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Jennifer Lynn Moccia, experienced Elder Law, Estate Planning attorney in Virginia Beach, VA with 15 reviews
Average
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
44,26
star star star star star
5.0/5
Avvo
5.0
8 Reviews
Google Maps
5.0
7 Reviews
star star star star star
05 Apr, 2023 by Justin robare
Frugal Legal Services should be the staple for how all parents are represented in custody cases. Ms. Burroughs worked hard and diligently on my case and set realistic expectations. My case had a ton of unrelated issues to custody and Ms. Burroughs was completely understanding and worked through our nearly 9 month case. Ms. Burroughs is a magical and enlightening person who gets results. I went from having no contact with my children to now everything is 50/50 and I get to see my sons every other week and have the assurance that no one should be able to change that. The only shame here is that I can only give Ms. Burroughs and Frugal Legal Services 5 stars because it doesn’t let you show off the absolute brilliance of the firm or Ms. Burroughs. Ms. Burroughs and Frugal Legal Services are the prime and top option of any family matters should anyone require those services. I will recommend them for my entire life because of the amazing work that was done.
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12 Jan, 2022 by Alphonce o
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12 Sep, 2021 by Nathaniel
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Brian A. Boys, experienced Estate Planning, Probate attorney in Virginia Beach, VA with 10 reviews
Average
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
43,31
star star star star star
5.0/5
Avvo
5.0
10 Reviews
star star star star star
27 May, 2020 by Pam
I was referred to Brian Boys by a friend in the legal community. My experience with Brian was nothing but positive. He was very knowledgable and responsive to all of my needs promptly. I could not have asked for a better outcome. I would highly recommend Brian Boys to anyone that needs Estate Planning or matters related to Elder Law.
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11 May, 2019 by Juia
Mr. Boys was recommended to me by a high school friend whose husband is an attorney of long-standing in Norfolk. Mr. Boys had handled their estate needs and they were vastly impressed. I found him professional, kind, communicative, prepared, knowledgeable and on point. As my relative was ill and housebound, Mr. Boys made a house call to assess his needs and later dropped drafts off and returned for a will-signing at the nursing home. I can't say enough about Mr. Boys' lawyering skills, integrity and humanity. A consummate professional in every regard. I HIGHLY recommend him for any and all estate planning concerns. I will rest easier knowing that my loved one's estate was in Mr. Boys' capable hands.
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27 Oct, 2018 by Fred
After our retirement move to Norfolk, VA, which coincided with the sudden death of our longtime attorney in NY, we needed our wills, living wills, health care proxies, powers of attorney, and such all redone, carefully but quickly. Brian came highly recommended to us, and after one confidence-inspiring consultation we hired him, breathed a sigh of relief, and counted our blessings to have been directed his way. Brian did an excellent job for us throughout a process that was at every timely step clear, comfortable, organized, and efficient. We will highly recommend him to others.
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M. Powell Peters, experienced Elder Law, Estate Planning attorney in Virginia Beach, VA with 1 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
43,03
star star star star star
5.0/5
Avvo
5.0
1 Reviews
star star star star star
30 May, 2020 by Anonymous
Powell has been our personal attorney for at least 25 years. I am a financial planner and understand the need to keep legal plans up to date. When I need to reach him, I get a response from him or his legal assistant in a timely fashion. As our children grew and our situation became more complex, he kept our Wills, Trusts, Powers of Attorney and Medical Directives up to date. He has also done work for my adult children at my behest when they lived in North Carolina or Virginia. They have liked him and his work very much. Some of my clients have chosen to use his services and they have learned that Powell works well with their other advisors. He cares deeply about his clients and you cannot buy that attribute.
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Jessica Mellington Booth, experienced Estate Planning, Probate attorney in Virginia Beach, VA with 29 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,77
star star star star star
4.7/5
Avvo
5.0
1 Reviews
Google Maps
4.6
28 Reviews
star star star star star
12 Jun, 2024 by Jared lesler
Google Maps
star star star star star
18 Feb, 2024 by Marcus wilson
Terrible law firm pray on HOA residents. Use someone else. Don’t use a firm that does work for HOA’s they are only in it for the money and not for your personal interest. All about the Benjamin’s with this firm
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14 May, 2023 by Matt knight
They were great. Handled my family's estate. Made it very easy and comfortable.
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Amy Christine Holland, experienced Estate Planning, Family Law attorney in Virginia Beach, VA with 21 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,65
star star star star star
5.0/5
Avvo
5.0
21 Reviews
star star star star star
07 Nov, 2024 by Anonymous
Amy Holland has always been very forthcoming with information I needed to handle any transaction that I was involved with. She is brilliant at her job and a definite go to person! She will explain every facet of your transaction. She is a pleasure to work with and very approachable.
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02 Dec, 2022 by Anonymous
She was quick to respond, answered all my divorce questions and made it as smooth of a process as possible.
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18 Oct, 2022 by Anonymous
Amy Holland is simply the BEST!!! Words can not describe how grateful I am. Outstanding job.
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Sean Patrick Reilly, experienced Business, Estate Planning attorney in Virginia Beach, VA with 20 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,62
star star star star star
5.0/5
Avvo
5.0
20 Reviews
star star star star star
26 Aug, 2020 by Gary
Sean did an excellent job explaining everything to my wife and me. He did not rush us but went over everything in detail. Sean always answered my emails in a timely manner. Would highly recommend Sean!
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25 Aug, 2020 by Wanda
Sean Reilly offered the most comprehensive explanation and guided us through each step. He responded immediately to our phone calls and email questions. He removed all the difficult and detailed tasks of estate planning and prepared a plan perfect for our needs. Thank you!
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14 Jul, 2020 by Anonymous
Sean is a precise and prepared professional. He reviewed my operating agreement, provide He answered all of my questions in a clear manner, provided advice about potential pitfalls and found solutions unique to my legal needs. I would highly recommend and trust Sean with any legal matter!!
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Hunter Davidson Hanger, experienced Business, Foreclosure attorney in Virginia Beach, VA with 11 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,34
star star star star star
5.0/5
Avvo
5.0
11 Reviews
star star star star star
28 Oct, 2019 by Anonymous
Hunter and his team made my refinance effortless! My lender had me bringing a couple hundred dollars to closing. Thanks to Hunter and his amazing, thorough staff, for getting an accurate payoff and corrected taxes, I was refunded money at closing. , Not only was ever detail executed seamlessly, I saved more money than I expected. Thank you Hunter and your friendly, amazing staff.
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09 Aug, 2019 by Doug
Hunter Hanger and his associates streamlined our original mortgage AND our refinance! The work they did was professional, quick, and thorough. No details were left unfinished, and the ability to handle things through Docusign respected everybody's schedules and executed the process seamlessly. We really appreciate all of his work, as well as his awesome staff.
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04 Jul, 2019 by Billie jo
I hired Hanger Law to close our my 1st house. Hunter was funny, nice and very helpful! I will definitely choose him again! His office staff was amazing too! Especially Jeannette!
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Gordon M Wolcott, experienced Car Accident, Debt Collection attorney in Virginia Beach, VA with 3 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,09
star star star star star
5.0/5
Avvo
5.0
3 Reviews
star star star star star
21 Jul, 2021 by Jennifer
Mr. Wolcott successfully negotiated a lease termination I was a party to. He handled this case with professionalism and was diligent in resolving the case. More importantly, Mr. Gordon's discerning knowledge of real estate law was a catalyst toward achieving the desired case outcome. I highly recommend Mr. Wolcott. His attention to detail, erudite knowledge of the law, and first class client service make him a trustworthy choice for legal representation.
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28 Apr, 2020 by Raechel
Mr. Wolcott and the Wolcott team were amazing at handling my car accident case. They helped me receive a fair claim and I couldn’t have asked for a better team on my side. They supported me through out the entire process and were always available to take my questions. They put 100% of effort in helping me close my case! Mr. Wolcott and his team are wonderful and I can’t thank them enough. This was my first accident I was involved in (not at fault) and Mr. Wolcott eased the process tremendously. He took away a lot of stress of trying to handle a claim with insurances alone and I cannot be more grateful for his assistance. I recommend Mr. Wolcott and the entire firm to everyone. You won’t regret hiring this team!
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23 Sep, 2019 by Anonymous
After reaching an impasse with our business partners earlier this year, Attorney Wolcott was hired to represent our interest in a buy-out/separation agreement. After listening to the details surrounding our case, he provided initial insight into how best to proceed, then set realistic expectations for what to expect throughout the process. Attorney Wolcott went above and beyond to remain reachable throughout the process, provided quick follow ups for emails/phone calls, and delivered all necessary materials in a timely manner. We highly recommend Attorney Wolcott and the entire Wolcott/Rivers/Gates Law Firm to anyone in need of representation!
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Rachel Elizabeth Radspinner, experienced Elder Law, Estate Planning attorney in Virginia Beach, VA with 7 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,01
star star star star star
5.0/5
Google Maps
5.0
7 Reviews
star star star star star
05 Apr, 2023 by Justin robare
Frugal Legal Services should be the staple for how all parents are represented in custody cases. Ms. Burroughs worked hard and diligently on my case and set realistic expectations. My case had a ton of unrelated issues to custody and Ms. Burroughs was completely understanding and worked through our nearly 9 month case. Ms. Burroughs is a magical and enlightening person who gets results. I went from having no contact with my children to now everything is 50/50 and I get to see my sons every other week and have the assurance that no one should be able to change that. The only shame here is that I can only give Ms. Burroughs and Frugal Legal Services 5 stars because it doesn’t let you show off the absolute brilliance of the firm or Ms. Burroughs. Ms. Burroughs and Frugal Legal Services are the prime and top option of any family matters should anyone require those services. I will recommend them for my entire life because of the amazing work that was done.
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star star star star star
12 Jan, 2022 by Alphonce o
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12 Sep, 2021 by Nathaniel
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Laura Ashley Brooks, experienced Elder Law, Estate Planning attorney in Virginia Beach, VA with 100 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
37,00
star star star star star
4.7/5
Google Maps
4.7
100 Reviews
star star star star star
16 Oct, 2024 by Chamroeun ciballos
I gave them 1 star because I called to get my remaining balance to pay off. Their accounting person was awful and rude. She did not know what the fees are being charged for nor the remaining balance that I would had to speak to the lawyer handling the case to get the final balance. That was fine but why be nasty and rude if clients are asking. They really need to train their front office or accounting staff better customer service or how to properly talk to clients better. My husband called a second time and asked to speak to a specific paralegal or lawyer involved in the case to get the final balance and they mistakenly transferred him to this accounting person they had again. She was soo rude and spoke to us both slowly like you are talking to a 1st grader like we did not speak any English. I do not know if it’s because of our last name but we both were born in the states so there was no need to belittle people that are trying to pay off their remaining balance. Makes me think she speaks to all foreigners this way and everybody should be spoken with respect regardless what race, former or current client. We will not be using them ever again for any services knowing they have rude and nasty accounting or front office staff that are not properly trained. I will also be telling others I know about this awful experience.
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13 Sep, 2024 by Charles territo
I have been using Poole Brooke plumlee for couple yrs now and I am very happy with there services especially Todd Roethlisberger he's the best and great to work with.
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01 Sep, 2024 by Siddharth bajpai
It was a fantastic experience working with Poole Brooke Plumlee. I was referred to them and after an initial conversation, was connected with Mr. David Oakley. We required urgent support on a short notice, and David exceeded our expectations in every way. He grasped our needs, thoroughly reviewed the materials we provided, kept us informed at every stage, and represented us exceptionally well. I couldn't have asked for a better experience.
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Kaytren Ann Saunders, experienced Business, Elder Law attorney in Virginia Beach, VA with 102 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
35,16
star star star star star
4.7/5
Google Maps
4.7
102 Reviews
star star star star star
12 Dec, 2024 by Darren
Mrs. Wood Hanna guided me through a recent family law issue. Her advice was direct and to the point. She provided plenty of context to help me set expectations and weigh my options. For my relatively minor issue, her pricing was reasonable and straightforward. I highly recommend her for your family law legal needs.
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27 Nov, 2024 by Kendria marshall
Liz was incredibly helpful and just wonderful to work with. I am so thankful for her and her team.
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20 Nov, 2024 by Luis cortes
Great attorney.
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Francis John Driscoll Jr., experienced Estate Planning, Litigation attorney in Virginia Beach, VA with 1 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
35,03
star star star star star
5.0/5
Avvo
5.0
1 Reviews
star star star star star
14 May, 2015 by Pamela
Mr. Driscoll recently handled my case involving my sister's breach of fiduciary responsiblity in the handling of my late mother's income. He involved me in the process at every step and though a suit was filed, a fair negotiated settlement was reached before the case went to court. He gave me excellent advise and his genial demenor kept me sane through a very difficult time. I would not hesitate to use his services again should a need arise.
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James Matheson Boyd, experienced Estate Planning, Trusts attorney in Virginia Beach, VA with 1 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
35,03
star star star star star
5.0/5
Avvo
5.0
1 Reviews
star star star star star
25 Aug, 2015 by Mercy
He helped with my estate problem. He's one of the most powerful and best of many. I will not hesitate to refer clients to the law firm. Please continue the great work. Long live Boyd and Boyd legal firm. Blessings to all of you and staff. Rev
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Fallon Francesca Whidden, experienced Elder Law, Estate Planning attorney in Virginia Beach, VA with 140 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
34,45
star star star star star
4.9/5
Google Maps
4.9
140 Reviews
star star star star star
15 Jan, 2025 by Anthony d
Appreciate the professionalism and courtesty of your entire staff, and John was extremely understanding and helpful.
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15 Jan, 2025 by Lisa w
Professional and personal service. Timely and efficient. Look forward to an ongoing supportive relationship.
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02 Jan, 2025 by David perez
My experience at J S Burton was absolutely phenomenal! From the first meeting to the last, ensuring that I was aware of all the necessary information and explaining any items I was unsure of. The professionalism, dedication and attention to details from John and his staff was impeccable. I’d refer anyone and everyone I know to him and his staff. Thank you again from bringing peace of mind to my family and I.
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Karen L. Fortier, experienced Elder Law, Estate Planning attorney in Virginia Beach, VA with 1 reviews
Below Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
4,57
star star star star star
1.0/5
Avvo
1.0
1 Reviews
star star star star star
10 May, 2017 by Randy
Unreliable, bad communication, misleading, over charge, loses easy cases, unprepared for hearing, and strategically sabotages your case if she doesn't side with you or if you fire her. Well connected which can work for you or against you in the courts. Definitely find a lawyer who will not waste your time or money.
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Kevin Benedict Rack, experienced Elder Law, Estate Planning attorney in Virginia Beach, VA with 0 reviews
Below Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
4,00
star star star star star
0.0/5
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John Thomas Midgett, experienced Estate Planning, Probate attorney in Virginia Beach, VA with 0 reviews
Below Average
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
4,00
star star star star star
0.0/5
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David Stuart Holland, experienced Business, Criminal Defense attorney in Virginia Beach, VA with 0 reviews
Below Average
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
0,00
star star star star star
0.0/5
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Richard Johan Conrod Sr., experienced Business, Estate Planning attorney in Virginia Beach, VA with 0 reviews
Below Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
0,00
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0.0/5
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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:

  1. 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.
  2. 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.
  3. How do you charge for your services?
    Clarify the fee structure and request an estimate of the total cost.
  4. 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.
  5. How long will it take to set up the trust?
    Ask for a timeline for creating and finalizing the trust documents.
  6. 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.
  7. 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.

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