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15 Nov, 2011 by Stan
Susan drafted a family plan for my wife and me---will, revocable trust, healthcare directive, and various related documents. She took the time to understand our situation and wishes and to explain why it is advisable to address things one way versus another. She has a talent for explaining clearly and instills confidence while doing so. Our current situation is not overly complex, but Susan demonstrated deep knowledge of potential complications and crafted a plan that will accommodate various scenarios. She was easy to work with, flexible on when and where to meet (our home, her office), and cared about our family.
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15 Jun, 2016 by Lia locasto
Upon our first encounter I knew I'd be hiring Mara. We shared our experiences in the professional world and her strong moral judgement is exactly what I was looking for.
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25 Nov, 2021 by Jasmine
Carol Ann Hunter Peters well informed me on what possible rights I may have with my grandmother
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29 Jul, 2009 by Anonymous
Dana Longo and his staff are very knowledgeable, helpful, respectful, and relatable. I would definitely recommend his legal services.‎
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17 Mar, 2016 by Heather
Mark helped me through a very difficult issue with the upmost professionalism and expertise. He was honest and realistic with me through the whole case but also empathetic when I needed it. I highly recommend him.
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05 Apr, 2014 by Michael
Did a family illness lead to a legal and financial nightmare--as though you had walked onto the stage of an absurdist play? And then, when you turned to a lot of professionals for help, they gave you the wrong advice or absurd decisions and then turned their backs on you? The Kim team to the rescue! In my case involving a family trust, they went to work immediately, with Mrs. Kim taking down my details by phone; they stayed in very close contact by both phone and email; they were able quickly to write the legal opinion I needed even better than I had imagined. Unlike another lawyer I had previously hired, the Kim team wasn't stumped by a trust with a provision somewhat different from the usual. They also have been clear on their fees. Only when you've felt utterly legally and financially helpless can you understand the value of what Mr. Ernest J Kim's team can do for you: the peace their competence, speed, attention to detail, and communication skills provide. They immediately understood my predicament and were thinking ahead; they were never hard to reach by phone or email. Only the word "excellent" suffices to describe my experience with Mr. Kim's team. [I have not been paid anything to write this review--it is MY pleasure to do so!]
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12 Jul, 2020 by Anonymous
Leighton‘s approach in helping me with a lawsuit against an abusive trustee was pivotal. He quickly assessed what mattered most to me and focused on my goals from start to finish.
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08 Jul, 2016 by Anonymous
I had an issue with my Landlord over a pipe burst in my apartment while I was away for work. They didn't clean it correctly and my belonging sat in water for a week causing damage to prized possessions. The problem persisted and mold spread. Thanks to Gerald I was compensated for my damaged items, as well as relocated while they properly fixed the pipes and mold situation. I would have lost everything if it weren't for the help of Wolf Law Firm.
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13 Mar, 2023 by Anonymous
Elizabeth spent time with me on the phone, during an initial consultation. From her, I got advice that I had not yet received from any other attorney I had spoken with. Elizabeth was able to see my situation from its different angles. She advised me on various helpful options and alternatives I could pursue for resolving my particular issue. What I liked about Elizabeth is that she was brainstorming everything that could potentially be done to solve the problem, and not just one solution to it.
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22 Apr, 2017 by Henry
Ms. Cooper represented me in a breach of contract lawsuit which resulted in a very successful settlement of the matter. I found Ms. Cooper to be responsive, efficient, and always kept me informed of the current status of my matter. I would certainly retain Ms. Cooper again if the need arises in the future, and I feel confident referring her firm to my business associates.
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03 May, 2016 by Jeri
While going through the extremely difficult process of moving my father into a Memory Care facility, I had some issues with the leasing agent and the property he had been renting. Taylor was able to negotiate a very fair resolution between the property owner and myself. Taylor is extremely knowledgeable regarding real estate matters, and was able to handle my case efficiently, and effectively. I would absolutely use Taylor again, as well as refer to anyone in need of an excellent Attorney.
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19 Oct, 2019 by Domenica
Cynthia Catalino is an excellent lawyer. She helped me in a very complicated inheritance case regarding oa. the selling of real estate affecting siblings living in the US, Italy, Eritrea and Somalia. She was swift, accurate, competent, knowledgeable, creative in finding solutions across borders, committed, flexible and compassionate. She is also knowledgeable of the Italian legal system regarding inheritance issues and has a relevant network in Italy. I can highly recommend her. Thank you very much.
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30 Mar, 2016 by Phil
Greg completed my trust quickly and completely. He carefully walked me through each document and provided proper context so that I completely understood the nature of the trust. He carefully researched all aspects of my estate and found information that I was not aware of. I trust him and I highly recommend him. In fact, he is now working with other family members based on my recommendation.
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03 Sep, 2014 by Brendan
Daniel is a younger estate planning attorney but has been practicing for over 8 years, so he has seen it all. I am a Financial Advisor that focuses on comprehensive financial planning and through the planning process I often identify many clients who have not obtain a proper estate plan. Living in California, it is very important that EVERY family obtains an estate plan to avoid probate at the very least and Daniel is my go to for all my clients. I have personally seen his work and feel very comfortable with the quality produced. He is very knowledgeable and responsive and above all else, has great communication with his clients as he breaks things down into "normal people" speak so that all the parties involved can stay on top of the process and understand what is going on.
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19 Jun, 2018 by Carmelita
Jamay was my attorney in a probate matter involving my a dispute about my cousin's will. We won at trial and she also won a motion for attorney's fees against the other party. She is very professional, knowledgeable about her area of practice, and very responsive. I would highly recommend Jamay.
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03 Mar, 2010 by Anonymous
I had a pretty messy situation with a DUI/DWI that I hadn't taken care of and had allowed to languish for about 10 years. To further complicate things, I had moved out of the state that the infraction had originally happened in, so this was going to be a difficult affair. I shopped around for representation in the area and one thing that really stuck out about Vincent: whereas everyone else was basically saying it was a slamdunk and that they could get all charges dismissed within 30 days, guaranteed; Vincent was honest with me in saying that this was a complicated case and that he couldn't guarantee such a thing. By no means did he admonish me, but he did make clear how difficult my case could be because of the time elapsed and my move from the state. After this conversation, I knew I had my attorney. Vincent clearly had a level of integrity that is a cut above everyone else's. Vincent fought hard during my case. I was facing extensive fines and possibly jailtime. Fortunately, thanks to his tenacity, Vincent was able to get my case dismissed and I was able to walk away with a totally clean record. I can't thank him enough for his integrity, hard-work, and grit. I highly recommend placing Mr. Russo on your shortlist of possible representation, you won't regret it.
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15 Sep, 2017 by Lilia
I consulted Melissa to review my mothers frust. I was able to schedule appointment the following day, she was prompt and cordial. Reviewed the documents and made referrals. Graciously declined to change for the consult. I have no doubt I'll be retuning to have her draft my trust, Melissa is knowledgeable, ethical, professional and overall a person with integrity and values. Rare to find now days!
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16 Jun, 2021 by Anonymous
My grandfather passed away a couple of years ago. Half of my family ended up with the entire trust, leaving me and two other members with nothing. We contacted other lawyers initially that wouldn't take our case, but Mr. Santiago decided to take us on. After a couple of years of the other parties refusing to even acknowledge us, eventually Mr. Santiago was able to secure us a sizeable settlement. We're incredibly fortunate to have found him, and we're all now getting our fair share of the estate. If you're having any issues with a trust, amd need an attorney, do your self a favor and hire Mr. Santiago.
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28 Jun, 2014 by Spencer
Mr Moravec knows his stuff, especially helpful for planning - planning for marriage, for divorce, & for death. Who knew that the proceeds of an life insurance policy should be in a trust? I had no idea that certain wills (if done by hand with handwriting but also with typed words) could be invalid in California. I now know the difference betw a power of attorney and a medical power of atty. I can now sleep more soundly. Thank you Mr. Moravec. Money well spent for such attention to detail and such personal attention.
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03 Nov, 2014 by Coolhan_luke
Everything is above the board! I had 3 previous attorney's all of which had secret phone calls without my consent. None wanted to document anything and I had to fight with them to document by e-mail. Previously everything was done by telephone...no documentation. Mary is honest, hard working and got results simply by sending out her substitution of attorney. Mary documented everything, sent out registered letters, PDF documents and made calls to confirm the documents were received. Professional and by the book.
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18 May, 2015 by Anonymous
I was dealing with a very difficult employment situation. Not only was she able to keep me from making several very detrimental mistakes that would have given the company the upper hand in negotiations, she was tough and ultimately was able to get much better results than if I tried to negotiate on my own. She is tough, yet with me she was compassionate and understood the emotional rollercoaster that I was on. I will have her in my corner again in a heartbeat.
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29 Apr, 2020 by Anonymous
In our initial meeting with Gadi, he reviewed each of the subjects necessary for us to make the right decisions. His full attention was toward us and the questions we had for him. He and his office team were very responsive in providing us draft documents to review and provide him further clarifications on specific points. Gadi conducted the signing process in a timely manner including providing the signed documents via mail and electronic means.
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17 Sep, 2015 by Loren
Five words describe Jonathan: caring, competent, personal, tireless, unrelenting. Last February, I hired J.P. to get my inheritance from a sluggish passive-aggressive trustee. My former attorney, to whom I had paid nearly $20,000, did little during the year. But when J.P. took the case, the tables quickly turned in my favor. He really kept the trustee and her attorney in line. What's more, J.P. obtained more money for me than anticipated—and months ahead of schedule. I recommend Jonathan Park wholeheartedly.
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06 Nov, 2014 by Anonymous
Danielle helped guide me through the confusing process of probate. We are very glad to have found her. She is a very intelligent attorney with a great work ethic. Recommended!
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07 Jan, 2012 by Anonymous
Michael is quite responsive as an attorney and is a fervent advocate which are necessary attributes for an attorney. I believe he has close to 30 years of legal experience and willingly gives fee reductions. He is a sensitive person which I believe is an asset as an attorney, in any profession or generally in life. He seems to care beyond simply obtaining attorney fees. I have been his client for over one year.
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12 Aug, 2014 by Bill
Miranda took over a case, picked up the pieces and prevailed at trial. She is honest, thorough and extremely hard working and knowledgeable. I highly recommend her.
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12 Jul, 2019 by Eric
We were recommended to Garry by our financial advisor, when we were very tardy (by more than a decade!) in putting a Living Trust together. Very satisfied with his professionalism and getting our trust executed with minimal delay. Would recommend him very highly!!
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20 Oct, 2015 by John
Mark completed out Living Trust. He was very professional and explained all the details to us to set up the trust. I would recommend this lawyer without hesitation. Excellent personality and covers all the different situations.
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09 May, 2016 by Anonymous
Karl produced prompt and impeccable legal documents that were instrumental in successfully navigating a very tricky real estate issue among family members. Not only did he accomplish what we needed he also provided valuable insight about other potential areas of concern that might arise that none of us had imagined. I highly recommend Karl and am so glad to have such an intelligent and caring lawyer onboard.
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03 May, 2017 by Donna
Laura had answer to all my questions and more. Thank you Laura~
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FAQs
Questions? We have answers

What a Trusts Lawyer Can Do for You

A trusts lawyer specializes in creating and managing trusts, which are legal entities that allow individuals to transfer assets to beneficiaries while maintaining control over how and when those assets are distributed. Trusts are used for estate planning, asset protection, tax planning, and ensuring the financial security of loved ones. Trusts lawyers help clients choose the right type of trust for their needs, draft trust documents, and advise on the administration and management of trusts.

Whether you're planning to pass on your assets to your heirs, protect your wealth from creditors, or provide for a disabled family member, a trusts lawyer can help you establish a trust that meets your financial and personal goals.

When Should I Hire a Trusts Lawyer?

You should consider hiring a trusts lawyer in various situations, particularly when you're planning for the future distribution of your assets or protecting your wealth. Common reasons to hire a trusts lawyer include:

  • Estate planning: If you want to ensure that your assets are distributed according to your wishes, a lawyer can help you create a revocable or irrevocable trust to avoid probate and provide for your heirs.
  • Asset protection: If you want to protect your assets from creditors, lawsuits, or potential future liabilities, a lawyer can help you establish a trust to shield your wealth.
  • Special needs planning: If you have a disabled family member, a lawyer can create a special needs trust to provide for their care without affecting their eligibility for government benefits.
  • Tax planning: If you're looking to minimize estate taxes or manage tax liabilities, a lawyer can help you create tax-advantageous trusts, such as a credit shelter trust or charitable remainder trust.
  • Charitable giving: If you want to leave a legacy through charitable donations, a lawyer can help you set up a charitable trust to ensure your donations are managed according to your wishes.
  • Business succession planning: If you own a business and want to ensure a smooth transition of ownership, a lawyer can help you establish a trust to pass the business on to your heirs or chosen successors.

Hiring a trusts lawyer early in the estate planning process ensures that your assets are protected and your wishes are clearly documented, reducing the chances of disputes after your death.

What Does a Trusts Lawyer Do?

A trusts lawyer provides a variety of legal services to help individuals create, manage, and administer trusts. Their responsibilities often include:

  • Drafting trust documents: Preparing the legal documents needed to create the trust, ensuring it is tailored to your specific goals and complies with state and federal laws.
  • Choosing the right type of trust: Assisting clients in selecting the most appropriate type of trust for their needs, whether it's a revocable trust, irrevocable trust, living trust, or special needs trust.
  • Trust administration: Guiding trustees through their legal responsibilities, including managing assets, making distributions to beneficiaries, and filing tax returns.
  • Modifying or terminating trusts: Helping modify or terminate trusts if circumstances change, such as changes in tax laws, family situations, or personal preferences.
  • Protecting beneficiaries' interests: Structuring trusts to protect the interests of beneficiaries, especially if there are concerns about financial management, disability, or dependency issues.
  • Minimizing estate taxes: Assisting clients in structuring their trusts to minimize or avoid estate taxes, ensuring more of the estate passes to beneficiaries.
  • Handling disputes: Mediating or representing clients in court if disputes arise among beneficiaries or between trustees and beneficiaries.

How Are Trusts Lawyers Paid?

Trusts lawyers typically charge for their services based on the complexity of the trust and the type of legal work involved. Common payment methods include:

  • Flat fee: For drafting basic trusts, such as revocable living trusts or special needs trusts, many lawyers charge a flat fee. This can range from $1,000 to $5,000 or more, depending on the complexity of the trust.
  • Hourly rate: For more complex trust planning, ongoing trust administration, or resolving disputes, some lawyers charge by the hour. Hourly rates typically range from $150 to $500 or more, depending on the lawyer’s experience and location.
  • Retainer: For long-term trust administration or complex estate planning cases, some lawyers may require a retainer, an upfront payment that covers ongoing services.
  • Contingency fee (rare): In rare cases, particularly in disputes involving the administration of a trust, lawyers may work on a contingency fee basis, getting paid only if they successfully recover funds or resolve a legal dispute in your favor.

Always discuss the fee structure with your lawyer during the initial consultation to understand the total cost of services.

How Much Does a Trusts Lawyer Cost?

The cost of hiring a trusts lawyer depends on the complexity of the trust, the lawyer’s experience, and the fee structure. General cost estimates include:

  • Basic trust creation: For simple trusts, such as revocable living trusts, fees may range from $1,000 to $3,000.
  • Complex trust creation: For sophisticated estate plans involving multiple trusts, tax planning strategies, or special needs considerations, legal fees may range from $5,000 to $10,000 or more.
  • Trust administration: If you are serving as a trustee and need ongoing legal advice, hourly rates for trust administration can range from $150 to $500 or more.
  • Dispute resolution: Costs for litigation or mediation in trust disputes may range from $5,000 to $50,000 or more, depending on the complexity of the case.

Be sure to get a detailed cost estimate from your lawyer during the consultation to ensure the services fit within your budget.

Top Questions to Ask a Trusts Lawyer

Before hiring a trusts lawyer, consider asking the following questions:

  1. What experience do you have with creating trusts?
    Ensure the lawyer has experience drafting trusts and managing trust administration for clients with similar goals or asset structures.
  2. What types of trusts do you recommend for my situation?
    Ask the lawyer to explain the different types of trusts available and which ones best suit your needs.
  3. How do you charge for your services?
    Clarify the fee structure and request an estimate of the total cost.
  4. What are the tax implications of the trust?
    Ensure the lawyer can explain how the trust will affect your taxes and strategies to minimize tax liability.
  5. How long will it take to set up the trust?
    Ask for a timeline for creating and finalizing the trust documents.
  6. Will you handle the trust administration?
    If ongoing management is required, inquire whether the lawyer will assist with trust administration or if you'll need a separate trustee.
  7. Can you help resolve disputes if they arise?
    Ask about the lawyer's experience in resolving trust disputes.

How to Check the Credibility of a Trusts Lawyer

To ensure you are hiring a reputable trusts lawyer, take the following steps:

  • Verify their bar status: Check with your state bar association to confirm the lawyer is licensed and has no disciplinary actions.
  • Look for trust law experience: Review their website or professional profile to ensure they specialize in estate planning and trusts.
  • Read client reviews and testimonials: Look for feedback on platforms like Avvo, Martindale-Hubbell, or Google.
  • Ask for references: Request references from past clients who can speak to their experience with the lawyer.
  • Check for certifications: Look for certifications such as Certified Estate Planning Law Specialist (EPLS) or memberships in organizations like the American Academy of Estate Planning Attorneys (AAEPA).

What Should I Prepare for My First Consultation?

To make the most of your first consultation with a trusts lawyer, bring the following:

  • List of assets: Prepare a list of all your assets, including real estate, bank accounts, investments, retirement accounts, and personal property.
  • List of beneficiaries: Provide names and contact information of individuals or organizations you want to name as beneficiaries.
  • Existing estate planning documents: Bring copies of any existing wills, trusts, or other estate planning documents.
  • Financial information: Bring financial statements, tax returns, and other relevant financial documentation.
  • Questions for the lawyer: Prepare a list of questions about the trust creation process, fees, and how the trust will protect your assets and beneficiaries.
  • Goals for the trust: Clearly outline your objectives, such as asset protection, tax minimization, or provisions for beneficiaries, so the lawyer can tailor the trust to your needs.

By preparing thoroughly for your consultation, you can help the lawyer assess your situation effectively and receive the best possible legal advice for creating and managing your trust.

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