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13 Jan, 2021 by Jeff
Jason worked closely with me and my wife to understand our estate planning objectives. He worked us through some sensitive areas with confidence and diplomacy. End result was his crafting a series of documents specific to our needs. Jason's knowledge of law is exceptional and we're confident in knowing the appropriate continuity of our objectives is in place. I recommend Jason to others with complete confidence.
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19 Sep, 2017 by Janis
Mr. Wyatt assisted me with my mother's estate after her passing. He was sincere and guided me with the different processes. He took the time to explain things. I'm very grateful for his help!
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17 Jul, 2017 by Ed
Jason Wyatt is an outstanding lawyer. He assisted me in the purchase of a house two years ago. I found him to be the master of details! nothing was overlooked, nothing was left to chance -- he has everything covered.
Jason has the full knowledge base of all the legal intricacies and elements of a home purchase. He's up to date on everything -- and also he knew more than my real estate agent about the housing market, trends, etc.
In general, Jason was proactive with excellent counsel about all stages of the home-purchasing process. Jason was very good about checking in with us. In addition, I should add that he has a wonderful support staff in his office with an equally high level of commitment.
A top rating for a 5-star lawyer.
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18 Jun, 2017 by Kyle
Over the years, I have hired and consulted with Jeff on various matters. He's awesome. High-integrity and all-around great guy. Excels at explaining complicated concepts in an easy-to-understand manner. Solves problems efficiently and effectively.
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16 Jun, 2017 by Michael
Jeff has been helpful with handling me and my families tax and legal matters. I came into things understanding just enough to be dangerous and Jeff helped explain all of the complexities of estate planning and the benefits of POA, Medical POA and proper utilization of a trust. I've recommended Jeff to my family and friends for their tax and legal needs and would like to recommend him to you as well. Jeff works hard, is very intelligent, has up to date technology and is the exact type of person you want to be handling your tax and legal matters
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16 Jun, 2017 by Vincent
Jeff Vandrew has been handling my taxes and finances for many years and I find not only the experience to great but I never leave with any worries or questions. We were able to easily pivot a conversation around taxes and investments to a legal consultation around my fathers house. We are now moving forward with his advice and very satisfied with the results.
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31 Mar, 2017 by Helen
When first going to Kyle for my estate planning, I was apprehensive as I'd never gone to a lawyer before. Kyle was kind and compassionate making the whole process easy to understand. I left his office with a Will, Power of Attorney, Living Will and peace of mind. His staff is also very helpful.
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27 May, 2016 by Eileen
My husband and I first met with Kyle when we needed to update our will since our children are now adults. He took his time with us, happy to answer questions regarding estate planning & protection of our assets. Kyle is qualified to practice law in both NJ and Florida, and we've hired him again on several occasions to guide us through legal issues related to Florida properties. We dont hesitate to call him when in need of legal advice, and Kyle is always accessible, competent and very personable. We're happy to call him our lawyer, and highly recommend him!
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12 May, 2016 by Maurice
Kyle completed a complex transaction to my satisfaction and in my favor.
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08 Oct, 2019 by Anita
It was a very difficult time when my mother passed away. Jaclyn’s care, professionalism, knowledge and genuine interest in making the process as easy as possible was a blessing. I highly recommend her for any estate needs and plan to use her again for my own family planning.
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16 May, 2017 by Kelly
As an attorney, I probably could have written my own will, but I wanted it done properly. Her will preparation process was detailed and straightforward. The questionnaire she provided gave us a starting point for having estate planning conversations. Jaclyn raised potential issues that I didn't contemplate and had suggestions for handling them. We are happy with the our completed wills and wish we would have hired her sooner.
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01 Sep, 2016 by Suzanne
Jaclyn Nayar! I don't even know where to begin. She was my lifesaver during a very dark time in my life. Besides being professional and getting the job done to my satisfaction, Jackie is a kind, caring, and compassionate person. When I hired Jackie I was ready to give up. My husband left me with no warning. 3 weeks after that I tragically lost my sister. 2 months after that I was served with divorce papers. I consulted with a couple of attorneys that were just not the right person for my case. One of them had me in tears by the time we hung up from our phone consultation. I contacted him because he is a partner at the law firm my parents hired for my sister's death. He made me feel like an idiot for asking the questions I asked. He practically hung up on me. It was like this little divorce case wasn't worth the time. I decided to go through the divorce on my own without an attorney. After suffering 2 major losses, my mind was not in a good place to try to navigate the legal system. When I was at my wits end, a friend referred me to Jackie and to this day I have such gratitude for that friend. I only spoke with Jackie on the phone once and felt a big weight lifted off my shoulders. She listened to my story, was very understanding, and gave me advice. She didn't make me feel stupid for any questions I asked. She actually made me feel that I had valid questions. Needless to say, after that phone conversation I hired Jackie. She literally held my hand through the whole divorce process and made it as easy as possible for me. I've dealt with attorneys before in my life for various reasons. Jackie is the first one I've ever dealt with that is professional and good at what she does, but she also has a heart! With Jackie you don't feel like it's about the money. You will feel that she really cares and wants to help. I highly recommend her to help you with your case. I would definitely use her again if the need arises and would refer her to my own family. Jaclyn Nayar is a rare gem in the attorney world!
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20 Dec, 2021 by Carol
I was power of attorney and then executrix for my husband's godfather, who passed away after his 100th birthday. Brittany helped me handle the insolvent estate, from the filing of requisite documents to handling dunning letters from creditors for which there were no funds to pay under $5,000 in debts. I found her to be knowledgeable, professional and caring and would recommend her without reservation.
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26 Oct, 2020 by Chad
My elderly aunt, who lived at home by herself, began displaying signs of dementia, while recovering from a fall. It became quickly apparent that I would not be able to handle my aunts' estates and also help her apply for Medicaid, so I needed assistance. From the moment I spoke on the phone with Brittany, I knew I was in good hands. Brittany and her team kept me updated through the entire process and I am forever grateful to them.
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22 Oct, 2020 by Cindy
Loved working with Brittany. Over the years, found her knowledgeable and very patient with me. All the details were handled as we were guided through the process. We were very happy with the outcome. Would not hesitate to use her again if needed, or to recommend her.
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16 Feb, 2018 by Michele
He answered my questions and I very much appreciate that. It is not his type of law he practices. Still looking for a Lawyer for family court divorce, if there are any suggestion, I would greatly appreciate my lawyer dropped me and I now don’t have anyone representing me. Thank you Michele
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20 Dec, 2017 by Anonymous
Mr. Baldwin helped me with a sticky estate situation. He clearly explained the issues and my choices, and help me bring it to a quick, peaceful and positive conclusion. His knowledge, professionalism, responsiveness and simple human kindness were much appreciated.
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26 Sep, 2017 by Pat
Working with Elwood Baldwin was a pleasure. He was very timely in setting up our initial appointment and prepared the documents without any delay. He was easy to talk to and made me feel very comfortable.
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14 Feb, 2025 by A p
If I could I would give 6 stars to Gabriela. She was awesome and extremely profesional and dedicated. Can’t thank her enough and I highly recommend her services.
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12 Feb, 2025 by Isaac ampofi
06 Feb, 2025 by Claribel garcia
Albert Montano was a pleasure to work with. He battled diligently to defend my interests, answered all of my enquiries promptly, and took the time to thoroughly explain my options. His knowledge, commitment, and professionalism really helped my case, and I am very pleased with the result.
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03 Sep, 2017 by Anonymous
Would absolutely retain her service again.
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02 Mar, 2017 by Anonymous
Erica is intelligent and highly dedicated. She goes above and beyond to look for solutions.
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23 Feb, 2017 by Thomas
Erica Goldberg is an excellent attorney who works closely with her clients to find the best possible legal solutions, effectively bringing to bear her strong expertise, knowledge and common sense, which is greatly appreciated.
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22 Nov, 2015 by Ilah
Ms. Schreiber was extremely knowledgeable and totally put our minds at ease while my husband and I obtained guardianship for our disabled son. She made it seem easy and worry-free. Parents of disabled children have so many other concerns that they need to address over the course of their children's lives that it was such a pleasure having Ms. Schreiber represent us. Along with being professional, she was also very loving and kind. We can't thank her enough!
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03 Jul, 2012 by Judith
Ms. Schreiber has a thorough and accurate knowledge of the disabled. She answered specific questions regarding the guardianship of my very handicapped daughter. Ms. Schreiber became familiar with my daughter's case and did not generalize questions about her disability or her care. She made sure information was provided to me at my convenience, when I was available, and fought for my child not to have to attend a court appearance. This would have been tramatic due to her disabling condition. All questions were answered and I was at ease with the level of confidence she held and passed on to me throughout the guardianship process. I would recommend Ms. Schreiber to those seeking compassionate assistance.
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26 Jun, 2012 by Betty
I first met Annemarie about a year ago when I needed someone who I could trust & provide advice on matters of selling my parents place of residence due to illness, passing & the settling of estate matters. It was refreshing to finally have an attorney who took the stress & worry out of handling such matters during extremely difficult times. Once these items were completed, to which great care & attention were given, I then retained her services for my own personal family needs. Again everything went like clockwork; smoothly & without any stress associated with such issues & needs. Annemarie's experience, guidance & assistance on matters regarding estate planning as well as social security disability were/and are invaluable. This is the first time that I can say in all my years of working with attorneys, from a professional & personal standpoint, that someone actually responded back, put forth a plan, executed it, advised well, followed up, made sure "t's" were crossed, "i's" dotted and returned calls & emails in more than a timely fashion. She has two wonderful assistants, Sandra and Grace, who, together and individually, form a great team.
Annemarie's values, experience and care for her clients definitely sets her apart from the rest. No one client is the same or has the same need to which Annemarie understands and pays great attention to. Without hesitation, I have already recommended Annemarie to others and will continue to do so.
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08 Oct, 2019 by Adam
Shira helped us plan our first will after having our first child and the experience was more then enjoyable - very professional, knowledgeable, and friendly. Everyone we've met at the UHB Law Group is absolutely GREAT. Can't find better things to say about Shira and this firm as a whole!
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20 Aug, 2019 by David
Shira did an amazing job on sorting out my brothers estate. She is extremely thorough and kept me updated with all transactions. I would highly recommend her and I plan on having her do my will in the very near future.
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13 Feb, 2018 by Serena
Ms Frackt is a capable and caring attorney. I highly recommend her and UHB Law to anyone needing dependable and competent counsel.
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01 Nov, 2023 by Patricia
Mike was thorough and efficient and completed my will/trust, PoA, and Medical Directive in a very timely manner. It was a pleasure to work with him and his staff!
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24 Jan, 2023 by Linda
Excellent advice and very thorough through out the process. Made us feel very confident in his advice and recommendations.
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07 Jul, 2022 by Valeria
Everything done very efficiently, explained our options very well and the process was very straightforward.
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14 Jun, 2019 by Dhaarna
Graig helped us with our deal to buy a home in Hopewell. He is very thorough with his knowledge and gave us inputs throughout the process of Attorney Review, Inspection & Contingencies and Closing. He explained us all documentation very well at the time of closing before we actually signed anything. The experience was very smooth and friendly. Would highly recommend Graig for his services.
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29 Sep, 2015 by Anne
I had a very sticky situation ~ but Mr Corveleyn was on top of everything & did an excellent job. Very knowledgeable, dedicated & compassionate. I would HIGHLY recommend him to everyone!
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27 Mar, 2015 by Charlie
I am a business & financial planning consultant. I work pretty much nationwide. I was sued for "fraudulent transfer" in a New Jersey bankruptcy court by one of my best former clients---one for whom I had worked five years and actually done pretty well. But this guy (my former client) was a big talker and a dreamer, and he landed himself in a Chapter 11 Bankruptcy, represented by a lawyer who was positively legendary (I found out) in New Jersey).
It all started last summer at a moment when I was particularly short on cash. I must have spoken to three dozen lawyers all over New Jersey. On hearing the name of the lawyer who was representing my former client, every one of these lawyers said, "OH NO."
Now, I knew that my former client's case was not only frivolous on the merits but time-barred. So I had to start off by representing myself pro se. I got ONE count knocked out on the first motion to dismiss, so I did "OK" on my own, but couldn't get the case to go away completely, and I knew I couldn't possibly represent myself in Court, go to trial on my own, or anything like that---"anyone who represents himself in Court has a fool for a lawyer," right?
So I continued talked to even more lawyers in New Jersey.
Somehow, someway, I found (this is going to sound so corny, but I believe it): somehow God sent me to Graig Corveleyn.
Graig Corveleyn not only accepted my case on what I can only call very reasonable terms, he showed no "fear, shock or awe" at the idea of defending me against this very senior, very prestigious, New Jersey Bankruptcy Lawyer who was, like I say, to every other lawyer in the state, some kind of "Legend of Superman."
Even in our initial interviews, I could tell that Mr. Corveleyn knew the Bankruptcy Courts and the applicable law backwards and forwards. He took my case, even though he knew he was fighting this "Superhero Super-lawyer" on the other side....
As I say, I work nationwide, so I have literally dealt with lawyers everywhere from Boston, Mass, and Bangor, Maine, to Wasilla, Alaska, and Waikiki, Hawaii.
I normally have a rather dim view of lawyers---they are conformists who cannot think outside the box or imagine anything that is new, different, or outside whatever there cookie-cutter specialty is.
In Graig Corveleyn, I found someone who actually COULD see the forest and the trees, and notice that there was smut on the bark and rot inside of even on some of the oldest and biggest growths in the whole forest.
And he could see the justice on my side---even though I'm a very unusual case.
Did you read that, folks, "he could see justice....even in a very unusual case."
THAT is really unusual in a lawyer, and it makes Graig Corveleyn a real hero---not a legend because he's been around forever and had really big clients in the past (that was my opponent's lawyer), but because Graig Corveleyn has eyes to see and ears to hear, a discerning mind and a heart to sympathize.
As of this moment, my case isn't over yet. Graig has not waivered, not dropped the ball, not showed any sign of quitting....even though the flow of money has been more regularly in the negative than in the positive towards him. That's because he has a brain and a heart to see a winnable case even in an unusual and difficult situation.
I expect Graig Corveleyn will one day be a legend himself. Not because of my case (although who knows? The other side is strangely persistent in the face of one defeat and setback after another), but because of who he is and how he does what he does.
Graig Corveleyn has worked inside the system with the U.S. Trustee's office---I don't quite understand how all that works in Bankruptcy Court, but that's why we need lawyers, right? He knows all the Judges and what's normal, abnormal, and downright crazy/fruity.
Bankruptcy Courts are Courts of equity and I would have to say, Graig Coveleyn's sense of equity and fairness is almost unparalleled in any lawyer I have ever met.
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12 Oct, 2017 by Roberta
Ms. Marshall handle the closing of my house and she was phenomenal! An unexpected last minute title issue did arise but Ms. Marshall handled it with grace and ease. We didn’t have to worry about anything!
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11 Oct, 2017 by Q
I retained Rachel in reference to a unique landlord tenant issue. This issue was caused because the initial landlord accepted tenants rent but neglected to pay mortgage on leased property. The rented property the went into foreclosure and the bank wanted the tenants to vacate as there wasn’t a current written lease agreement. Rachel was able to negotiate with the banks Attorney and prove the tenant had the legal rights to remain in property. She was able to maintain a high level of professionalism during this process all the while showing grace and genuine concern for her my well being. I would like to say thank you Rachel Marshall Esq. for what you were able to accomplish for my family.
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11 Oct, 2017 by Brownstone properties, llc
I would highly recommend Rachel Y. Marshall law offices. Her office has always performed above & beyond expectations. All matters are handled professionally and in a timely manner. Great job!
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10 Jan, 2025 by Ja mg
I found David on Google after my motorcycle accident. He answered all my questions and helped me find a good doctor. I got the medical care I needed and I have just my settlement. I am very happy and I would highly recommend David and his team to anyone injured in an accident!
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08 Jan, 2025 by Marina krasnova
Had a pleasure of having Dan as my attorney for my personal injury case. Dan explained the process right from the beginning and guided me throughout. Any questions I had, I always had Dan as my number 1 advisor. He's very personable, professional and knows his job. Thank you very much Dan, I will be recommending you to anyone who needs a great attorney!
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27 Nov, 2024 by Nicolas lopez
I called David because I was hurt in a car accident and I googled Best Car Accident Lawyer. I got David and he answered all my questions and they helped me find a doctor. And now I have my settlement and I am very happy. I would highly recommend David to anyone hurt in an accident.
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03 Jan, 2025 by Brian feigus
Ali to put it simply is the best.
Works hard for you, but most of all tells you what is best for you and your situation.
Highly recommend her as there is no one better !!
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20 Dec, 2024 by Harwinder singh
Nick was absolutely amazing all throughout everything, honestly did not expect everything to be so easy and convenient for me but Nick and his team did everything they could for me and I appreciate it more than they will ever know!
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20 Dec, 2024 by Dallie shell
The best! I was in an accident and didn’t know where to go for medical help, or legal help. I contacted Lance and not only was I able to get medical help,. Diana, kept me informed, and abreast of services, dates, and changes in my claim. They got results, and if you don’t choose them, you are choosing to walk away empty handed, and injured!
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26 Feb, 2022 by Sandra
Matt is an excellent lawyer. Whenever I call him or email him he always get back to me within 24 hours. He will answer and explain all my questions over and over again. When I ask Matt for a meeting there is always time for me. He as helped me so much with my mother. I would recommend Matt to everyone.
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23 Feb, 2022 by Elaine
Matt is the lawyer that you want to help you always! He knows what he is talking about and explains whatever resolution or answer to you so that you understand everything. He is a courteous, knowledgeable and honest gentleman. He has helped us with a number of hard things that we would not have been able to deal with on our own. He always gets back to you and always is there when you need him.
Also Bratton Law Group is the finest Law firm in our opinion.
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27 Feb, 2019 by Anonymous
Barbara Martin's adroitness and forthwith attitude when addressing sensitive issues has been a welcome relief over the past few years that I've been utilizing her services. She makes herself available for Q&A and handles inquiries tactfully and responsibly.
She gets involved; you're not a "number" but a person, one with concerns and questions, and Barbara makes you her priority. I look at her not just as my attorney, but as a person who cares beyond the surface. She continues to provide above-par service offerings and overall effective outcomes.
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16 Mar, 2016 by Michele
Assisted my family with dealing with various elder care and estate planning and ultimately estate administration. Was well-versed on many topics from the power of attorney, to estate plans and probate. Helped us compassionately during a very difficult time. Easy to reach and understanding.
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07 Sep, 2023 by Colleen
Have worked with Adam Dubeck, Esq for some years now...time and time again. Wills/End-of-Life Docs/POs across 4 family members. Witnessing of docs when professional certification required. Extremely conscientious...a subject-matter expert that has always come through no matter how large or small our ask/need. Thank Adam for your sound legal counsel and pull-through.
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06 Nov, 2013 by Carol
Adam Dubeck handled my"new" will and living will. After going through a lengthy and difficult divorce, Adam did an excellent job in providing me with the guidance that I needed. My will is not a "boiler plate" document. Adam made sure that I had all that I needed to cover myself.
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18 Sep, 2024 by Robert lidondici
Shahroz is a great corporate lawyer, he makes buying or selling a business super easy!
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16 Sep, 2024 by Ryanne fadel
Great corporate law firm that helps with M&A for all kinds of businesses
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22 Jun, 2024 by Mohamed koura
I had the pleasure of working with Mr. Sharoz on various legal matters and was thoroughly impressed with his professionalism and exceptional work. This law firm is outstanding, demonstrating extensive knowledge in multiple areas and excellent communication skills.
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06 Feb, 2025 by Deborah yautz
I had the immense good fortune to work with Mr. Alguram in securing durable power of attorney documents as well as health directives for my family. If you’re reading this, hopefully you are a planner and seek to have your affairs in order. But, perhaps, you find yourself in a challenging situation and require immediate, sound guidance. Whatever your needs, Mr. Alguram is a wise, careful, compassionate counselor, who can answer all your questions and put your mind at ease. I cannot recommend Mr. Alguram highly enough—he provided much-needed direction and sound advice when I needed it most. Thanks to him, my family’s wishes are in place, and I have peace of mind. And that, is priceless.
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09 Dec, 2024 by Vin
Will highly recommend Jason to all friends and family . Very knowledgeable and get valuable info needed for my family .
Just a telephone call away . Thank you
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22 Oct, 2024 by David shaw
Had a fantastic consultation with Mr. Alguram! He was extremely knowledgeable and helped me navigate a guardianship issue that had, seemingly, a million moving parts to it. Wouldn't have been able to traverse the process successfully without his guidance. Will definitely be working with him again in the future.
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04 Sep, 2008 by Anonymous
Marie provided very good counsel when I was considering my will. She knew the right questions to ask and cautioned me against some of the thoughts I had. I now feel very secure if anything should happen to me. She obviously knows her stuff.
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17 Feb, 2015 by Anonymous
I have known Ms Greenberg since December 2012 when I needed a lawyer to advise me about wills and trusts.
She has taken the time and trouble to spend a couple of meetings to explain to me every detail involved, making sure I understood the concepts. In addition Ms Greenberg has been very patient when I approached her with questions or when I needed a few months before making my decision.
I have had fine dealings with her and feel comfortable recommending Ms Alyssa Greenberg.
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27 Feb, 2015 by Adam
My wife and I worked with Mary Browning on our estate planning. We have a complicated set of assets including businesses, real estate and various types of accounts.
The process was very new and scary for us. Mary was patient in walking us through the process. She helped us to translate our plans for our children into a set of trusts that reflected our objectives.
Mary communicated effectively. Every meeting was followed by a detailed memo accurately reflecting what we had discussed. She worked quickly to develop several trusts to meet our needs. She filed the corporate filings, developed a Will for our remaining estate, wrote our health care proxy and power of attorney. She made the process educational and meaningful
While nobody enjoys talking about death and estate planning. Mary Browning made the process comfortable. She is a true professional. Use her! The highest rating possible.
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06 Jan, 2016 by Michael
Beth has an exceptional command on elder law and Medicaid Planning issues. Attorneys, including myself, regularly refer our valuable clients to her for Medicaid Planning and related issues because we know that Beth has the expertise to provide top quality advice during a critical phase of life.
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12 May, 2018 by Mary
Collen Clark was wonderful. She answered all my questions, no matter how many times I called or e-mailed. Everyone was always very pleasant and helpful. I hired her to set up a Special Needs Trust for my son. I will be going back for her to do my estate planning, and would absolutely recommend Ms. Clark.
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07 Sep, 2010 by Anonymous
We would highly recommend John for anyone who needs estate planning. My wife and I were very impressed by his professionalism and knowledge of the area. My brother also used John when he sold his business several years ago and could not have been happier with John's great service.
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13 Sep, 2017 by John and cindy
A family member was the executor of my Mom's will and we felt there were some dishonest things going on. Another attorney recommended Robert Knee. We found Robert to have great experience in dealing with our issues and gave us a lot of confidence throughout the process. We had to go to trial and were satisfied with the result.
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15 Dec, 2015 by Ken
Kevin Pollock did a great job of setting up our Wills and recently when we needed to make some simple changes he reviewed the entire package and made some smart suggestions for changes.
He is an expert on Estates, Trusts for families with children with disabilities and he even is fluent in Jananese.
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13 May, 2017 by Steve
Russell is an old time family attorney with a keen understanding of today's complicated estate planning issues. I found his demeanor to be friendly and educational and his expertise to be unmatched. He made a difficult process easy and helped the whole family understand their future security. Thank you Russ.
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31 Jul, 2014 by Anonymous
He is an incredible lawyer. He is very professional but is very relaxed and knows exactly what he is doing. Even though his firm is on the smaller side, I would choose him over anyone. I've worked with him for over 20 years.
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FAQs
Questions? We have answers
What a Trusts Lawyer Can Do for You
A trusts lawyer specializes in creating and managing trusts, which are legal entities that allow individuals to transfer assets to beneficiaries while maintaining control over how and when those assets are distributed. Trusts are used for estate planning, asset protection, tax planning, and ensuring the financial security of loved ones. Trusts lawyers help clients choose the right type of trust for their needs, draft trust documents, and advise on the administration and management of trusts.
Whether you're planning to pass on your assets to your heirs, protect your wealth from creditors, or provide for a disabled family member, a trusts lawyer can help you establish a trust that meets your financial and personal goals.
When Should I Hire a Trusts Lawyer?
You should consider hiring a trusts lawyer in various situations, particularly when you're planning for the future distribution of your assets or protecting your wealth. Common reasons to hire a trusts lawyer include:
- Estate planning: If you want to ensure that your assets are distributed according to your wishes, a lawyer can help you create a revocable or irrevocable trust to avoid probate and provide for your heirs.
- Asset protection: If you want to protect your assets from creditors, lawsuits, or potential future liabilities, a lawyer can help you establish a trust to shield your wealth.
- Special needs planning: If you have a disabled family member, a lawyer can create a special needs trust to provide for their care without affecting their eligibility for government benefits.
- Tax planning: If you're looking to minimize estate taxes or manage tax liabilities, a lawyer can help you create tax-advantageous trusts, such as a credit shelter trust or charitable remainder trust.
- Charitable giving: If you want to leave a legacy through charitable donations, a lawyer can help you set up a charitable trust to ensure your donations are managed according to your wishes.
- Business succession planning: If you own a business and want to ensure a smooth transition of ownership, a lawyer can help you establish a trust to pass the business on to your heirs or chosen successors.
Hiring a trusts lawyer early in the estate planning process ensures that your assets are protected and your wishes are clearly documented, reducing the chances of disputes after your death.
What Does a Trusts Lawyer Do?
A trusts lawyer provides a variety of legal services to help individuals create, manage, and administer trusts. Their responsibilities often include:
- Drafting trust documents: Preparing the legal documents needed to create the trust, ensuring it is tailored to your specific goals and complies with state and federal laws.
- Choosing the right type of trust: Assisting clients in selecting the most appropriate type of trust for their needs, whether it's a revocable trust, irrevocable trust, living trust, or special needs trust.
- Trust administration: Guiding trustees through their legal responsibilities, including managing assets, making distributions to beneficiaries, and filing tax returns.
- Modifying or terminating trusts: Helping modify or terminate trusts if circumstances change, such as changes in tax laws, family situations, or personal preferences.
- Protecting beneficiaries' interests: Structuring trusts to protect the interests of beneficiaries, especially if there are concerns about financial management, disability, or dependency issues.
- Minimizing estate taxes: Assisting clients in structuring their trusts to minimize or avoid estate taxes, ensuring more of the estate passes to beneficiaries.
- Handling disputes: Mediating or representing clients in court if disputes arise among beneficiaries or between trustees and beneficiaries.
How Are Trusts Lawyers Paid?
Trusts lawyers typically charge for their services based on the complexity of the trust and the type of legal work involved. Common payment methods include:
- Flat fee: For drafting basic trusts, such as revocable living trusts or special needs trusts, many lawyers charge a flat fee. This can range from $1,000 to $5,000 or more, depending on the complexity of the trust.
- Hourly rate: For more complex trust planning, ongoing trust administration, or resolving disputes, some lawyers charge by the hour. Hourly rates typically range from $150 to $500 or more, depending on the lawyer’s experience and location.
- Retainer: For long-term trust administration or complex estate planning cases, some lawyers may require a retainer, an upfront payment that covers ongoing services.
- Contingency fee (rare): In rare cases, particularly in disputes involving the administration of a trust, lawyers may work on a contingency fee basis, getting paid only if they successfully recover funds or resolve a legal dispute in your favor.
Always discuss the fee structure with your lawyer during the initial consultation to understand the total cost of services.
How Much Does a Trusts Lawyer Cost?
The cost of hiring a trusts lawyer depends on the complexity of the trust, the lawyer’s experience, and the fee structure. General cost estimates include:
- Basic trust creation: For simple trusts, such as revocable living trusts, fees may range from $1,000 to $3,000.
- Complex trust creation: For sophisticated estate plans involving multiple trusts, tax planning strategies, or special needs considerations, legal fees may range from $5,000 to $10,000 or more.
- Trust administration: If you are serving as a trustee and need ongoing legal advice, hourly rates for trust administration can range from $150 to $500 or more.
- Dispute resolution: Costs for litigation or mediation in trust disputes may range from $5,000 to $50,000 or more, depending on the complexity of the case.
Be sure to get a detailed cost estimate from your lawyer during the consultation to ensure the services fit within your budget.
Top Questions to Ask a Trusts Lawyer
Before hiring a trusts lawyer, consider asking the following questions:
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What experience do you have with creating trusts?
Ensure the lawyer has experience drafting trusts and managing trust administration for clients with similar goals or asset structures. -
What types of trusts do you recommend for my situation?
Ask the lawyer to explain the different types of trusts available and which ones best suit your needs. -
How do you charge for your services?
Clarify the fee structure and request an estimate of the total cost. -
What are the tax implications of the trust?
Ensure the lawyer can explain how the trust will affect your taxes and strategies to minimize tax liability. -
How long will it take to set up the trust?
Ask for a timeline for creating and finalizing the trust documents. -
Will you handle the trust administration?
If ongoing management is required, inquire whether the lawyer will assist with trust administration or if you'll need a separate trustee. -
Can you help resolve disputes if they arise?
Ask about the lawyer's experience in resolving trust disputes.
How to Check the Credibility of a Trusts Lawyer
To ensure you are hiring a reputable trusts lawyer, take the following steps:
- Verify their bar status: Check with your state bar association to confirm the lawyer is licensed and has no disciplinary actions.
- Look for trust law experience: Review their website or professional profile to ensure they specialize in estate planning and trusts.
- Read client reviews and testimonials: Look for feedback on platforms like Avvo, Martindale-Hubbell, or Google.
- Ask for references: Request references from past clients who can speak to their experience with the lawyer.
- Check for certifications: Look for certifications such as Certified Estate Planning Law Specialist (EPLS) or memberships in organizations like the American Academy of Estate Planning Attorneys (AAEPA).
What Should I Prepare for My First Consultation?
To make the most of your first consultation with a trusts lawyer, bring the following:
- List of assets: Prepare a list of all your assets, including real estate, bank accounts, investments, retirement accounts, and personal property.
- List of beneficiaries: Provide names and contact information of individuals or organizations you want to name as beneficiaries.
- Existing estate planning documents: Bring copies of any existing wills, trusts, or other estate planning documents.
- Financial information: Bring financial statements, tax returns, and other relevant financial documentation.
- Questions for the lawyer: Prepare a list of questions about the trust creation process, fees, and how the trust will protect your assets and beneficiaries.
- Goals for the trust: Clearly outline your objectives, such as asset protection, tax minimization, or provisions for beneficiaries, so the lawyer can tailor the trust to your needs.
By preparing thoroughly for your consultation, you can help the lawyer assess your situation effectively and receive the best possible legal advice for creating and managing your trust.
