Reviews
Avvo
Frank c.
14 Dec, 2018
After attending his free seminar, at which I became aware of the pitfalls and financial burdens that might result from inadequate plans for asset distribution upon one's death, I decided to avail myself of the complimentary no fee consultation offered by attorney T.J Heinemann. He spent over an hour with me explaining the intricacies and pitfalls of putting together such a plan. Now my "estate", by comparisons with many who retire to south Florida, is rather paltry. But it is somewhat complicated with multiple real estate holdings in 3 separate states, all of which, although covered in my basic will, might have to undergo costly and time consuming probate in each of those states. Likewise my retirement annuities and cash and security holdings might also be involved in a probate process, as would my second most valuable personal asset, an airplane. My final question, during this consultation, was answered by Mr. Heinemann, before even asked... his fee, and I was mildly surprised by his reply. Having, in my consulting business dealings, been involved with attorneys who's hourly fee would often exceed what I could charge my clients for an entire day, TJ's flat fee for the entire process was, in my estimation, more than fair. The second phase of this undertaking was an almost two hour return visit where all of the details of my current assets and their distribution desires were thoroughly examined inside and out. Mr. Heinemann made copious notes and asked many pertinent questions. A week or so later a return visit was scheduled to go over literally every detail of my Trust Agreement and updated Will, both of which act in consort. This took an additional hour and a half and covered every possible eventuality with regard to my desires. My final appointment was scheduled for a month after the initial visit in order to complete the real estate deed transfers into my Trust and to go over their pertinent details with my life partner and primary beneficiary. All told almost 6 hours of Mr. Heinemann's time was devoted to putting together a very personal comprehensive and all inclusive Estate Plan and Revocable Trust Agreement for an unexpectedly reasonable fee. And what made this even more enlightening was that fact that any future changes or tweaks to this plan would made by TJ at NO ADDITIONAL FEE!
PS- What truly amazed me was that during our final meeting Mr. Heinemann could recall each of the details of this Trust Agreement and the names and relationship of my primary beneficiaries without having to refer to notes. He actually remembered the pertinent details of my particular circumstance as if he were one of my family members. This was, in my estimation, a well worth while expenditure in order to help protect what I have worked so hard for all of my life.
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Barry
19 Jan, 2018
Very efficient and very complete estate plans, were developed for myself and my domestic partner.
Was excited to work with T.J. and his staff.
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Mark
03 Nov, 2017
We use TJ to create our estate plan. He took the time to explain what was needed in our situation and came up with a plan to meet our specific needs. After the plan was created I had questions related to funding the plan and he was more than happy to help guide me through the process. Khristina was also amazing to work with. I'm very happy with our decision to use TJ.
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Anonymous
01 Oct, 2017
Mr. Heinemann provided us with information prior to the appointment, was accommodating relative to the time and date of the appointments, and was thorough in explaining the process. He gave us options and tailored the document to our specific needs.
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Scott
08 Aug, 2017
We attended one of TJs seminars just to get some basic information with no plans of using anyone at this point for estate planning services. After attending his seminar and getting to meet TJ we could not have been happier with our descision to have our estate planning done by TJ. He is great to work with and acts more like a trusted advisor then what you would expect from a typical lawyer. —THANK YOU TJ!!!
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Anonymous
09 May, 2017
He was very thorough and answered all questions with precise detail.
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Bert & christiane
09 May, 2017
Mr. Heinemann was awesome. We came to him with a somewhat complicated case (will, living will, probate, estate formation, including several personal and business properties). He clarified everything, and even though he did not have to, he managed to take care of all our out-of-state issues (we are spread over two states, which made it a lot more complicated, and may have required another attorney). Knowledgeable, friendly, trustworthy: best way to describe this gem of an attorney. 100% recommended.
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Len meiseles
17 Mar, 2017
Our introduction to T.J. Heinemann initially was through a seminar he gave on the subject, and followed up with a personal meeting. In both instances we were impressed by his knowledge and ability to articulate clearly legal principles and objectives. He also met our criteria for dedication to his profession and personal integrity. The Estate Planning documentation he produced was specifically designed to our wishes and needs and we are thoroughly satisfied. This is a recent experience and we fully expect to continue to consult with him in the future as the need arises.
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Roberta and albert
21 Mar, 2014
We, my husband and I, have worked with The Karp Law Firm in the past but this was our first meeting with Mr. Heinemann. He handled the review of our entire estate planning documents,trusts, wills, healthcare,etc . We were more than impressed with his ability to explain the effect of any changes we thought we might need and how that would impact us and our beneficiaries. He did so in such a manner as to make sure we understood the legalities without the legal speak that so often confuses those of us who are at this stage of our life. Difficult choices were made easy. His extensive experience and skill in this field were apparent in his recommendations. It is difficult to deal with end of life issues but we are comfortable that our choices are the right ones for us and our heirs . We are confident that Mr.T.J. Heinemann of The Karp Law Firm was the right choice and would recommend him for anyone seeking advice in estate planning. Roberta and Albert Cracolici
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Dr. kim
03 May, 2013
Theodore Jeffrey Heinemann is an excellent, caring Lawyer. He just joined the Karp Law Firm and you can tell he is having fun. I would too if I just left a Firm with 250 plus lawyers.
The Karp Law Firm is Special.
The Senior Partner is Joe Karp, well educated and a very pleasant man. He runs Presentaions around the South Florida area trying to educate people about such things as Trusts, Wills, Health Care Proxy and Estate Planning - he does it for Free. You pay if you want their Firm to manage your affairs. Joe has been doing the Presentations for years and is Certified in Elder Law.
Joe Karp just hired Theodore Jeffrey Heinemann because there are now three offices in South Florida. The great news is that the new hire , known as TJ is another Lawyer Extraordinaire who likewise I would put in the genera of Educator. He will explain things to you until you fully understand and he like Joe teach in examples which make all that legalize start to make sense.
My wife Susan and I have used the Karp Law firm for my folks and most recently for ourselves.
We are very pleased, we now understand our Will and Trust and our Health Care is set up so that HIPAA requirements are all satiated to allow my loved ones to gain access to my condition at the Hospital if such a need were to arise.
TJ is a wonderful addition to the Karp Law Firm he will put you at ease and explain the intricacies
of your particular needs. He is not a junior partner, he is a seasoned lawyer with years of experience
and clearly having fun with his new family instead of the bureaucracy of a mega law firm.
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