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21 Dec, 2020 by Jim and peg
Rose was professional in every way possible. She made it easy to understand the advantages of making a Last Will and Testament.
She was on time and prompt in every aspect of our planning and I would recommend her for highly for any legal advice or planning. Thank you again Rose for all you've done for us.
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12 Feb, 2019 by Thomas
Rose did a fantastic job drawing up the wills, advanced directives, and durable powers of attorney for my wife, adult daughter, and myself, and additionally defined the trust for our son who is still a minor. Two things impressed us most: 1) she went through each of the many documents with us individually until she was sure we understood them all completely; and 2) she was very patient with us when we wanted to change some things after we had a better understanding of the documents. She didn't rush us, and that meant everything to us in making sure we got the documents right. Rose is fantastic.
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12 Feb, 2019 by Anonymous
Rose is very personable and professional. She drew up our wills and POAs for healthcare and financial issues. She was very understanding and extremely accommodating when we had some last minute changes. She went out of her way to arrange a time that worked for us. Highly recommend!!
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11 Jan, 2022 by Angelina casazza
We highly recommend Wallace Law for your estate planning needs. Megan was a true pleasure to work with (it’s not easy to make a fairly morbid conversation pleasant and stress-free). Megan is clearly an expert in the field and brings a warm and thorough touch.
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10 Feb, 2021 by Carol harper
My husband and I have high ratings for Wallace Law, LLC. Megan Wallace and her staff have been most helpful in setting up our Estate Planning. My husband recently passed away in Sep 2020 and when I notified Megan, she took care of everything for me. She and her staff are a blessing for sure! I rate them 5 stars definitely!!
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20 Jan, 2021 by J.m. hiatt
23 Jan, 2024 by Rachel bridgeman
28 Jul, 2020 by William goode
09 May, 2020 by Shereé tilley
13 Sep, 2021 by Camille
We retain Ms Cox and her law firm after a bad experience with a different firm. Ms Cox is very black and white ...meaning she says what needs to be said. We came into the case with Ms Cox in the last ending with very little light. Game should have been over but we are still swinging.
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21 Oct, 2015 by Linda
I was very fortunate that Linda Cox of the Cox Law Group was recommendated to me. I didn't know what to expect. Ms. Cox is a people person. She was very relaxed, knowledgeable and right away she put me at ease. We went over the worksheet I filled out in detail. She was very thorough and answered all my questions. Ms. Cox puts her clients needs and concens on the forefront, she's very understanding. She offers suggestions and guides you through the process - you don't leave her office wanting. She is a true professional. Ms. Cox and her staff are wondeful people to work with. I highly recommend the COX LAW GROUP. You will not be disappointed.
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30 Apr, 2015 by Myra
I met Mrs. Cox as a referral and it was a home run. Her sincere caring and knowledge of the law made me immediately feel that I had chosen the correct legal counsel. I was happy to find a person with the knowledge and diligence to get the job done. The rapid responsiveness to my needs was really important. I would be happy to refer her again and again . In fact I have send her a referral.
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15 Dec, 2020 by William and heidi ricci
I can’t say enough good about Brian. Brian helped us with a petition to sell in lieu of partition case. Usually trust and lawyer aren’t used in the same sentence but in this case it is. We trust this lawyer. He’s honest, reliable and on top of his game. He an expert in estate law, knows the players and his advice is sound. He’s aims to solve issue quickly rather than drag them out unnecessarily like other lawyers do. Every time we’ve needed him, he is ALWAYS been there. He responds quickly to phone calls or email. His experience and wisdom have saved us a ton of money. On top of that he’s just a really nice guy and easy to talk to.
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27 Jun, 2016 by Chris
Dealing with a sensitive elder-care issue before meeting Brian was scary, frustrating, and ineffective. Once I engaged Brian to assist things became a lot better. His expertise with the law and recommendations on viable-options really helped us develop a course of action that worked for everyone. But more than that, his empathetic approach kept us calm and confident thing would be ok.
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04 Apr, 2015 by Nancy
While I have never been a Guardian, Brian was helpful in explaining what my position would be and how the process was to work on behalf of my cousin. He was factual and was able to give me the time and attention that was needed when it come to the law. I was given great customer service and attention when handling the case of my cousin who suffers with Dementia. He has a wealth of knowledge when it come to the law and will assist you in taking care of your loved one.
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01 Sep, 2011 by Anonymous
Mr. Ginsburg was able to communicate graciously under very complicated circumstances. He went out of his way to be accessable, and collaborated well with one of his partners while handling my case. I fully intend to use his services in the future for my own estate planning.
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05 Aug, 2011 by Thomas
Adelberg, Rudow, Dorf & Hendler handled our mothers' estate. It was an emotionally difficult time, and Yale provided legal, as well as thoughtful, stewardship. He handled all the details and filings such as Petition for Probate, Notice to Creditors, etc. In short, Yale lifted the burden of our mother's passing. If you're seeking legal counsel, talk to Adelberg, Rudow, Dorf & Hendler.
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29 Jul, 2011 by Juda
We have worked with Yale Ginsburg for almost 2 years.
We are extremely pleased with his knowledge and counsel.
Every step of the way he was available if we needed to speak with him. He and his staff handled everything in the most professional way, which gave us confidence that we were in good hands.
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28 Aug, 2021 by Marcia gordon
Having a teenager driver is very worrisome. Mr. Farmer and his team really did a great job on my son’s case. They handled everything so fast and effective we didn’t even have to appear at court. Saved time and money.
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26 May, 2021 by Brandon fletcher
29 Apr, 2021 by Craig r
29 Oct, 2020 by Wida
Jeff was very great in helping me when I really needed a legal advice, he spoke with me as though he has known me for years, which makes me feel he was God's send just to put me on the right track I needed to be on, Ever since I spoke with Jeff, My hope has been updated, I feel I have someone I can talk with, God connected me with Jeff on Google, I was so heartbreaking, I log on to Google and too many names shows up but something in me said Jeff ,right there I called him and trust me that's was one of the best decision I have made. I told him I will not regret having him as my Immigration attorney in the future. Thanks Jeff and keep up the great job.
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15 Oct, 2020 by Bruce
I've gone through 3 different lawyers before I was lucky enough to reach out to Jeff. Jeff helped my LLC negotiate through some tricky contract agreements with another tech firm, and was just an absolute pleasure to work with the whole time. On top of this, he went above and beyond by giving in-depth strategic legal advice on navigating my company in the future as well. Going forward, I'll absolutely be retaining him for any further legal needs. Easily the best lawyer I've ever worked with.
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13 Oct, 2020 by Tom
Jeff is an excellent business lawyer. He helped us, when I was Vice President with Total Site Solutions, with our employee contracts, non-compete and non-disclosure agreements, vendor and consultant contracts, and related lease negotiations and drafting. He was efficient, always understanding exactly what we wanted. I would recommend him to anyone who is seeking an experienced corporate attorney.
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15 Nov, 2021 by Anonymous
Attorney Gatesman is very professional, answers all correspondence quickly, spends time explaining all aspects of what is needed. He pays great attention to every detail. Great attorney.
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16 Feb, 2020 by Mahmut
Bill is very professional, and responsive. Made appointment to meet us very quickly, told us to bring all related documents, discussed the situation with us throughly and patiently. Showed high professionalism during the trial, quoted from a number of law sections, making strong arguments based on the facts and helped defending us and won the trial. We couldn’t be more happier! The fact that he did his research before the trial and came fully prepared, is what mattered to us most! We thank him for his time and highly recommend working with him!
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31 Aug, 2016 by Jeff
Several years ago, my mother hired Mr. Gatesman to do a Medicaid plan for my father who was entering a nursing home. When my father’s condition suddenly got worse, Mr. Gatesman quickly changed gears, and through his fast action, all of my parents’ assets ended up in a trust under my father’s will. When she needed to move into a retirement community, he came up with a way to secure a mortgage using trust assets to secure a loan on her residence, then converting it into a rental unit that provided my mother both income and secure support through trust assets. The trust allowed my mother to continue living as she always had been living, but when she too needed nursing home care, none of the assets in the trust had to be used to pay for her care. Mr. Gatesman then guided me through the baffling process of obtaining Medicaid benefits to pay my mother’s nursing home costs. This was a daunting journey, but his attention and direction to the actions that needed to be taken made the journey successful. With Mr. Gatesman’s guidance, my parents were able to preserve all of their assets, including their home. I am very pleased with Mr. Gatesman’s representation and I highly recommend his services to others.
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25 Jan, 2017 by Andrew
My wife and I had some irrevocable trusts from many years ago that were never really explained to us. We talked with Ms. Johnson, who sat down with us and explained how they worked, and more importantly, what the tax issues were. This is the first time anyone explained what they were for. We hired Ms. Johnson to update our estate plan and fix the trusts.
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04 Jun, 2015 by Susan
I was referred to Cheryl after my father passed away. He had set up Trusts for me and my brother and sister and I was the initial Trustee. Cheryl was excellent in helping me deal with my father's estate and setting up the three Trusts. Until my father passed, we had no idea that our inheritance would be in the form of irrevocable Trusts instead of outright to us. Cheryl helped us to make sure that we did not violate the terms of the Trusts. She helped us set them up to make them irrevocable and she gave us detailed instructions about how to manage the Trusts so that we did not violate my father's wishes. She also helped with the probate estate. Cheryl is helping us with ongoing Trust Administration, including taxes. We would be lost without her.
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24 Jun, 2014 by James
My wife and I were referred to Ms. Johnson by our financial advisor, who said that we may have to pay estate taxes. We met with Ms. Johnson and she did an amazing job explaining complex tax concepts to us--she used diagrams and had prepared a strategy guide for us before our first meeting. We ended up hiring her to draft our wills and trusts and to draft two advanced irrevocable trusts (GRATs) that moved some assets out of our taxable estates. We never knew that these GRATs existed or how they worked!
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04 Jul, 2023 by Clifford
She was very good at steering us through the process of our planning . Returned our calls . Answered our questions. Helped us with some of the tougher decisions.
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27 Sep, 2022 by John
I needed my Advanced Health Care Directive, Durable Power of Attorney, Will and the Deed of Trust for my house redone. At the initial consultation in Pasadena, Veronica listened to my needs and questions. Then explained what needed to be done in terms I could understand and informed me of the cost. No mystery on pricing! When I went home I felt confident Frame & Frame team was the right choice and in a few weeks it was all accomplished.
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20 Sep, 2022 by Doris
We knew we needed a will or trust because we aren’t getting younger! Having no experience with attorneys, we chose Frame and Frame online because they had a local office. Veronica Zoberbier became our attorney. We were full of questions and Veronica was personable, patient, and thorough, explaining things so that we could make good decisions. She made us feel confident. We had virtual meetings, whenever needed. We met Tara at the signing, and she was wonderful, too! The office staff was courteous and efficient. All things considered, I wouldn’t hesitate to recommend Frame and Frame to friends and family.
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12 May, 2020 by Anonymous
My mother had passed, and I needed advice on how to proceed with closing her estate. I had to use a phone consult because of our covid stay-at-home orders. Victor was excellent - very precise and professional. He gave some great advice on what to look out for and what we needed to do. He did not try to sell more services than what we needed with her simple estate. I appreciated and followed his advice.
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13 Jul, 2019 by Srs
Victor and the entire SinclairProsser staff were very professional and responsive in handling the estate of our father. We were carefully guided and kept well informed through the entire process which was essential given that we live out of state. We are grateful for the excellent service that we received.
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27 Aug, 2017 by Laudine c
From the very first meeting with Victor Lembo & assistant staff was always responsive to my many questions as the widow -- especially questions of “ what happens next?”. Responsiveness was especially important while I was living in both Maryland & Florida.
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06 Jun, 2021 by Steven goldberg
I have used Nicole personally throughout the years both for my personal planning needs and referred clients and friends to her. She is well liked, competent, thorough and makes strategies easy to understand.
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03 Jun, 2021 by Joanne
Nicole recently updated wills, Trusts, POA, estate documents for us and my 2 sisters. Her knowledge is broad, her expertise in tailoring documents to our needs was precise, and her response to all requests was fast!
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27 Jun, 2011 by Cathy, esquire
I am a licensed lawyer in Maryland and when I needed to update my will I immediately thought of the most professional person I could think of: Nicole Livingston. Four years after she modified my personal will I again will call upon Nicole to assist me. I refer her many of my long time friends and previous clients as well as my deeply rooted Maryland family members.
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07 May, 2024 by John carberry
Cares about clients and wants to get you a positive outcome without bankrupting you. I have learned that you can pretty much divide divorce attorneys into 2 categories: one group that simply wants to churn information back and forth between attorneys as well as between attorney and client in way that simply bills hours and accomplishes little until the 11th hour when it could have been settled in the first or second hour. And then there is a group, like Karen, that truly wants to problem solve, propose solutions, avoid litigation and get an outcome for her client that is both fair and reasonable in cost. Karen is honest, dedicated and she told me what I needed to hear rather than what I wanted to hear. I cannot recommend her highly enough. I was fortunate to have someone recommend her to me and, every time I mentioned her to someone in the legal community in Maryland (4x), the response from each attorney was overwhelmingly positive. If you are looking for someone who will be in your corner, fight for you, shoot straight with you(the good and the bad), look no further than Karen Amos.
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20 Dec, 2019 by Z watkins
30 Jan, 2019 by Lisa polson
23 Sep, 2011 by Joe
As a result of the excellent legal advice, guidance, empathy and compassion I received from Kimberly Battaglia and her paralegal, Ricky, I was able to obtain the 24/7 nursing care my mother was in desperate need of within a few short months. This may sound "routine" but it certainly is not. Our family of numerous siblings had tried and failed for four years to provide needed care for Mom at home while trying to cut through the legal, financial & government red tape of Medicare & Medicaid on our own. Without adequate knowledge, this proved to be one of the most time consuming and frustrating experiences of our lives. The ongoing & overwhelming stress was destroying our family from within. From the outset, Kim & Ricky assured me they would help us obtain the quality care we were seeking for Mom and just as importantly, relieve our family of the huge financial burden, and yes fear, of what we faced without obtaining Medicaid approval. Kim successfully accomplished all she had promised. Without Kim's concern and expert legal guidance, my lifetime retirement savings would have been lost in order to pay for private nursing care for Mom. Do yourself and your family a favor by retaining Kim to lead you out of the legal elder care wilderness and into the sunshine of peace of mind, relief and happiness that comes with knowing your loved one is being properly cared for while also protecting you from certain financial disaster.
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22 Sep, 2011 by Anonymous
With Ms. Battaglia's assistance I was able to successfully apply for Long Term Care Medical Assistance for my father back in February 2011. I was also able to allocate my father's income to my mother, which was truly the best part of the plan Ms. Battaglia laid out for me. Now my father is being taken care of at the care facility and my mother can still maintain her lifestyle at home. We also worked with a paralegal who helped coordinate the information Ms. Battaglia needed to process the application for benefits. They worked together as a team, which helped to keep the costs down. The entire process went very smoothly and the cost for all of the legal services were less than one month of paying the facility privately!
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14 May, 2009 by Anonymous
very compassionate, knowledgeable and prompt
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09 Aug, 2018 by Lisa
Working on a will can be stressful and upsetting, but Jason made it less so. He is professional, patient, and understands the nuances of the law. Highly suggest working with him for creating sensible and appropriate solutions to special needs estate planning.
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28 Jul, 2018 by Sue
Jason Johnson is a very professional, kind and knowledgeable lawyer. He has a vast background with many different experiences; and he really understands elder care. The documents he prepared for me were very thorough and he helped walked me through the process with knowledge, understanding and compassion. He was very supportive and available for any questions I had. Jason is a trustworthy person whom I can't say enough positive things about, very highly recommended!
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08 Jun, 2018 by Cassandra
Mr. Jason C. Johnson was very helpful in Drafting my Will and Testament and other documents, He is Knowledgeable and professional, explaining everything to me and answered all of my questions and kept in contact with me. I felt he had my best interest at heart, it was a pleasure to work with him.
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02 Apr, 2009 by Anonymous
I strongly recommend Debbie Cohn. I am very fortunate to have Debbie represent me. I worked with Debbie on my Estate Planning. Debbie is trustworthy, knowledgeable and a strong advocate. Whenever I called Debbie for legal advise, Debbie was always available and supportive helping me make good legal choices.
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02 Apr, 2009 by Anonymous
Deborah (Debbie) Cohn set up an estate plan several years ago for
my wife and I. It was well thought out, detailed and allowed us to maximize the
estate transfer to our children.
When my wife died, I was surprised by the time and effort t required to
execute my wife's estate, even with all the legal documents in place. Debbie
stepped in and, with her assistant, did most of the estate work. Her knowledge and legal skills made this task much easier.
Subsequently, Debbie has revised my estate plan. She stays up to date
on legal changes that may affect my estate plan and assures that I consider
them as needed.
In summary; Debbie has excellent legal skills and is a delight to work with.
Thanks, George Dailey
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01 Apr, 2009 by Anonymous
Extremely responsive, knowledgeable and caring.Being part of a large, reputable firm she is able to easily bring in relevant, expert advice. She has handled our legal matters for almost 20 years to our complete satisfaction. She has also helped our adult children and, we believe, that she has provided some very useful counsel to my brother. We have received appreciative comments about her service comments from many of our friends and former colleagues.
Mak & Ursula DEHEJIA
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16 Mar, 2024 by Ken levinson
I had the honor of serving as the keynote speaker for the Maryland Association for Justice's Auto Negligence Seminar, Litigating Auto and Trucking Cases in State and Federal Court.The experience provided me with profound insight into the dedication and commitment of MAJ towards empowering trial lawyers to achieve justice for their clients. My topic, "From Crash to Trial: Strategies for Your Truck Cases," allowed me to share and exchange knowledge in a forum that is genuinely passionate about courtroom excellence and client advocacy.
I am immensely impressed by the extent of resources, support, and educational opportunities MAJ offers to trial lawyers. Their efforts to ensure we are well-equipped to represent those who have been seriously injured or families of those tragically lost in accidents is commendable. The MAJ stands out as a first-rate organization, not just for its professional excellence but also for the quality of its people. The warmth, openness, and dedication of everyone involved are truly remarkable.
Being part of their program was not only an honor but a testament to MAJ's commitment to fostering a community where trial lawyers can grow, learn, and succeed in their pursuit of justice for their clients. It is organizations like MAJ that underscore the importance of our work and reinforce our commitment to fighting for those harmed by negligence.
To my colleagues in the legal profession, if you're seeking a community that offers unparalleled support, resources, and educational opportunities to enhance your practice, look no further than the Maryland Association for Justice. Their work makes a significant difference in our ability to serve our clients effectively, and I am proud to have been a part of their esteemed program.
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06 Feb, 2024 by Justin wallace
30 Jan, 2023 by Randy mcdonald
27 Sep, 2017 by Arslan
Our family wanted to thank Miss Shanta Ramson again for help during our case. We appreciate her professionalism, responsiveness, dedication, attention to details, and how she anticipated possible problems and prepared for them. Combined with friendly attitude, it makes her someone very enjoyable to work with. Your help and support gave us peace of mind and made our life much easier. We are so happy we chose Shanta Ramson to represent us. Thank you once again, we'll definitely recommend anyone in need of an immigration lawyer to come to you!
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23 Nov, 2013 by Timi
Did everything she stated she would do in our initial consultation. My spouse was ordered deported and was in ICE custody when he got out pending at Immigration. Best lawyer could not have asked for better representation. Now at last stage after clearing hurdles.
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28 Aug, 2014 by Liz
Helen M Whelan is so professional . She spent a lot of time with me doing estate planning for my elderly father . Helen even took the time to meet my father at his apartment because he was not well enough to come to her office . Helen is so kind and patient and most of all so compassionate when working with the elderly Helen is extremely knowledgable about all aspects of estate law , elder law and even accounting . I felt like I really made the right choice using her . She was very timely in everything she did for my father and making sure all the necessary paperwork was done and done right in a timely fashion I would highly recommend Helen .
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28 Aug, 2014 by Daniel
"I worked with Helen Whelan on all of my estate planning needs from updating my will and medical directives to the establishment of my revocable trust. At each step in the process Helen explained to me all of my options and how best to protect myself and my estate. Helen’s attention to detail, professionalism and guidance were greatly appreciated. I will always recommend Helen to my friends and family."
Daniel S
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11 Nov, 2017 by Kathy
It is wonderful to have the confidence in an Attorney as I do with Joann. She has completed legal papers for my cottage and did a fabulous, professional and expedient job. I recommend her highly in that you will have total honesty and competence.
Thank you
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09 Mar, 2009 by Anonymous
Ms. Wood reviewed title and closed our home for us in late 2008. She was thorough, detailed, and professional and the closing went smoothly and quickly. It was a top notch job.
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5.0
2 Reviews
05 Jan, 2016 by Doris
My elderly parents did not have there affairs in order. I meat with Mr. Burke and he started the process to help them.
Mr. Burke came out to have Daddy sign the papers. Kevin was sweet , patient and kind to my parents.
Unfortunately My father passed away a month later. But everything was taken care of so my Mother didn't have to do a thing
Thanks Kevin!
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05 Jan, 2016 by Joe
My wife and I along with my young son moved to Annapolis where I started my own business. I thought I knew enough about wills and estate planning, but after meeting with Kevin, I found out I did not. His insights and experience were valuable. A great job by Kevin and highly recommended.
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14 Jan, 2011 by Katie w
Very reasonable fee's-we needed a quick settlement and they worked with our bank to accomodate. very friendly staff
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16 Mar, 2009 by Anonymous
I would highly recommend Perry Seaman. Mr. Seaman was extremely responsive, knowledgeable, and kept me well informed of everything regarding our probate case. He and his support staff were courteous, friendly, and always took the time to answer any questions I had during the process. Having someone with the confidence and professionalism Mr. Seaman possesses made an extremely difficult situation much easier and for that I will always be grateful!
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09 Dec, 2015 by Judith
I have spoken to clients who have used her as their attorney and I have used her as well. She was very knowledgable, able to answer all questions, easy to communicate with and easy to reach.
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19 Jul, 2014 by Jaine
Stacey came to our home and the hospital. She guided us in getting what was needed on paper.
Other professionals who have seen documents praised the detail and width of items covered.
She asked us about items we had never thought about.
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13 Jul, 2017 by Ed
Jackie, has handled wills for me and friends. She is an excellent "Seniors" Specialist. She has the best reputation in the city, and I have confidently referred her and her firm for over 20 years. She is the best.
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03 Jul, 2017 by Charlotte
Jackie Byrd has been my attorney for wills and trusts for about 10 years. Not only is she a first rate attorney but she also does a lot of community service, helping older adults understand elder law issues. And on top of that---she is a very nice person! I would highly recommend Jackie Byrd.
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12 Aug, 2012 by Laura
Robyn was great. She was very informative and attentive to our family. She is our attorney for life!
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02 Jul, 2012 by Stephanie
Attorney Scates was absolutely wonderful. The case was a very emotionalal and difficult case. She treated my family with the utmost of dignity and kindness even though my family was extremely difficult due to the death of a relative. I highly recommend this attorney. She gave attorneys a new meaning.
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21 Oct, 2018 by Teresa
I had completed a living trust several years ago and Mr. Harty helped me update my trust. He presented alternatives that addressed my change in circumstances. I was very pleased with the effectiveness, efficiency, and price I encountered working with Mr. Harty.
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21 Oct, 2018 by Teresa
I had completed a living trust several years ago and Mr. Harty helped me update my trust. He presented alternatives that addressed my change in circumstances. I was very pleased with the effectiveness, efficiency, and price I encountered working with Mr. Harty.
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26 Mar, 2011 by Carol
He was very knowledgeable, pleasant, performed the work in a very timely manner and charged a very reasonable rate for the work performed. I was more than happy with the services received.
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13 Nov, 2022 by Anonymous
I hired Mr. Choudhry for state of Maryland related work. He was very welcoming and well informed on my issues. I highly recommend this attorney.
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16 Sep, 2009 by Larry
Nadia come to us recommended by someone else and we have since recommended her to several others. All have reported back a high satisfaction rate with her and her work. She is the first lawyer I have ever hired and if all lawyers were like her, there would be no lawyer jokes.
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21 May, 2016 by Mark
My trust has been handled since 2007 by Erin Mahony's office. I have always found Erin to be reliable and pleasant to work with. She has always treated me with utmost respect, and has always asked for my input. She is very thorough and I would highly recommend her to anyone needing an attorney.
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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.
