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03 Oct, 2024 by Sally
Mr. Nussbickel And staff were very courteous, professional, and polite. They work well as a team and explained everything to me about my will and trust planning. He was very patient with me when I called and emailed a few times with questions. I have given his name to a few of my friends already to help with their estate planning.
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23 Aug, 2024 by Linda
My husband and I had gone to Greg Nussbickel in 2017 to write up our Will and Trust. When my husband passed in 2024 I called Greg to look over and make amendments on my existing Trust to make sure my children would avoid probate. We had two telephone encounters, first one to go over what amendments needed to be done and second one to read over those amendments and to change what needed to be changed. Signing those amendments was quick and easy with every question answered. Greg is professional and reliable. I highly recommend Greg and his team to take care of all your legal matters.
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12 Dec, 2023 by Connie
Greg and his team with Evolution Retirement updates my Trust and Will and the process couldn’t have been easier. It was nice some appointments could be done via conference call and just two in office visits. Documents were very complete and I have to say both he and his assistant are very versed in Florida estate planning and Florida law.
I highly recommend!
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04 Sep, 2024 by Carol larson
24 Jun, 2024 by Beth rexroad
Mizell and Mays is an excellent law firm… the best. I am 100 percent confident in their work. We’ve used them for wills, trusts and other documents as well as real estate transactions. John Mizell is extremely smart, knowledgable, thorough and highly ethical. He knows his stuff. Plus, his staff is on top of things and they’re all very professional and easy to work with across the board. I won’t use any other law firm. Highly recommend!!!
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19 Apr, 2024 by A r
I've had the pleasure of knowing John for 30 years and him handling multiple family affairs. He's warm, down to earth, tremendous integrity and incredibly knowledgeable. He's awesome!
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03 Oct, 2024 by Michele
Everyone was very helpful and pleasant to deal with especially when you lose a Love one
Thank you guys for everything !!
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07 Jun, 2024 by Dale
Assisted me with current will, revocation of trust (that I was in the process of setting up when my wife passed), and life estate deed.
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28 Nov, 2023 by Mike
Amy was simply amazing!! My Mom and I wanted to make sure the Sager Family Trust was in good standing and it was by golly!! I had questions about my own Will and Amy had all the right answers. I would HIGHLY recommend Amy and her team!!
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5.0
21 Reviews
18 Sep, 2024 by Robert
There are not enough superlatives to describe Ms. Grant.
She is personable yet tough when needed.
Totally competent
Great communicator
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29 Apr, 2024 by Elena
Jennifer was extremely helpful during the probate process by keeping me and my daughter informed throughout the case and made sure to address any concerns we had. Our case was unnecessarily lengthy and Jennifer was direct and diligent when communicating with opposing council. We felt assured that she had our best interests in mind.
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14 Nov, 2023 by Rmm
During those difficult, painful and stressful times when the situation was very uncertain.... with all the delays from the opposing party, having Jennifer, together with Brenna made a big difference in my case. Both lawyers maintained high degree of professionalism, very caring, supportive, reassuring, very efficient -as they guided and defended me, that I got what I rightfully deserved. You certainly made a big difference in my life. May you both be blessed more as you continue to make a difference in people's lives. Thank you... thank you!
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31 Mar, 2024 by Dennis
After the recent death of her husband, our daughter needed estate planning, especially to protect her young children. At the recommendation of a friend, we found David Hanley in Sunrise, FL, near Ft. Lauderdale. I have been a lawyer for over 40 years, although I do not practice estate planning. I could not be more impressed with his work and demeanor. He is skilled, intelligent, and empathetic. He worked quickly, compassionately, and made her feel as comfortable as possible, considering the circumstances. She is not wealthy, but he treated her as if she is. I have no doubt he could handle high-wealth cases with ease. His fee was very affordable and he made it convenient for her. If you need estate planning (wills, trusts, living wills, powers of attorneys, designation of health care surrogates, etc.), at an affordable rate, I highly recommend him. And no, he did not ask me to write this review.
Dennis Stotts
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17 Feb, 2023 by Anonymous
My husband and I hired Mr. Hanley to give us advice and strategies regarding the difficulties we were having coming up with our estate plan and then he drafted and completed our estate planning documents. He is a very responsive, helpful, knowledgeable and patient lawyer. We are so happy we utilized his services and recommend him highly.
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18 Feb, 2022 by Steve
Top flight probate expert. You are lucky if you engage Attorney Hanley. I contacted him after the loss of a loved one. He was empathetic, knowledgeable, and instantly recognized the issues that needed to be dealt with first. Estates, Probate, and as far as I'm concerned, I would contact him about any legal matter. He's that smart, and a nice guy too.
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07 Aug, 2023 by Mary
If you are searching for a knowledgeable attorney who is versed in estate planning, elder law and probate, look no further. Christine O’Neil is a must to have in your corner if you need legal advice in dealing with any kind of estate issues. I live in Oklahoma and have a dear friend in Pensacola, FL that I was trying to help during a recent health crisis. My friend’s sister had recently passed away and she had no other family member to assist her. Living alone she reached out to me.
Having known my friend for over 40 years it became my duty and responsibility to assist her with health and end of life decisions. I knew it would be a challenge living almost 1000 miles apart, so I began the search for a local attorney in Pensacola with experience, skills and above all, compassion to help manage this process. My first assignment was to review and get my friends affairs in order. That’s when Christine O’Neil stepped in with the legal knowledge to assist in preparing the legal documents required to designate myself her legal power of attorney to manage the day-to-day affairs plus make all the medical decisions required later on.
My friend was mentally sharp however her body was failing, and she was in a rehab facility at the time. After our discussion Christine reached out to her and went over everything, answering her questions and making sure she understood. Once the documents were ready, Christine personally went to the rehab facility to execute the documents, left copies with the facility, and sent me the originals.
Christine is professional and has a compassionate, caring way about her that is needed and appreciated during such stressful circumstances. She listens, explains thoroughly each document, and always asked if I had any questions. She responds in a timely manner to emails and always called me back if she wasn’t available when I called. Finding Christine was the BEST thing for me in helping my friend. I highly recommend her!
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09 Feb, 2023 by Don
Putting an estate plan together is one of those things that we all tend to procrastinate. My late wife and I often talked about it, went to a few seminars attorneys put on, but never got around to actually doing it. When my wife died suddenly I realized very quickly that I needed an estate plan as the last thing you want is to die intestate and have the courts determine who gets what. Everyone's circumstances are different but having control over what you want is paramount. But where do you find a competent attorney to do this? Generally I prefer personal referrals but no one I knew was any help. Fortunately I was lucky. I did an internet search, if they had a website I checked what information was provided and checked out their credentials. This is how I found Christine O'Neil.
Not only are her credentials impeccable but she is blessed with an abundance of patience and compassion. She offers a free consultation and answered questions I didn't even know I had, plus she swiftly answered lots and lots of e-mails as I would think of something else. Basically I was still in shock from my wife passing but she made everything easy for me. She put together a last will and testament, a living will, a durable power of attorney, a designation of health care surrogate and completed and filed an enhanced life estate deed that is a huge bonus of living in Florida.
Some websites and software that will not be named will tell you that this is easy and you can do them yourself. One tiny mistake and your plan can go up in smoke. That's why you want a professional with the experience not to make mistakes that you wouldn't know about until it's too late. Especially if you're the surviving spouse you want everything air tight.
[redacted]
Don
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03 Apr, 2021 by Anonymous
Christine O'Neil was a wonderful help with writing our estate planning. The experience could not have been better. She explained every detail and guided us through every step of the process. She is very professional and yet personable. I would highly recommend her to anyone needing this service.
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09 Jan, 2019 by Marie
I have worked with Susan Gregory for several years and have always found her to be extremely knowledgeable, a fierce advocate and of the highest ethical standard. Susan maintains her poise and integrity through even the most complex and contentious estate planning and guardianship matters.
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19 May, 2018 by Audrey
Susan is the top of the line Attorney. She is the saving grace needed to get the job done. She operates with professionalism, integrity and compassion. Not only should you hire her, you would be foolish not to!
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18 Aug, 2015 by Michael connor
Susan is my go-to source for questions about Trust and Estate issues. She is an attorney with substantial experience, but more importantly a person whose heart is in the right place. She efficiently handled an estate issue for my family and has also been a trusted resource for me in other areas of the law.
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04 Sep, 2024 by Chris joseph
You simply cannot ask for a more knowledgeable, or professional law firm. Each member of the Bloodworth Law family takes time to truly care about “your case”, walk you through the processes of our legal system, and deliver results unmatched by others.
I simply cannot recommend this firm highly enough. In a confusing, sometimes frustrating situation, the experts here always have your back!
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04 Sep, 2024 by Daniel shif
We had an excellent experience working with Reed and the team at Bloodworth Law!
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31 May, 2024 by Christopher halavacs
I wholeheartedly recommend Bloodworth Law for any and all probate matters. From our very first meeting, his expertise and dedication was apparent.
Reed offered clear, concise explanations and promptly answered all my questions. His professionalism and meticulous attention to detail ensured everything was handled smoothly. Reed’s patient and empathetic approach made a very stressful process much more manageable.
Thank you, Mr. Bloodworth, for your exceptional service!
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02 Jul, 2023 by Tom
Ive known Wayne Coulter and his firm for over 15 years. When the time came to do our estate planning, I knew who to call. Expertise, knowledge and just good people.
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26 Sep, 2022 by Heather
The staff and attorneys at Delzer, Coulter & Bell were absolute professionals when assisting me after my father's sudden death.
They take a very stressful situation and walk you through all the paperwork and requirements with patience and expertise.
Each time I interacted with them I felt confident that I had a professional and caring team by my side to help me through all the steps of handling his estate.
I enthusiastically recommend this firm for estate planning and probate needs.
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17 Nov, 2021 by Roger
Was very helpful in answering our questions and in providing for our needs. Everyone in the office was pleasant and accommodating.
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07 Dec, 2020 by Anonymous
We recently moved to St. Pete and were in need of a good, professional and inclusive attorney to completely rewrite all of our legal documents. Kira Doyle and her great staff were all and more than we had hoped. The documents were thorough and covered all the mandates for the State of Florida.
They were completely welcoming to my wife and me. Kira Doyle and her staff treated us "just like every other couple," respectfully and graciously. As we come from a different state where this is NOT often the case, this environment was a relief.
Additionally, the documents and the process by which they are written, approved and finalized was professional and efficient. Kira and her staff were easily available to answer our questions and sent updates and their own questions frequently.
This attorney and this office staff earned 5+stars in our book! We will return to them for any additional legal needs we may encounter in the future. We already have the free three-year review of the documents in hand.
The office is beautiful and the formality of finalizing our final documents almost a ceremony . They made us feel important. We are very happy with the final documents, the way in which they and we were handled and the parting gift was PERFECT!
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19 Nov, 2020 by Amy
Kira Doyle drafted estate planning documents for me. As I am a new Florida resident, Attorney Doyle went over carefully & thoroughly Florida's legal requirements, and she also provided written explanations that were very helpful. My documents were prepared very quickly at an extremely reasonable fee. I highly recommend this office.
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23 Oct, 2020 by Carson
Very, Very, Positive: Professionalism, Quality, Responsiveness, Value
My husband and I have experienced the sad reality of loved ones passing away. We knew we did not want to leave our loved ones stressed and wondering what to do when we're at the end of life and they may be grieving. Kira Doyle and her team absolutely guided us every step of the way without any snag.
We were so relieved as well to learn so much on how to protect ourselves so that when we pass away, our family is not caught up in a lot of probate, legal, arguments, and tax matters. We're so impressed by the top-notch expertise! Value value value.
The whole experience was very caring, careful, and concierge, and we were completely comfortable with the process. This high level of professionalism really reassured us well to complete a task that could be stressful. But it was not -- wow!
We can't thank you all enough. Thank you!
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24 Jan, 2024 by Ron
My wife and I are both 74 years old, and we felt it was time to set up the proper estate planning accurately describe our final wishes and also avoid paying any unnecessary taxes when our assets are passed on to our beneficiaries or heirs. The Law Offices of Frye, Fortich and Garcia handled all of these matters for us. We had the good fortune to get the proper legal advice and documentation from Austin Frye and Lauren Garcia. They took all the time we needed to clearly our goals as a couple and individually. Not once did we feel that any question we had was too basic and unimportant. The entire experience was very professional and quite comfortable given the subject matter. We even had some good laughs along the way. On top of all this, we felt the fees charged were more than reasonable and fair. We recommend wholeheartedly to anyone who needs this type of legal expertise to consider using this law firm.
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08 Jan, 2024 by Lou
I’m Lou and my father passed away and left me his estate that had a 50 percent share of the property he owned with his girlfriend for 30 years.
I was lost and Gus and Austin was my father’s attorney’s that I also inherited.
I dealt mostly with Gus , who is a true professional and is always prompt returning calls and emails.
Gus also helped with me purchasing an additional percentage of the property.
I’d recommend Gus , Laura and Austin to anyone looking for attorneys that will always have your best interest.
Thanks
Lou
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02 Jan, 2024 by Jeanette
My experience with Frye, Fortich & Garcia has been a very positive experience.
My husband and I did our trusts, but unfortunately, he passed away before we were able to implement changes. Ms. Garcia outlined everything that needed to be done for the estate. She guided me in the necessary paperwork and completed all the necessary court papers. In the process, Ms. Garcia also caught a big mistake the courts made by appointing the wrong executor. This was promptly corrected. I was advised of all the steps taken throughout these proceedings and told of all papers needed. If I did not have them, I was always provided with help. My questions were promptly and kindly answered.
My experience has been very positive all the way through. Everyone in the office is courteous and prompt.
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15 Mar, 2024 by Towels4less
I have brought up a tough case to almost 20 realestate and forclosure attorney's in the past week to get an advice , Margery Ellen Golant was the ONLY attorney who took time to look at this issue, and answered every issue arising from this difficult matter, even all other attorney turned away from such case.I will definitly recomend her to anyone seeking excelence and dedication to their issue.
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01 Dec, 2023 by Alice
If you truly want to save your home from foreclosure, you need Margery Golant on your side. Her wealth of knowledge about the mortgage industry is incredible and she will fight for you with every bit of that knowledge. I do not think we would still be in our home today had it not been for Ms. Golant’s tenacity and the fact that she cares deeply about her clients and their ability to remain in their homes. I cannot put into words how much I admire and appreciate her. I would most highly recommend her.
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24 Aug, 2022 by Bob m
Many, many nights laying there next to my wife, shaking instead of sleeping.
The feeling of abject failure and the loss of so many years of work and dreams.
My initial mind set when I got behind on my mortgage was “I didn’t pay and I deserve to get foreclosed”. It certainly is a pretty straight line to that opinion. And you can rest assured that the so called judges in the Foreclosure Court, who are appointed, not elected, by and large believe this is true too. The long process of defending ourselves from the loss of our family home, which was the repository of every bit of our income (beyond consumables) for most of our lives, was an eye opening experience and some hard lessons about the law and in particular lawyers.
Lots of lawyers will line up to take your money, and as much of it up front as they can get you to pay. I have more than several acquaintances who paid eight thousand, ten thousand dollar retainers. This was quickly burned up on ticky tack back and forth with the bank/servicer and then they lost their homes. One leader in my scout troop found out she was going to auction 7 days before it happened and her family of 5 had to move in with her mother in law.
I’m here to tell you what you need is a Knight. On a Crusade. And that is who Margery Golant is to her clients. When she says: “I am personally disturbed to see consumers being taken advantage of…” she really means it and I have seen it many times in our long and SUCCESSFUL battle to not be foreclosed. Ms Golant had 3 judges disqualified from our case for public comments they had made that clearly showed the bias so prevalent in Foreclosure Court. She had our case removed from the Foreclosure division and put in Civil, where the judges answer to the voters, and care that the decisions they make are legally valid. She had the Service of the foreclosure thrown out 6 times. She fought a brilliant war of counter tactics and strategy that went on for well over 9 years. It seems crazy looking at it written here. Meanwhile my kids grew up in their home and thrived. Words can’t express our gratitude and if you are in this terrible situation, believe a survivor that this is your best choice for representation.
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5.0
20 Reviews
25 Mar, 2022 by Catherine
Adrian and his team deserve our highest recommendation for their resourceful representation in a probate case that we were ready to write off as impossible. Adrian's "out-of-the box thinking" and positive "can-do" approach proved to be a very refreshing approach Sure eough, he and his team came through like champs--pretty quickly too--to ensure that our deceased loved one's wishes wewre honored. And throughout the process he and his team kept in close touch. A rare gem!
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16 Sep, 2021 by Deet
Adrian Thomas thought of lots of potential problems and protected us tidily from all of them. He’s brilliant and on the ball. His company took care of the info and advice, filings, paperwork, audit, beneficiary agreements—everything to wind up my mother’s at-risk trust successfully. AND gave back change from the retainer. He’s the best in every way. He also generously called back with helpful advice years later when I had a question about something else.
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17 Sep, 2019 by Jacqueline
Adrian Philip Thomas has been a Godsend! Our experience continues to reveal the most dedicated,
heartfelt,efficient and motivated group of attorneys with Adrian Phillip Thomas at the helm, always open,available & acting with undoubtably the most professional attributes available by far.
He and his staff are clear and consistent beginning day one. I've never met a more professional, dedicated, persistent & family minded organization.
This review is long overdue and is here to encourage others to rest assuredly when deciding to move forward with A.T.Philips & their most important decisions ahead.
Trust in their most valuable staff & expertise!
Thank you all !!!
Patti & Jacqueline
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09 Jul, 2021 by Yolanda
In my 16-year career as a claims adjuster I have had the opportunity to work with several attorneys. When I was involved in a car accident, I didn’t think twice about contacting Mr. Lucero to assist me. I called him after business hours, and he addressed all my concerns with a great deal of empathy and professionalism. I contacted him almost 6 months after my accident and placed unrealistic time constraints on him to meet my upcoming mediation. He worked tirelessly and expeditiously to get me the compensation that I deserved. He treated me like family and had my best interest at heart. Mr. Lucero communicated often and made sure he was available to address any questions or concerns that I had. I’m grateful for all the hard work and time he dedicated to getting my case resolved. Anytime, I need legal advice he’s my go to person. His experience and professionalism are unparalleled.
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28 May, 2019 by Anonymous
Tim Lucero is the most amazing, compassionate lawyer. He treats me like family. Tim has kept me informed through the process and my nerves calmed. He responds directly to my questions promptly and goes above and beyond to make sure I understand. Tim Lucero you are a blessing!
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11 Jan, 2019 by Anonymous
Tim Lucero worked relentlessly for three years on my small personal injury case. Though my case was definitely not the largest case he was handling. he always made me feel as a priority. He did not stop until we got what the outcome we were hoping for. Though I hope I won't need his services again, I know that I can have a dedicated lawyer on my side should I need it. I highly recommend Tim Lucero.
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16 Oct, 2024 by Dougout
I was contacted in a very timely manner after my initial reaching out to Mr. Lee's law office. I found Mr. Lee to be very informative and candid in the subject matter of our discussion. I definitely felt that the information provided eased my concerns.
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14 Jan, 2023 by Anonymous
Kara was very patient, informative and thorough in preparing my parent's trust and power of attorney documents. She has the experience needed to support all elder law needs. Highly recommended.
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26 Mar, 2021 by Jesse and sandra
We consulted and hired Kara to update our Will, establish a Lifetime Deed and create a Supplemental Needs Trust for our vaccine injured grandson. She was very professional and formulated documents that met our needs for our family members once we pass. She was well versed and knowledgeable. We would highly recommend her for legal requirements. She is an extremely capable attorney.
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11 Apr, 2024 by Deborah
Whitney Glaser did our estate planning, she answered any and all questions that we were concerned with. She told us the best options for our needs and was very professional yet personable to work with. She was able to have papers organized in a timely manner and without hassle, I would definitely recommend her for any estate planning needs.
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11 Apr, 2024 by Mary
Ms Glazer was very knowledgeable and sensitive to our needs. She was most helpful and easy to work with, giving us peace of mind through each process.
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13 May, 2023 by Pamela
I recently retained Ms. Glaser to help me with my estate planning. Not only does Ms. Glaser have the perfect combination of legal expertise and compassion for this area of law, but she patiently listens to your concerns and offers real world solutions for you to consider. This is the attorney you want helping you when deciding end-of-life options and the disposition of your estate assets.
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23 May, 2023 by Michael
Pam is the best. She responds immediately and calls if more information is needed. She provides the best advice, looking after my best interests. She is my trust attorney forever.
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10 Mar, 2023 by Melissa
I am forever grateful for the amazing experience we had with Pam Higer-Polani. She is extremely detail oriented, offered great service and was a true professional throughout. Highly recommend
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09 Mar, 2023 by Anonymous
Extremely knowledgable, accommodating, and a pleasure to work with. Definitely trustworthy with matters at hand.
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08 Jun, 2024 by Anonymous
I want to share my positive experience with Rodney Gerling, the exceptional lawyer who helped me create my will. After getting married, I needed to update my will, and Rodney guided me through the process with expertise and care. Our initial meeting on Zoom was convenient, and he asked all the right questions to ensure my will accurately reflect my wishes. I met with him once more to finalize the details, and I can confidently say that he is truly the best
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05 Jun, 2024 by Barbara
We highly recommend Rod Gerling of Gerling Law Group aka Affordable Attorneys as an estate attorney. We were in need of having a trust established and having our wills and other related docs updated. He proved the utmost in professional service and advice. His staff, particularly Shauna Smith, were also very courteous, helpful and professional. In terms of meeting our requirements at a reasonable price, we felt we got excellent service and all the things we needed. Again, we strongly recommend Affordable Attorneys if you need a will, trust or other related estate issue addressed.
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26 Jan, 2024 by Anonymous
Mr. Gerling made the process of preparing our Wills and Power of Attorney's very easy. He explained all aspects in a language we can understand and then we were able to decide what's good for us.
He really knew the proper way to draw up our documents to our desire and satisfaction. His staff was also excellent to make the process easy.
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11 Nov, 2022 by Anonymous
I will be forever grateful that someone recommended the Berg Bryant Elder Law Group to me. They are the perfect trifecta: knowledgeable, kind, and effective. They guided me successfully through the overwhelming process of securing longterm care for my mother. They helped me to create the best outcome possible. I am more than satisfied; I am relieved. Cinse Bonino
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12 Jul, 2022 by Josephine
Seeing what happened to a relative needing a rehab facility made us realize we needed an elder law attorney's advice for our immediate family.
Mr. Bryant handled our trust with the utmost professionalism. He carefully listened to our concerns and shared various ideas on handling the trust. He guided us in making the right decisions based on our specific situation. Mr. Bryant never rushed us in our meetings with him. He reviewed all the aspects of the trust and made sure we understood.
We, also, want to commend his team from the receptionists to the paralegals. Their interactions with us were always courteous, respectful and professional.
We are grateful to Mr. Bryant for the way he handled the whole process and thereby giving us peace of mind.
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29 Mar, 2022 by Anonymous
We hired Kellen’s firm to apply for Medicaid for Mom to receive long term care in a nursing home. We were given “ homework “ before our first meeting, which helped us to begin collecting the necessary paperwork. For example, we had to go the courthouse to obtain certified legal documents.
When a loved one is slightly over the cap in income, qualifying for Medicaid can be daunting. Kellen’s firm saved us from completing the lengthy and tedious Medicaid form and from making costly mistakes in qualifying for this benefit.
The first consultation with Kellen was eye-opening. He busted many Medicaid myths! I also watched the pertinent videos on the website. We should have come to him a couple of years ago when Mom was diagnosed with Alzheimer’s.
Kellen and his paralegal specialist, Christian, made the process understandable with handouts and flowcharts. They were familiar with the staff of the nursing home we selected, and kept us apprised of the application status.
We highly recommend Kellen and his firm!
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07 Jul, 2024 by Davidb.arlenep2021
Thank you for making this a pleasant experience. Preparing wills can be devastating, but you made it clear and easy (and fun). Thank you again.
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07 Jul, 2024 by Dmg2789
We are very impressed with the service and details.
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02 Feb, 2020 by Joyce g
I first attended on the estate planning seminars and found to be very informative. Our follow-up meetings with Robert went very well. He took a lot of time to answer our questions. Robert also asked me a number of questions which helped me think about things with a new perspective which was very helpful.
The entire staff at the firm is extremely professional and nice to work with.
Everyone helped make this emotional experience much easier than I expected.
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26 Jun, 2024 by Frances
I called Andrea Jakob to review my trust and to advise how to make some changes that have become necessary. She made some excellent suggestions to facilitate my wishes. The end result was perfect. She is very knowledgeable and a pleasure to work with. I highly recommend her to anyone who is in need of a trust and estate planning. She is one of the most competent attorneys that I have ever had the pleasure of working with.
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10 Jun, 2024 by John
I have had several wills completed in the past by attorneys that really had not a clue what they were doing. I felt as though I needed to have it ironclad because I had a special situation where I didn’t want certain people that may have had a legal right to my Estate that we set up a trust and Andrea made sure that the trust was protected and that distribution it would only go to my one and only charity. A couple years later, of course life changes things around. I needed to make a major revision, so my trustee has all the information she needs to process the trust. After reading everything over it was done beautifully and I feel now I don’t have to worry about where the trust will be distributed. it’s a total relief something I don’t want to worry about as I’m getting up in the years. I would highly recommend Andrea and her staff to anyone that wants an ironclad agreement and done so professionally.
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19 May, 2023 by Charles
I feel that my family is well protected in the future with the services Andrea Jakob has provided. Very professional .
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17 Aug, 2021 by Elizabeth
Dana and the Staff were just wonderful. Explained everything, walked me through what needed to be done, very personable and timing was spot on! Had no worry with this team on my side.
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26 Apr, 2021 by Sylvia
I’m a widow and moved to Florida about 3 years ago and so glad I found Dana to help me with my Eatate will. She’s very knowledgeable, friendly, patient and very reasonable with the fee. Now I’m so relieved that everything is organized for my estate. I strongly recommend her if ever needs to sort out your Eatate will.
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22 Feb, 2021 by Michael
My wife and I moved to area recently and wanted to set up a trust to ease the burden on our heirs. Doing so with Dana Gerling proved to be extremely easy as well as cost effective. Ms. Gerling was very knowledgeable and thorough. The entire process was both efficient and enjoyable. I would highly recommend the Gerling Law Group if their services meet your needs.
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25 Oct, 2020 by Lisa
I had the pleasure of working with Lori Dorman at the beginning of 2020. When I met Lori at her office, she was quick to review the documents I brought in, and immediately began making calls. She wasted no time in getting answers and results. She got further in five minutes than I was able to get in five months. She took control of my case, and successfully produced an outcome even I could not have anticipated. I would HIGHLY recommend her to anyone. She knows what she's doing!!!
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10 Jul, 2018 by Kelley
I first met Lori on recommendation from a colleague nearly ten years ago. The circumstances at that time were such that she was unable to assist with my desired outcome of an employment contract situation. However, having already sized up a good sense of her astute knowledge of employment law and empathetic presence, five years later on when I was in a better position to move forward in my career dreams she was the first individual I turned to. She has since provided me and my company with numerous consultations, defense support, and other personal legal services. Lori has always been keenly aware of or quickly done the research to inform herself of the legal statutes, interpretations, and precedents at stake; and if not her area of expertise, made this known and referred me to other highly qualified individuals. Over time we developed a strong mutual respect and have made a number of cross-referrals for our respective areas of expertise. This is one lawyer you would be proud to call yours.
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19 Apr, 2018 by Brandon
Having risked everything we had to start a company that I was terminated from, I felt that my whole world come crashing down. That was until Lori met with my wife and I and explained that we had a right to what we had sacrificed so much to build... even though we had no written agreement. Three weeks later we regained almost all of what we were due and was able to move on with our lives. With her help we have been able to BENIFIT from what was originally thought to be a life shattering event. Thank you!!
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28 Dec, 2020 by Peter
William Gallese is the ideal lawyer because he is knowledgeable in so many areas and is very easy to communicate with. After experiencing 17 other attorneys, William was an exceptional advocate.
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04 Oct, 2015 by Peter
Has been there whenever I needed him and settled all problems quickly what ever they were - and has been willing to go the extra mile for me - if you need his opinion or his advice on simple matters he will always be willing to help you
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02 Oct, 2015 by Robert ireland
I hired Mr. Gallese to handle a tenant collections issue, and was awarded a win. The case was settled out of court and I would definitely recommend Mr. Gallese to anyone in need of the legal services he offers.
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21 Jul, 2020 by Anonymous
Rapidly handled our blindsided medical crisis need to qualify for medicaid long term care program. I had suddenly lost my husband as the man I knew and was looking to lose everything we had worked for. This firm's medicaid case mgr, Jeannie Galloway, took the stress off of my shoulders with patience & compassion for my emotional state of mind. Jeannie patiently explained and answered my many questions thru out the process. When the stakes are high and the need is immediate, this is the firm to hire. So very grateful to Mortellaro Law and Jeannie Galloway for turning my world right-side-up again! Words fail to describe their amazing, amazing work!
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12 Mar, 2020 by Jeannie walter
Folks, Michelangelo is the real deal. I wrote a review a few months ago on behalf of his staff when my father-in-law was in need of Medicaid services, but had not had the pleasure of speaking with the man himself until this morning. What a down-to-earth, caring and honest guy! He and his staff helped us through the maze of Medicaid approval and we were headed down the path for VA approval before my father-in-law unexpectedly passed away. We can't thank Michelangelo and his staff enough for all of their guidance as we navigated through the process. They held our hand every step of the way through a difficult time. We could not have done it without them.Hands down, this is the BEST Elder Care law firm in the entire state of Florida and we are so lucky and appreciative we found them!
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11 Mar, 2020 by Sheri
We can’t thank Michaelangelo and Machelle enough for all the assistance they gave my Mother. For several issues due to the VA they worked endlessly to resolve the problems. I feel they went above and beyond what they expected her case would require. For close to two years they responded to all of our communications, assuring us that they were continuing to strive to get my Mother the benefits she deserved. We are so very thankful for their efforts and it certainly paid off! Thank you, Michaelangelo and Machelle!
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05 Oct, 2015 by Anonymous
I've had the pleasure of working with Del as a fellow attorney for many years. While he is an excellent attorney and formidable opponent, he is the consummate professional and a model for our profession. You would be blessed to have him as your attorney.
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22 Sep, 2015 by Glenn rogers
Mr. Potter has worked with me on numerous issues over 30 plus years. He is efficient and gets the job done. He has also helped me fine good attorneys out side his expertise
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17 Sep, 2015 by Ed
Del Potter has represented our financial institution, The First National Bank, and our Trust and Investment Department for over 30 years. He has provided reasoned, practical, legal assistance, instrumental in our success. Skilled legally with a background in litigation and serving the State Attorneys Office, his specialty has been Financial and Estate Planning. Personable and relating well to our mutual clients, Mr. Potter has our staff has confidence in his work quality and knowledge. Prompt in communication and service, Mr. Potter is a respected leader in our community.
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12 Dec, 2021 by Jennifer
During the hardest time of my life, Jennifer was amazing, helpful, understanding, empathetic, kind, and truly a pleasure working with. She took the time to explain things to me over and over if I did not understand them, and she completely understands the grief process and how we all go through it differently. She never once told me that I was a bother to her and she worked on a personal, yet professional level 100% of the time. I would highly recommend Jennifer for all Estate Planning, in fact, she came to us through a referral from a family member who used her services. Truly a kind and understanding attorney.
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29 Apr, 2021 by Ronald
i was fortunate to have had Jennifer referred to me by a friend of my wife who is Brazilian to prepare a Will for me.. Jennifer and her assistant Haneen are very easy to deal with and are very detailed oriented.i would recommend them highly to anyone who needs a lawyer.Jennifer speaks portuguese fluently which was a big plus for my wife.Their fees are very reasonble.
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10 Apr, 2021 by Em
Jennifer is a great attorney and very professional. She helped me tremendously in my divorce case, explained every step clearly during the process and made it so easy. I developed such a great and friendly relationship with her and I will be using her services in the future. I would recommend her to everyone and I can assure you that you would be in good hands and you will not regret your decision. She is very prompt with her responses and always takes care to communicate and follow up. To say the least, I’m glad that I chose her to handle my case. Without her expertise, I’m not sure if it would’ve been possible for my case to be wrapped up quickly and have a positive outcome. Thank you, Jennifer!
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18 Aug, 2023 by Janet
My husband and I contacted Amanda to inquire about Estate Planning and were very surprised how she made it almost effortless on our part. Amanda is very organized and along with her excellent communication skills, our experience went smoothly. Estate planning is essential and seems daunting, but we highly recommend working with Amanda and she will help you get this accomplished!
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06 Feb, 2023 by Heather
Amanda was exceptional in walking us through the process of setting up our trust. As new parents we now feel so confident that our wishing and affairs are in order. Amanda was able to handle everything via video chat and email which was priceless since our little girl was a newborn. Thank you Amanda!
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03 May, 2021 by Michelle
Easy to work with and flexible. Explanations were extremely thorough and recommendations looked out for our best interest.
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02 Jul, 2024 by Curtis
After meeting with multiple estate planning attorneys, we realized Brandon Bytnar and his staff stood out above the rest. From our initial meeting and throughout the process, the attorneys and staff were very professional, knowledgeable, and caring.
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04 May, 2024 by James
My wife and I first met Brandon in 2014 and proceeded to contract with him to produce our Living will, Durable POA and related Florida-compatible Advance Directive documents. We've recently reviewed those items with him. We've also sought his counsel and referrals for other professional services as we transition to a structured senior living lifestyle.
We continue to be impressed with Brandon's knowledge, integrity, professionalism and genuine compassion. It is obvious he values those personal qualities in his staff as he grows his law office.
We highly recommend The Law Office of Brandon Bytnar.
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15 Sep, 2020 by Linda
Since 2008, Brandon Bytnar has been our attorney on several matters and he has always been very reliable, trustworthy, friendly and compassionate. Having worked with other lawyers on other items, I now have a sense of how rare this is. His work is thorough and he takes his time listening to your situation.
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16 Sep, 2024 by Romance plain
Amazing lawfirm treated me like family even referred me to other people to help me with other things & got things done thank you guys so much
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17 Jul, 2024 by Sanjuanita tijerina
Very professional, handled my case in a timely manner
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17 Jul, 2024 by Leslie cruz
I don’t think words can describe how amazing these ladies are!! I am lost for words. They handled my workers comp case, but not only were they doing their jobs, they were very compassionate and understanding when it came to what I was going through emotionally. They were very hands-on when it came to my doctors appointments and communicating with me about everything! I don’t wish this on anyone, but if you have to find a great team of attorneys that are going to do their job and show compassion, Understanding and know how to do their job, CHOOSE THE HAZELTINE TEAM!!! 💛You ladies are the best! Thank you for helping me through this whole case! You all are the best!!
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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:
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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. -
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. -
How do you charge for your services?
Clarify the fee structure and request an estimate of the total cost. -
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. -
How long will it take to set up the trust?
Ask for a timeline for creating and finalizing the trust documents. -
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. -
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.
