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07 Oct, 2022 by Rhonda collins
I had eviction removed from my credit report, and I still can’t believe PINNACLE CREDIT SPECIALIST raise my credit score to 804 excellent score within few days. He also helps me apply for PPP loan with the sum of $35k which reflect in my bank account with a low interest rate. I saw a lot of good reviews about his works and he would respond swiftly. Hire him:
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29 Jun, 2012 by Anonymous
I have used Steve Oshins and others at his firm multiple times for many years. Steve asked me to write a review and I was happy to do so. I couldn't be more pleased with the work his firm has done with his oversight. He is very responsive too. The first time I emailed him years ago I got a response within a few minutes.
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26 Jun, 2012 by Anonymous
I asked a number of people who to use for my estate planning and Steve's name kept coming up. I was very happy with him and his staff and highly recommend him.
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28 Jun, 2017 by Don
Jeffery was able to finalize and close trust in a timely manner that I had worked months on with a disgruntled benificiary. I highly recommend his services.
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26 Jan, 2016 by Rachel landers
Today I consulted with attorney Jeffrey Luszeck about a civil case I'm involved in concerning the first amendment and free speech. He took time out of his busy day to answer my legal questions. In addition, he was also very professional. The girl who answered the phone was also professional. I highly recommend Attorney Jeffrey Luszeck.
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07 Jan, 2016 by Evan
I have had to deal with attorneys on several occasions and I have never been so happy with the experience. Jeff had a complete grasp of the entire case and then some. More so, he was in constant contact with me and kept me apprised of everything going on. Winning or Losing the case would have no bearing on this review. I will always use in Jeff in the future if needed!
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19 Jan, 2016 by Anonymous
We hired Dana to conduct an in dept investigation into the theft of financials and she went above and overboard doing her job. Conducted a job well done and appreciated. All the workers in this firm are straight up in everything they did and we would highly recommend them to any one.
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28 May, 2014 by Hector
Dana is an exceptional attorney. She practices primarily in the area of probate and trust litigation, where she represents heirs, beneficiaries, creditors and fiduciaries in matters affecting all aspects of trusts and estates. She also handles all aspects of the administration of probate and trust estates. In addition she practices in the area of family law. I retained Dana to assist me with the preparation of a premarital agreement. She was timely, efficient and effective and she helped me to create an iron clad agreement. She has the highest degree of professionalism and ethics. I strongly recommend her for any trust, estate, probate, litigation or family law matters.
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16 May, 2014 by Afroditi
Dana is a very knowledgeable, professional and dedicated attorney. She has brilliant strategies and advice. Dana has always been available to answer my questions and put me at ease during a very complexed case. I highly recommend Dana Dwiggins.
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25 Sep, 2012 by Carson
I was referred to Bill Simon by a doctor in Charlotte, NC that had used Bill's legal services for his business in San Diego. He was extremely pleased with the legal work that Bill had done for his business.
I originally had another attorney handling the settlement of an estate that I am the executor of. That attorney did not understand the Trust, so I was getting very concerned and nervous about my involvement as the executor from a legal stand point. I took the Trust and Will to The San Diego Law Firm and within twenty minutes Bill Simon had explained the Trust and Will to me. He assured me that he could execute the Trust and Will the way that it was intended. Bill's knowledge and skill was very impressive.
Bill had his team ready to start the execution of the Trust and Will. They were professional and knowledgeable with every step that was taken. They worked with the heirs and kept an excellent relationship with everyone involved.
The estate went into Probate, so Bill and his team handled it from start to finish with no hassles for me. They managed the funds and every situation that came up with skill and an impressive knowledge base. I totally trusted Bill Simon with handling everything involved in closing the estate. I'm usually not that trusting, but the integrity of Bill is beyond comparison.
I let Bill and his team do what was required without me micro managing everything. I never had to question anything that they did. I could not be happier with their treatment of me and the handling of the estate.
Bill Simon is my attorney for life. As far as I'm concerned Bill Simon is the best attorney to handle all of my requirements. I highly recommend him to everyone. Bill Simon is currently handling another legal problem for me concerning a serious situation with a building contractor. I am so confident in Bill's ability to handle this legal matter, that my personal feeling is that I will have a good resolution. Bill Simon is without a doubt the best attorney in California. I sincerely believe that you have made the right choice when you use Bill.
Carson Estes
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25 Sep, 2012 by Robb
Bill Simon and John Masnica over at San Diego Law Firm are a pleasure to work with - they set us up on a fixed fee monthly plan that our tech startup could afford. They competently got us set up with our Corporation filing papers, logo trademark, service agreements, etc. We're now working on several other projects that are protecting and improving our business equity. Very good communication and it's nice not being charged $100 for each email communication like most attorneys do. Highly recommend Bill Simon and the team at SDLF.
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24 Sep, 2012 by Anonymous
Bill is the Managing Partner at San Diego Law Firm, the law firm in San Diego my business used to incorporate our company. Since then him and his staff have helped with many other aspects of protecting our business. If you have the chance to be in a meeting with Bill you will see how passionate he is about what he does.
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19 Nov, 2021 by Enrique
Mr. Burr is not only an expert and a professional but also proved to me that there are still compassionate and generous Lawyers in the world. As a disabled senior citizen living below the poverty level with serious health issues, I was seeking to establish a Will and/or a Trust to leave my modest estate to. Mr. Burr listened to my wishes and outlined a comprehensive plan with easy to understand answers. The proposed fee was Very reasonable and one I was happy to take out a loan to pay for. After learning the details of my financial situation Mr. Burr wouldn't hear of it and both surprised and deeply moved me with his offer to put me in touch with 2 pro bono organizations to help people like myself. He expressed genuine concern and well wishes for my health and a hopefully longer life. God Bless Mr. Burr and may others be inspired by his example.
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26 Apr, 2016 by Susan
Jeffrey Burr is the best of the best. He was honest, straightforward, professional and he made a not so fun process - enjoyable. Always has others' best interests in mind. I couldn't have had a better representative for my family and me.
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17 Jan, 2013 by Anonymous
Jeffrey Burr was professional, insightful and responsive to our concerns.
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12 Feb, 2021 by Sarah
Sara Jo and her team represented me in my 2.5 year divorce with children, and in subsequent post-decree litigation with controlling ex. She’s exceedingly smart, remembering small personal details and nuances weeks and months later, that I think most people would forget. I really felt she was looking for what was realistically best for me, not what would make her the most money. If you are in the unfortunate situation of getting divorced, Sara Jo is someone you want on your team.
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19 Oct, 2017 by Junior
Sara was able to explain the family court judicial process in a manner that i was able to understand and guided me through the whole ordeal. She displayed great knowledge and understanding of her position and gave me good advice on all aspects of the proceedings. Her assistant ( Christie Gray) who also help me through these proceedings displayed a good understanding and knowledge of my situation and provided additional insight. I was very confident in their abilities and assured that they would help me to retain the one thing that was most important to me during this ordeal "time with my daughter".
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17 Oct, 2017 by Amy
I was referred to Ms. Buehler in February 2015 for a complicated cross-state custody case. Ms. Buehler has consistently provided honest, professional and thorough advice and has navigated my case through some very difficult and convoluted logistics. Her persistence and care with my case has more than earned my trust and esteem; she is an invaluable asset and truly a God-send. I am especially grateful for her accessibility and commitment to me as a client. Having to obtain counsel in another state, I can testify to her rarity. Her respect throughout the judiciary system in Hawai'i is evident in every hearing we've been to (and there has been MANY). I cannot recommend Ms. Buehler enough; she is a phenomenal attorney.
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25 Jan, 2017 by Andrew
My wife and I had some irrevocable trusts from many years ago that were never really explained to us. We talked with Ms. Johnson, who sat down with us and explained how they worked, and more importantly, what the tax issues were. This is the first time anyone explained what they were for. We hired Ms. Johnson to update our estate plan and fix the trusts.
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04 Jun, 2015 by Susan
I was referred to Cheryl after my father passed away. He had set up Trusts for me and my brother and sister and I was the initial Trustee. Cheryl was excellent in helping me deal with my father's estate and setting up the three Trusts. Until my father passed, we had no idea that our inheritance would be in the form of irrevocable Trusts instead of outright to us. Cheryl helped us to make sure that we did not violate the terms of the Trusts. She helped us set them up to make them irrevocable and she gave us detailed instructions about how to manage the Trusts so that we did not violate my father's wishes. She also helped with the probate estate. Cheryl is helping us with ongoing Trust Administration, including taxes. We would be lost without her.
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24 Jun, 2014 by James
My wife and I were referred to Ms. Johnson by our financial advisor, who said that we may have to pay estate taxes. We met with Ms. Johnson and she did an amazing job explaining complex tax concepts to us--she used diagrams and had prepared a strategy guide for us before our first meeting. We ended up hiring her to draft our wills and trusts and to draft two advanced irrevocable trusts (GRATs) that moved some assets out of our taxable estates. We never knew that these GRATs existed or how they worked!
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26 Dec, 2010 by Linda
I was in need of an attorney and Brian was recommended by a trusted family member. My problem needed quick attention and He was able to provide that while showing empathy for the situation. His availability and responses were fast and accurate. The legal problem was quickly resolved including all paperwork that brought closure to the whole issue. I was extremely satisfied and would use Brian's services again without question.
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27 Oct, 2009 by Dave
Brian is a straight shooter from beginning to end. He clearly guides you through his extensive areas of expertise in a very understandable and pragmatic way. I have recommended a variety people/situations to Brian and in every case the people referred have expressed their appreciation and satisfaction with his work.
Additionally he posses a genuine empathy of a client situation or need in accomplishing what is best for his client.
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03 Oct, 2009 by Patrick smith
When I decided to incorporate my business I thought it was something I could do myself. I quickly realized that it was too important to attempt alone or leave to chance. I sought out an experienced attorney to guide me thought the process and Mr. Cohan's insight and expertise made for an obvious choice. My incorporation moved quickly without issue and I was able to focus on launching my business without having to backtrack through the legal process. Although I hired Mr. Cohan as my attorney I consider him an asset to my business.
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20 Sep, 2019 by Rick
Attorney Kolasa was fantastic! I truly appreciated his efficiency and the speed with which he assisted our family in a difficult probate matter. Being from out of state and not familiar with the probate process in Illinois we were skeptical that we would find an attorney that would be honest, committed and stick to the price we were quoted. We were glad to meet Attorney Kolasa and were pleased with his work and the outcome.
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13 May, 2015 by Jay
I was referred to Robert by another attorney (whom I had found via a referral service at work) when my estate planning needs were deemed too complex for the first attorney to handle. Robert took my telephone call (personally) on my first contact attempt, then set up a no-charge consultation for my wife and me the very next day!
Our initial appointment was highly informative, and we were able to use the feedback Robert provided (for free at that point) to make immediate changes to our portfolio beneficiaries, etc., and thereby achieve more than half of our stated objectives. We were so appreciative that we, of course, scheduled follow-up 'on-the-clock' appointments to further refine our plan. Subsequent meetings solidified our approach, and when concluded, we had a new trust, two new wills, updated POA's, and a feeling of confidence in our overall future plan.
What I found so satisfying was that Robert was able to condense the actual documentation we required to a minimal number of changed or updated pages with carefully crafted amendments where applicable, or well-written new documents with specific, clear, and concise 'non-rambling' provisions.
Mark Twain once quipped, "I wanted to write you a short note, but I didn't have time, so I wrote you this long letter". Robert has mastered the skill of the 'short but effective' vs. the 'long and rambling' and Twain would be proud!
I could not have been more satisfied with our engagement, including with the very reasonable final fee. I highly recommend Robert Kolasa for anyone who needs an estate plan review, update, or commencement.
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13 May, 2015 by Anonymous
Robert was available to meet with me after work which is hard to find these day. He also listened to what I wanted to achieve and offered suggestions. Great job for a fair price.
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01 Sep, 2012 by Alan
My wife and I unexpectedly found ourselves in the position of taking care of a relative who was beginning to show signs of Alzheimer's. Michael had set up trusts for each of us in prior years, so we contacted him to assist us in caring for our relative. Michael provided guidance for us to ensure our relatives' safety, provide for the relatives' long term care, and ensure that the relatives' assets would be protected and used for their benefit in accordance with their wishes. The process was not easy, but Michael coached us through the maze.
Michael also set up a Special Needs Trust so that we could provide a legacy for a relative of ours who is not capable of handling her own affairs.
Michael does not simply draft a trust and disappear, but keeps us informed of changes in the laws and provides periodic updates to the trust documents to ensure that our trusts will continue to provide the protection we need today and 'ease of use' for our trustees and heirs tomorrow.
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25 Aug, 2012 by Joseph
Michael has a natural ability to connect with people in a way that makes them feel comfortable. The sincerity and compassion for what he does is evident in the positive results he provides for his clients.
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18 Apr, 2011 by Karen
We meet Mr. Stuart through a friend who recommened an excellent estate lawyer that would meet the needs with our concerns in setting up our estate plan. Our needs were meet allowing us to feel at ease knowing that our family is protected!. Karen Serantoni
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19 Nov, 2019 by Dean
Recently completed Estate Planning with Mr. Patrick Beddow that included family ranch property located in Montana and our home in Wyoming. He listened closely and asked pertinent questions so that I soon believed he clearly understood our needs. Relatively quickly he created our Revocable Family Trust and associated Realty Transfer Certificates; and his assistant had the necessary deeds recorded in the appropriate counties. Throughout I felt treated as a person and not merely a client. I wouldn't hesitate to contact him again should need arise. In fact, while the entire process was completed via phone, mail, text and email; I’d enjoy sitting down any afternoon and visiting with him over a beer. An excellent experience. Thank you.
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30 Dec, 2017 by Ron
I researched real estate attorneys in Montana ,we do not live in Montana but do live in a state that Mr Beddow has a license to practice. When I called the firm I was great with a very courtesy professional staff. Mr Beddow listened to what I was interested in and explained the process, and that he would check to see if there were any conflicts etc. not more than a day later I was contacted by this firm, they sent there retainer form and an amount to send for a retainer. I did that and they went to work right away. Stayed in touch and kept us informed . This is important if you do not reside in Montana. I have found it a good experience dealing with all the staff as well as Mr Beddow. I have also found that unlike some lawyers ,that our needs were treated as important to them.
They do bill you but not for every single lil piece of paper and every phone call with in reason. It appears also that they do not waste time trying to get billable hours,Simply put your in good hands and can expect to get what you pay for. A top class honest firm that cares and represents you with professional service . I have felt very comfortable dealing with them long distance.
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18 Nov, 2015 by Christopher
Patrick provided a comprehensive will and power of attorney for me, explaining to me the ins and outs of the process in detail and making sure I was all set. He is an expert in a variety of legal fields and has a great amount of knowledge in his areas of specialty. He comes highly recommended as a professional, thorough, and personable attorney.
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28 Dec, 2015 by Anonymous
I first met Steve Bolton in 1983. He was a realtor back then, taking over the family business upon the sudden death of his father. Steve was the realtor that handled our first purchase in the area. I was impressed with his professionalizm and truthful and honest guidance on this sale. A coupe years later Steve was feeling the need to pursue his true passion - law. While he was a great realtor it was time to go back to school. After graduating at the top of his class he came back to Park Rapids and set up shop. With this background Steve has been invaluable as a real estate attorney. I've used his expertise several times. He's also become respected as a honest and effective estate planning attorney. Steve is someone I know I can trust for expertise and solid advice in anything I bring to him. I've used he services several times - all with perfect results. I always seek his advice before entering into a transaction. In one potential real estate transaction, in which he was advising me, he stated that if this goes wrong "you'll have an interesting case....and you don't want an interesting case." Based on that advice I backed out and was forever happy that I did and grateful for is sound advice. In conclusion Steve Bolton has been my attorney and my friend for over thirty years. There's nothing I wouldn't trust him with. He loves the complex cases, and excels in them. He also loves to help his clients with the stuff that's complex to us laymen but simple for him. If you are in need of an attorney in the state of Minnesota (and peace of mind) I highly recommend Steve Bolton for all of you legal and estate planning requirements. Sincerely MDB
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25 Dec, 2015 by Trina
mr.bolton was the lawyer that my mother used in the past.to due her will..i called him when she became ill and needed to make a few changes he took the time to come to the house and see her and made the changes..after her passing he helped me with paper work to buy my moms house from my sisters..he made everything simple and effortless. for I live out of state..and would recommend his office to family and friends
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22 Dec, 2015 by Phyllis
Mr Bolton handled our case very thoroughly.....giving us information that was necessary for us to make our decisions . We had hired Mr Bolton in the past and had total confidence in his background and knowledge in the area that we hired him for...he kept us up to date on all issues and our case was settled in our favor....
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25 Jan, 2018 by Anonymous
Helped our entire family with our estate planning needs. They were great!
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10 Dec, 2010 by John
Very skillful. Also very knowledgeable about the nature of our problem and likely outcome of our dispute.
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16 Aug, 2010 by Anonymous
Throughout the course of our litigation, Mr. Ostwald was extremely considerate of our plight. We had never been involved in any legal matters previous to our lawsuit so it was an extremely trying and difficult time. We were always kept up to date and totally informed. He made the whole "nightmare" tolerable. Part of our case was an area of law that he was not familiar with, i.e., equine law. His knowledge of medical malpractice was exceptional and he was able to combine the two areas with ease. All I can say is that he did his "homework" and did an exceptional job in the courtroom representing us.
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03 Oct, 2017 by Chad
I have consulted Ray about estate Planning and he was extremely Knowledgeable and helpful. I plan on attending one of his estate planning seminars in the near future as i know some people who have and they highly recommended i attend.
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26 Jun, 2015 by Kevin
I have used there services in a couple of incidences, and the uhh have been very helpful. Thank you for your time and knowledge. They worked with me and guided me through. I am grateful for their help and assistance.
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26 Jun, 2015 by Amy
Raymond went above and beyond to make sure the process was as smooth as possible for me. He was helpful in every way and always returned phone calls in a timely manner. Raymond is a punctual, articulate, and knowledgable. He's everything you could possibly want in an attorney.
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15 Apr, 2016 by Anonymous
David has helped me greatly since successful defense of impeachment hearings by student counsel. Helped organize and promote fundraising for music and sports events and been a valuable guide and a good friend through some of life's most confusing corridors. I highly recommend him.
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07 Oct, 2013 by Edith
David Frenznick is an excellent lawyer, knowledgeable, well informed, honest, consistent, and patient. I would definitely use his service again, and I would highly recommend him. He achieved what I need.
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24 Sep, 2013 by Troy
I have worked with David in the past and I hold him in high regard as an attorney and a business associate. I would work with David again and trust him with representing our interest in the future!
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19 Jun, 2014 by Jenny
We found Mr. Samuel B. Ledwitz very kind and easy to talk with and so very much knowledgeable regarding Estate Planning. We would definitely recommend Mr. Samuel B. Ledwitz for we felt save and secure as our meeting continue we knew we had made the right choice, Mr. Samuel B. Ledwitz.
Thank you.
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23 Feb, 2012 by Gerardo
When my father passed away, I was 22 and was named trustee. I was silently freaking out, and thanks to Sam's reassurances that I was doing everything correctly and his ability to guide me through the process of administering my father's estate we managed to close my father's estate fairly quickly.
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06 Nov, 2011 by Anonymous
Mr. Ledwitz listens closely to client concerns and is able to tailor solutions to their problems with care and humor. He is exceptionally hard working and knowledgeable. One can tell that his state board certification in estate planning was the result of a great deal of learning and experience.
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29 Dec, 2011 by Paul
John helped me with multiple entities for set up, business purchases, and for some disputes. I was confident in the face of each circumstance with his help.
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29 Dec, 2011 by Anonymous
John was very helpful to me starting my business. He was very thorough, insightful which enabled us to get up and running quickly. He took the time explain everything and prepare the documentation for a new business owner. As an added bonus, John has a great sense of humor, personality and responiveness that made the experience over the top! I have enjoyed being able to refer business to such a great resource.
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28 Dec, 2011 by Lisa
As a small business owner, locating effective representation can be a challenge. I worked with a large, prestigious law firm but found the billable hours extreme and not worth the output I received. After a final large bill for a legal response that was not what I needed, I asked my software vendor about the attorney they used for our contract and that led me to John.
In short order, he assessed the issues I was working with (contracts and healthcare software application use), gave me clear and concise feedback, charged me a case rate, and completed the work in a timely fashion.
Small business owners take note -- John is an invaluable asset when funds are tight but legal issues require expedient, professional and cost conscious handling.
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03 Sep, 2017 by Anonymous
Would absolutely retain her service again.
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02 Mar, 2017 by Anonymous
Erica is intelligent and highly dedicated. She goes above and beyond to look for solutions.
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23 Feb, 2017 by Thomas
Erica Goldberg is an excellent attorney who works closely with her clients to find the best possible legal solutions, effectively bringing to bear her strong expertise, knowledge and common sense, which is greatly appreciated.
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31 Jul, 2019 by Bill
BJ was great to deal with. Always available, professional and handled my issues with ease .
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24 Apr, 2019 by Jerry
BJ has done work for my family in more than one occasion and has been great to work with each time.
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24 Apr, 2019 by Eric
BJ is very knowledgeable in the areas of estate planning and trust tax preparation. He and his staff are responsive and caring. Unlike many estate planning attorneys, my experience is he works quickly and doesn't delay getting his work done.
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20 Aug, 2020 by Trish
My mom specifically wanted to look for an estate lawyer within her home town who was female and has great reviews. I'm glad I used Avvo's website to find Edalina. She was extremely calm, listens very well, very thorough, and has a very kind disposition. She explained and addressed the nuances of my mom's needs. I am very glad we worked with her and the staff at this office. I highly recommend her!
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27 Mar, 2017 by Amber
Lina is very professional and knowledgeable. More importantly she takes the time to listen to her clients, and sincerely cares about the wellbeing of all parties involved. Working with Lina has been a dream in a nightmare of a situation.
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05 Jan, 2016 by Cristina
Lina took the time to listen to my issues and help me without nickel and diming me for every question I had. I love her!
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05 Sep, 2023 by Kathleen
Contacted Elizabeth Caplan today for a free consultation regarding amending my Living Trust. So knowledgeable and answered all my questions and concerns fully. Liz is very easy to speak with, is a diligent note taker and LISTENS to the client's needs. I felt comfortable from the start. I would recommend Liz and Caplan Wilkinson's services without question
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17 Aug, 2023 by Phil
We engaged Caplan Wilkinson's services to create our family trust. Unlike many other estate planning firms that often follow a standardized and high-volume approach, Caplan Wilkinson offered a tailored service at an affordable cost. We enthusiastically referred Caplan Wilkinson to both our family members and friends, and they've also had a great experience.
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08 Aug, 2023 by Lisa
Liz was helping us to set up a family trust. She clearly explained everything to us and made the process very easy.
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07 Aug, 2019 by Anonymous
After going to three other attorneys and being told they would not touch our case because of its complexity, I called Mrs.
Dent as she had been referred by two of the three attorneys we had previously seen. She spoke to me for quite some time on the telephone and actually gave me some hope that our situation could be resolved. She is extremely knowledgeable. She seems ready to fight for you when no one else will.
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28 Jul, 2012 by Anonymous
Kaye is very knowledgeable and took a personal concern on having my case resolved. In the past I have had attorneys who were more concerned about sending out a bill then producing good results. This was definitely not the case with Kaye Dent. If I have more problems in the future I will go back to her without hesitation. I highly recommend her as a attorney.
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27 Jul, 2012 by Jenny
I was worried at first. But durning the appointment, She made me feel comfortable. She was truely knowledgeable, She was able to help with the paper work and answered all questions I had. She kept me updated. I have recommended her to several people and will continue to so in the furture.
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14 Jan, 2020 by Randy
Darin was hired by us to fight a biased lawsuit.
Each time we called or emailed him he responded right away. He kept us up to date on all the actions of the case. He has a cleaver and analytical way of seeing the law. Also he was extremely generous with his time in helping to stop the suffering of animals which was at the core of our case.
If we were to ever need an attorney in the state of California again we would hire him again without any hesitation.
We wish more attorneys had his expertise, common sense , notion of fair play and intelligence!
Randy Kassal
VP, National Humane Society
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24 Oct, 2017 by Lynda
Darin is an excellent attorney. Darin always took the time to clearly explain the legal process so I knew what was happening and what my options were. Darin was extremely patient, responsive, and always answered my concerns and questions in a timely manner. I always felt like Darin was one step ahead of me, Darin will provide you with the best preparation & deliverance of your case possible. I am not sure how I would have made it through this last year without Darin's support and help.
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12 Aug, 2016 by Mary
Darin was always prepared and respectful of me. He was very easy to communicate with and was available to talk .
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08 May, 2020 by Joanne
Attorney Spaulding was highly professional and very knowledgeable about Massachusetts estate law as well as the laws and regulations pertaining to nursing homes, Medicaid and Medicare payments. An invaluable resource, she brought so much to bear in this case and saved us tens of thousands of dollars! Thank you so much for providing me so much support during a difficult time in our lives.
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04 Jan, 2013 by Anonymous
Carolyn is wonderful to work with. I cannot express how impressed I have been with the job she has done for my family and I. She helped us through a time of need and now has become a trusted advisor for my family.
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28 Dec, 2012 by Anonymous
Thoughtful, caring and intelligent attorney. Commited to helping our family through a difficult time.
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19 Jun, 2018 by Scott
Mark and his team are courteous, and professional at every level, and yet provided easy to understand information, and a "at-ease" feel. Easy to contact with questions, and input, and they are quick to respond. Will be using for other family matters in the future, and will recommend without reservations.
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29 Oct, 2017 by Marie
Mark has been consulted and hired in regards to my estate matters. Mark has an excellent reputation in this region, so my family and friends all flock to, and hire Attorney Pasquali for his discernment and absolute clarity in preserving our estates for our kin. If you have simple or complex estate matters, look no further than Attorney Pasquali!
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27 Apr, 2012 by Anonymous
We met with Mr. Pasquali because our mother was paying over $7,000 a month to the nursing home and we didn't know what our options were. He explained how Medicaid qualification works and qualified mom for Medicaid in the month we first met, avoiding the payment of thousands of dollars to the nursing home. I recommend that anyone who has a loved one in or on the way to the nursing home meet with Mr. Pasquali or another qualified Medicaid attorney to find out what planning is available.
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30 Oct, 2009 by John tyler
“Brian did a remarkable job helping me with a business transfer project in a very short time window. Brian moved quickly and was great at communicating to me each step of the way. I trust Brian with all of my legal concerns and look forward to working together for many years to come.”
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27 Oct, 2009 by Anonymous
As a lawyer practicing in a different field than Brian, it is nice to know I have someone I trust to provide me and my family with well thought out estate planning advice. Brian and his firm have years of experience in this field and are well versed in the intricacies of wills, trusts and wealth transfers. Because of the excellent advice Brian has provided to me and my family, I have referred him to several other friends and business associates who share my sentiments about the work he has done for them and their families. If you are concerned with the financial future of you and your family, I would recommend you contact Brian Jones to help you with your estate planning needs.
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27 Oct, 2009 by Anonymous
I trust Brian to keep all of the family affairs in order - from advising on complex estate planning issues, to preparing and updating our important documents, to assisting me with the oversight and management of my financial professionals, to planning for retirement. From beginning to end, I rely on him to advise me on nearly all of the life events and transactions I encounter. He effectively assisted me with the formation - and beneficial tax planning - of my first business entity earlier this year.
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04 Jul, 2023 by Clifford
She was very good at steering us through the process of our planning . Returned our calls . Answered our questions. Helped us with some of the tougher decisions.
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27 Sep, 2022 by John
I needed my Advanced Health Care Directive, Durable Power of Attorney, Will and the Deed of Trust for my house redone. At the initial consultation in Pasadena, Veronica listened to my needs and questions. Then explained what needed to be done in terms I could understand and informed me of the cost. No mystery on pricing! When I went home I felt confident Frame & Frame team was the right choice and in a few weeks it was all accomplished.
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20 Sep, 2022 by Doris
We knew we needed a will or trust because we aren’t getting younger! Having no experience with attorneys, we chose Frame and Frame online because they had a local office. Veronica Zoberbier became our attorney. We were full of questions and Veronica was personable, patient, and thorough, explaining things so that we could make good decisions. She made us feel confident. We had virtual meetings, whenever needed. We met Tara at the signing, and she was wonderful, too! The office staff was courteous and efficient. All things considered, I wouldn’t hesitate to recommend Frame and Frame to friends and family.
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13 Jan, 2014 by Sarah lucas
Cindy was a pleasure to work with, she was thorough and asked thought provoking questions to help me design my estate documents. I look forward to working with her again.
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13 Jan, 2014 by Rick roman, arm
I hired Cindy Campbell to review my estate plan and update my will. Cindy did an excellent job of asking the right questions and thoroughly explaining my options in a way that was easy to understand. In these times, it's easy to put items off. It is nice to rest assured that this part of my life plan is order for the benefit of my daughters. It's also nice to know that when they need some guidance, they have Cindy to show them the way. Excellent job!!! Thank you.
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07 Jan, 2014 by Tom
Cindy did a great job on our estate planning after we established residence in Florida.
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12 May, 2020 by Anonymous
My mother had passed, and I needed advice on how to proceed with closing her estate. I had to use a phone consult because of our covid stay-at-home orders. Victor was excellent - very precise and professional. He gave some great advice on what to look out for and what we needed to do. He did not try to sell more services than what we needed with her simple estate. I appreciated and followed his advice.
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13 Jul, 2019 by Srs
Victor and the entire SinclairProsser staff were very professional and responsive in handling the estate of our father. We were carefully guided and kept well informed through the entire process which was essential given that we live out of state. We are grateful for the excellent service that we received.
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27 Aug, 2017 by Laudine c
From the very first meeting with Victor Lembo & assistant staff was always responsive to my many questions as the widow -- especially questions of “ what happens next?”. Responsiveness was especially important while I was living in both Maryland & Florida.
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06 Jun, 2021 by Steven goldberg
I have used Nicole personally throughout the years both for my personal planning needs and referred clients and friends to her. She is well liked, competent, thorough and makes strategies easy to understand.
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03 Jun, 2021 by Joanne
Nicole recently updated wills, Trusts, POA, estate documents for us and my 2 sisters. Her knowledge is broad, her expertise in tailoring documents to our needs was precise, and her response to all requests was fast!
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27 Jun, 2011 by Cathy, esquire
I am a licensed lawyer in Maryland and when I needed to update my will I immediately thought of the most professional person I could think of: Nicole Livingston. Four years after she modified my personal will I again will call upon Nicole to assist me. I refer her many of my long time friends and previous clients as well as my deeply rooted Maryland family members.
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Discover the ideal lawyer
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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.
