with 4 reviews
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39,12
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5.0/5
Avvo
5.0
4 Reviews
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03 Nov, 2014 by Anonymous
I found myself in a bind when I met Mark. My previous lawyer grossly neglected my case. My prior lawyer caused me to nearly miss a critical deadline two days away, and wouldn’t even agree to speak with me until after the deadline. Mark jumped in reviewing the details of my case on a Sunday. He gathered the pertinent content i.e. Ohio codes, statutes and case laws, to succinctly file - meeting my deadline the next day!. Mark’s articulate defense resulted in the restoration of my eleven year Parenting Plan: me returning Residential Parent, and reversing Sole Parenting wrongfully given to my Ex-spouse. Not only did I find a lawyer in a pinch - but caliber lawyer on all fronts. Mark listens to requests, and frames and refines his defense material around the core requests. Mark is a gem because he adds the extra piece lacking from many lawyers – authentic spoken and demonstrated empathy for whom he represents – the immediate client, and extended parties. I have gone through four lacking lawyers in over almost 12 years - fighting to protect my parenting time. I discovered Mark is what a great lawyer looks like!
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23 Oct, 2014 by Tabitha
I'm so thankful, and extremely grateful to Mark for his hard work and dedication. He's a trustworthy attorney and I feel confident and comfortable letting him handle matters that affect my family. Our most recent custody case situation was resolved quickly and beyond satisfactorily, for the absolute good of my children. I couldn't be happier with it's outcome, and I couldn't be more thankful to Mark for all that he has done. I will be a client for life and I would recommend him to absolutely anyone.
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10 Oct, 2014 by Jewell
Mark DeYoung is an excellent, direct, honest and ethical attorney who loves what he does and he does it for all of the RIGHT reasons; to support and protect what's right, true and fair. Mark DeYoung took over my case, analyzed the past and present information, dove right in and understood EXACTLY what needed to be done for the best outcome of all concerned. He clearly understood our needs as well as the imbalanced nature of our unique situation. And, in the end, we won! I would HIGHLY recommend Mark DeYoung!
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Jana Kay Yenyo, experienced Adoption, Criminal Defense attorney in Cortland, OH with 4 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,12
star star star star star
5.0/5
Avvo
5.0
4 Reviews
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12 Feb, 2014 by Nick
Jana is a very competent and personable attorney. She guided us on the court process and procedures and ensured our interests were protected to the fullest. She was able to anticipate probable outcomes and we came prepared to court. Jana was available to communicate via telephone, e-mail and in person. This made our time very efficient and thorough.
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12 Feb, 2014 by Gwen
My mother had a stroke and became incompetent. I needed an attorney to become her legal & financial guardian. Jana Yenyo came to my rescue! She focused on the legal matters while i could focus on my mothers wellbeing. Mrs Yenyo has a wide variety of personal legal services. She is flexible, professional & trustworthy. You really do build a personal relationship with her which means i really enjoyed working with her. So much that my father has gone to her for his living will and will. She is a real go getter! Thank you Jana Yenyo :-)
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30 Dec, 2013 by Nicholas
Jana was excellent with my case. She was there all the way and explained to me exactly what was going to happen. She called me with any information she received or with any questions for me so she could build my case up. You could tell she really cared about helping me, and not like another case of hers of the day.
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Kathryn Williams, experienced Elder Law, Estate Planning attorney in Solon, OH with 4 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,12
star star star star star
5.0/5
Avvo
5.0
4 Reviews
star star star star star
11 May, 2022 by Linda kay
You gave me the needed advise and tools to stay focused and positive. More importantly you treated me as a friend. Miss Kate Williams, you did such a wonderful job in all aspects of my Estate planning. I feel at ease knowing that things are prepared and outlined for my family upon my death.
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13 Mar, 2017 by Anonymous
Kate Williams provided comprehensive assistance with creating a trust and working through any estate issues to skillfully guide our family through our father's transition from living in his own home to being able to afford long-term living in a nursing home. Kate knows the law and uses it to her client's advantage to streamline the process and to provide support and assistance along the way. I would recommend her to anyone who needs trust assistance.
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21 Oct, 2014 by Terry
Kate prepared a Family Trust and Medical Powers of Attorney for my wife and me to protect our assets. We had many questions which Kate answered patiently and thoroughly. She completed the project in a very timely fashion and has answered a number of follow up questions we had. She has a very professional and engaging manner and it was a delight to work with her.
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John Charles Grundy, experienced Business, Elder Law attorney in Cortland, OH with 4 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,12
star star star star star
5.0/5
Avvo
5.0
4 Reviews
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10 Feb, 2024 by Anonymous
Atty Grundy was so helpful. We were in a desperate situation to get estate documents done during COVID and he came to the house with little notice (even though he was very busy). I will never forget him during such a stressful time. He also helped me out after my parents passed away.
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21 Oct, 2016 by Valerie
Attorney John Grundy recently assisted our family in navigating through the bureaucracy associated with our father having no estate plan in place. Attorney Grundy is professional and methodical. He also possesses a wealth of knowledge when dealing with the Courts. We now understand the reasoning of John Grundy’s fellow attorney recommending him. The recommendation is truly appreciated. We will certainly consult Attorney Grundy in the future.
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17 Oct, 2016 by Steve
John Grundy was highly recommended to us by an Ohio attorney to prepare a Certificate of Trust and various documents for my mother aged 91. We live in San Diego with my mother living in Ohio. John agreed to meet with us when my wife and I were visiting which happened to be on a holiday. He was exceptionally well prepared and we methodically reviewed each document in its entirety with John and his assistant. All our questions or concerns were addressed to our complete satisfaction. John certainly demonstrated a mastery of professional skills and knowledge. It was obvious when we met, that his years of experience would be beneficial in accurately completing all documents to our complete satisfaction. We highly recommend John and would not hesitate in using his services in the future should the need arise. He's the best!
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Raymond James Casey, experienced Estate Planning, Trusts attorney in Seven Hills, OH with 4 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,12
star star star star star
5.0/5
Avvo
5.0
4 Reviews
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10 Dec, 2020 by Lance
I was lost, but now I am found. After working over 25 years in the financial services industry I thought I had my finances in line. I was correct. However, the potential risk of not having a trust was an area that I overlooked. I attended the education seminar hosted by Williams, Allen, Casey LPA and learned enough to realize that I needed a plan. I was very impressed that the firm had a true process to estate planning and that it wasn’t just another service they offered. We set an appointment and we were introduced to Ray. Ray was very informative, and we met several times. Never once did my wife and I feel like we did not know what was being discussed. This is a very complicated matter, but Ray's approach makes Estate Planning easy to comprehend. It doesn’t hurt that Ray is just a nice guy and easy to talk to. I was more than impressed with both the firm and Ray with how they handled our situation and put us in a great position to lower the overall risk of our estate. After what I learned and what we accomplished there is no way I could have done this on my own. Thank you Raymond and everyone at Williams, Allen Casey.
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20 Nov, 2020 by Ken
Wow. Awesome. Caring. Compassionate. Responsive. Innovative. Proactive. Involved. These are words that do not begin to describe my experience with the organization and with all I have interacted. Upon the recommendation of trusted financial and legal professionals, my wife embarked on the journey to create a trust encompassing complicated personal and business components, which has turned out to be one of her best moves. Faced with a multitude of complexities, the firm has been able to put my daughter, our business interests, and myself in a comfortable, protected, and secure position upon her passing. Thanks to their efforts, we are all able to proceed and enjoy the fruits of my wife’s innovative and creative spirit.
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17 Nov, 2020 by Jim
I've been a client for a few years now and the whole team at William Allen Casey are simply the best in the business when it comes to estate planning -- not only Scott, Jen, and Ray, but all of their support staff is outstanding. They thoroughly educate their clients and help them make informed decisions throughout the initial estate creation and then continue to go above and beyond through additional educational programs throughout the years that follow. Their process is very refined and they make their customers feel very comfortable even while working through some difficult topics -- just very easy to work with. I couldn't be happier with their services! Specifically for Ray, his practical knowledge comes through very well in conversation and he uses his dry but witty sense of humor very appropriately to add levity to discussions when necessary.
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Ronald Francis Wayne, experienced Elder Law, Estate Planning attorney in Cleveland, OH with 4 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,12
star star star star star
5.0/5
Avvo
5.0
4 Reviews
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21 Oct, 2020 by Patricia
Ronald Wayne handled the probate for my sister who unexpectedly died in Ohio. He was professional, very reasonable and kept our family well informed as we worked our way during a difficult situation. I highly recommend Mr. Wayne and his wonderful staff!
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11 Sep, 2018 by Don
Ron was hired by our family in 2005 after the untimely death of our father. With assets in Florida and Ohio, and virtually no estate planning beyond a simple will, we needed a firm that we could trust to help my mother immediately and my brothers and sisters longer term to determine how to proceed with an estate plan. Ron and his team were very helpful to help us with practical advice and options. They educated each of us every step of the way on the ins and outs of estate and probate law and how to organize a trust for the estate. And with offices in both Florida and Ohio, they were able to help us meet each state's probate requirements. With Ron's expertise and experience, we were able to develop a plan we were well prepared for my mother's passing in 2008 and we as a family came together. In fact, ten years later, we are still all together due to how well Ron helped prepare us for an effective estate plan. Thanks Ron and your team!!
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06 Sep, 2012 by Anonymous
I highly recomend Ronald Wayne he was very informative and very professional and extremely honest and carring and compassionate about my sutuation concerning a will contest. He deserves an even higher rating on this site than his current one. If it come to the point that I will need an attorney he will be the one I choose to represent my case.
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Jennifer Lynn Ramon, experienced Business, Estate Planning attorney in Toledo, OH with 4 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,12
star star star star star
5.0/5
Avvo
5.0
4 Reviews
star star star star star
03 Oct, 2023 by Sidnie
She fought well for my case. Very understanding of my case and situation. I am glad she took the time to work with me. I strongly recommend!
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05 Aug, 2022 by Ashley
Jennifer is absolutely amazing! She is very prompt to return emails and phone calls. Jennifer is wonderful at making things quick, easy and painless. I felt very comfortable with her and am very happy that she was recommended to me.
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04 Aug, 2022 by Mona
Jennifer was hired by our family to handle the estate of my father. She was answered our questions n explained the process with ease n accuracy, very professional, also she handled revising my mothers will. We have also used her again for representing us in a couple real estate transactions and highly recommend!!
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Alexandra Michelle Manes, experienced Adoption, Child Custody attorney in Marysville, OH with 4 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,12
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5.0/5
Avvo
5.0
4 Reviews
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10 Aug, 2017 by Kelly
Alexandra helped with a complicated situation involving trusts and estates. She was incredibly fast, accommodating and professional. Not only will I use her again in the future if need be, but I will certainly refer her to my clients. I highly recommend Alexaandra for any legal services you may need!
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06 Sep, 2015 by Anonymous
I am very pleased with her knowledge about helping me with my divorce. She really helped me to understand everything that I needed to get done. She is very kind and courteous. A great attorney to have help you get what you need accomplished.
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04 Sep, 2015 by Robert
I had tried to complete my dissolution paperwork on my own, and basically messed it all up. Alexis was able to swoop in and correct it all for me in a very short time frame and saving me a lot of time and headache in the end. Thanks!
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Seth David Preisler, experienced Business, Estate Planning attorney in Columbus, OH with 4 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,12
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5.0/5
Avvo
5.0
4 Reviews
star star star star star
23 Jan, 2018 by Lamoyne
Mr. Seth Preisler represented me in a personal injury case without hesitation. I am pleased with the results and highly recommend him to anyone interested in personal injury representation.
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03 Mar, 2015 by Cheryl
Seth graciously accepted our case and provided excellent results. Seth proved to be action oriented; a good listener; honest; compassionate and thorough.
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22 Feb, 2015 by Mary beth
Seth has been providing legal advice to my consulting firm since late 2013. He has authored contracts, reviewed policies, and conducted research on my behalf. He is very responsive and quick to reply to email or phone calls. I recommend him highly.
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Paul Walter Leithart II, experienced Estate Planning, Probate attorney in Columbus, OH with 4 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,12
star star star star star
5.0/5
Avvo
5.0
4 Reviews
star star star star star
03 Jan, 2009 by Anonymous
Truly cares about the people he is working with Very prompt and does an excellent job Able to explain things in a manner that I could understand
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24 Dec, 2008 by Anonymous
Attorney Paul Leithart has been for me the most competent attorney that I have ever worked with. His knowledge of the law amazes me, and yet he is a very humble person.
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22 Dec, 2008 by Anonymous
Highly recommended. Among the best.
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Joseph Louis Motta, experienced Consumer Protection, Elder Law attorney in Avon Lake, OH with 4 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,12
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5.0/5
Avvo
5.0
4 Reviews
star star star star star
07 Jan, 2016 by Diane
Mr. Motta set up a will for my husband and I and through him we learned how complicated a will can be. He is very thorough and attended to every detail. He explained everything to us in terms that we could understand. He met every expectation and more.
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14 Dec, 2015 by Samir and esmat
What a real excellent professional person Mr. Motta is. My wife and I hired him for doing our estate plan. He is one of the extreme top people I have ever encountered. He listens really really well. He gives his sincere professional opinion. He is so very well organized and neat in his work. I believe very well that my wife shares me same opinion. Both of us referred our son and his wife to him and they were very impressed by Mr. Motta's professionalism and A++ work. We would definitely recommend Mr. Motta to any other friend or relative.
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03 Dec, 2015 by Joanne
Joe has been most thorough and efficient in assisting us with updating and reviewing our wills. He prepared all documents in a timely manner and precisely as we requested. We would strongly recommend Joe to anyone requiring legal assistance.
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Jessa Mae Gary, experienced Estate Planning, Probate attorney in Columbus, OH with 4 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,12
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5.0/5
Avvo
5.0
4 Reviews
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05 May, 2015 by Noel
We went to an informational meeting about wills and trusts and passing our estate onto the next generation. Jessa was one of the speakers that day and we were so impressed with her and Attorney Doug Jackson that we made an appointment to meet with them about getting our estate in order. From the time we first met with her she was professional, organized, and on top of everything we needed. She answered all our questions and was quick to get back with us on anything that we had concerns with. We had quite a few deeds to handle and she just was amazing how quickly and efficiently she was able to get everything in order for us - In all it probably took a month for her and Doug to have our estate and will in order with all the provisions that we had requested. She was just wonderful to work with and made us feel at ease about all we had to get done. I would not hesitate to recommend her to anyone who is needing this type of work done. Thanks Jessa
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04 May, 2015 by Ron
Jessa is very efficient in performing her duties. She kept us notified via e-mail, postal mail, and telephone calls when necessary to complete the closing of a family Trust in a timely manner. I would recommend her to anyone needing legal advise and/or actions.
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30 Apr, 2015 by Sherri
After my parents died, I was in way over my head. They came to my home and just took all the weight off my shoulders. I turned all the legal stuff over to them. I did not have to worry about anything. They were so caring and willing to have me sit back and let them do all the work. Which they did. I just had to sign my signature. Any questions that I had were answered right away or were directed to where I could find the answer. I thank them for making this time so much easier to deal with.
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Chad Steven Levin, experienced Business, Estate Planning attorney in Montgomery, OH with 92 reviews
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39,10
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5.0/5
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5.0
92 Reviews
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18 Nov, 2024 by Bri hosbrook
Great communication while handling my husband’s case.
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13 Nov, 2024 by Keish tucker
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07 Nov, 2024 by Jamie e
Great communication with a great outcome. Thanks for your hard work!
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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:

  1. What is your experience with estate planning?
    Ensure the lawyer has substantial experience drafting wills, creating trusts, and handling other estate planning services.
  2. 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.
  3. 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.
  4. 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.
  5. 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.
  6. 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.

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