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Reviews
Top review highlights
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's and their family's needs
“Mr. Alpern was very knowledgeable, understanding and compassionate. He gave me a recommendation for the specific kind of attorney that I needed.”
Cons
1
The lawyer's incompetence in setting up a trust that was supposed to protect the client's special needs sister has led to potential financial difficulties for the sister
“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.”
2
The trust that the lawyer set up for the client's father was not irrevocable as it was supposed to be, which could potentially affect the client's special needs sister's financial security
“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.”
