Lawyers map
>2.0k
experienced lawyers
Filter by
27 Jun, 2023 by Kit yeung
Su has been my attorney for many closings and has provided exceptional service. She’s helped guide me through all my real estate questions and each of my closings have been smooth. I would highly recommend her if you’re looking for a real estate attorney who is responsive and looking for your best interest.
Read more
12 Jul, 2022 by Samantha h
Su was our attorney for the sale of our co-op and the purchase of our home. Su continuously helped us with the obstacles we faced during the co-op sale and was there every step of the way. I had a lot of questions and she responded quickly via text/email/phone and I am using Su again for the sale of our current home. Thank you so much!
Read more
23 Jul, 2018 by Hector flores
Su, thank you for your excellent work and great service. Your professionalism, attention to detail, time management and advice was extremely helpful.
Read more
12 Sep, 2018 by Mike m
30 Apr, 2018 by Samara nascimento
Jon victor has all the knowledge, experience and ethics that all other attorneys should have. He will advocate for you, work with you and for you. If I ever need a lawyer for whatever reason, he is the only person I will trust. He is a great a attorney, who I have had the pleasure of working with through my divorce, custody and support.
Read more
03 May, 2024 by Miriam abraham
Simply the best! We are blessed to have found this firm. They go above the rest of the law firms out there. Their fees are very fair for what they offer.
Read more
06 Feb, 2023 by Lorraine brown
A wonderful experience. All my issues and concerns were addressed
and I walked out quite satisfied. A very educationl experience.
Read more
02 Nov, 2022 by Aaron hibberd
Ethan is an excellent lawyer. He's very knowledgeable and professional. Great communication, and prompt response time to any questions. It's clear he's very experienced and knows what he's doing.
Read more
07 Dec, 2018 by Rupam gupta
25 Sep, 2017 by Sunny rivers
10 Mar, 2019 by Jonathan perr
Very experienced and results focused. Quick response to questions and clear strategy planning.
Read more
03 May, 2024 by Miriam abraham
Simply the best! We are blessed to have found this firm. They go above the rest of the law firms out there. Their fees are very fair for what they offer.
Read more
06 Feb, 2023 by Lorraine brown
A wonderful experience. All my issues and concerns were addressed
and I walked out quite satisfied. A very educationl experience.
Read more
02 Nov, 2022 by Aaron hibberd
Ethan is an excellent lawyer. He's very knowledgeable and professional. Great communication, and prompt response time to any questions. It's clear he's very experienced and knows what he's doing.
Read more
14 Apr, 2018 by Tom volpe
I was married for 48 years and one day for whatever her reasons my ex decided she wanted to be single again and filed for divorce. She attacked assets with a vengeance and things got very ugly. To be honest I didn’t know how to cope with it, I was a mess of conflicting emotions.
A dear friend recommended me to Harry Damm. He took the lead for me and convinced me to take the highroad. Aside from his great knowledge of the law and how the court system works he showed me what I needed most -Compassion.
I was indeed very fortunate, I found a great lawyer and more importantly a great man.
For this I am grateful!
Tom Volpe
Read more
26 Feb, 2021 by Shawn malone
16 Feb, 2022 by Amuchechukwu joshua amuchi
Amazing
Read more
25 Nov, 2020 by Carolyn winston
Shari is an extremely talented attorney who cares a great deal about her clients and her firm. Shari has a strong sense of organization which helped her to always gain the upper hand in court and win a large majority of her cases. Shari is very through and competent professional who always had my interest in mind. She never missed a scheduled meeting and always took my calls. She has an exceptionally strong eye for details. Shari has a very calm demeanor that was a blessing when I was in physical therapy for a total knee replacement. I owe a debt of gratitude for her service. She is a solid lawyer who practices nothing but the best customer service for her clients. She has taken pro bono cases each year to help people who would have otherwise not been able to afford legal counsel. Shari is always available for anyone who is need of legal assistance.
Read more
18 Feb, 2025 by Betsy zimmers
Very nice, explains things well, and they try to make things go smoothly and I don't feel as overwhelmed!
Read more
18 Feb, 2025 by Katelynn
27 Jan, 2025 by Aira
18 Feb, 2025 by Betsy zimmers
Very nice, explains things well, and they try to make things go smoothly and I don't feel as overwhelmed!
Read more
18 Feb, 2025 by Katelynn
27 Jan, 2025 by Aira
18 Feb, 2025 by Betsy zimmers
Very nice, explains things well, and they try to make things go smoothly and I don't feel as overwhelmed!
Read more
18 Feb, 2025 by Katelynn
27 Jan, 2025 by Aira
24 Jan, 2025 by Robert demarco
Para legal handling my case was extremely rude and anything but helpful. Please ask for someone other than her. She is a roadblock to getting help within this company. If her bosses only knew what she does to hinder the help of their clients. Do yourself a favor and deal with someone other than Laura. She thinks she is a lawyer and cuts you off without listening to your concerns. Anyone there would be a be help than her.
Read more
12 Jan, 2025 by Rami “rara” zaki
10 Jan, 2025 by Crystal stridiron
Loved working with this company. They have helped and never judge anything and was always willing to help. Today I close this chapter with him. Thank you for everything
Read more
26 Jan, 2025 by Kim lubrano
The worst!
Read more
12 Oct, 2024 by Craig
Ron can do it all from real estate to living wills, living trust, power of attorney, health care proxy and last will. He's explained and taking care of all for me in a timely matter. No need to look any further give him a call TODAY.
Read more
08 Oct, 2024 by Eddie
I had the pleasure of working with Ron Alber for my estate planning, and I couldn't be more satisfied with the experience. From the very first consultation, he took the time to truly understand my needs and concerns, ensuring that every detail of my plan was carefully considered and tailored to my specific situation.
Ron Alber is not only knowledgeable and professional but also incredibly compassionate. He made a complex and often overwhelming process feel manageable, explaining each step clearly and making sure I understood all of my options. His attention to detail and dedication to my best interests were evident throughout.
What really stood out to me was Ron Alber's ability to listen. He made sure that my wishes were fully reflected in the documents, and he provided valuable insights I hadn't considered. It's a great relief to know that my family and assets are protected with a plan I can trust.
I highly recommend Ron Alber to anyone looking for a skilled, thoughtful, and caring estate planning attorney. You will be in excellent hands!
Read more
02 Jan, 2025 by Danielle jackson
I want to express my heartfelt appreciation to Stephen Tiger for his outstanding legal representation. He's a truly skilled attorney who made a significant positive impact on my case. I'm also grateful for the exceptional support provided by his team, including Dara Carola and Melissa, who were always available to address my questions and concerns. Again, thank you and I hope you have a very happy new year!
Read more
19 Dec, 2024 by Anne noel
Thanks to Attorney ESQ Tiger Melissa & entire staff for their diligence in keeping their finger on the pulse of the company who tried to under rate my injuries caused directly by them. I am forever grateful for all your hard work & efforts.
Sincerely I Thank You
Happy Holidays
Anne Noel & family
Read more
09 Dec, 2024 by Ralph
Attorney Stephen Tiger along with Carola, Melissa, and Dara consistently provided their expertise and guidance while handling our case. The daunting task of navigating the legal process wasn’t something we took lightly, and being represented by this office allowed us to focus on our everyday lives.
Read more
02 Jan, 2025 by Danielle jackson
I want to express my heartfelt appreciation to Stephen Tiger for his outstanding legal representation. He's a truly skilled attorney who made a significant positive impact on my case. I'm also grateful for the exceptional support provided by his team, including Dara Carola and Melissa, who were always available to address my questions and concerns. Again, thank you and I hope you have a very happy new year!
Read more
19 Dec, 2024 by Anne noel
Thanks to Attorney ESQ Tiger Melissa & entire staff for their diligence in keeping their finger on the pulse of the company who tried to under rate my injuries caused directly by them. I am forever grateful for all your hard work & efforts.
Sincerely I Thank You
Happy Holidays
Anne Noel & family
Read more
09 Dec, 2024 by Ralph
Attorney Stephen Tiger along with Carola, Melissa, and Dara consistently provided their expertise and guidance while handling our case. The daunting task of navigating the legal process wasn’t something we took lightly, and being represented by this office allowed us to focus on our everyday lives.
Read more
15 Jan, 2025 by Michael shaleesh
Mr. Mirigliano represented me on both a child support and a custody case over the past several years. He was patient, meticulous and attentive throughout. I can also say the same thing about his associates. Mr. Mirigliano gave sound advice and guidance and the ultimate result was in my favor. In the interim, he’s also advised me on several unrelated legal matters, also with positive outcomes. I highly recommend this law firm.
Read more
14 Jan, 2025 by Linette fruto
Rosenblum Law helped me with a few traffic violation cases with great success. They were very knowledgeable and professional. They did a great job at communicating with me, keeping me updated on what was happening. Great service, great team!!
Read more
09 Jan, 2025 by Yechiel m
They cleared my ticket all charges dropped. Awesome!
Read more
10 Dec, 2024 by Sympli indulge with chef j
I am so pleased with the experience Daniella and her team has provided. They were able to accomplish above and beyond what my previous lawyer did, and I am so grateful to have found them. If I could give them 100 stars I would. Thank you so much Daniella! I have already spread the word.
Read more
10 Dec, 2024 by Benita randolph
My son was a client of Daniella Levi & Associates, P.C. following a car accident. Daniella and her team were incredibly personable, genuinely concerned about my son’s recovery, and committed to securing the maximum settlement for him. They kept us informed every step of the way, proactively addressing any potential issues. Needless to say, we were extremely pleased with the outcome.
Read more
26 Nov, 2024 by Sabina parnas
17 Aug, 2022 by Anonymous
For several years my family used Gregory Piede for elder care concerns and legal advice and documents. What we found was that Mr Piede delegates most if not all work to his assistants, does not take personal interest nor track details, and is highly neglectful in providing billing documentation. In the case of our dad, it cost thousands more than it should have. We could never recommend him to others.
Read more
19 Sep, 2021 by Laurie
We hired Mr. Piede in October of 2020. We brought our father up from Florida. My parents started the process of poa's living wills and having a trust but that was back in 2010. We needed someone we could trust and help us to get ready for the medicaid process. Tiffany was awesome!!! She was right on point. Never too busy to answer a question or even the same question a few times. They got all the information and paperwork ready for when my dad was ready to go into a home. My dad went into a home in March and in April he was approved. If it wasn't for the whole team I am not sure where my dad and my family would be. Thank you for making a emotional time go smoothly. Thank you for everything you did.
Read more
29 Dec, 2020 by Mark k.
It’s taken me too long to do this but I found Mr. Piede and his law firm in 2019 when I needed to update my mother’s power of attorney and get her Medicaid ready in a relatively short time. Greg and his staff did an amazing job on both counts. I can’t recommend this law firm highly enough. Thank you Greg and staff!
Read more
28 Jan, 2025 by Victor mateo
28 Jan, 2025 by Ben liu
28 Jan, 2025 by Rita
02 Mar, 2025 by Cinthi pillai
Great experience working with Fisher Stone - the team is professional and prompt, and helped me navigate and achieve my goals. Thanks!
Read more
01 Mar, 2025 by Michael epstein
Fisher Stone, and in particular Jeramy Pascasio, made the process of obtaining our PLLC a breeze. I recommend them highly!
Read more
20 Jan, 2025 by S n
Fisher Stone team was very professional and guided us through entire process step by step. Thank you for explaining everything to us in great details!
Read more
08 Feb, 2025 by Karen bobadilla
I found the communication to be less effective than I had hoped. There were instances where my questions went unanswered, and I felt a bit lost in the process without sufficient guidance. I believe there may be opportunities for improvement, especially when assisting new buyers, particularly within the Hispanic community.
I do not recommend him
Read more
27 Jan, 2025 by Fernanda martínez
Doy gracias a la abogada y su equipo de trabajo por la ayuda que estamos recibiendo mis hijos y yo pudiendo obtener nuestro permiso de trabajo y social,una persona muy responsable en todo lo que hace siempre pensando en el bien de sus clientes,excelente abogada y no duden en contactar sus servicios,Dios la Bendiga a usted y su equipo de trabajo
Read more
14 Jan, 2025 by Michael sussman
Harry Kaufman was a pleasure to work with, efficient, honest, and most importantly, handle our legal matter with great success. We highly recommend him!
Read more
16 Oct, 2024 by Brian rasack
I am incredibly grateful to Gary Port for his outstanding work in winning my case. From the very beginning, Gary demonstrated professionalism, expertise, and a genuine dedication to achieving the best outcome for me.
In court, Gary was sharp, prepared, and relentless in pursuing justice. His experience and strategic approach made all the difference, and I couldn't have asked for a better result.
If you're looking for a knowledgeable, trustworthy, and compassionate attorney, I highly recommend Gary Port. His exceptional service and dedication to his clients are truly unmatched.
Read more
09 Oct, 2024 by Polly t.
Very knowledgeable and helpful attorneys.
Read more
14 Sep, 2024 by Staceyann collins
08 Feb, 2025 by Sumaiyah powell
Very good people! 10/10 highly recommended they will not stop until you win !
Read more
05 Feb, 2025 by James lu
I highly recommend Johnmack and his firm. It takes me some time to find him on internet when I am looking for experienced external counsel. He is professional and quick to respond my request. Throughout the process, I can feel he is truly care about me and want to help me go through the legal process. I would like to work with him in the future if I need any legal advice. Thanks Johnmack!
Read more
08 Jan, 2025 by Dale behre
They were exceptional! Very honest and provide great representation. I would recommend them to anyone.
Read more
29 Jan, 2025 by Lizzette govenettio
Jennifer and Vicky were awesome to work with. Jennifer took on my case when my other lawyer took off to practice somewhere else. After years of going back and forth with my case since 2018 and no resolution. They responded quickly when I called or messaged them, and always kept me up to date with my case. Jennifer always answered any concerns I had in a respectful, and professional manner. I'm thankful for her taking on my case.
I recommend Jennifer Runfola from LoTempio..You won't be disappointed!
Read more
07 Jan, 2025 by Frank white
the best law firm in buffalo ny with them I can take on the world thanks so much .....D.Reeves
Read more
19 Dec, 2024 by Kevin green
Great service, and very professional. Frank stood with me through out my whole case.
Read more
03 Dec, 2024 by Len kalman
I highly recommend Scott to anyone in need of an attorney. My experience with him was exceptional; he is very compassionate and guides you through every step of the process, answering all your questions. Overall, the service was excellent, and I will definitely recommend him to friends and family who are looking for a great lawyer. The firm pays close attention to each client, and Stephen is detail-oriented, timely, and efficient.
Read more
28 Aug, 2024 by Judi hays
I highly recommend working with Scott Silverberg and his team. The small office environment made for a great experience, as I received personalized attention. Their guidance was invaluable in updating my trust and legal documents. It's so important to have a current estate plan, and I’m grateful for their expertise in making sure everything was in order.
Read more
20 Nov, 2023 by Roxane mosleh interior design
Professionalism, hard work and dedication is epitome of this team. Steven and Scott Silverberg have handled legal matters for our family for years and are always available, problem solving, understanding and performing with incredible knowledge of NY and FL law. We have referred them to many friends and family and would not work with anyone else. Highly recommend!
Read more
16 Feb, 2025 by Willie holton
I want to express my gratitude for my attorney, Eric. He is always available, personable, and ensures everything is handled in a timely manner with great follow-up. I truly appreciate his dedication and professionalism. Plus, I love that they are local! Thank you for your excellent service.
Read more
09 Dec, 2024 by Michael kinsley
The firm was very timely with any questions that I had regarding my case.Very personable and informative 👍. Would recommend them to anyone.
Read more
07 Dec, 2024 by Logan fleming
Highly recommend. Thank you Chris!
Read more
Browse lawyers
Cities in New York - Find a Lawyer Near Me
-
New York
-
Brooklyn
-
Albany
-
Buffalo
-
White Plains
-
Rochester
-
Garden City
-
Bronx
-
Syracuse
-
Melville
-
Mineola
-
Staten Island
-
Jamaica
-
Kew Gardens
-
Uniondale
-
Great Neck
-
Flushing
-
Hauppauge
-
Long Island City
-
Forest Hills
-
Scarsdale
-
Poughkeepsie
-
Central Islip
-
New Hyde Park
-
Jericho
-
Schenectady
-
Williamsville
-
Yonkers
-
New City
-
Westbury
-
Woodbury
-
Huntington
-
Binghamton
-
Purchase
-
Syosset
-
Hempstead
-
Riverhead
-
Tarrytown
-
Armonk
-
Ithaca
-
New Rochelle
-
Rockville Centre
-
Utica
-
Elmsford
-
Saratoga Springs
-
Astoria
-
Smithtown
-
Port Washington
-
Latham
-
Kingston
-
Pittsford
-
Rye
-
Goshen
-
East Meadow
-
Larchmont
-
Manhasset
-
Amherst
-
Bayside
-
Islandia
-
Mount Kisco
-
Troy
-
Harrison
-
Chappaqua
-
Farmingdale
-
Rye Brook
-
Newburgh
-
Plainview
-
Valley Stream
-
Commack
-
Roslyn
-
Hicksville
-
Bay Shore
-
Bronxville
-
Merrick
-
Carle Place
-
Delmar
-
Cedarhurst
-
Clifton Park
-
Suffern
-
Valhalla
-
Long Beach
-
Elmira
-
Floral Park
-
Jackson Heights
-
Middletown
-
Southampton
-
Mamaroneck
-
Northport
Browse lawyers
Practice Areas in New York
-
Business
-
Litigation
-
Real Estate
-
Personal Injury
-
Criminal Defense
-
Family Law
-
Estate Planning
-
Intellectual Property
-
Consumer Protection
-
Appeals
-
Insurance
-
Government
-
Tax
-
Medical Malpractice
-
Civil Rights
-
Financial Markets And Services
-
Immigration
-
Lawsuit / Dispute
-
Probate
-
Trusts
-
Elder Law
-
Bankruptcy
-
Car Accident
-
Entertainment
-
Mediation
-
Class Action
-
Debt Collection
-
Child Custody
-
Workers Compensation
-
Child Support
-
Discrimination
-
Wrongful Death
-
Foreclosure
-
Social Security & Disability
-
Copyright Application
-
Domestic Violence
-
Sexual Harassment
-
Adoption
-
Federal Crime
-
Employment / Labor
-
Divorce
-
Wrongful Termination
-
Juvenile Law
-
Debt Settlement
-
DUI / DWI
-
Sex Crime
-
Landlord & Tenant
-
Credit Repair
-
Environmental Law
-
Cannabis Law
-
Construction
-
Drug Crime
-
Life Insurance
-
Corporate
-
Education Law
-
Admiralty / Maritime
-
Constitutional Law
-
Wills
-
Contracts
Discover the ideal lawyer
You can search a lawyer by practice area, lawyer name, city, state, or ZIP code
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.
