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16 Sep, 2015 by Matthew
It is a true pleasure for me to write this recommendation for Susan J. Cooley. My brother and I came to Susan with several complex trust and probate concerns further complicated by family discord. Susan not only brought her over thirty years of experience as an attorney, but also the perfect temperament: a very effective combination of toughness and compassion. I cannot recommend her highly enough.
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05 Aug, 2015 by Anonymous
Susan J. Cooley was the best possible attorney I could have hired. She was sensitive to my painful lawsuit, but helped me understand the importance of treating the subsequent legal affairs as a business. Ms. Cooley worked very hard for me, was most communicate and always forthright with her explanations and the possibilities of outcomes. Without question, Susan skillfully helped me satisfactorily settle an emotional and difficult case. I will always be indebted to Ms. Cooley.
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05 Oct, 2017 by Edwin haronian
This attorney is amazing. She is attentive and detailed. Accomplished the impossible.
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26 May, 2015 by Daniel
Peta-Gay Gordon recently helped me with a probate contest matter and I could not be happier with her level of detail, attentiveness, and knowledge. Great work!
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04 Mar, 2024 by Ontwanet
Gerald Kane is a very compassionate and professional lawyer. He has a ton of experience and knowledge and also makes the family that he is working with feel like they have a personal touch. His goal is to make sure every family is protected and understands what their options are.
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25 Jul, 2013 by J. randy
I could not have had a better experience with the Law Offices of Gerald L. Kane. Gerry is a top-notch attorney who took all of the pressure off of me in putting together my will and trust, completely handling every detail in a totally responsible and professional manner. Also, his staff is A-plus, across the board. I could not be happier with the work Gerry has done for me and have already been recommending him to all of my colleagues. Randy
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15 Oct, 2019 by Douglas
John Balian has saved me so much $ over the years. There is no question my tax liabilities were far less than they would have been if a CPA had been advising me.
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16 Nov, 2012 by Greg
I met with several lawyers and he has been the best. I am a small business owner. The IRS was trying to say that I owed over 90k in taxes due an audit which i was was represented in effectively. He saved me and my family. Also, he set up an estate plan for me so that my family and the business would be taken care of in the event that anything happens to me or the business.
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26 Jul, 2013 by Jerome
It is obvious that Gary is a very experienced and knowledgeable attorney. He was very responsive tom my needs and always kept me informed as to the progress of my matter. My experience with Gary was excellent.
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08 Jun, 2013 by Ed
Gary is a true professional. He is a skilled practitioner and an outstanding person. He is fair and even-handed, but can be aggressive when called for. You can count on Gary to use a no-nonsense approach and to consider the client's best interest at all times. He is an expert on Estate planning matters and can litigate these issues as well. I have referred him other satisfied clients. I can't recommend him highly enough.
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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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27 Dec, 2023 by Carolyn kramer
A five star rating and more for Fred Schwartz, is more than deserved. He handled my case in a calm, confident manner which included a compassionate concern for my well being. Fred investigated the accident in minute detail, gathered evidence and handled my claim negotiations. While it was a difficult path to physically move through this injury; I was surprised to experience an emotion healing when I received significant compensation for my pain and suffering. I am grateful, I had the BEST attorney in Fred Schwartz!
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05 Oct, 2023 by Farris sanders
Remember those attorneys that claimed they'll fight for you I had a case with them when it came time to they ran like Jack rabbits so a friend recorded Fred Swartz he was very thorough in how deal with the insurance company he my almost dead came and revived it for a substantial win reason Fred Swartz is so good is because he has years of experience working for the insurance companies after that I had another case he got me ten times what I expected let's face it with the way insurance companies operate you need an inside madman who how they operate and how to deal with them that inside man is Fred Swartz trust me you'll be very happy with the results
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18 May, 2023 by Ebony meadors
Absolutely the BEST attorney!!! I highly recommend using the Law Office of Frederick Schwartz for your legal needs, you will not be disappointed.
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10 Sep, 2024 by Nguyet tran
I would like to highly recommend this law firm to anyone who looks for help in will and trust litigations. The lawyers are excellent in their work. They keep us informed every step in the process. The lawyers are thorough, transparent and understanding during the whole process!!! Love them.
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06 Sep, 2024 by July bocabeille
Andrew was very prompt in responding to my request once I contacted him and reviewed my employment agreement in a very timely manner. He provided very helpful and practical advise and followed up several times to make sure it all worked out for me.
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23 Aug, 2024 by Mr buluntea
I have come to call Ryan Cady the Golden Man. I had the pleasure of working with Ryan Cardy and I must commend both his impressive GOLDEN acumen and his exceptional professional GOLDEN demeanor. From our initial consultation to the resolution of my case, Mr. Ryan G. Cadry (aka my Golden Man) demonstrated an extraordinary depth of knowledge and strategic thinking. His ability to navigate complex legal issues with finesse was nothing short of remarkable. Not only did he handle every detail with utmost precision, but his overall approach and confidence in the courtroom were as commanding as they were effective. It's clear that his expertise in law is matched by a rare, almost legendary level of competence. In addition to his GOLDEN top notch legal skills, he possesses a certain personal charisma that only enhances his professional capabilities. His presence and assurance can only be described as noteworthy, and they significantly contributed to the successful outcome of my case. I highly recommend him to anyone seeking a lawyer who combines unparalleled legal skills with an undeniable presence. His professionalism and effectiveness make him a standout choice in the legal field. Ryan gets the Gold....! Can't go wrong with D Gold! THANK YOU FOR ALL YOUR HELP! May God bless you and your family and allow you to shine.
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31 Aug, 2024 by Goldy lox
Alex is a brilliant Attorney with honor and integrity.He has skills that are unmatched in a variety of legal issues and do not hesitate to call him if you want Victory.5 stars Alex! Thank you
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30 Aug, 2024 by Adam bogisich
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29 Aug, 2024 by Luzmila drury
Great Attorney! very professional and easy to work with...help on the dismissal of my son's traffic ticket problem. Thank you so much Alex!
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14 Sep, 2021 by Terry
A few years ago, my sister and I found our selves in a most difficult circumstance that centered around a legal issue that my father, who was dying in the hospital, had failed to resolve. Suffice to say, we were emotionally wrought and desperate for help. I had reached out to a few other lawyers, most of whom never bothered to return my call and if they did, were more interested in their up-front fees, than offering helpful counsel. Fortunately, we found Brian and he immediately understood the gravity of the situation and was able to map out a plan of action. His calm demeanor, and solid knowledge of the law, kept an already difficult situation from becoming worse. Talk about going the extra mile, he even came to the hospital to meet my father – not a place most lawyers go -- and make sure that the matter was resolved properly. After our father passed, Brian was instrumental in taking care of some of difficult and confusing paperwork including title-transfers and other filings that we had no idea were legally required. He also counseled us on the importance of having a will, or a trust, the value of advance health-care-directives, and other important pre-need paperwork. Brian Sheppard is first and foremost a man of integrity and principle, well-versed in the nuances of the law, and fundamentally a man with the courage to do what is right. Over the years, I have had occasion to call him with a simple a question and he has gentlemanly and generously resolved the matter without an outrageous bill. Our only regret is that we weren’t able to avail ourselves of Brian’s services earlier.
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22 Aug, 2019 by Anonymous
Brian was the absolute worse attorney I have ever had. He is very lazy and doesn’t take the time to actually review each case. Oh and after all the money you spend, he will loose the case anyways. He is horrible! Do not use brain Sheppard.
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03 Feb, 2015 by Steve
Brian was easy to work with and most helpful in explaining the arcane language of estate planning. HIs fees are very reasonable and he is quick to reply to follow-up questions.
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08 Jul, 2021 by Anonymous
Hired him, got overcharged for his own mistakes, his assistant is so rude she shouldn't be dealing with the public.
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25 Oct, 2014 by Erika
Stay far away from this guy, he is way over priced, breaks the rules of Professional Conduct. On many occasions he charged me $90.00 to answer some questions by e-mail with one liner answers saying basically " I m working on it" completely avoiding my questions. He is very arrogant, and even had the audacity, after I had informed him of something I had done, to say "Nope never happened". Unbelievable! I am sick about the amount of money he has been able to get from me to my detriment. If I could change things he would not have gotten 1 dime of my money.
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15 Apr, 2013 by Anonymous
Marshal is a nice guy but a terrible attorney. While representing me in a trust dispute he neglected to include stipulations for both the estate increasing or decreasing in value. As a result I was protected only for an estate that remained the same or increased in value. Unfortunately it decreased. My adversary was protected in either scenerio by a more experienced attorney. In addition, Marshal recommended using a conservator, without explaining the "true cost." I would have been better off accepting my adversary's initial offer and never hiring Marshal! This was a VERY expensive lesson. Don't make my mistake!!
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10 Jul, 2024 by Anonymous
Do NOT hire this woman. She lied to me, neglected my cases, dragged out my cases solely to increase her fees, gave me terrible advice. I could keep going. I have nothing good to say about her representation of me. This should be the last person you hire.
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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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