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09 Jan, 2025 by Steven starke
Buyer beware! I have a hard time believing the audacity, but I lived it. Learn from my mistake. The trouble started with contact. What began as a reasonable delay due to a busy practice became impractically long between communications and with terse responses. This is a time sensitive, fast paced, industry, but they were not. Typically, I had to contact them daily, and have my attorney do the same, before I got an actual response. The responses I did get left me with more questions than answers, and an ever-growing sense of concern. And an ever-growing debt, eventually costing me in the 5 figure range. I was charged for each instance of contact I made with them, despite their lack of response. Less large issues aside (not that they were small, just not as big), the appraisal was a mess. It was a problem to set up, not that I had much of a preference, but delays and miscommunication caused more headaches than needed. And when it did finally happen, it took so long to finish the rest of the process that the appraisal expired! (Did you know they did that? Because it was news to me, bad news.) I lost all confidence, and the stress of that alone would be enough for this rating. In the end, I paid for another to the tune of over a thousand dollars. Buyers remorse is an understatement. Still trying to sort this mess out, they can't even provide receipts for costs they billed to me. Do yourself a favor, just go with someone else.
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27 Nov, 2024 by Barbara heimlich
I had the best experience at Mr. Hersog’s office. Professional, well done and pleasant. I recommend him often. I trust him.
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26 Nov, 2024 by David lovejoy
Jeffrey and his staff were very polite, understanding and professional. I decided to create a trust and put my house and all my belongings into the trust. Jeffrey spent over an hour explaining and using illustrations to show me how trusts work and the reason to have one at this time in my life.
He rewrote my will and other documents and submitted the paperwork required to move the house and other items to the trust.
I HIGHLY recommend this firm.
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11 Oct, 2024 by Hypnos stratagem
18 Sep, 2024 by Peter lazares
06 Aug, 2024 by Roberto cortez
30 Sep, 2024 by Margaret schruender
Atty Close was compassionate and thorough. She demonstrate in-depth knowledge in both elder law and estate planning matters on which I needed advice. Her fees were very reasonable.
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25 Jul, 2024 by Jesus bilbao
Ms. Close could not have made the process of our Trust, Will etc, any more comfortable. She is precise and takes her time in explaining everything clearly. Her assistants are always helpful and pleasant to deal with as is Ms. Close. My wife and I could not recommend her any better.I was really a very pleasant experience.
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07 Jul, 2024 by Sheila godwin
Working on a Will.
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18 Sep, 2024 by Anonymous
We recently worked with Haneen to create a family trust, and the experience was exceptional from start to finish. We weren’t sure what we wanted or needed, but Haneen guided us through the entire process with patience, clarity, and professionalism. She asked insightful questions that helped us pinpoint our priorities and identify what truly mattered for our family’s future.
Her expertise ensured that every aspect of the trust was tailored perfectly to our needs. We now have peace of mind knowing that our estate is in order and that our wishes will be honored.
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05 Sep, 2024 by Anonymous
Haneen is an excellent choice for anyone seeking legal assistance with eldercare issues, and I am grateful I connected with her. Haneen's expertise in this area of law is very appreciated, and I can't say enough about her flexible approach and patience. I met with her numerous times, and she was able to explain intricate legal concepts in a clear, easily understandable way, not only to me but to my elderly parents as well. Consider working with Haneen to plan for long-term care, deal with estate matters, or address immediate eldercare needs.
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14 Aug, 2024 by Anonymous
The first meeting with my attorney proved to be the best thing that happened to me because immediately I felt that I was in good hands. All my questions were answered and I knew my worries were over regarding my estate. Every step along the way progressed in a professional manner. Along the way my family and I were treated with respect and we were assured that we would get through in a professional manner with all the court documents and assignments. Advice given to me as the personal representative was completed with the careful guidance of my attorney. I am very grateful for all the support I had through this difficult time from my attorney. I highly recommend my attorney and will always seek advice in the future if the need arises.
I thank my attorney so much for all that she did for me.
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25 Feb, 2025 by Mary l
My experience with this firm was better than I had hoped. Blake gave me tips on avoiding probate (legally) while helping me untangle the logistics of helping one daughter buy a house while keeping things fair for the other daughter. He and his staff were responsive, prompt and kind. 100% recommend.
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20 Feb, 2025 by Jan edenfield
Thank you so much PTM Trust and Estate Law. My husband and I have been clients here for several years first to handle our Wills and then to untangle a family legal mess situation. Blake couldn't have been more patient and understanding about the issues we had as well as being thoroughly knowledgeable about Florida Law. He has continually reviewed our documents to stay current, even advising us in between visits about legal changes we might want to consider. He has an awesome support staff who are always available and ready to help with a big smile and a friendly Hello!
I highly recommend anyone needing any of the services that this office provides to call them immediately. You will be well taken care of, quickly and efficiently!
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15 Feb, 2025 by Ana alvarez
21 Jan, 2025 by Rilee essenberg
At SBBP you feel sincerely take care of in every detailed way. There are so many injury lawyers offices to choose from in South Florida. However, Smith, Ball, Baez, & Prather goes beyond in making sure you’re taken care of in every aspect. Kim S. and Nelson B. in specific ensured full communication during my car accident every step of the way. They are efficient, effective, and timely in taking action. If you are looking for personalized care during serious situations in a time of need, SBBP is the place to be!
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13 Jan, 2025 by Debbie ritchie
I can’t express my gratitude enough! Let me start by thanking Jeff Martz, the best personal injury attorney, who went above and beyond to fight for me. THANK YOU, JEFF!
He took the time to explain every step of the process until I fully understood—sometimes more than once. 😊
What I appreciated most was his patience, guidance, dedication, wisdom, encouragement, and unwavering support, along with the incredible team who worked alongside him.
I also have to mention that Jeff is one of the most genuine people you’ll ever meet. If you’re looking for an excellent attorney, look no further—Jeff Martz is the one!
Forever grateful,
Debbie R
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05 Dec, 2024 by G adamia
Outstanding service and attention to detail. We felt very comfortable with Matthew and his Staff. They took great care of us and got us amazing results in our case. I highly recommend Mr. Konecky’s Law Offices.
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22 Dec, 2024 by Viktoriya chaplytska
Ilona was an amazing to work with. She helped me navigating the challenges of the closing process with at-most professionalism and empathy. It was truly a pleasure working with her.
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08 Nov, 2024 by Anonymous
Initially, listened to the issue with my HOA. Asked for more information then disappeared. Not my kind of attorney.
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04 Oct, 2024 by Cindy rhoton
Thanks to Jay Thakker's expertise, I had a favorable outcome. I highly recommend Jay and his team for anyone in need of a reliable and knowledgeable attorney.
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17 Jan, 2020 by Mitchell
My and my family's experience with Attorney Slade Dukes and Boyer & Boyer was excellent. I highly recommend the firm and Slade in particular. The firm came highly recommended as the top firm in elder law and related matters on the Sarasota Bar. Edwin Boyer and Slade Dukes' counsel was prudent, strategic and excellent. Slade quickly and capably understood the nuances of our situation and I came to rely on his counsel, both big-picture as well as sensitive correspondence with all parties involved. With Slade and Boyer & Boyer, my family achieved in all respects the outcomes we desired in as gentle a manner as we could've hoped. We are pleased to have the firm of Boyer & Boyer, and attorney Slade Dukes, in particular, as counsel to our family.
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17 Jan, 2020 by Mitchell
My and my family's experience with Attorney Slade Dukes and Boyer & Boyer was excellent. I highly recommend the firm and Slade in particular. The firm came highly recommended as the top firm in elder law and related matters on the Sarasota Bar. Edwin Boyer and Slade Dukes' counsel was prudent, strategic and excellent. Slade quickly and capably understood the nuances of our situation and I came to rely on his counsel, both big-picture as well as sensitive correspondence with all parties involved. With Slade and Boyer & Boyer, my family achieved in all respects the outcomes we desired in as gentle a manner as we could've hoped. We are pleased to have the firm of Boyer & Boyer, and attorney Slade Dukes, in particular, as counsel to our family.
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16 Jan, 2020 by Mitchell
My and my family's experience with Attorney Slade Dukes and Boyer & Boyer was excellent. I highly recommend the firm and Slade in particular. The firm came highly recommended as the top firm in elder law and related matters on the Sarasota Bar. Edwin Boyer and Slade Dukes' counsel was prudent, strategic and excellent. Slade quickly and capably understood the nuances of our situation and I came to rely on his counsel, both big-picture as well as down to sensitive correspondence with all parties involved. With Slade and Boyer & Boyer, my family achieved in all respects the outcomes we desired in as gentle a manner as we could've hoped. We are pleased to have the firm of Boyer & Boyer, and attorney Slade Dukes, in particular, as counsel to our family.
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18 Oct, 2024 by Israel
There are little to no attorneys that have the care and patience Raizel has to help, even when something might not be something she directly handles. She helped me on a home matter, but I now call her for anything that comes my way because I trust her to tell me what other's who just want your moneywont. She is the truly a wonderful person and attorney.
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07 Oct, 2024 by Anonymous
Raizel was completely on top of all details related to my real estate closing. I never worried about a thing, even when issues arose. She handled it flawlessly.
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20 Sep, 2024 by Nicole
I have the pleasure to call Raizel a friend and colleague. I have known her for over 10 years and can confidently say she is a zealous advocate for her clients. As prosecutors, we were in division together, and I can attest that she was always prepared and ready to work hard. We also tried jury trials together, and she is a talented and skilled trial lawyer. I do not hesitate to recommend Raizel to my family and friends!
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02 Feb, 2025 by Scott
Excellent experience throughout the entire process in developing a family, Trust.
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31 Oct, 2024 by Kathy
It is our pleasure to recommend Stephen for your Estate Planning Attorney. We were extremely impressed with his knowledge, his ability to answer our questions and recommend what would be best for us.
Stephen gave us the highest level of client service and we appreciate everything he did to make the process easy and efficient as possible.
Sincerely,
Kathy & Mike
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29 Aug, 2024 by Laura
We were putting off writing our wills for much too long. Stephen made our Estate Planning process flow effortlessly. He is extremely knowledgable, patient, a great listener, hard working, organized and professional. He answered all of our questions with ease. He has a wealth of information to offer.
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28 Jan, 2025 by Asher jeremiah moses-senter
I could not ask for an easier process for adoption. Professional, on top of everything and fast.
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18 Dec, 2024 by Ilufemi mike
Gideon Alper was helpful and patient in providing insights to our needs. His office provided a valuable service and was a pleasure to work with them.
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29 Sep, 2024 by Anonymous
I do not recommend this attorney. Her office is virtual which I guess is ok, but it appears that nobody answers the phone number for her law firm and it’s just a computer. Communication was not great, sometimes I’d get a brief email. Was always waiting for a returned phone call, calls never returned not even once. She just didn’t seem to care about anything at all. Sadly, I cannot recommend her.
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28 May, 2024 by Francesca
Excellent lawyer. He navigated us through a very sticky situation. He advocated for us fiercely throughout . I highly recommend Daniel Seigel!
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27 May, 2024 by Lucia
Dan is a no nonsense and very focused attorney. He doesn’t spend time with unnecessary chatter nor extraneous case matters. He believes that facts count and he sticks to that belief. A straight shooter who gets the job done!
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18 Oct, 2023 by Dan
If you need a tough and smart litigator for any disputed or complex Will, Trust, Probate or other Estate matter in Florida, call Dan Seigel. You will be glad that you did and you won't need to call anyone else. He is knows the law, he fights hard, he protects his clients and he wins. Beyond that, he is able to compassionately convey what is the right thing for you to do based on his decades of experience in this area of the law. When it comes to protecting yourself or a loved one who has passed away and they can't speak on their own behalf but you know what they would say, let Dan be that voice. You will not be disappointed, you will be better off that he was on your side, and the other side will quickly see they are in trouble.
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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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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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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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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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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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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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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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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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07 Jul, 2024 by Dmg2789
We are very impressed with the service and details.
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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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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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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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13 Sep, 2024 by Paul
Amanda helped my wife and I set up our estate plan which included our will(s), living will, powers of attorney, trusts for our kids, etc. She is very enjoyable to work with and extremely knowledgable. She was quick to respond to any questions we had and was very helpful throughout the whole process. Highly recommend.
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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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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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25 Sep, 2024 by Vashon ps
They took time with us we were there for hours they answered our questions and worked very hard to help us they were very kind during a difficult time I would highly recommend them
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14 May, 2024 by Curt covington
I've used the firm for a variety of legal needs. The attorneys in the firm are well versed in all real estate and estate planning laws and regulations. The staff is friendly, professional and prompt. I would choose no other firm in the area for my real estate transaction needs.
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12 May, 2024 by Joe atchison
Highly recommended! Great staff - friendly, helpful, and knowledgeable! T-Buddy was a pleasure to work with!
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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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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.
