Top review highlights

AI generated excerpts from the customers reviews
Pros
1
The lawyer is knowledgeable and takes the time to explain every aspect of wealth and estate planning
“Jack Alpern, esq. is knowledgeable and takes the time to explain every aspect of wealth and estate planning.”
2
The lawyer is understanding and compassionate, and genuinely cares about the client and their family's needs
“Mr. Alpern was very knowledgeable, understanding and compassionate.”
Cons
1
The trust created by the lawyer did not withstand the test of time and may not protect the client's special needs sister as intended
“The original trust that Jack Alpern and his law firm created in 1987 and revised i”
2
The trust appears to be revocable instead of irrevocable, which could negatively impact the client's special needs sister
“My sister and I have now found out that it appears that the trust is not irrevocable but revocable.”

All reviews

star star star star star
30 May, 2024 by Jack witheroe
star star star star star
19 Apr, 2024 by Lorraine yost
No, I DO NOT recommend Jack Alpern or the Alpern Law Firm! (Note: This is my opinion and no one else’s.) Every estate planning trust should be able to withstand the test time. The original trust that Jack Alpern and his law firm created in 1987 and revised in 2001 HAS NOT withstood the test of time. Jack Alpern drafted a trust for my father that was supposed to protect my mother but more importantly was supposed to protect my special needs sister. I along with my other sister were appointed and accepted the roles of trustee for this trust. My father died in late 2002, the probate process began, an EIN number was created for the trust since my father's Social Security Number was now not valid anymore, and the trust completed its probate in early 2004. It was my understanding that the trust was to then become irrevocable now that my father who was the grantor was deceased. Money was put aside for just my mother and money was put aside for the trust that was to benefit my sister. My mother had control of her money and my sister and I had control of the money for the trust for my special needs sister. In addition, the home they lived in fell into the trust. The trust owns the home not my mother. Over the years the money to fund the trust and the value of the home have grown. Fast forward now to 2023. My mother had to go into nursing home and is currently residing there as of today. My sister and I have began working with an attorney for the Medicaid Spend-down. My sister and I have now found out that it appears that the trust is not irrevocable but revocable. It also appears that the money that is in the actual trust could be counted for the Medicaid Spend-down along with the home that is in the trust. It appears now, that there could be no money to support my special needs sister and no home for her to live in if the trustees are forced use trust money to pay the nursing home and to sell the home for the Medicaid Spend-down. It appears that my special needs sister may need to live on just the pittance that she gets in Social Security and SSI once the government forces us to drain the trust. This was NOT what my father or even my mother ever wanted. My special needs sister was NOT to be a financial burden to my sister or me. My special needs sister will be destitute because of Jack Alpern’s incompetence to set up the trust that my father envisioned.
star star star star star
19 Oct, 2022 by Carol a reinard
Mr. Alpern listened to my needs and help me set up future legacy.
star star star star star
04 May, 2022 by Chris brown
star star star star star
25 May, 2021 by Jaydawg
Mr. Alpern was very knowledgeable, understanding and compassionate. He gave me a recommendation for the specific kind of attorney that I needed.
See more

Best lawyers in Warren, OH

See more
star star star star star
18 Feb, 2022 by Anonymous
Mrs. McCullum was quick to get paperwork and information about me that she needed for court hearings when my CPS caseworker has failed to do those things for almost a year now. Information that would benefit me in court seeing as I have done everything asked of me. I sat in through family dependency court and I would highly recommend this program to anyone that is struggling with sobriety and accountability!! There is very high support and help to get you through anything you need help with in recovery or any other circumstance. Everyone you need to talk to is in one room with you to resolve matters as quick as possible and to guide you in the right direction. So just for today give this attorney and her partners a chance if you really need the help!!!
Read more Avvo
See more
star star star star star
26 Sep, 2012 by Judith
Mr. Morgan and been extremely helpful, compassionate and professional during this trying time of the settlement of my brother's estate. I recommend him highly.
Read more Avvo
See more
star star star star star
20 Dec, 2022 by Jim
Brilliant legal mind to go along with being a compassionate and empathetic individual.
Read more Avvo
star star star star star
21 Dec, 2021 by Jeffery novotny
Google Maps
See more
Discover the ideal lawyer
You can search a lawyer by practice area, lawyer name, city, state, or ZIP code
FAQs
Questions? We have answers

What Questions Should I Ask Before Hiring a Lawyer?

Hiring the right lawyer is crucial for the success of your case. Here are some important questions to ask during your initial consultation:

  1. What experience do you have with cases similar to mine?
    Ensure the lawyer has relevant experience in the specific area of law pertaining to your case.
  2. How do you charge for your services, and what are the estimated costs?
    Understand the fee structure, including hourly rates, flat fees, retainer fees, and any additional expenses.
  3. Who will be handling my case?
    Find out if the lawyer will handle your case personally or delegate tasks to other attorneys or paralegals.
  4. What is your approach to resolving cases like mine?
    Learn about their strategy, whether they prefer negotiation, mediation, or litigation.
  5. What potential outcomes can I expect?
    While no lawyer can guarantee results, they can provide an assessment of possible scenarios based on their experience.
  6. How will you communicate with me throughout the process?
    Establish expectations for updates, preferred communication methods, and response times.
  7. What is the expected timeline for my case?
    Get an estimate of how long the process may take from start to finish.
  8. Do you have references from past clients?
    Testimonials or references can provide insight into the lawyer's professionalism and effectiveness.
  9. What challenges do you foresee in my case?
    Understanding potential obstacles helps you prepare and sets realistic expectations.
  10. Are there alternative ways to resolve my legal issue?
    Discuss options like mediation, arbitration, or settlement to resolve the issue efficiently.

Can a Lawyer Represent Me in Courts Outside of Warren, Ohio?

Whether a lawyer can represent you in courts outside of your city or state depends on their licensure and the jurisdiction of the court:

  • Within the Same State:
    Lawyers licensed in a particular state can typically practice anywhere within that state, including all cities and counties. They can represent you in both state and federal courts located in that state.
  • Outside of Their Licensed State:
    If your case is in a different state, the lawyer must be licensed in that state to represent you. However, there are exceptions:
    • Pro Hac Vice Admission: An out-of-state lawyer can request special permission to represent a client in a specific case in another state. This requires filing a motion with the court and often working in conjunction with a local attorney.
    • Federal Courts: If your case is in federal court, a lawyer licensed in any state may be able to represent you, provided they are admitted to practice in that particular federal court.
  • International Representation:
    For cases outside the United States, different rules apply, and the lawyer may need to comply with the foreign country's legal requirements or collaborate with local counsel.

It's important to discuss your specific situation with the lawyer to determine if they can represent you in the desired jurisdiction and what steps may be necessary to do so.

How to Check the Credibility of a Lawyer

Before hiring a lawyer, it's crucial to verify their credibility and ensure they're qualified to handle your case:

  • Verify Their License:
    Check with your state's bar association to confirm the lawyer is licensed and in good standing. Most state bar websites have an online directory for this purpose.
  • Experience and Specialization:
    Ensure the lawyer specializes in the area of law relevant to your case. Review their website, professional profiles, and case history.
  • Disciplinary Record:
    Look up any history of disciplinary actions or complaints through the state bar association's records.
  • Client Reviews and Testimonials:
    Read reviews on legal directories like Avvo, Martindale-Hubbell, Google, or Yelp to gauge client satisfaction and experiences.
  • Professional Memberships:
    Membership in professional organizations or specialty bar associations can indicate a commitment to their field and adherence to high ethical standards.
  • Awards and Recognitions:
    Honors from reputable organizations reflect expertise and a positive reputation in the legal community.
  • Consultation Assessment:
    Use the initial consultation to evaluate their communication skills, responsiveness, and willingness to address your concerns.
  • Ask for References:
    A credible lawyer should be willing to provide references from past clients who can speak to their abilities and professionalism.

What Should I Prepare for My First Consultation?

To make the most of your initial meeting with a lawyer, come prepared with:

  • Relevant Documents:
    Bring all documents related to your case, such as:
    • Contracts or agreements
    • Correspondence (emails, letters, texts)
    • Legal notices or court papers
    • Financial records (if applicable)
    • Evidence (photos, videos, receipts)
  • Written Summary:
    Prepare a concise written summary of your situation, including key dates, events, and parties involved. This helps the lawyer quickly understand the context.
  • List of Questions:
    Write down any questions you have about your case, the legal process, fees, or the lawyer's experience.
  • Financial Information:
    If your case involves financial matters, bring relevant documents like pay stubs, tax returns, bank statements, or invoices.
  • Contact Information:
    Provide details of any witnesses or other parties relevant to your case, including their names and contact information.
  • Personal Identification:
    Bring a valid photo ID for verification purposes.
  • Pen and Notebook:
    Take notes during the consultation to remember important points discussed.
  • Budget Constraints:
    Be ready to discuss your budget and any financial limitations so the lawyer can provide appropriate guidance on fees and payment options.
  • Openness and Honesty:
    Be prepared to discuss your case candidly. Full disclosure allows the lawyer to give accurate advice and anticipate potential challenges.
Scroll to top