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16 Sep, 2024 by Taius g
I am beyond grateful for having Robin as my attorney during a great time of need. Robin was accessible, available and went beyond my expectations when it came to representing my best interest in court. He was very knowledgeable about my situation and had no problem explaining the legal process along the way. I couldn't recommend him and his office more. Thanks!
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10 Mar, 2024 by Bryon rivers
My injury case lawyer ...reach out to Attorney Robin Perry and /or Natasha for their services
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07 Oct, 2023 by Zeon de el salvador
bueno
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02 Jan, 2023 by Christopher cendana
Would highly recommend The Beliz Law Firm to anyone and everyone! Michael was with us through our whole case and made sure we always knew what was going on and what to expect. It was like having a family member represent us. Thanks again, Michael!
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07 May, 2020 by Ralph
I've fallen into the trap of hearing and experiencing poor legal representation... no joke! But hiring Paul Kelly restored my faith and confidence that every person is an individual; and you just find and work with trustworthy, competent, and caring PEOPLE. He did an awesome job for me and I highly recommend hiring Paul. You won't be disappointed. "Thank you Paul for your service!"
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28 Jun, 2019 by Tony meador
A very honest Attorney that is very personable, knowledgeable and got good results
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13 Dec, 2022 by Randy
Megan Moghtaderi provided exceptional service during a difficult time and her knowledge and professionalism were evident from start to finish.
Megan was always available when needed and her kindness was a bonus. I felt confident knowing Megan and her team were working diligently on my Trustee/Estate matter.
Additionally, I had Megan review our old trust and she did an excellent job updating the new one. I will definitely use Megan’s service again in the future.
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20 Nov, 2022 by Mary
I want to recognize the excellent experience we had with Megan Moghtaderi and her team. We had a situation where we needed a loan to the family trust in order to avoid triggering higher property taxes under Proposition 19, and we needed assistance with finalizing the distribution of the trust assets. We had been working with a previous attorney who was unable to complete the job, and time was of the essence.
Megan and her team obtained and reviewed the files from the previous attorney, worked with the loan company on a rush basis to calculate the distribution schedule and loan amount, facilitated the property transfer, filed the documentation with the assessor, and provided the documentation needed for taxes and beneficiary distribution.
Megan was clearly experienced and professional in handling this type of work, and was very patient and responsive to numerous emails and phone calls throughout the process. She was instrumental in finalizing the trust situation for us.
I will not hesitate to work with Megan in the future and highly recommend her for any trust needs.
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12 Oct, 2021 by Anonymous
Very nice & knowledgeable. Seems to have a lot of expertise and good background. Will consider working with her in the near future. We haven't yet discussed fees.
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19 Jun, 2014 by Jenny
We found Mr. Samuel B. Ledwitz very kind and easy to talk with and so very much knowledgeable regarding Estate Planning. We would definitely recommend Mr. Samuel B. Ledwitz for we felt save and secure as our meeting continue we knew we had made the right choice, Mr. Samuel B. Ledwitz.
Thank you.
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23 Feb, 2012 by Gerardo
When my father passed away, I was 22 and was named trustee. I was silently freaking out, and thanks to Sam's reassurances that I was doing everything correctly and his ability to guide me through the process of administering my father's estate we managed to close my father's estate fairly quickly.
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06 Nov, 2011 by Anonymous
Mr. Ledwitz listens closely to client concerns and is able to tailor solutions to their problems with care and humor. He is exceptionally hard working and knowledgeable. One can tell that his state board certification in estate planning was the result of a great deal of learning and experience.
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23 Jan, 2018 by Anonymous
I needed some questions answered about my mother's trust to see if I needed to pursue some legal options. Monica was well versed and very knowledgeable about the information we needed. We received everything we needed to know in our free consultation and even though we didn't need to hire her I will return to her for future needs.
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02 Apr, 2015 by Regina
I picked Monica randomly from your site because I needed a probate lawyer in a hurry and she had an opening the same day. My father had recently passed away without a will and had a reverse mortgage and I was in the process of adopting a baby who was being born that week, so I really needed someone to help me get my fathers affairs in order. Monica was so pleasant and reassured me that she could take care of everything and even offered to mail me documents to sign if I was too busy with baby to come in. I recommend her very highly and will also use her to handle my own affairs in the future. She is excellent!
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17 Feb, 2015 by Christina
From day one of meeting Manohar i knew everything was going to work out. He always kept me informed and advised me on what decision would be the best. If I ever need a someone to turn to then i know exactly where to go.
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5.0
1 Reviews
30 Sep, 2022 by Sash
Call Mike if you need help with any immigration, family or tax help. He is responsive and will navigate you through any legal issue you might be facing.
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08 May, 2013 by Alan
Erin Protzmann is extremely helpful and hardworking. She is the most capable of the many attorneys I have consulted, and I have consulted many. I recommend Ms. Protzmann very highly.
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18 Jul, 2018 by Anonymous
Mr. Fuson replied to my inquiry fairly quickly and gave me some helpful information about trustees and what their fiduciary duties should be in regards to an Estate. Such as trustees disposing of a book which contained records of their unpaid debt to the decedent.
thank you
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23 Aug, 2024 by Eric pacheco
I am most fortunate to find a wonderful, compassionate and experienced attorney as Shari Anhalt !
Although my case should have been simple, the other parties attorney deployed several unorthodox methods.These included submitting complex case law that did not apply, property liens, a subpoena, continuances, and requesting a new judge.
Shari stood steadfast during these events, researched case law, advised me and fired back with legitimate issues during these frustrating times.
After eight months, I get a call from the ex. She said “You have a very good attorney”. I said “I know”. At that point, she agreed to withdrawal all claims and pay my fees.
Thanks to Shari, Minh and Samar, I can now move on with life in retirement. Shari conducts business very thoroughly, and with ease and efficiency. I am more than pleased with the results she achieved! My highest recommendation!
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07 Jul, 2024 by Maria orozco
My experience with Shari and the entire team was GREAT! My dad only speaks Spanish and we were desperate for a lawyer. The first meting we had with her my dad knew she was the one. She explained everything to me and I translated. My dad always had questions that Shari always had an answer to. The language barrier was never a problem because she knew what my dad wanted. At the end of every court date my dad would say she did great she was fierce! She knows exactly what she's doing. Shari and Minh my father and I will forever be grateful what you did for us. Thank you so much!
Highly RECOMMEND.
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27 Jan, 2024 by Scott lemone
Shari produced incredible results in a highly contested divorce where custody, support and the division of property/assets were at issue.
Her entire team was very well prepared and knowledgeable on the facts of the case, providing a sense of peace during an extremely stressful situation.
Shari is a master strategist which helped us stay a step ahead throughout. She is a true professional in the courtroom, eloquent and fierce: The judges know and respect her, and I cannot overstate the value in that.
I give Shari, Minh, Samar and the team my highest recommendation for their legal abilities and the people they are.
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02 Nov, 2023 by Ada kersey
Many thanks to Shannon Wiezorek of Wiezoreck & Geye in Long.Beach, CA. The legal services provided by this firm were invaluable to me and my family who needed to work through the probate of an estate earlier this year. Shannon and her team did an excellent job, making the probate process seamless on our end, offering competent, efficient, friendly service as we worked through the necessary steps to close out the estate. I thought it would take years, but with Wiezorek & Geye, we completed the entire process in months, without stress or anxiety I highly recommend the Wiezorek & Geye firm to anyone in need of legal services.
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06 Mar, 2023 by Sheree terry
Very impressed with this team of sisters. Very knowledgeable and able to answer all our questions. I would highly recommend this great team of lawyers
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21 Jul, 2022 by Winnona broaster
There Amazing
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10 Oct, 2024 by D. l.
I found Kyle through multiple moms’ recommendations in local Facebook mom group and I’m so glad I chose him as counsel for my custody/visitation case. I just wished I had found him before I started all this and would’ve saved a lot of time/money/suffering. But alas here we are.
Kyle is very straight forward and wastes no time. So don’t be put off by his seemingly rushed demeanor when you first get in contact with him. He truly cares about people (not just his clients) and he sees through people’s b.s.
He explained the process along the way and gave clear instructions on what to do leading up to the hearing. Kyle was upfront about possible outcomes. In my case, after just one court hearing with Kyle by my side, I was able to get everything I’d asked for. Highly recommend.
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29 Sep, 2024 by Steve ziko
27 Sep, 2024 by Alan rodriguez
Kyle Puro amazing attorney! I’d leave six stars if I could truly a blessing having him as my attorney. Helped me out so much got me 50/50 custody he was always super easy to talk to and I was never left with any questions he always broke it down to me step by step what was going on and giving advice on what I should do and what I shouldn’t. Appreciate all the help!
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5.0
6 Reviews
4.5
30 Reviews
09 Aug, 2024 by Miguel garcia
TLD Law has provided me with much guidance and really have great customer service. Honest team with a wide scope of expertise!
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24 Jun, 2024 by John g. “jay” beeler
TLD Law gets voted "Best of Long Beach" for the past two decades in the Beachcomber newspaper.
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29 May, 2024 by Francesca v
Working with Roy was a wonderful experience. He was patient, kind and took his time to answer all of my questions and concerns. 100% recommend!
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25 Jan, 2023 by Anonymous
I have asked for consultation from this called lawyer and he charged me $1,500 to process my immigration visa. Later I found out I can not obtain visa to visit my family in the US, when I asked for a refund, even though he did not spend more than 2 emails communicating basic information about my questions he refused to refund the money. He did not care to give me the professional recommendation, and did not really help much in anything but claimed he performed some hours of work to give me a copy paste answer from Google. I would never recommend to any one. Now I found this platform after 10 years, but I still remembered his name and I am happy to let others be aware before getting involved any any services through him.
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16 May, 2018 by Anonymous
Thanks for the great advice, looking forward to speaking with you again in the near future.
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12 May, 2018 by Mark
Explained everything perfectly. Professionals like Todd Eric Gallinger make the legal process understandable and a little more comfortable. Million Thanks!
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23 Apr, 2024 by Vanessa
My brother committed suicide and left an estate with no beneficiary. Per the life insurance correspondence, we had no other choice but to go through probate. I reached out to this group in hopes that my nieces would get equal and fair treatment. 6 months into process I was notified that the benefits were paid out to one child because of falsified documents. Tom reached out to me only to tell me that the case was going to be dismissed and there was nothing else he would do. Tom informed me his counsel does not get into litigations and lengthy court dramas, so if your case isn’t “wam,bam, thank you ma’am”, his legal team is lacks tenacity to handle your case. Do your research, find a lawyer willing to fight for what is right, not a lawyer trying to make an easy dollar off your loved one’s death. 10 thumbs down, the law is the law and if you’re too scared to fight for whats right, why are you a lawyer?
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01 May, 2014 by Angelo
Tom Martin is a Medi-Cal miracle worker. After our father died, our house was at risk of being sold to pay off his Medi-Cal bills. But, Mr. Martin got Medi-Cal to close the case, we got to keep our house and he saved us over $270,000! If you are having trouble with Medi-Cal claims, I highly recommend Mr. Martin's outstanding service. Thank you Foresight Legal! We are forever grateful.
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31 Mar, 2014 by Wayne
Attorney Tom Martin and his paralegal, Dustin Brewer, from the Foresight Legal Group were a Godsend at a very difficult time. I couldn't be more satisfied with their service. I was Executor of my father's estate. He passed away in California but I live in Tennessee. To probate an estate in California is very difficult but they made it simple for me. They were always accessible - whenever I had a question or just wanted to check on the progress of the probate, I always received a prompt response. I could not believe the amount of paperwork involved! Could not have gotten through this without them.
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10 May, 2021 by Amy w.
Mrs Grant Wieder is very professional, knowledgeable and takes the pain & agony out of creating as well as executing the trusts written by her. She first worked with my parents on their trust in 2002. It was fully finalized & executed in 2017. She was always available to assist us with our questions. We just completed our own trust through her and are very confident with how our assets will be distributed upon our passings.
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04 Aug, 2017 by Gina m.
Catherine went above and beyond on our consultation. Even though she was out of town, she was diligent in setting up a conference by phone. She provided me help in what my next step should be.
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15 Nov, 2016 by Patricia e.
I was referred to Catherine Grant Wieder by LA County Bar Association. I made an appointment with her and received an email confirming it. My father wanted to put his house in my name and make a living trust. Her secretary said that Catherine didn't have any appointment with me. I showed her the email on my cellphone. We had to wait for another 20 minutes. After Catherine looked at my father's assets she implied that I was taking advantage of my father. Then she said she wouldn't do the work but a couple in Claremont, CA would do the work and handled me their brochure. I would never recommend Catherine Grant Wieder. Luckily I found a nice lawyer who did my father's legal work with courtesy and respect.
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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:
-
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.
