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14 Sep, 2024 by Eli
Lorenzo and Nikki worked quickly but took time to answer every question - and I had many. I felt confident we were being well advised and well-represented as each step in the process, all the way to court. Court went smoothly because of all the steps along the way.
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12 Sep, 2024 by Jose
I'm so glad I was able to work with Lorenzo, he made the probate process very easy to understand and saved me so much time. He would always answer emails quickly, I felt he went above and beyond what I expected from him, he would always remember the small details.
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02 Sep, 2024 by Christopher
My step dad passed away without including my mom on the deed for their property here in Los Angeles.
Mr. Stoller was able to help us with the probate process. I appreciate that from start to finish he was always kind and professional in all his communication from phone calls to emails.
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01 Feb, 2024 by Donna
I did a conservatorship for my Mom of 92 with Dementia at The Probate House . Very hard thing to have to process and deal with. Worked with Sibylle Grebe and her assistant Nikki. They were very professional and easy to work with. They made me feel like I was more than just a client. Very compassionate. I highly recommend them to anyone in need of this service.
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11 Aug, 2023 by Anonymous
A very long overdue thank you to Sibylle Grebe and Lorenzo Stoller for taking control of a seemingly out-of-control situation during the early days of Covid in 2020 in protecting my father and his estate from his deceased wife's children. I initially met with Sibylle to have her represent my dad after his wife had passed, in figuring out how to best protect his assets. While she was unable to represent him due to capacity issues, she was able to represent me. Sibylle had me move quickly to find the original trust documents which had likely been drafted without much input from my father a few years earlier, floating everything from making sure I had co-power of attorney and co-trustee powers on all the documents to considering a conservatorship. Lorenzo then took over the case and seamlessly helped draft new documents that protected my father and helped me keep oversight over his wife's children. My dad now resides with me in Washington state, and has since regained some capacity. Although he has shaky recollection of that year due to the stress of his grief and Covid, I am forever grateful to The Probate House for doing what needed to be done to protect the livelihood for which he had worked his entire life as a physician in Los Angeles. At 85, he has never been happier and is healthy. As a former estate planning and probate attorney, The Probate House is easily the best. Thank you, Sibylle and Lorenzo.
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30 Aug, 2022 by Patrick
I highly recommend this firm to handle your estate needs. Sibylle, Lorenzo and their dedicated staff are simply as good as you'll ever find to handle these matters. They are friendly, approachable, knowledgeable, informative and have your best interest at heart. Estates and trusts can get complicated and messy. You will need proficient attorneys to navigate this process to successful completion. After talking with a few other attorneys, it was clear that The Probate House was by far the most qualified firm to hire. Give them a call today, you'll be glad you did!!
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07 Feb, 2020 by Anonymous
I needed an estate planner to create a Revocable Living Trust to protect my Real Property and finances. During my 30 minute free consultation, Mark discussed my options for my particular situation, and what would best protect me. I fully trust that protecting my assets, and providing the most comprehensive and iron clad Trust is his primary objective. I was undeniably impressed and happy with the end result, and his attention to detail, as well as the support and custom tailored attention paid to my specific case.
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04 Dec, 2019 by Cindy
Mark Swatik is beyond great! He is professional, knowledgeable and patient. He answered all my question every step of the way when doing my Will and Trust.
Just do yourself a favor, call and make an appointment with him!
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21 Nov, 2019 by Anonymous
My wife and I reached out to Mark to discuss estate planning. He spoke to me by phone several times and then did a video call with my wife and I. He explained things with great clarity and answered all of our questions. His staff were very easy to work with and they setup our trust in just a few weeks. Highly recommend!
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12 Feb, 2024 by Anonymous
He doesn't state the obvious, like 'get a lawyer'. Some of us cannot afford a lawyer. He gives advice the way old-school lawyers do - and that's good. Straight to the point.
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28 Oct, 2021 by Anonymous
James is an excellent attorney, and I cannot recommend him more highly. He's as old as the hills, so he knows the law better than anybody, being one of the founding fathers of modern jurisprudence. He took care of all my needs with patience, competence, and assurance, and secured me a fantastic settlement. Here's to another 100 years of fine legal practice!
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13 Jan, 2021 by Laurie
Thank you for your quick honest help. Thank you for going above and beyond and giving me a link to the information I needed, the forms to fill out my self in this tough time.
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22 May, 2024 by Zachary ellison
Mark was excellent and made a great referral for further consultation.
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03 Feb, 2024 by Michelle french
I am extremely grateful to Mark for his help in resolving the harassment of a person that was stalking me. Mark was able to resolve this issue for me quickly and without any issue by giving notice to cease and desist the behavior of stalking, harassment, and intimidation. Mark's calm and caring manner help me to feel safe; moreover, I have had no further incidents with being harassed by this person. I highly recommend his services to anyone dealing with this same issue. Mark has a good heart, and truly cares about taking care of his clients.
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10 Oct, 2023 by Rolland kiroloss
My family hired Mark Velez after our former attorney withdrew from our case. It was the best decision that we have ever made! Mark is the most friendly, compassionate, honest, trustworthy, caring, and knowledgeable attorney that I have ever met! Mark was always going above and beyond and always stayed on top of our case! He would consistently update us about our case and he cleared up all the miscommunication that our former attorney caused with us and the city. We were charged with 4 code violations that our tenants created which was unbeknown to us. The case was tied up in court for 3 years because our former attorney caused so much miscommunication between us and the city. When we hired Mark to take over the case. He got all charges dismissed after only 2 court appearances. Throughout the whole process, Mark made us feel safe and stress-free. We definitely felt like we were in good hands! Mark was our superhero and I definitely consider him to be part of my family! I would recommend Mark if you are ever in legal trouble! Thank you Mark for all your hard work! We greatly appreciate you!
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12 Jul, 2022 by Kathleen
I went with Meinzer at a girlfriends recommendation. Just finished my trust\will. It was a much easier experience then I had worked it up to be. Everyone in the office were completely helpful, and knowledgeable . I’m happy to say it is a relief to have everything wrapped up. Thanks to all of you.
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03 Apr, 2022 by Anna
I would highly recommend Andrew Meinzer and his excellent team for any and all family trust situations. They were consistently knowledgeable, friendly, supportive, and available to provide guidance and assistance to our family as we navigated a complicated family trust. Always highly professional, they were just a phone call or email away to help. I am happy to offer this recommendation as our journey together ends.
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13 Sep, 2021 by Bonnie
Andrew Meinzer represented me in a trust litigation case. He did an excellent job. He was very thorough and knowledgeable. He kept me up to date on everything in the case and answered any questions I had on it. He was very prompt in responding back to me whenever I needed to contact him. I would highly recommend him!
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14 Jan, 2021 by Debbie
I have worked with Cynthia Pollock (Cox) for many years. I found that she is the most knowledgeable attorney in the Trust field. She helped me with my father's Trust which included 11 beneficiaries from an extended family. She also advised me on a Special Needs Trust. I interviewed several attorneys on the SNT but I found Cynthia to be the most knowledgeable one. Anyone can write/produce a Trust. You need an expert to make sure that it is done right and there will be no problem in the execution of it.
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13 Jan, 2021 by Michael
We've been clients of Cox Law offices since early 2017 and have only the best things to say. Everyone in their office is professional making the entire experience rewarding. Always on time, and getting right to the point in all of our meetings. Documents filed on time in a speedy manner with precise, quick follow up being the order of the day, along with continual timely updates regarding any pending Court appearances. Five Stars - TEN STARS!
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13 Jan, 2021 by Steve
Cynthia Cox put built our estate plan for us. The process was thorough, sincere and professionally done. I highly recommend Cox Law Group.
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13 May, 2020 by Lee
I spoke to Ms. Brown and her paralegal, Carol, a couple of months ago regarding the conservatorship of my daughter, who is in a longterm care facility. I talked to Carol several times before speaking to Ms. Brown. Based upon my experience with a previous attorney, I was taken by the compassion, understanding and kindness that Carol showed me in those initial encounters. She offered me some ideas for handling a particularly difficult situation before setting up an appointment with Ms. Brown. When the need became more pressing, I finally talked to Christine, who took a practical approach to the predicament in which I found myself and in the end, saved me from a prolonged court fight and significant fees. I can't recommend this firm highly enough. In my experience, there aren't many attorneys who will take on conservatorship matters as they can be fraught with emotion and contentiousness. These women have kind hearts and that is rare in the legal profession, whether due to training or personality. I found in this firm that it is possible to have compassion and still be professional.
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16 Feb, 2016 by Jacob and mary
Christine Brown and her staff made what we thought would be a very difficult process very easy. She has a wonderful sense of humor which is important in tense situations.
She is very attentive to details and makes sure everything is included in the trust as well as all supportive documents.
My wife and I have already recommended her to a number of our friends.
The hardest part of preparing a will and setting up a trust is JUST GETTING STARTED. Christine made it all easy, timely and we know it will be correct.
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13 Jan, 2016 by Hildegard
I am more than pleased with the professional and caring service I was provided by the Law Offices of R. Christine Brown during the process of getting my estate plan in place. I am grateful for their kind assistance and advice.
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19 Sep, 2018 by Norma
Beti did a fantastic job. She is compassionate and honest, direct and patient with us when it was warranted. Very skilled in interpreting or reading the courtroom's temperature. She comes prepared and manages precarious courtroom situations with aplomb.
Everything that needed to be done, she managed to pull it all together, handled promptly with great detail by her and her office. I am extremely pleased with the successful outcome of our case!
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27 Aug, 2018 by Ll
I hired Beti to represent me in a family dispute that had been brewing and knew would become extremely contentious. To save costs, Beti directed the associate lawyer who later left but then was replaced by another associate attorney, Lorne who was very detail oriented, responsive and capable. I was always advised honestly of what would happen. Beti and Lorne did not escalate any matter in order to pad their bill. Beti is a tough lawyer and not afraid to fight. But she and her associate always gave me the landscape of options and what would happen if I chose one option over the other. And when I did chose an option, they played a strong hand. It was a painfully emotional and protracted ordeal, and in the end, it concluded in a way that I still kept my rights, stopped the one upsmanship with the other side, and my restored my well-being.
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14 Aug, 2018 by Jennifer
I met Beti almost two years ago after my husband helped me search and search and finally narrow down the right attorney to represent my case. Her area of expertise, in living trusts, probation and litigation, was exactly what I was looking for. However, her upmost qualities of being a mother and protecting family values is what connected me to her. Beti and her team, at Peninsula Law, were amazing to work with. Beti tactfully handled my situation and continuously followed up with me to make sure we were always on the same page. She successfully represented me when my case went through litigation and a few appeals. My case recently closed. I can truly say she surpassed my expectations and helped my family and I, ease in the transition of one of the most difficult times in my life. I would highly recommend working with Beti and definitely plan to work with her again in the planning of my own personal legal decisions for my family.
Thank You Beti for being passionate in the work that you do!
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30 Jan, 2024 by Anonymous
I spoke at length with Angela regarding a variety of high-level issues specific to California estate planning, including a bunch of different approaches to how to handle second-marriage planning and how to treat all the kids. She was EXTREMELY knowledgeable and I really liked her friendly, low-key, low-stress style. Terrific.
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04 Apr, 2023 by Rob mcgarry
Angela Klenk is a trusted legal advisor for our family. She is incredibly knowledge and responsive. We are grateful to have her as a resource!
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04 Apr, 2023 by Karla cruz
We would highly recommend the efforts of The Beach Cities Estate Law, especially the high quality professional efforts of Angela Klenk. She Has secured the smooth transfer of our assets after our passing as to our wishes in a very concise and easy to follow legal document. Angela and her staff at Beach Cities Estate Law established our trust, Estate plan and Power of Attorney with professional skills, honest advise, efficiency and very organized documents and she has been always available to clarify any of our questions.
Leonard & Karla Cruz.
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07 Feb, 2021 by Carol anne
I hired Casey because he helped a friend of mine through a divorce with a narcissist. He was her third attorney and the couple were fighting over peanuts. I was open and first interviewed several attorneys before choosing him. I liked him because, during my first conversation with him, he chatted with me over the phone for about an hour. Gave me solid free advice. After hiring him, I had no regrets. I was divorcing a narcissist too, a covert narcissist. If anyone knows anything about narcissism, you will know that they are the most difficult, toxic, and delusional people to get out of your life. At first, my ex (in narc vocabulary we call that Nex) was representing himself Proper. Casey made many attempts to meet with him to help resolve things. To no avail. Because my nex had refused to meet, Casey requested a trial with the courts. Los Angeles County is so backed up that it took 6 months just to get an appointment to meet with the judge to schedule a trial. Then that was another 3-4 months after that where we had a mandatory mediation date scheduled and if we didn't come to a resolution there would be a trial a month after that (I was told 99% of the time, cases get resolved at the mediation). All was finally on-track and then Covid hit and all cases were dropped and canceled. My new court date was in fall 2020 exactly 1 year from my initial request for a trial (obviously, none of this was Casey's fault). Eventually my nex got a lawyer and made bogus claims. Ridiculous, crazy claims that he was entitled to more of my home than he actually was. Casey knows his field. I am beyond amazed how intelligent he is. He taught me that I had a Family Code Section 2640 Reimbursement which is a pre-existing interest in my home (I had no idea). Since I had owned it prior to marriage, had my own money invested into it and it appreciated in value. We had done a remodel to the home before and during the marriage and there were some grey areas as to who owned how much. Casey helped me by having me get a historical appraisal, taught me what a Moores Marsden calculation was, and many other things. (I'm a Realtor and being educated in this has helped me with my own clients going through a divorce too). My nex tried all sorts of games, throwing stuff at us last minute. We were ready to go to trial and Casey had to file a "Motion in limine" which is where you get a judge to throw something out of court based on blatant evidence and proof prior to the trial so you don't spend your time discussing their bogus accusations and attend to the actual issues. Basically, we were requesting the other side's testimony to be excluded. We won that part of my trial because of Casey. If you want someone that is professional, intelligent, comes across with class and poise then Casey is your man. I would say the only room for improvement would be that his assistant would send me info from the other side with no explanation of what they were and I would get upset. It would be nice to be explained how it all works a little more perhaps. That said, not sure if I want to pay for the education. I would recommend Casey to anyone. I honestly feel that he genuinely cared about me. He also picked up on my nex being passive-aggressive. My ex is a "wolf in sheep's clothing". Plays the victim constantly and tries to come across with great effort that he is a model member of society. He literally fake-cried in front of Casey to try to elicit his sympathy. Casey didn't buy it and stood by my side to help me. Even when I just wanted to be out and move on, he reminded me how my nex had treated me the whole time. So that I would fight for what I was entitled to. I appreciated that because even I sometimes would be manipulated and feel sorry for my ex. I have seen a few divorce attorneys and perhaps I'm generalizing but the few I saw, I found quite slimy and dirty. I don't think it's in Casey's nature to be that way. Plus you don't need to be that way if you
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17 May, 2015 by David
Casey Olsen recently brought an abrupt resolution to a divorce "science project" that had been going on for a year and a half before I hired Casey. I had two previous attorneys that were not able to get any traction whatsoever with opposing counsel. My two previous attorneys just kept asking for more money, while opposing counsel just kept stonewalling. In my first consultation with Casey, not only was he very knowledgeable but he also had a plan. He even called opposing counsel right there on the spot in the consultation. I had heard a lot of horror stories about how many attorneys will purposely keep both sides at odds to draw things out longer so they can rack up more billable hours. This absolutely was not the case with Casey. Casey chose the course of action that was in my best interest and not the best course for his pocket. His actions and direction brought a swift resolution and an end to a nightmarish lengthy situation. If you are in need an attorney with integrity, knowledge and who is responsive when you need answers, then I highly recommend Casey Olsen. I had enough experience with previous attorneys in the past to know a great one when I found him.
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09 Jul, 2013 by Maylene
Casey Olsen has been my counsel since 2004. He is responsive, thorough, creative and extremely insightful regardless of the complexity of the matter or the how odious the opposing counsel could be.
His integrity is impeccable along with his staff. They are always available, compassionate and professional.
My ex has gone through 4 attorneys however, Casey has always prevailed for my case and my children’s best interests have always been a priority.
Our lives are better because of Mr. Olsen and I will always appreciate and recommend him to anyone who wants to win.
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24 Apr, 2015 by Linda
Walt helped my husband and I establish a living trust and wills for both of us. He is very knowledgeable; offering suggestions and situations for our consideration so that we had a comprehensive final product. He ensured that we understood the all aspects of the documents. He even called us on a Friday evening to answer our last minute questions so that everything was ready to be signed when we went to his office the following week. He kept us informed throughout each step and told us how to proceed in moving bank accounts into the trust. Both my husband and I are Navy Veterans and it was a plus that he too, is a Navy Veteran. Because of his expertise, he made this process easy.
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18 Nov, 2014 by Bill kollar
My wife and I needed legal advice and then preparation of our Living Trust and Will during a period when we were very busy with career, family, and elder care. Walt understood the situation and provided a great presentation regarding 1) the function of the Living Trust and Will; and 2) how these critical documents would be prepared for our unique situation. All of the documentation was provided in a timely way. Thanks to Walt's professional guidance, our family has the peace of mind that comes with being professionally and legally prepared in the face of what may be very difficult life events.
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03 Oct, 2023 by John
28 May, 2021 by Joel peredo
24 Jul, 2020 by Ritchie sonata ono
07 Aug, 2019 by Brian
Spoke to Pete about some estate planning questions and he was very helpful in providing me the answers I needed. Pete was recommended based on a referral from another attorney.
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11 Dec, 2011 by Susan
Mr. Schiller is knowledgeable and reliable. He regularly updated me on the progress of my case and answered all my questions. I recommend giving him a call regarding your legal issue.
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17 Sep, 2024 by Shah azarian
I have had the pleasure of working with John Chang at Patinelli & Chang, LLP for our client's estate planning needs for several years, and I couldn't be more impressed with the exceptional service provided. From the initial consultation to the final execution of the estate plan, our clients have always been impressed by the professionalism, expertise, and compassion. Additionally, the responsiveness and accessibility of John Chang and the entire team were truly commendable. Any follow-up questions I had were addressed promptly, and I always felt like they valued their clients.
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12 Sep, 2024 by Michael harkins
Professional and very easy to work with.
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11 Sep, 2024 by Cynthia abutin
Mr. Chang is one of the most knowledgeable, professional, and experienced attorneys I’ve met. He is extremely efficient on addressing our questions and getting things done. He’s also very friendly and honest, which gives us 100% trust and confidence on his work. When I called his office, the staff were also very friendly and fast to call me back. Overall it’s an absolute pleasant and easy expedience to work with Mr. Chang. I’d definitely recommend him to others and go back to him if our family has future needs. Thank you Mr. Chang for your great job!
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17 Sep, 2024 by Shah azarian
I have had the pleasure of working with John Chang at Patinelli & Chang, LLP for our client's estate planning needs for several years, and I couldn't be more impressed with the exceptional service provided. From the initial consultation to the final execution of the estate plan, our clients have always been impressed by the professionalism, expertise, and compassion. Additionally, the responsiveness and accessibility of John Chang and the entire team were truly commendable. Any follow-up questions I had were addressed promptly, and I always felt like they valued their clients.
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12 Sep, 2024 by Michael harkins
Professional and very easy to work with.
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11 Sep, 2024 by Cynthia abutin
Mr. Chang is one of the most knowledgeable, professional, and experienced attorneys I’ve met. He is extremely efficient on addressing our questions and getting things done. He’s also very friendly and honest, which gives us 100% trust and confidence on his work. When I called his office, the staff were also very friendly and fast to call me back. Overall it’s an absolute pleasant and easy expedience to work with Mr. Chang. I’d definitely recommend him to others and go back to him if our family has future needs. Thank you Mr. Chang for your great job!
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04 Sep, 2024 by Twilyte333
David is amazing. He has a deep compassion for helping people. He's a great listener and knows how to identify the issue quickly. I appreciate his willingness to provide honest feedback and to look for ways to provide support.
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16 Aug, 2024 by Frank parker
David was quickly to respond, and honest in his assessment. I appreciated his respectful candor and while my case was not a good fit, I definitely hope to find a similar professional and pleasant experience. David took the time to review my story and give me a legal perspective.
Awesome service, all for free!
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15 Aug, 2024 by Rebecca omarrah
David is truly a good human being that is genuinely interested in helping. I can’t say enough about how above and beyond he goes and highly recommend him for your employment law needs!!
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04 Sep, 2024 by Twilyte333
David is amazing. He has a deep compassion for helping people. He's a great listener and knows how to identify the issue quickly. I appreciate his willingness to provide honest feedback and to look for ways to provide support.
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16 Aug, 2024 by Frank parker
David was quickly to respond, and honest in his assessment. I appreciated his respectful candor and while my case was not a good fit, I definitely hope to find a similar professional and pleasant experience. David took the time to review my story and give me a legal perspective.
Awesome service, all for free!
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15 Aug, 2024 by Rebecca omarrah
David is truly a good human being that is genuinely interested in helping. I can’t say enough about how above and beyond he goes and highly recommend him for your employment law needs!!
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5.0
6 Reviews
4.8
78 Reviews
20 May, 2024 by Chip carter
our mid-sized agency has had the unfortunate experience of receiving early terminations after helping new manufacturers establish a significant base of distribution. Thru MANA we learned of Scott's firm and had the good fortune to work together on several cases, only one of which required actually filing a lawsuit, the others being settled much to our satisfaction and affordably. Highly recommend.
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29 Apr, 2024 by Joe baldassari
Scott Sanders of Sanders & Montalto contacted my law firm in approximately 2007 because he was suing a manufacturer that failed to pay substantial commissions to a sales rep from my state of Pennsylvania. Since the lawsuit was to be filed in Pennsylvania, we acted as local counsel and together with his firm obtained a settlement for our client. Since that time, I have also acted as co-counsel with Mr. Sanders on behalf of other sales reps on multiple occasions in both Pennsylvania and New Jersey. All such cases were successfully resolved. Scott's knowledge of, and insight into, this area of law is invaluable for any sales rep. Scott is tenacious and creative. It has been my honor to serve with him in the efforts to obtain justice for our clients.
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17 Apr, 2024 by Robert bernardo
I have been a one-man sales rep operation over a long career. I wish that I had known Scott Sanders and his team earlier in my career. Since 2020 they have assisted me in an assortment of matters including when I was not paid commissions owed, and when I was compensated to help a U.S. manufacturer which was going out of business sell its production equipment to a manufacturer in Mexico. Sanders was as well-versed in Buy-Sell agreements with foreign corporations as he was in general sales commission disputes, which he quickly resolved and settled. We have a 100% success rate together in these matters, and the firm has contingent fees available to keep legal costs down. Overall, a win-win situation.
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02 May, 2024 by Walter ordway
We have used Kavesh, Minor & Otis for a few decades and the results have always been very good. The quality of their product seems extremely to the point. We would never use another company for out Living trust.
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27 Apr, 2024 by Yu family
26 Apr, 2024 by C schamp
Stable group that keeps up with current laws re estate planning. Jane Lee, Esq, is quick, knowledgeable, friendly and insightful.
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04 Sep, 2024 by Twilyte333
David is amazing. He has a deep compassion for helping people. He's a great listener and knows how to identify the issue quickly. I appreciate his willingness to provide honest feedback and to look for ways to provide support.
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16 Aug, 2024 by Frank parker
David was quickly to respond, and honest in his assessment. I appreciated his respectful candor and while my case was not a good fit, I definitely hope to find a similar professional and pleasant experience. David took the time to review my story and give me a legal perspective.
Awesome service, all for free!
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15 Aug, 2024 by Rebecca omarrah
David is truly a good human being that is genuinely interested in helping. I can’t say enough about how above and beyond he goes and highly recommend him for your employment law needs!!
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22 Apr, 2024 by Ledil franco
En mi opinión no pierdan tiempo con estas firma,
No son nada profesionales.
Abandonaron mi caso de un momento a otro aun después de terminar toda mi terapia y sin ninguna explicación, solo me dijeron que buscara un nuevo abogo, NADA MAS.
Marlísimos.
Gracias por nada.
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03 Apr, 2024 by Daisy
10 Feb, 2024 by Bella meretighan
They were really professional about my claim. They really took me by the hand from start to finish and they were decisive, prompt and swift about the claim. Thank you Obizlaw.
I highly recommend them if you have any issues like motor accidents. They are ur guys
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28 Aug, 2024 by Eric snyder
Well, my lawsuit is still underway but everything is going great. It was a shock to discover the death of my brother and to learn that his "friend" had "appropriated" all of his assets. TLL jumped right in to freeze the assets and start the process to get justice for my brother and fulfill his true wishes.
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19 Aug, 2024 by Lambcat means
Feel safe and secure with him taking care of my case.
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24 May, 2024 by Tony panzica
28 Aug, 2023 by Amanda stark
I had the unique experience of working with Bruce Mandel, even though he was originally hired by my ex-husband. Throughout this challenging process, Bruce and his team displayed an exceptional level of professionalism, compassion, and efficiency that truly set them apart.
From the moment I engaged with his practice, I was met with kindness and understanding. Bruce not only helped me navigate the legal complexities of divorce but also went above and beyond by providing me guidance with the paperwork. The staff at Bruce Mandel's office deserves special recognition as well. They were consistently informative, promptly returning my calls and ensuring that I had the information I needed to move forward in a timely manner. Never once did I feel like a burden, and their willingness to assist was both comforting and greatly appreciated.
Bruce Mandel and his team stood out as beacons of professionalism and support. Their exceptional service, combined with their genuine care for their clients, made a difficult process as smooth as possible. I couldn't recommend their services more highly.
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15 Apr, 2023 by Damian camarena
Mr. Mandel is truly a Saint. He has helped me numerous times over a span of about 7 years. The work he has done for me and the advice I was given are priceless. He has the experience to get the best outcome for the family as a whole. I would recommend him to anyone in need of family law services.
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18 Feb, 2023 by Jeanette
In this review I want to express how glad I am to ask Bruce Mandel and his team to help me navigate the legal system and to handle my paternity case. I considered trying to go through this on my own, but for regular folks like me, it is beneficial to hire an experienced lawyer in family law. Going through a paternity case is lengthy with many forms to fill out that would be incredibly difficult for someone who has not studied law. The terminology used in court and court documents was enough to convince me it was in my best interest to hire a professional.
About the team: Starting with the nice office assistant who answers the phones, she is the first voice you hear when setting up your first consultation and any time you call to ask questions or follow up on your case. She was always very patient and friendly. She would answer my questions if she knew how to answer, but if she didn't have a response for me she would get me in contact with someone who could help me out. Yolanda is the incredibly knowledgeable paralegal that I spoke to the most throughout this process. She was very patient with me when I had questions about the process, my case, follow ups, and what to expect. She was accessible and always made sure to get back to me. Lastly, Bruce Mandel was very honest and straightforward with me starting since the consultation. I let him know my situation and what I was hoping for the outcome of this case. He answered all the questions I had for him as they came up, and I felt comfortable with his advice and the process. I went through my case knowing I was in good hands. I didn't go through this case trying to navigate the court system on my own, or trying to figure out what documents to fill out, or wondering if I was doing things correctly. For a matter as important as a paternity case you definitely need a lawyer and a team like Bruce Mandel's team. Ultimately, the outcome of my case was in my favor. Thank you!
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28 Aug, 2023 by Amanda stark
I had the unique experience of working with Bruce Mandel, even though he was originally hired by my ex-husband. Throughout this challenging process, Bruce and his team displayed an exceptional level of professionalism, compassion, and efficiency that truly set them apart.
From the moment I engaged with his practice, I was met with kindness and understanding. Bruce not only helped me navigate the legal complexities of divorce but also went above and beyond by providing me guidance with the paperwork. The staff at Bruce Mandel's office deserves special recognition as well. They were consistently informative, promptly returning my calls and ensuring that I had the information I needed to move forward in a timely manner. Never once did I feel like a burden, and their willingness to assist was both comforting and greatly appreciated.
Bruce Mandel and his team stood out as beacons of professionalism and support. Their exceptional service, combined with their genuine care for their clients, made a difficult process as smooth as possible. I couldn't recommend their services more highly.
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15 Apr, 2023 by Damian camarena
Mr. Mandel is truly a Saint. He has helped me numerous times over a span of about 7 years. The work he has done for me and the advice I was given are priceless. He has the experience to get the best outcome for the family as a whole. I would recommend him to anyone in need of family law services.
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18 Feb, 2023 by Jeanette
In this review I want to express how glad I am to ask Bruce Mandel and his team to help me navigate the legal system and to handle my paternity case. I considered trying to go through this on my own, but for regular folks like me, it is beneficial to hire an experienced lawyer in family law. Going through a paternity case is lengthy with many forms to fill out that would be incredibly difficult for someone who has not studied law. The terminology used in court and court documents was enough to convince me it was in my best interest to hire a professional.
About the team: Starting with the nice office assistant who answers the phones, she is the first voice you hear when setting up your first consultation and any time you call to ask questions or follow up on your case. She was always very patient and friendly. She would answer my questions if she knew how to answer, but if she didn't have a response for me she would get me in contact with someone who could help me out. Yolanda is the incredibly knowledgeable paralegal that I spoke to the most throughout this process. She was very patient with me when I had questions about the process, my case, follow ups, and what to expect. She was accessible and always made sure to get back to me. Lastly, Bruce Mandel was very honest and straightforward with me starting since the consultation. I let him know my situation and what I was hoping for the outcome of this case. He answered all the questions I had for him as they came up, and I felt comfortable with his advice and the process. I went through my case knowing I was in good hands. I didn't go through this case trying to navigate the court system on my own, or trying to figure out what documents to fill out, or wondering if I was doing things correctly. For a matter as important as a paternity case you definitely need a lawyer and a team like Bruce Mandel's team. Ultimately, the outcome of my case was in my favor. Thank you!
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27 Jan, 2022 by Anonymous
Met with this guy for a "Free Consultation" after briefly speaking to him on the phone earlier. Had a bad feeling the moment I entered the premises. Explained why I was there and what I was seeking in regards to my ongoing issue with the "Trustee" of my late father.
He asked me to provide him with a specific document to review, before he would be able to help me, and determine if there was a case to be sought. Unfortunately, I didn't have it wit me so I said I would go home and fax it to him for review. As I was walking out his office, I made a "Big Mistake" and handed him a check (Retainer Fee) for what he charged for his service, $3,500.00 along with a signed retainer agreement. I asked him to only deposit the check if he could help me, since i had to move some funds around so the check would be good. I told him that this was in "GOOD FAITH", so he would know that I wasn't going to waste his time. I heard back from him that evening that he received the document and thanked me. I did not hear back from him for 2 1/2 weeks. He sent me an e-mail on his opinion of the document and what he over all thought. It wasn't what I was hoping for.
Here's my point, I met with him. The same day I faxed him what he needed to see before he could tell me he will take on the case, and that he could definitely help me. I never heard back from him other that an e-mail, stating that he received the Document I faxed to him. He knew that same day, that after reviewing the info I faxed over to him, there was no case, and that he wouldn't be able to help me. Instead he ran to the bank and cached my $3,500.00 "GOOD FAITH CHECK" and disappeared for over 2 1/2 weeks. I guess his reasoning was to hide out and avoid me until he could justify charging me for the "Free Consultation", my numerous brief e-mails trying to reach him, and my phone calls when my patience began to run out! If he had any integrity, he would have just given my check back and honestly said, I CAN'T HELP YOU'!
Now to get my money back, I will have to take him to SMALL CLAIMS COURT'!
So, if you don't want to have the same bad experience I had, be more careful in selecting an attorney from the get go, one that you feel comfortable with.
Always go with your 1st impression! Don't make the same mistake I did.
Yours Truly,
Just another taken advantage Senior here in South Bay.
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27 Apr, 2017 by Donna arambula
Mr. Borden I will admit in court he is a very good attorney. But i would not recommend him. I made him my administrator to my estate and he wasn't faithful to his duties. He did us very wrong. At thr end he sided with the respondent.
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12 Sep, 2016 by Heather
I wanted to take a moment to write a VERY positive review about my experience with Mr. Borden and his legal team. There really are not enough words to explain how thoughtful, confident and professional Mr. Borden’s legal demeanor is and how he guided my family and I through a very difficult time.
My family and I were undergoing a very messy will settlement. We had hit an impasse in which one member of the family had determined they were owed the entirety of the will and had proceeded to have it changed after the passing of one of the will’s signing members. The remaining family, myself included, believed we were helpless and without any recourse. Luckily, we were put into contact with Mr. Borden, who immediately read and clearly explained the wording of the will, our rights, and recommendations on how to proceed. He offered immediate relief, and a much-needed positive, yet practical, outlook on the case. He guided us with patience, calm, and a very professional demeanor, writing very strong, and well-thought out letters to the opposing lawyer. Mr. Borden stayed focused to the important points of the case, and never got distracted by personal rhetoric being thrown by the other side. We felt constantly supported, and appreciated the skill in which he navigated our case.
You can easily feel overwhelmed and without proper knowledge when you enter into a legal arena on personal matters. Mr. Borden is absolutely the right lawyer to go to for a better understanding of your legal rights and a fair handling of your case. I HIGHLY recommend him and will use him in any future legal matters.
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14 Jul, 2023 by Arellano
After my fathers recent visit with Peter Keon to update his Will/Trust my father reports that Mr. Peter A. Keon treated him very unprofessionally and condescending. My father even scheduled an interpreter for their meeting and Mr. Keon kept insisting that my father should, “speak English” repetitively. Mr. Keon even made and comment to my father “you’re crazy” regarding something he didn’t agree with.
The interpreter was passive as she wasn’t equipped to translate correctly or even advocate for my father. My father felt miss represented throughout the entire meeting as Mr. Keons unprofessional demeanor resulted in Mr. Keon walking up out his seat to handle other matters as the translator was interrupting what my father was stating.
Mr. Keon’s was not only passive aggressive with certain statements and comments towards my father in the meeting but he was also very discriminating that my farther felt the aggression and had to walk out the meeting.
This company has been overall extremely disappointing and unprofessional. My father mentioned that it took several weeks to get this meeting scheduled with this law firm. To get treated this way is truly insensitive toward their clients. Especially ones who pay for their service.
We Do Not recommend this company to other and if you’re looking to get involved Stay Away especially if you are a Latino. The company is Not worth your time and especially not your money. My father no longer wants to be represent by this law firm and will take his assets elsewhere.
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10 Apr, 2011 by Anonymous
A recent opportunity working with Mr. Peter Keon, and I will definitely recommend my other clients to him. Two thumbs up.
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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.
