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10 Aug, 2024 by Matthew curran
Everyone at this firm is extremely respectful and understanding. I would recommend to anyone seeking legal help.
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10 Aug, 2024 by Carson neagle
20 Jul, 2024 by Jade hill
19 Aug, 2024 by Gerald maguire
Michael Kasberg is an amazing Estate Planning Attorney. When it comes to Wills, Trusts, & Probate you will not do better ANYWHERE.
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16 Aug, 2024 by Patricia prewitt
I recently contacted Mike @Kasberg Law to discuss the pros/cons of setting up a trust. Mike thoughtfully listened to my needs, and provided logical responses to my questions and concerns. Because Mike specializes in trusts, he really understands the benefits/drawbacks of the different types (there are a LOT) and explained things in an understandable way.
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20 Jan, 2024 by Matthew harris
Michael was very helpful and professional.
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25 Sep, 2024 by Stacey
This was my first time ever needing to retain legal council - and Briana Nashawaty WAS the breath of fresh air I needed!! I went into this "process" completely blind but was desperately trying to understand and navigate through my fathers estate in MA while I reside in AZ.
Briana's guidance was top notch. She was so patient and always made sure I understood what she was doing and why.
Thank you, Briana!! I truly don't know what I would have done without you.
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24 Jun, 2024 by Melissa peloquin
Excellent practice. Great communication and timely delivery of expected services. Highly recommend Brianna!
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17 Nov, 2023 by Amanda lane
A real estate transaction with a closing just 3 days after P&S is signed was no problem for this attorney! Highly recommend and I look forward to working together again.
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28 Jan, 2024 by Karen moniz
17 Jul, 2022 by Michaela wojcik
02 Aug, 2021 by Anonymous
Luke Travis is exceptionally insightful, knowledgeable, thorough and conscientious. I have been so pleased to have been served by his office.
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10 Aug, 2024 by Matthew curran
Everyone at this firm is extremely respectful and understanding. I would recommend to anyone seeking legal help.
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10 Aug, 2024 by Carson neagle
20 Jul, 2024 by Jade hill
25 Sep, 2024 by J g
A±±+ Sold my property in Roslindale, never imagined it could be so painless.
Ali's team was professional, prompt, thorough and walked me through every step of the process. I live out of state but they handled the closing for me, I didn't even have to attend. Very reasonable fee was a great value just in the time they saved me, no question.
Highly recommended for real estate transactions! Call them!
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13 Apr, 2024 by Ameya raje
Ali and his team are great people to work with. We were recommended to him via our realtor and couldn't have been happier.
In the initial conversation, he explained all services they'd offer and an estimate of the costs. They worked with our lender very efficiently and kept us in the loop at all times. They were responsive in answering all questions in every step. Closing (which was mentioned as a stressful event by friends) was very smooth and stress free.
Definitely recommend Ali and his team to anyone who's looking for real estate attorney services. We'll be working with them in the future again for sure.
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03 Apr, 2024 by Valentino palmieri
Highly recommend George! During my Boston home purchase, he identified and resolved a critical 20-year-old title issue. Thanks to his expertise, closing went smoothly.
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13 Aug, 2024 by Ariannette alvelo
If I ever need an attorney again definitely using Mr. Salomon. Staff always pleasant. Felicia is awesome. They really have your best interest at heart. They are definitely great. I will be referring anyone I know in need, You won’t be disappointed with how much they fight for you.
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29 Jul, 2024 by Kevin watts
I had Felicia out of the Ware office work with me and my gf after a horrible accident that almost took our lives. As a artist I also almost lost my hand this my career hobby and passion. From start to finish they really had our backs. Even after the at fault party who didn't have insurance fleed the scene. It's a lot of paperwork and worries I didn't have to go through because they helped me. And they even got my the highest offer first. I know in this day in age, trust is hard to have but I literally trust them with my life 💕
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29 Jul, 2024 by Carl ngobeni
A wonderful team of hardworking and dedicated professionals working to get you the best results they can!
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28 Jul, 2021 by J&k
Joel (and his assistant) Barbara were exceptionally helpful in sorting out our estate planning in the most optimal way. Joel is extremely knowledgeable, attentive, and very easy to work with. Highly recommended!
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15 Apr, 2021 by Claude
Joel prepared living trusts and other legal documents for my wife and me in a very efficient fashion, addressing several concerns we had and promplty answering many questions. We highly recommend him.
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15 Mar, 2021 by Dave
My wife and I worried that setting up our “living trust” would be time consuming and complex. It could not have been more simple. We met via Zoom meetings ( just 2 meetings) to get an understanding of the process and an overview of the product we had chosen. We filled out a workbook with our assets and we discussed beneficiaries and sent back any critical information to Joel. Our next meeting was a 30 minute in-person session where we validated the paperwork and signed the forms. Joel made the experience a pleasant one by laying out any complexities and explaining them in a clear and simple way and and answering any questions we had. The whole process took us no longer than a few hours. I highly recommend calling Joel Bernstein if you need to create a Will or Trust.
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13 Jun, 2021 by Laurie
I am so thankful to have had Peter referred to me. He helped me through a very difficult time with professionalism and a calm reassuring demeanor. He always responded in a timely manner, and our interactions consistently left me with a confidence that all was being handled in the best possible way. I will certainly use his services again if the need arises.
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01 Sep, 2019 by Joshua
We went to Peter for our end of life planning, and went into the process not knowing much about it. He was very thorough, and helped us come up with a great plan for our will, trust, health care concerns and more! He is very kind and considerate and will explain any questions you have. I would recommend anyone doing this style of planning to consult Peter.
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08 Jul, 2019 by Patricia s.
I found Peter Herbst via AVVO when I did a search looking for a new trust attorney. I was looking to revamp my outdated trust documents and make some changes and had no clue where to start. I find it all confusing. From the first email inquiry to the final doc signing, Peter and his assistant Kristie did not miss a thing. Peter's pricing was very affordable without sacrificing quality of service one bit. He is very knowledgeable in his field and was thoughtful and understanding of my situation. He is also very mindful taking time to listen to my concerns and offered some great insight and advice on matters I struggled with. I also have a special needs son and he understood my concerns about his long term care. Peter is an exceptional estate attorney and I would give him higher than 5 stars if I could. Thank you!
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02 Mar, 2020 by Deb
I was referred to Alex and his paralegal assistant, Amy, by a friend of mine. In my opinion, personal references are worth their weight in gold as there are so many law offices competing for your business today. How do you choose? Which one should you trust? Well, I am pleased to say that I was delighted that I listened to my friend and contacted this law office. During my initial meeting with Alex and Amy they both took the time to explain, in detail, the steps that would be required to address my probate issue and how long each step would take and why. They made sure I was comfortable with their advice and recommendations. I have used many attorneys over many years for personal, probate and real estate transactions - some good and some bad. I must say that Alex and Amy provided me with straightforward answers, prompt and courteous service at a reasonable price. They also left the door open for me to come back if I had any follow up questions or concerns. I will definitely knock on their door for future legal needs. So, my overall assessment of their service would have to be excellent!
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13 Nov, 2019 by Ellen
Alex and Amy were the perfect team to help us redraft our wills. From our first consult, they were very professional and patient, answering all of our questions. We were very pleased with our finished wills, Amy dotted all the i’s, and crossed all the t’s perfectly. Highly recommended!
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23 Sep, 2019 by Peggy
Having gone through a devastating divorce Alex and Amy were recommended by a friend who was my therapist. They were supportive emotionally and helped me get through the process of the divorce. They got me through a very rough patch and made the process easy and they were extremely approachable and accommodating to my schedule. Because of their professionalism and Amy's friendship I was able to get though it with ease. Thank you so much. I would highly recommend them!
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17 Jul, 2024 by Gina
Matthew Albanese was exceptionally kind, thorough and timely. He thought of things i/we had not considered and gave viable options and alternatives. Matthew offered solid reasons for the advice he gave and explained it in a way my mother and I understood. He walked us through the process step by step. I found everyone at the law firm very friendly and easy to deal with. If you are ever in the need of an attorney that handles elder law call Matthew. He was absolutely wonderful!
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14 Oct, 2020 by Anne
From our initial consultation,,I found Matthew Albanese to be caring and considerate in assisting me to set up my will, trust, durable power of attorney and special needs trust for my adult handicapped son, Arthur.
When the time came to see my condo and purchase a home, I did not hesitate to contact Matt again, He worked tirelessly, through three potential buyers and a difficult bank experience but due to his efforts all worked out to a successful conclusion, I would not hesitate to hire this great attorney for any of your legal needs.
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22 Apr, 2020 by Warren
Attorney Albanese was a very caring and efficient attorney who helped my mother through her estate planning needs. He finished her documents in a timely manner and was very good about getting back to us on time with any questions we had. I would recommend Attorney Albanese to anyone who had any estate planning needs.
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07 Sep, 2023 by Carolyn
Attorney Joshua Bearce gave me a wonderful consultation of key questions to ask related to the estate of my deceased relative, before considering legal action. He also provided tactics that could be explored to support a case of "undue influence," if I were to pursue a legal action. Appreciate all the insights provided!
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09 Sep, 2020 by Marianne
I hired Atty Bearce for what I thought going in would be a fairly simple, straightforward divorce with most things agreed upon up front. I liked that he had trial experience as well, but never expected it to be necessary in mine.
The situation evolved and got a lot more complicated unfortunately. I was very glad to have an experienced attorney, who saw several things coming that I frankly did not. He was always respectful of what I wanted to file for as an outcome, while providing advice on why different things would be a good idea or how they could backfire, while always leaving it ultimately up to me on how to proceed.
I could not be more grateful for both the ultimate outcome of the case, or for the professionalism and helpfulness of Atty Bearce throughout the process. He was always on top of things, reachable, and able to explain complex legal concepts in a clear and easy manner. The support staff at the office was equally friendly and helpful.
Made a difficult process that much easier.
Some specifics involved in my case: a more complicated division of assets, custody division and uniform support orders, discussing a real estate disposition that was definitely non standard, and ultimately having to file for a default judgement when the other party refused to participate in the proceedings. We tried formal mediation but the case was ultimately decided at a trial hearing, something I never expected it to come to at the outset.
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09 Jun, 2020 by Debora
I highly recommend attorney, Joshua Bearce. As my attorney he obtained favorable results in my case. If you are looking for an attorney that will work for you and deliver results contact Joshua.
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25 Apr, 2024 by Brian dooley
Jay is encyclopedic on all matters related to estate planning, and a thoroughly engaging speaker. If someone wants to move confidently into an uncertain future, Jay can light the way.
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31 Oct, 2023 by Mrsc2
Wonderful experience with Atty. Marsden. Right from the start contacting his office and speaking to his paralegal Brittany, who is just amazing, kind and helpful. Atty. Marsden handled everything for my sister, answered every question, and resolved every concern. Atty. Marsden is awesome, and very patient.
We highly recommend this law office for estate planning.
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19 Apr, 2023 by Ken dorman
Jay and staff were very helpful and knowledgeable during a difficult time.
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10 Jul, 2018 by Anthony (boomer)
Highest recommendation on every level. DGVE Law - Danielle G. Van Ess and her staff -- are the complete package. Extremely knowledgeable and effective, no-nonsense yet incredibly personable, honest, and ethical, and they always follow through. We felt like we were heard, understood, and advised perfectly.
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24 May, 2017 by Wendy
My husband and I recently updated our will and I can say that I was not looking forward to it (hence, putting it off for more than 5 years!) Danielle made the whole thing painless. She is a smart, highly competent professional but also adds a "human factor" to her practice, and that is what makes her unique. Her staff is great to work with as well, and carry through her practice philosophy.
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07 Apr, 2017 by Jessica
We felt that all of our legal needs for which we sought were met. The main benefit from working with DGVE was that we know that in any event our wishes have been communicated via a will and will be carried out as written. Additionally, DGVE made sure to bring up scenarios and possibilities that we hadn't considered and now those are also planned for. We feel that our children's needs will be taken care of in the event of an emergency/tragedy and that our wishes will be communicated to our loved ones and executed. Additionally, the process was so easy. It was not difficult to understand the choices we were making, every step of the way was explained to us in language we understood and what we needed to do in order to have the best experience was given to us in a checklist. This made it so easy for us to complete while juggling work, pregnancy and life in general. In all, we felt that our wishes were heard and understood!
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04 Aug, 2022 by Carol
In June of 2020, I was entering a grocery store and slipped in a puddle of water on the floor and broke my ankle. I was on vacation from California and did not know any Attorneys. A friend suggested George MacKoul in Hyannis. George had practiced in California and was very knowledgeable in both California and Massachusetts law.
George really helped me with ideas to assist him in preparing my case. One suggestion was keeping a daily diary. The case took 2 years to close. George negotiated a very good settlement. He and his Assistant, Diane, made our long-distance communication and document filing seamless.
I would definitely encourage anyone to engage the services of George MacKoul!
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17 Jan, 2022 by Tim
I hired George to represent me in a dispute I had with a boat yard. The boatyard failed to properly winterize my boat causing damage to the engines, and the cabin. The boatyards insurance company tried to offer me a small amount of money, but once I had George on the case things changed rapidly. I ended up getting the compensation I was asking for from the insurance company, and they had to dispose of the boat themselves. I can't say enough about George and how he efficiently worked through this dispute for me. I would highly recommend him to anyone in need.
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16 Jun, 2021 by Michael
Attorney MacKoul was recommended to me from a friend in a very trying Litigation case that did not need to go to court. Attorney MacKoul explained in detail exactly what we were going to do and could have not made me feel any more confident in how we were to proceed with my case. The communication was exactly how it should have been and I felt very comfortable once we discussed the details. I could not be any happier with the end results and feel that I have established a long term relationship. Honesty, integrity, communication, and clear cut decisions are what Attorney MacKoul strives for and that is what I received. A big Thank You for everything!
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01 Oct, 2022 by Erica
Julia is smart, hard working, reliable, trustworthy, pleasant to work with and extremely flexible with our challenging schedule changes. We feel fortunate to have found her and highly recommend her. We will continue to work with her for years to come.
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09 Jan, 2021 by Paul
Many years ago I had chosen SS&B to help establish the first estate plan for my wife and I. Recently at the passing of my wife, I needed to update all of these plans. Obviously having just lost my wife of almost 40 years and having to pull out all of those documents that we had created together added a bit of stress to a difficult time, added to the stress we had all been facing during the COVID pandemic of 2020. Attorney Abbott and her entire team not only helped direct me through all of the steps need to make my transition to this new estate plan, but also worked with me to be sure all of the questions were asked and answered thoughtfully knowing that my brain had difficulty focusing on almost anything, no less the redoing of my estate plans. Her calm and supporting presence though this made a difficult time bearable. She was working to support me not only to complete this new plan, but also as a person. She would take the time just to talk and not just dive into the needed work on the documents. She was the person, and they were the team that was needed for me to get through this most necessary process. I hope and doubt I may ever have to go through a situation like this in the future, but feel confident that I would immediately reach out to them if the need did arise.
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23 Oct, 2020 by Anonymous
Attorney Abbott was a pleasure to work with during the estate planning process including establishment of a trust. She was very accommodating during this unique time of COVID offering to conduct meetings via Zoom, at her office, or at our home and ensured safety measures were in place when it came time to execute the documents. She was thorough when we needed a deeper understanding of specific items, but did not belabor topics unnecessarily. She was very easy to talk to and offered advice and perspective based on her understanding of our wishes and circumstances. I would highly recommend her services.
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13 Mar, 2024 by 2mary h.
I’ve been to lawyers before, The Law Offices of James A. Miller is the most organized group I’ve ever seen. Very thorough on everything. I am very impressed.
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24 Oct, 2016 by Rob
I used him for a medicaid application for a relative. At first, it was an interview with the partner and a new attorney doing the work. When things got tricky, attorney Miller stepped in and handled things personally. He knew exactly what to do, when to do it, met all filing deadlines, and provided competent representation, and provided regular case updates. I would not hesitate to use him again.
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20 Nov, 2012 by Gladysk
I attended a seminar. It was at the seminar i knew your firm was, who I wanted to assist me in making difficult decisions. Thank you Atty. Miller for all your help in assisting me and putting my mind at ease.
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09 Sep, 2024 by Gina e.
I had the pleasure of working with Atty. Erasmi, and I must say, he is absolutely AMAZING! Despite the potentially stressful nature of my situation, he made everything easy to handle. His responsiveness, professionalism, and extraordinary patience truly set him apart. I couldn't have asked for better representation or support. Highly recommend his services to anyone in need!
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19 Aug, 2024 by John and pat
We highly recommend Timothy Erasmi for your Estate Planning needs. Starting with the first online consultation, we found him to be Knowledgeable, Helpful, Patient and Courteous. Quick to respond to Emails and texts, answering any questions while helping us navigate our way to our goals for the future.
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02 Apr, 2024 by Jennifer
Timothy helped us with a deed transfer after our mother passed away. It took us over a year to find an attorney that would help, mostly because most MA attorneys take endless vacations, and are not interested in dealing with smaller cases. Timothy worked very quickly on our case, even through the holidays, which was very impressive. He thoroughly explained everything in a manner we could understand. He is worth his weight in gold and I wish he was licensed in my home state! I highly recommend him, in fact I am positive that he is one of the best estate attorneys in the Northeast!
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26 Feb, 2020 by Deb
Rich was a great help to me in real estate deed work. He is responsive, reliable, and trustworthy. I felt that I was well taken care of with Rich looking out for me.
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07 Apr, 2017 by Tony
Attorney Kalinowski was always available for questions or for help. On top of all deadlines and looked out for my best interests throughout the process. Would recommend to anyone needing a real estate attorney.
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02 Mar, 2017 by Tim
Rich was great, very laid back and easy to work with. He is very reasonable and gets the job done. Would recommend without hesitation.
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23 Aug, 2022 by Calan
Kevin is a fantastic resource. Highly competent. Have had several clients over the past decade use his services and have always received positive feedback. He has come up with clever, legal, solutions to accomplish complex problems. Highly recommend. Thanks, Kevin, for all you do!
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28 Jun, 2018 by Tassma
Kevin and his team do an excellent job of organizing and preparing their sophisticated plans. They are exceptional to work with.
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25 Mar, 2015 by Tony
We've been working with Kevin over the past 5 months on estate planning. We have found Kevin and his services to be excellent. He can take a very complicated area and explain in a way that is very understandable. He's very thorough and organized, which is evidenced by the efficient process and documentation and agreements he puts together. He's very responsive and accommodating as it relates to meetings and inquiries. He also gives us comfort that he will be there in the future and will work with us along the way to ensure the plan we have put together is effective and up to date. I would highly recommend Kevin and his team.
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01 Nov, 2017 by Anonymous
Ferderick Misilo helped my husband and I do estate planning and wills. My husband is much older then I. I was losing sleep over what might happen if my husband needs care or goes into a nursing home. I felt a sense of relief after meeting him.
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30 Oct, 2017 by Frank
We were so very grateful to have found Fred as we had been to two other law offices prior to Fletcher Tilton in setting up a Special Needs Trust for our daughter as well as Estate Issues. His knowledge and professionalism are truly unmatched. We immediately felt comfortable the minute we were welcomed into the office. Thank you for easing our minds and helping to pave the way for our children's future. Sincerely, Frank & Kathleen
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27 Oct, 2017 by Pat and tom
Atty Fred Misilo’s expert knowledge and advice were invaluable in helping us through the estate planning process. He listened to us and the goals we wanted to reach. He and his staff prepared and executed the documents and paperwork necessary to meet these goals. Under his guidance, we feel confident that our family and estate are secured for the future. Fred comes highly recommended and he was a pleasure to work with both personally and professionally.
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04 Aug, 2021 by Jessica
William is a passionate, skillful, and educated professional who takes time to examine each of his cases and works hard to represent his clients with his expertise. He is well versed in the law and goes above and beyond to meet the needs of his clients with open communication in bringing them peace of mind. I appreciate his attention and dedication as well as his compassion and perseverance in what he does. I would highly recommend William if you’re looking for an honest, hard working advocate who will use his best judgement to fight for your justice and rights.
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12 May, 2021 by Kassiie kasandra
11 May, 2021 by Stephen
I had some questions about incorporating my business, so I reached out to Bill. He got back to me quickly and with actionable information that I put to use later that day. He is knowledgeable, honest, and a clear communicator.
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10 Jan, 2024 by Geoff
Graeme took on what I am sure sounded like a small project that managed to balloon its way into something bigger. What started out as a simple lease contract review devolved into Graeme needed to correct everything, even the business name and details of the party that drafted the initial Lease.
He was able to stand in for us in meetings that we just couldn't make it to and always represented us professionally. He was quick with getting us information we needed and made a point to get back to us quickly whenever we called., if he didn't outright just pick up then.
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01 Apr, 2016 by Jason
Mr. Brown and his firm are not only knowledgeable but personable as well. I found myself voiceless in an unforeseen and uncontrollable crisis, unaware of what to do or where to turn. Upon hiring Mr. Brown, I was treated as a client with rights and equally, as a person whom faced frightening uncertainty concerning my health. Graeme and his team were with me every single step of the way. They explained everything to me that i needed. Every single phone call and email to Graeme and his staff have always been treated with the utmost importance. I was always made to feel like I was the top priority. Their knowledge, compassion, commitment to my case and accessibility helped guide me through one of the most difficult periods in my life. I can't thank Graeme and Kathy enough. I would strongly recommend Graeme Brown to any person.
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30 Jul, 2015 by Ron
Graeme S.R. Brown has provided exemplary legal services to me and my company for more than a decade. He not only is a skilled practitioner, but Graeme's business background makes him especially understanding and sensitive to how legal issues affect business operations. Graeme's philosophy is coined best by "can do"! I heartily recommend him.
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03 Feb, 2020 by Hanna
I was recommended to attorney Harrington by a friend. I hired him to create an estate plan for my husband and I. He did an excellent job and answered every question we had about how trusts work and funding the trust so that we could avoid probate.
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27 Aug, 2019 by Marlon ramírez
Michael M Harrington, was a beacon of hope to my family at a time when our option appear limited and resolution seemed nigh on impossible. not only was he able to defend us , but was the only one willing to take our case in a short time notices. Mr Harrington is a great immigration lawyer with a lot of experience and was able to give me my green card. My family and I are eternally grateful for his service and I hereby recommend Mr Harrington without reservations.
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10 Jul, 2019 by Mohamed eddib
Mr Harrington helped me in the darkest time of my life. If you want your case to be handled the right way hire Mr Harrington.
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08 Aug, 2017 by Frederick kam
It was supposed to be an amicable divorce initiated by my ex-wife. It became clear that she wanted to set the financial terms based on what she thought was right. David was always calm and took some of the emotional elements out of the mix and focused me on the real terms. He was nonetheless a good listener and showed empathy while guiding me through the legal process.
He shared with me some of facts he would have presented to a judge had the amicable process gone awry. But all in all David worked hard at moving a difficult process through to its conclusion with minimal acrimony.
If you are looking to grind an axe I don't think he is the guy for you!
Otherwise I would highly recommend him to anyone going through the inherently difficult and emotional challenging process of ending a union while minimizing the collateral damages. He will make the tough journey that much easier. He is really a good guy and a good attorney!
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21 Mar, 2016 by Heidi davis
David helped make our mediation process as efficient and painless as possible and crafted a divorce settlement agreement fair to both parties and acceptable to the court.
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16 Mar, 2016 by Mark partridge
David is well-spoken and has a very strong presence in the courtroom. His preparation is outstanding and I would recommend him to anyone looking for legal representation due to his intelligence, experience, and knowledge of the court system.
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25 Sep, 2023 by Kelly
Deb was fantastic to work with: prompt with her reply, genuine in her concern for my situation, very clear and helpful in explaining the law and options I needed to know about. I highly recommend her to anyone looking for a kind, professional, knowledgable attorney to help with your real estate legal needs.
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30 Mar, 2022 by Becca
Working with Annika and her team was fun! Yes, it's possible for estate planning to be fun! The process was super clear and they kept me in the loop the whole time, answering all my questions along the way. I highly recommend working with them!
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15 Nov, 2021 by Jessie
I contacted Deb in the months after my husband's death. She and her team guided me through the probate process for his estate, and through the creation of my own estate documents.
It has been a joy to work with Deb as she combines great wisdom and compassion with a sense of humor and positivity and a high level of professionalism. I felt I was in excellent hands during a challenging time in my life.
Deb and her team were professional, knowledgeable, and responsive at all times. I appreciated how quick they were to answer questions, as well as the warmth and kindness of everyone I worked with.
Thank you Deb and DangerLaw!
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11 Jul, 2022 by Carolisa selmo
02 May, 2021 by Beth
I had consulted Attorney Allen regarding a landlord issue. She is well organized, thorough and to the point. She worked quickly to resolve my issue and I was very pleased with the outcome. She is very easy to talk to and I would not hesitate to call her again. I would highly recommend her for any real estate needs.
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02 May, 2021 by Anonymous
Jen has helped me with more than one real estate transaction. She is top notch. She goes the extra mile, is knowledgeable, professional, and diligent. She gets thing la done in a timely manner and there is nobody I will use for this type of business in the future!
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20 Feb, 2020 by Amy
It is a huge relief to get your affairs in order and to know things are in place for your family. We appreciated Joe Morana's thoughtful approach. He thoroughly explained our choices and made what we thought was complicated and overwhelming very simple. This is a service that every family needs not just the very wealthy. I highly recommend Attorney Morana.
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07 Feb, 2020 by Tony
Joseph Morana is an incredibly thorough attorney whom I had the pleasure of dealing with some years ago. His methodical approach to Estate and Special Need Planning has helped me greatly and allowed me to survive a period of disability in a much better position. I find him personable, helpful, considerate, and empathetic. He really does not miss a thing, and I highly recommend him to anyone.
My next step is to finalize a will and I look forward to sitting down with Joe and getting this done, and I know it will be done properly so I do not have to worry.
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07 Feb, 2020 by Eric
Joseph Morana is absolutely encyclopedic when it comes to estate planning. Any concerns my family and I had were addressed like he had dealt with them a hundred times before but with sensitivity, realizing that it was all new to us. I recommend without reservations.
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16 Jul, 2015 by Andrew
Dan provided cogent advice and guidance involving distribution of property; assistance with remortgaging a primary residence; and provided in depth analysis of tax consequences resulting from distribution of funds from a retirement trust.
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16 Jul, 2015 by Chris
I was referred to Daniel by another attorney for my estate planning matter. I had very specific tax related questions that Daniel was able to answer without any hesitation. He is intelligent, thorough and very down to earth. I will certainly meet with him again for any new legal work.
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13 Jul, 2015 by Christine
I contacted Attorney Carlson to review a trust and advise me whether or not the document needed to be amended to accept additional assets. I am very happy with the outcome and very pleased with his professionalism and the quality of his work. He was on time, extremely knowledgeable, and he responded to all my inquiries immediately. I highly recommend Daniel for any legal issues concerning trusts.
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22 Jul, 2019 by Tracy
I highly recommend Lauren for estate planning, will, power of attorney and healthcare proxy needs. Our family had an emergent need for preparing of wills, healthcare proxy and power of attorney documentation our parents. Lauren responded to us quickly and reassured us that she can help prepare everything within the three day time-frame we needed. After the medical issues resolved Lauren supported us in longer term estate planning. She met us reviewed everything in detail, created a priority list and reviewed possible scenarios for us to consider.
Lauren is very personable and tailors everything to individuals who are not versed in the legal terminology. Incredibly responsive and accommodating to support ones needs.
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23 Jun, 2018 by Mike
My husband and I retained the services of Lauren Caisse to navigate the complexities of a family trust. Lauren explained in great detail how a trust works and what my responsibilities would be as the trustee. She was professional, compassionate, knowledgeable and provided a quick turnaround. We will definitely hire Lauren for any future legal needs.
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22 Mar, 2018 by Dan
My wife and I are retired, and have moved to the area from out of state. I also have an LLC. Mrs. Caisse and her office provided me with updated Wills and Power of Attorney documents and LLC documents for Massachusetts. She also set up an Estate Trust. All work was done in a very professional and timely manner, and I found Mrs. Caisse to be wonderful to work with. Moving in from out of state, I was delighted to find a really good law firm to work with. Price was more than fair, surprisingly affordable. Would recommend them to anyone!
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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.
