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13 Dec, 2022 by Randy
Megan Moghtaderi provided exceptional service during a difficult time and her knowledge and professionalism were evident from start to finish.
Megan was always available when needed and her kindness was a bonus. I felt confident knowing Megan and her team were working diligently on my Trustee/Estate matter.
Additionally, I had Megan review our old trust and she did an excellent job updating the new one. I will definitely use Megan’s service again in the future.
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20 Nov, 2022 by Mary
I want to recognize the excellent experience we had with Megan Moghtaderi and her team. We had a situation where we needed a loan to the family trust in order to avoid triggering higher property taxes under Proposition 19, and we needed assistance with finalizing the distribution of the trust assets. We had been working with a previous attorney who was unable to complete the job, and time was of the essence.
Megan and her team obtained and reviewed the files from the previous attorney, worked with the loan company on a rush basis to calculate the distribution schedule and loan amount, facilitated the property transfer, filed the documentation with the assessor, and provided the documentation needed for taxes and beneficiary distribution.
Megan was clearly experienced and professional in handling this type of work, and was very patient and responsive to numerous emails and phone calls throughout the process. She was instrumental in finalizing the trust situation for us.
I will not hesitate to work with Megan in the future and highly recommend her for any trust needs.
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12 Oct, 2021 by Anonymous
Very nice & knowledgeable. Seems to have a lot of expertise and good background. Will consider working with her in the near future. We haven't yet discussed fees.
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30 Apr, 2020 by Lucile
Interviewed four atty. for a very complex legal/tax/estate situation. He came up with a solution that he executed successfully that was not even a suggetion by the other four. He is so good that I use him for everything even if it is outside his expertise because I respect his directions and his referrals when my situations are too beyond his reach.
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05 Oct, 2014 by Luke
Brett has been our estate attorney for over a decade. His organization, retention and foresight are unrivaled in the industry.
He has always incorporated the complex family dynamics into his guidance, and due to his vast experience, as the estate triggers begin to initiate, all of Brett's hardwork and planning is realizing my parents wishes.
If you and your family engage Mr.Bjornson, it will be the best business decision you ever made. He has expertise in all estate matters, and the fact that he is a certified specialist only magnifies his ability to manage all of your estate needs.
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12 Sep, 2014 by Stephen
My parents used Brett to plan their estate so that all assets went into a trust. The family dynamics are very complicated and divisive but Brett has been the calm through the storm and has provided a road map for the trustees so the assets will be passed along seamlessly.
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29 Jul, 2024 by Anonymous
I would like to thank you for your time and help as a lawyer and, undoubtedly, a kind and responsive person. Very grateful.
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24 Jun, 2024 by Anonymous
He gave a great answer to a difficult situation, I appreciate the help very much!
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06 Aug, 2020 by Lynn
David a great job suggesting the PACE/Care Resources program that fit our family perfectly. We would never have stumbled across the program on our own. It changed the course of our lives.
Attorney Gregg helped us with out family's Will and Trust. We liked his easy going personality and his succinct legal advice.
Alex is my shinning star who helped us navigate the complexity of Medicaid. She replied to my emails and phone calls with record speed. I was never left hanging and wondering what to do next. They were all three worth every dollar. I can sleep at night knowing that we have everything in place.
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29 Dec, 2014 by S
Ms. Lyons helped my elderly father get his affairs in order in in a professional and expeditious way. Her knowledge of Estate Law is not known by many attorneys. Her specialist title is well deserved.
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17 Dec, 2014 by Anonymous
I had to update family trust, and I was pleased by the excellent help I received from Atty. Lyons, who
steered me away from problems that I hadn't recognized when the trust was first drawn up. She and her office kept me informed and delivered the renewed document as promised, to my satisfaction.
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12 Dec, 2014 by Anonymous
Maureen's extensive knowledge and understanding of the law, coupled with her patience and compassion for the client, makes her the perfect attorney to handle trusts and estate planning. She explained technical terms in layman's terms, which expedited the entire process and gave me a high level of confidence in the outcome.
I highly recommend Maureen...and already have to several colleagues.
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11 Dec, 2019 by Karen
Kristen created a living trust for me. I found her very professional and extremely knowledgeable at the task. I do find these situations stressful so what I most appreciated is her kind and thoughtful manner in answering all my questions. And in language I could understand. I am recommending her to all my friends.
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09 May, 2013 by Michael
As I reached age 65, I needed a plan to reduce my debts prior to retiring. I quickly achieved confidence in Kristen's ability to handle my situation based on her training, experience and detailed knowledge of the bankruptcy filing process. She recommended a strategy based on my unique circumstances, and the filing and discharge was accomplished as she had planned. Kristen offered flexible meeting locations and times, and most of the details were handled without office visits. Kristen was always courteous, informative and supportive in our meetings, and filed the original petition and amended filing in a professional and timely manner. I strongly recommend Kristen for anyone considering bankruptcy and debt reduction.
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21 Mar, 2013 by John
Going through a Chapter 7 bankruptcy is a very very difficult process. Kristen help me and my family get through this process. Kristen is very knowledgeable, experienced, professional. She really took the time and sincere effort to listen and guide us through the bankruptcy court. I sincere recommend Kristen to anyone who needs her help.
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21 Oct, 2019 by Anne
I am 80 years old and met with Mollie Whitehead to update my Will as well as review my other Trust documents. I also wanted to have Powers of Attorney set up. Mollie was professional, knowledgeable and efficient. She provided a great analysis, answered my questions on estate planning & I agreed she should send me a draft of the items we agreed upon. That process took very little time & with a minimum of editing, we finalized & formally signed all the documents.
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07 Oct, 2018 by Bob
Mollie provided all of the documents and expertise needed to complete our estate planning. We hired her to develop wills, healthcare power of attorneys, and business power of attorneys. She recommended me establish a family trust and provided all of the documents and took care of transferring our real estate to the trust. We found Molly to be very knowledgeable, thorough, and efficient. She answered all of our questions and provided clear explanations for all the documents. We wholeheartedly recommend her.
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14 May, 2018 by Anonymous
Mollie answered my questions super fast! She helped me tremendously. Highly recommended! Thanks again.
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10 Jan, 2024 by Geoff
Graeme took on what I am sure sounded like a small project that managed to balloon its way into something bigger. What started out as a simple lease contract review devolved into Graeme needed to correct everything, even the business name and details of the party that drafted the initial Lease.
He was able to stand in for us in meetings that we just couldn't make it to and always represented us professionally. He was quick with getting us information we needed and made a point to get back to us quickly whenever we called., if he didn't outright just pick up then.
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01 Apr, 2016 by Jason
Mr. Brown and his firm are not only knowledgeable but personable as well. I found myself voiceless in an unforeseen and uncontrollable crisis, unaware of what to do or where to turn. Upon hiring Mr. Brown, I was treated as a client with rights and equally, as a person whom faced frightening uncertainty concerning my health. Graeme and his team were with me every single step of the way. They explained everything to me that i needed. Every single phone call and email to Graeme and his staff have always been treated with the utmost importance. I was always made to feel like I was the top priority. Their knowledge, compassion, commitment to my case and accessibility helped guide me through one of the most difficult periods in my life. I can't thank Graeme and Kathy enough. I would strongly recommend Graeme Brown to any person.
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30 Jul, 2015 by Ron
Graeme S.R. Brown has provided exemplary legal services to me and my company for more than a decade. He not only is a skilled practitioner, but Graeme's business background makes him especially understanding and sensitive to how legal issues affect business operations. Graeme's philosophy is coined best by "can do"! I heartily recommend him.
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13 Jan, 2021 by Jeff
Jason worked closely with me and my wife to understand our estate planning objectives. He worked us through some sensitive areas with confidence and diplomacy. End result was his crafting a series of documents specific to our needs. Jason's knowledge of law is exceptional and we're confident in knowing the appropriate continuity of our objectives is in place. I recommend Jason to others with complete confidence.
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19 Sep, 2017 by Janis
Mr. Wyatt assisted me with my mother's estate after her passing. He was sincere and guided me with the different processes. He took the time to explain things. I'm very grateful for his help!
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17 Jul, 2017 by Ed
Jason Wyatt is an outstanding lawyer. He assisted me in the purchase of a house two years ago. I found him to be the master of details! nothing was overlooked, nothing was left to chance -- he has everything covered.
Jason has the full knowledge base of all the legal intricacies and elements of a home purchase. He's up to date on everything -- and also he knew more than my real estate agent about the housing market, trends, etc.
In general, Jason was proactive with excellent counsel about all stages of the home-purchasing process. Jason was very good about checking in with us. In addition, I should add that he has a wonderful support staff in his office with an equally high level of commitment.
A top rating for a 5-star lawyer.
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03 Feb, 2020 by Hanna
I was recommended to attorney Harrington by a friend. I hired him to create an estate plan for my husband and I. He did an excellent job and answered every question we had about how trusts work and funding the trust so that we could avoid probate.
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27 Aug, 2019 by Marlon ramírez
Michael M Harrington, was a beacon of hope to my family at a time when our option appear limited and resolution seemed nigh on impossible. not only was he able to defend us , but was the only one willing to take our case in a short time notices. Mr Harrington is a great immigration lawyer with a lot of experience and was able to give me my green card. My family and I are eternally grateful for his service and I hereby recommend Mr Harrington without reservations.
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10 Jul, 2019 by Mohamed eddib
Mr Harrington helped me in the darkest time of my life. If you want your case to be handled the right way hire Mr Harrington.
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21 Jun, 2024 by Stan
Ryan wrote my will seven years ago. He has just written, and gained, my living trust. Everything you will read in the reviews … it's true! Hope I've got him for life. Shout out to Matt Colliss for connecting us.
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28 Aug, 2023 by Nanette
My husband and I met with Ryan to evaluate and update the Living Trust we executed years ago with an on-line service. We are very glad we did! Ryan was able to quickly summarize the changes we needed to make and suggested additional steps we should take to finalize our estate plan. From beginning to end, Ryan is highly professional and trustworthy. No gimmicks, pressure or uncomfortableness. Highly recommend!
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09 Dec, 2021 by Katie
Highly recommended! The most amazing and understanding person! He really took the time to explain things to me. He worked hard and quickly to get my items written up. I feel much better about my situation and I really feel like he has my back. Thank you sooo much Ryan! Your the best
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23 Apr, 2019 by Robert mcdonald
We ran into a brick wall when requesting a legal upgrade to our existing mobile home in a Santa Cruz park. The park owner wanted it his way or the highway in conflict with Park Rules and the Law. He was devious and trying to use laws and rules that did not exist.
We hired Maurice due to strong recommendations by mobile home experts in the Santa Cruz area. He quickly did the required homework and demonstrated to the Park Owner's attorney that he was out of line but unfortunately he would not budge nor would he make himself for an in person conversation. So Maurice filed and won the required injunction so we could go ahead with our upgrade just as it was originally planned. He then followed through with a damage claim to cover legal and other costs including delay expenses which he also won. Under his guidance this process was seamless, went exactly as planned and with a successful outcome. Mission accomplished. Our thanks to Maurice.
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15 Apr, 2019 by Ashley
Maury successfully defended my husband and I during our eviction trial, as well as won the appeal. His knowledge and expertise in the realm of mobile home law is vast and very impressive. We are forever grateful to him for defending us in the fight to keep our home.
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08 Nov, 2016 by Charles
I retained Mr. Priest to consult and provide expert witness testimony on a Failure to Maintain case I had with a Mobilehome Park. His expertise and knowledge of Mobilehome Park Law was instrumental in achieving a very favorable outcome for my clients. I plan on retaining him for future cases I am working on.
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13 Sep, 2016 by Mark
We retained John's services because he was highly recommended by an USF Law Professor. And with that said, we are very pleased that we did because he if very professional, knows how to get it done, returns calls in a timely manner, cares about what he does with integrity & sincerity, and cares about us (the client). If it wasn't for John, I don't know whom I would've gone to assist our family in a very complicated probate case...
If you do decide to retain John's services, then you will know what I am saying...
All the best
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26 Jun, 2016 by Linda
From the time we met John Boessenecker, we found him to be professional, knowledgeable, honest and hardworking. John answered our emails and phone calls in a timely fashion. He took the time to answer all of our questions and guided us to a resolution of our estate problems in a most thorough, courteous and respectful manner. We have and will continue to recommend him to anyone who is in need of help with their estate, trust or probate.
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03 Apr, 2016 by Michael
John Boessenecker was recommended to us by a law professor at San Francisco University School of Law. After consulting with John and a few other probate attorneys we decided he was the right person to handle my father’s estate that I was appointed co-executor over. Soon after opening probate it was discovered that my father never closed his father’s estate (1968) which made the situation extremely complicated. This meant that we had to open probate for my grandfather. When the judge looked the situation over she said it was one of the most convoluted cases she had ever seen. Step by step John methodically pieced together the order in which matters had to be executed to make things happen and happen smoothly. During this time I became the executor over my step-father’s estate (yes, pretty insane!) and of course there was no question who to use. That estate also had challenges as multiple beneficiaries were named in a will but John knew exactly what, when and how to handle each step. If anyone is a wiz at this stuff, it is him. I honestly don’t think we could have made it through those tough times without John and am please to give him five stars here. His talents, character and work ethics are what make him successful and it has been a pleasure to work with him.
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01 Apr, 2021 by Kenneth and linda
Daniel spent time with us to determine our needs in such a professional manner I would not hesitate to refer him to others. We appreciate his expertise in this area and walking us through the different aspect of writing and implementing our final wishes.
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01 Apr, 2021 by Teresa
Daniel is very good with helping his clients understand their options and the best way to proceed. He answers every question they have and makes sure they are comfortable with the decisions they make. Having never gone through the process before, I never understood how important and how many details are involved. With his experience and understanding of how much we want to protect our family, he made going through the process a very pleasant experience.
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23 Jan, 2017 by Ciana vandyke
All in all he's reasonably priced & straight forward. No sugar coating and he doesn't beat around the bush. Communication was a little hectic but it's very understandable considering how busy a lawyer is and the system at the jail was all out of wack. When you call him about questions and concerns he doesn't rush you! That's a huge plus for me being as I've had quite a few attorneys for different reasons and they've all seemed too busy to hold more than a 5min phone call.
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11 Jun, 2024 by Bill abalos
I wish I could give Mr. Barth more stars than five. He was very responsive from the beginning. As you can imagine, I was scared and didn't know who to turn to when I found out that I was named in a $2,000,000.00 lawsuit.
Give this man a cape, because he is a true superhero attorney.
Mr. Barth figured out right away that I should have never been named as a defendant in the case, but we still had to fight it. He clearly explained my options from the beginning and was thorough about what the worst outcome could be.
There were 4 serious charges against me, and Mr. Barth was able to get 3 of them shortly removed and the last charge was negotiated down to a $1,000 payment for me to be removed completely from the case.
I'm thinking, $1000 and I'm out, let's do it. However, Mr. Barth even got that removed and I was released from the case.
I recommend Jason Barth to all in need of a smart and tough negotiating attorney.
Bill Abalos - Inspection Pro
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18 Apr, 2024 by Justin
Jason is a life saver. He helped me when I needed it the most. He was understanding, efficient and precise. He sat there patiently while I was explaining my situation to him and came up with a great game plan! Thank you Jason!
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15 Mar, 2024 by Sam
Jason handled my case quickly and professionally. I was impressed with his service and would highly recommend him.
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01 Mar, 2023 by Chuck
Lance was a consummate professional in guiding us through trust planning. Explained every step of the process in clear and understandable terms. Instilled a great deal of confidence that the process would be seamless-and it was. Plus, he is pleasant and responsive. Five stars in not nearly enough. Thank you Lance.
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23 Feb, 2023 by Lisa
Lance Ragland advised us and our other family members during our estate planning and did an excellent job. He was very informative and professional. I would definitely recommend him for anyone in need of estate planning.
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22 Feb, 2023 by Jon
I was referred to Mr. Ragland for estate planning. He was very professional and knowledgeable. He continues to follow up with me as laws change to keep my estate current. I highly recommend him.
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28 Jun, 2022 by Wanda blakeney
Awesome! They really listened and helped me. Would recommend very highly! Thank you for everything!
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16 Oct, 2021 by Greg
Ken helped us create our estate plan. He was very clear and answered all of our questions. We will definitely be recommending Ken to our friends and family.
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14 Apr, 2021 by Anonymous
My husband and I would highly recommend Hayward K. Colby, attorney at law, for estate planning. In the Fall of 2020 we decided to refresh our estate plan. In researching attorneys in our area, I contacted Ken Colby first and, after our phone conversation, I felt confident that there was no need to look further. I am glad I trusted my intuition.
Ken was very thorough and accurate and very patiently answered our numerous questions in a way that made us both feel comfortable and confident in his abilities and his integrity as an attorney. He provided us with very clear and concise intake forms that made the process simple and straightforward, especially regarding healthcare directives.
We both appreciate his service to us as an estate attorney and would not hesitate to call on him again in the future should we need assistance.
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19 Apr, 2015 by Anonymous
In January we went to Sarah for help in applying for Medicaid for our father who is in a nursing home. Sarah helped up with information on how to navigate the cumbersome task of gathering all the documents necessary for Medicaid approval. Sarah answered all our questions via e-mail or phone in a timely manner. Our father was approved for Medicaid one month later. We were happy to hear that Dad had been approved so quickly. We believe that Sarah's attention to detail and her accurate responses to our questions helped us complete the process so quickly. We highly recommend Sarah for anyone who needs legal advice in helping their elderly parents.
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16 Apr, 2015 by Anonymous
I recently hired Sarah Schelling Peet to create my Will, and I have nothing but glowing remarks to contribute. Sarah is extremely knowledgeable, to the point of being a specialist in the practice of Wills and Estate Planning. She is honest and trustworthy, and I recommend her highly!
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16 Apr, 2015 by Karen
I had the privilege of meeting Ms. Peet at a seminar at which she presented. I approached her after the meeting to ask some personal questions, which she explained to me so that I could fully understand. We worked with Sarah and her law firm to help us prepare a Special Needs trust and Power of Attorney. She also answered my son's questions regarding another legal situation and treated him with such respect. We referred another family member in which she created a trust, who was very pleased with her knowledge, professionalism, cost and follow-up. I would highly recommend Ms. Peet as an attorney.
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06 Jul, 2016 by Olan
Peggy assisted me and my Partner with our estate planning, and did not disappoint. She and her staff were extremely courteous and professional, and in the end provided us with comprehensive documents that were tailored to our specific needs. Highly recommended!!
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24 Feb, 2016 by Debbi
Ms. Hoyt is very kind and a good listener. She is very detail oriented and professional. I hired My. Hoyt for my estate planning and she exceeded my expectations.
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18 Feb, 2016 by Andy
Attorney Hoyt prepared our Estate documents. Her process was very thorough, ensuring that we clearly defined our estate wishes. She provided excellent counsel on the pros and cons of various options. The end product was complete and well-documented. We have retained Attorney Hoyt for ongoing estate counsel and for other legal matters.
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02 Aug, 2024 by Kendrick martin
❤️❤️💯🤝🏾 picked up my case with no problem and very professional and understanding. Thank you Bradley Law Firm
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03 Feb, 2021 by Chris fonseca
Ashley was such a big help in my child support case. I was worried about the potential outcome & was clueless throughout the long process, but she truly gave me peace of mind that everything would be handled for the best outcome for my son. Not only was she very patient with me, but she also made it very easy & comfortable to communicate with as she also has a funny side :) Thank you so much again Ashley!
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21 Dec, 2020 by Michael ryden
The Bradley Law Firm diligently worked hard on my case. During the process, they were very transparent with every step. Finding an attorney in a dire situation is very stressful. I am so happy that I found them. Highly recommended. Thank you Bradley Law Firm!
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13 Dec, 2018 by Liam
To keep it short and simple, Nathan has helped me set up an llc as a holding company and walked me through the whole process. He has also answered all my (often dumb) questions while being very friendly and courteous. I highly recommend him for all legal needs.
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26 Dec, 2017 by Paul
Mr Yow is a pleasure to do business with and made my transition from a small business to a corporation simple and painless, as well as setting up my family trust at the same time. He was able to breeze through mountains of legal documents in record time which freed me up to concentrate on my day to day business. I highly recommend Mr Yow and look forward to doing business with him in the future.
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25 May, 2015 by Philip
I believe that in life, all things happen for a reason.... Ours has been a physically as well as emotionally long and tumultuous road but one that we feel confident in traveling with Grants guidance. Mr. Yow and his team have been selfless, compassionate, professional, tireless and dedicated as well as brutally honest when circumstances and situations have required it. Keeping us informed of all that is and all that might be.
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25 Mar, 2023 by Sarah
Mark A. Wilson’s legal expertise is second to none.Mark is one of the very few attorneys certified by the State Bar of Arizona as an Estate & Trust Specialist. Over the years, we have had the pleasure of receiving his expert counsel regarding several estate and trust matters. We find Mark to be extremely client centered because he patiently listens and readily answers all of our questions before identifying the pros and cons of alternative courses of action tailored to our situation. His ever professional and always cheerful, enthusiastic “glad to see you” demeanor reinforces our feeling that Mark A. Wilson is truly the" complete package" who you can, without any doubt, personally trust.
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20 Oct, 2021 by Cody abbott
Mark Wilson was great to work with. He is knowledgeable, upfront, clear in his communication and was always there when I needed to speak with him. Out of all of the lawyers I have worked with, Mark is my favorite by far!
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01 Sep, 2021 by Frankie
Excellent experience with Mark Wilson. Great communication, takes my call, answers all questions with authority and expertise. Got the business done as promised. 100% recommend! OUTSTANDING. Ciao
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18 Jun, 2021 by Anonymous
Wayne Patton executed my request in outstanding manner! He is fast and detailed. The whole process took 1 week! I have posted review saying that I am still working with Wayne, and I am here to say how satisfied I am with the outcome. A lawyer to the core! Unlimited stars!
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08 Jun, 2021 by Anonymous
I am still working with Wayne, I've learned that he knows his job, and reacts fast. My request is still in process but I have good feeling. Although my emails are not delivered but I guess this is just a fluc .
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22 Dec, 2018 by Angie
I value responsiveness and practicality in my attorney. Mr. Patton does a great job thinking through the needs of each situation and not doing too much or too little. He does just what is needed and responds timely each time.
He is a true professional and I’m glad to know him.
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22 Aug, 2017 by Adam
Mr. Stamogiannos represented me as a buyer in a real estate transaction and also drafted wills and POAs for my girlfriend and I. His knowledge and experience in both areas is excellent. Mr. Stamogiannos was attentive and provided solid advice throughout the entire transaction. From reviewing the initial contract to sitting at the closing table, he was always responsive to any question or concern I had.
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25 May, 2017 by Patricia
Mr. Stamogiannos was very helpful in working with me on my family's probate. He was able to expedite our case and obtain the necessary legal documents in a very efficient manner.
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25 May, 2017 by Anonymous
Had a complicated house building process and closing, and George was always available to answers questions, explain things, and defend our best interests, and offer great legal advice! He is incredibly helpful, knowledgeable and professional! Lucky to have him represent us during this process!
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01 Feb, 2021 by Val
I remain grateful for my dentist’s enthusiastic recommendation to attorney Gary Powell for estate planning, an important item that had remained on my to-do-list for years. I was confident Gary would be competent and professional. Still, I’m delighted he absolutely exceeded my expectations! From my first of many phone calls to many e-mail exchanges to the final signing of my estate plan, Gary provided informative and sound guidance. Equally important, he was always extremely patient with my multitude of questions and just as patiently explained legal terms and concepts in a way that was easily understood. Gary was clearly committed to constructing an estate plan that was right for me. I am eternally grateful for his estate planning expertise, kind professionalism, and very reasonable cost. I will continue to enthusiastically refer Gary to family and friends for all of their estate planning needs! Consistent with his online profile, “Fairness and a commitment to providing his clients with honest, conscientious representation are the qualities that drive Attorney Gary Powell to excel in his legal career.”
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09 Mar, 2018 by A.t.
Gary Powell was cordial and professional in assisting us with Estate Planning. He provided sound advice in areas that we had not thought about. My spouse works with many attorneys and was aware of his reputation as a trusted professional. Highly recommended.
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13 Jan, 2017 by Daniel
When my partner and I decided to formalize our estate planning and establish a trust we contacted several lawyers and found a wide range in prices. Gary was recommended by a good friend and his rate was very reasonable. He offered all of the same services as lawyers charging twice as much.
We met with him and found him to be knowledgeable, answering all of our questions in language we could understand. He clearly outlined the steps needed to create the trust and was always available when we had questions about the drafts. We ended up with exactly what we were looking for and were very happy with Gary's professionalism.
I would highly recommend Gary to anyone looking for estate planning, he went above and beyond our expectations.
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10 Jan, 2018 by Vickey
Mr. Kane helped me to "survive" all that went into settling the estate of my late father. I would have been unable to accomplish what needed to be done without his invaluable guidance and assistance.
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11 Nov, 2017 by Jean-claude
Mr.Kane was quite considerate and patient. He educated me during the process of preparing the Revocable Trust. I feel that my heirs should be very grateful to him also because his labor would have saved them considerable probate time and expenses. In addition, Mr. Kane has a great personality and I felt comfortable dealing with him. I will highly recommend him.
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24 Jul, 2017 by Susan
Eric is one the most professional, timely and thorough attorney that I have been fortunate to work with. As a CPA, it is very important that we receive accurate and timely responses from the attorneys we deal with. Eric has met all our expectations.
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01 Oct, 2020 by Kenneth
My wife and I cannot recommend Mr Baker more highly. We were so concerned about setting up a trust and Mr. Baker answered all of our questions, he is a great listener and highly knowledgeable. He put everything in simple terms that we could understand. The office staff were very helpful and made you feel very welcome. We recommended Mr Baker to other people who live in our village. Thank you Mr.Baker for all of your help, you put our minds at ease.
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07 Oct, 2019 by Anonymous
Excellent communication skills. Answered all of my questions in a thorough manner. Wrote an excellent letter explaining all that I needed to get accomplished.
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10 Sep, 2019 by Richard
Jonathan was very helpful, led us through all documents. He explained each document and we left feeling that all our needs were addressed in a very professional matter. I highly suggest you use Jonathan Baker for all your estate planning needs.
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11 Jul, 2023 by Dolores pinto (yo-yo)
Upfront and transparent. Kind nurturing to the need of the situation. 5-star attorney.
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12 Nov, 2022 by Nathan johnson
Russell has helped out my family members time and time again. Couldn’t recommend him enough. Truly.
Nathan Johnson
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14 Feb, 2020 by Jamie aho
Russell Lockwood is amazing ! I highly recommend him to have one Who has had to DUI or any criminal case my family and I have used him since the 90s he’s reasonable with his pricing and very honest and upfront the best in San Diego
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13 Dec, 2023 by Deborah
Attorney Krista Rush managed my daughter’s SSI appeal. We could not be more grateful to her for winning her case. She is experienced, professional, compassionate and went out of her way to take care of us during this lengthy, difficult process. We are so thankful to her and would highly recommend her services.
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22 Apr, 2021 by Joseph
I first called Krista L. Rush PA because I was applying for disability and I felt that Krista's previous experience in the medical field would greatly enhance her understanding of my health conditions and would be of great assistance in preparing my application for disability benefits.
The reason I chose to hire Krista L. Rush PA was her medical background and her glowing reviews as a disability lawyer. I felt that Krista's medical background would benefit my application for disability greatly as she would understand both the medical and the legal issues regarding my application. I feel that I made a very wise choice in having Krista Rush represent me in this matter and I highly recommend her to anyone needing assistance.
I enjoyed working with Krista L. Rush PA because I liked the personal attention that I received. Krista held my hand and walked me through the process. I always felt that I was in good hands throughout the entire process. I do not think that I could have made a better choice to represent me then Krista Rush PA.
As a result of all of Krista’s hard work, my case was approved much quicker than I expected. I feel this was due to Krista's detailed preparation of my application for benefits and her in depth knowledge of both the medical issues involved and the disability legal process. If you are looking for a disability lawyer you will find none better then Krista Rush PA.
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26 Jun, 2020 by James
My son suffered medical problems that resulted in him loosing his job and all income. We asked Krista to help us secure Social Security Disability for him. She was extremely knowledgable of the whole government process and forms. She guided us and helped us through each step. We expected to be turned down and have to submit an appeal. However because of her thoroughness in guiding our initial submission, we received immediate approval. It was blessing.
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07 Oct, 2024 by Jessica geschrei
After a serious injury at the warehouse, I didn’t know how I’d pay my bills. Kevin Cortright’s office took over, and from day one, they reassured me that everything would be handled. As a seasoned Workers Compensation Attorney, Kevin understands the physical demands of warehouse work and ensured my employer’s insurance paid for all the medical care I needed. I’m incredibly grateful for his hard work. Warehouse employees, Kevin is the one to call!
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29 Jun, 2019 by Mario s
16 Jun, 2018 by Don
We badly needed to update our estate plan and we wanted to establish a special needs trust for two children. The update was a vast improvement in its content and in the format. In the process we learned a great deal. We went ahead with one child’s special needs trust but held off on the other — a helpful suggestion.
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02 Jul, 2024 by Edgar chen
Very responsive, attentive, meticulous and successful. Served defendant on the first attempt!
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15 Sep, 2023 by Lajla shackelford
Excellent organization. I inquired by email about services and received a prompt response. The prices were fair and competitive. They started the job quickly and communicated the successes and the challenges with the job I had. Despite the challenging circumstances the were able to get the job completed and helped me avoid additional charges. Thanks to their hard work the case can move forward. They offer fantastic service of process. Great job team, thanks again for all your help on this one.
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10 Aug, 2023 by Mark hiteshew
I needed a Notary in a hurry recently to meet a tough timing deadline for a client and was referred to Maureen Dingman. Wow! Great personal service and attention to detail. She understood the importance of the pressure I was under and kindly offered to rearrange her busy schedule to accommodate me. Professional, friendly attitude and efficiency. Great combination! I would definitely recommend this Notary service as above and beyond the norm.
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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.
