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17 Aug, 2018 by Clark
Matthew is an outstanding wills and trusts attorney. I recommend him most highly!! 5 stars indeed!
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05 Feb, 2009 by Anonymous
Have used Mr. Howard for all our estate planning and have found him to be thoroughly professional, honest and knowledgable.
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13 Nov, 2008 by Anonymous
Matt Howard is an excellent tax attorney. He does a terrific job and I would recommend him to anyone with such a need or desire.
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28 Oct, 2017 by Anonymous
Laura is very easy to work with. She has a great way about her and immediately puts you at ease. While she knows the ins-and-outs of estate planning, she explains it in terms that you can understand. The cost to put together a comprehensive estate plan with her is also very reasonable. I've worked with many Estate Planning attorneys over the years and Laura is by far one of the best.
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25 Oct, 2017 by Michele
Attorney MacLean is an experienced estate planning and estate administration lawyer. She is a good listener and is very compassionate with her clients, many of whom are going through a difficult time with the death of a loved one. If you want an attorney who will do a good job and make you feel reassured every step of the way, then Attorney MacLean is the one for you.
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24 Oct, 2017 by Maureen
We hired Laura MacLean, Esq. years ago for our estate planning when our children were young. We were very impressed with how much time she spent with us and informed us regarding important details we hadn't thought of.
Fast forward decades later and Laura MacLean, Esq. is helping us with our elderly parent’s estate planning on items they needed to address. She is the same compassionate attorney as she was years ago. Laura MacLean is exceptionally competent for any size estate and patient with everyone she meets.
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02 Sep, 2016 by Joe and judy buczek
Tanya helped us better understand the ins & outs of living Wills, trusts, insurance, etc. Along with other legalities regarding beneficiaries. She created a complete package for our wills,etc.
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02 Sep, 2016 by Mary
Tanya Bell made everything so easy as we went through the process of estate planning. She is quite knowledgeable and all of our options were explained in detail and took her time with us and did not rush us to make decisions if we were unsure about what we wanted to do. I highly recommend Tanya if you are in need of an Estate Planning attorney .
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20 Jun, 2016 by Sharron b.
Tanya Bell helped us think through our estate planning process from so many unique angles that I feel we are truly prepared. Not just a will, but we have guardianship issues for our children taken care of, living wills, etc... I am very grateful for her guidance through the process.
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17 Jul, 2015 by Edward
Arnie has provided legal advice to me for over 10 years, since our old neighbor days in Montecito. He has always been there to help, protect my rights and interests in all cases, and always honest and friendly.
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11 Jul, 2015 by Nancy
Arnsen Blakely made us feel safely supported under overwhelming circumstances. He stayed calm but fought strong, not with emotion or reaction but with intelligence and professionalism. He knows what he's doing and he does it extremely well. Our outcome was magnificent thanks to Arnsen Blakely.
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10 Jul, 2015 by Barry
I've retained Arnie Blakeley for a number of "projects" over the years: developing a detailed business plan for my son who was entering a new business venture; drafting a pre-nuptial agreement, then revising my long-standing family trust when I remarried seven years ago; and more recently drafting and reviewing documents for the purchase and sale of real estate.
A key quality Arnie expresses is empathy. He instinctively senses the objective I'm working toward, and understands my needs, feelings and timing constraints in moving toward the objective. He just "gets it".
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28 Jul, 2019 by Sarah s.
Competent representation and zealous advocacy! When you need someone to fight for you, look to Cobalt Law.
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07 Apr, 2018 by Tyler
Mr Devoogd did an absolutely INCREDIBLE job from start to finish in handling my case. From the initial consultation to once it came to court, Mr Devoogd was professional, competent, and thorough with his communication of potential outcomes, with details of each and direction on which option would be the most beneficial. All services took place in a timely and affordable fashion as well, which I have found difficult to find elsewhere. Continue the excellent work, and remain down to earth Mr Devoodg! Hopefully I don't have any further dealings with court, but if I do, I will most certainly be in contact with Mr Devoogd.
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15 Jan, 2018 by Karen b with iination
Great people in this office. Truly helpful.
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02 Nov, 2023 by Dan goldman
Joe Gamble was very excellent at consulting for my needs highly recommend!
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03 Sep, 2022 by Jacklyn fox
02 Sep, 2018 by Rod rosburg
Knowledgeable staff.
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09 Nov, 2020 by Roxanne
Mr. Peck is an outstanding attorney. Our family hired him to do several trusts and estate planning. His personalization and attention to detail is very impressive. But, what sets him apart from everyone is his accessibility and personal interest in his clients. He truly cares about making sure his clients are thoroughly taken care of. He would highly recommend him.
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06 Nov, 2019 by Andrea
Steven was very thorough and very easy to work with. I felt confident that my estate was well taken care of. I would highly recommend Steven Peck.
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18 Jul, 2019 by Michael
We were planning an extended foreign trip and had not done proper estate planning. We called Steven and he squeezed us into his schedule for an initial, intensive, consultation.
During this extended meeting he was able to determine exactly our plan required. Due to the complexity of the trusts and other documents needed, he and his associate worked over the weekend to finish the full set of trusts, wills, powers of attorney for health care, living will, and a full set of durable powers of attorney.
He also detailed how to have all of our property re-titled so it could be transferred to the trusts. Estate planning can be complex so we were happy we were able to find a very knowledgeable specialist in estate and tax law. We couldn't be happier that we found him.
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14 Oct, 2015 by Anonymous
We have retained Ann many times to handle complex real estate matters, estate and probate issues, and high level contracts and business assignments. Ann is very knowledgeable, timely, an excellent problem solver and reasonable.
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15 Jul, 2015 by Sam
Ann Hutchison assisted both me and my parents with our estate planning. She is an incredible professional . . . Very compassionate, intuitive, thoughtful, sensitive and totally knowledgeable about every aspect of her profession. She took all the time necessary to complete this complicated process with ease and provided us all with an excellent plan giving us all complete reassurance that every detail was accounted for and specified with total clarity.
I wish that everyone could have such a caring advocate as Ann Hutchison when it comes to completing their estate plans. She is, in my opinion the very best in her profession.
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14 Jul, 2015 by Harold
A very very excellent Attorney, very attentive to her clients, very will to go the 'extra mile', compassionate and understanding easy to talk to & with --- a top notch person.
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08 Oct, 2019 by Adam
Shira helped us plan our first will after having our first child and the experience was more then enjoyable - very professional, knowledgeable, and friendly. Everyone we've met at the UHB Law Group is absolutely GREAT. Can't find better things to say about Shira and this firm as a whole!
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20 Aug, 2019 by David
Shira did an amazing job on sorting out my brothers estate. She is extremely thorough and kept me updated with all transactions. I would highly recommend her and I plan on having her do my will in the very near future.
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13 Feb, 2018 by Serena
Ms Frackt is a capable and caring attorney. I highly recommend her and UHB Law to anyone needing dependable and competent counsel.
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26 Jan, 2015 by Merrick
Grady put together for my wife and I a complete package of documents including a will. living will. durable power of attorney, and health care surrogate designation. Also done was a preneed guardian and release of medical information. I thought the pre-prep interview was very thorough. The explanation of each document prepared was handled the same way and answered all of our questions.
I really like that there is followup communication by newsletter, open house events and presentations to keep us aware of changes or needs that he sees that may need to be addressed.
I would highly recommend him to anyone needing these services.
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20 Jan, 2015 by Roger
My wife and I utilized Mr. Williams for some estate planning. Mr. Williams assisted us with a Will, Living Will, Power of Attorney, and a Warranty Deed placing the real estate in both our names. From beginning to end the process was very thorough, professional, and educational. I say educational because Mr. Williams took the time to explain to both my wife and I all the ramifications of our actions. Based on our experience with Mr. Williams and his staff, we know we selected the right attorney.
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11 Jan, 2015 by Danny
Have worked with Grady Williams legal office for past 20 years. Most helpful and informative in setting up family wills, and estate planning. More recently setting up a trust for our family. Also helpful in keeping up with changes in state laws, to update needed changes in our will.
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17 Dec, 2023 by Megan
Amy is an excellent communicator and she’s also highly intelligent with great integrity. I really appreciate all of her legal expertise with Special Needs Trusts and Trustee services. I am glad I can trust Amy to do whatever she can to help me, with my best interest in mind. I highly recommend her for Trustee/Special Needs Trust services.
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17 Mar, 2022 by Jonathan
I hired Amy to represent me in a high conflict case. Amy assessed all the details and drafted pleadings to move my case forward. Because she listened to me, I felt confident that my case was fully understood by the Court. Going to Court is always difficult. Having a experienced litigator working with me on my case reduced the length of time my case persisted. I was able to resolve the case shortly after Amy began representing me.
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09 Mar, 2022 by Franza
Amy is perfect for my law practice, which is exclusively focused on fiduciary services. She is available to answer my questions whenever they arise and knows the law thoroughly in all aspects. Her moral code and ethical standards are excellent and in line with this area of practice that relies on Trust. Anything to do with probate, trusts, and fiduciary services Amy knows about and can advise quickly and competently. I am lucky to have her counsel.
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5.0
3 Reviews
16 Jul, 2021 by Scott
After my father passed away unexpectedly in 2019, I immediately began the work of acting as his personal representative. Unfortunately, my father had no legal Will which led to a contested estate. The estate attorney I hired initially was not interested in handling litigation filed by another heir, and recommended David Garten for the job. Calling David Garten was the best decision I could have made.
David Garten is an expert in Florida State Estate Law. He is a litigation attorney who handles contested estates and defends his clients with zeal. He exudes the calm confidence and total professionalism of an expert in his field. There are none of the blustering or hyperbolic statements that you will find with unqualified attorneys who are just trying to get your business. David will never leave you with a false sense of confidence on any issue. David’s credentials are impeccable, and he is a regular contributor to Florida State Bar Association publications. David’s staff is top notch and well organized, a sure sign of an excellent attorney. I also found David and his staff to be approachable and easy going, not stuffy or hard to communicate with as some attorney’s offices can be.
David’s work on my father’s estate was exemplary. He successfully negotiated settlements and diffused or won the unnecessary litigation brought against the estate. At one point David parlayed a pre-trial deposition into a settlement that enabled me to continue my work to close the estate without interruption. This is one of many examples of David’s expert handling of my father’s estate. David is very cost conscious and employs other Estate Attorneys to handle the more routine aspects of estate administration. You can rest assured that you won’t be gouged. David’s calm approach to angry opposing counsel, random unnecessary litigation, and wary nerve-wracked clients, was incredibly reassuring as we worked through various issues.
I would highly recommend David Garten to represent you if you are the executor or personal representative of a contested estate. In fact, I would say that if relatives are likely to litigate after the loss of a loved one, skip the standard Estate Attorneys and call David Garten for the representation that you really need.
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09 Mar, 2016 by Pat
I was living out-of-state when notified of my estranged husband's death. I needed to be advised and represented by an attorney who was familiar with Florida's state statutes for elective shares regarding the surviving spouse. My situation required a lot of special research. David made me feel comfortable and confident that everything was covered. He kept me appraised of the current status, even though there were time issues holding up our progress. Given the circumstances of my case, I felt David was attentive, personable and gave my case the required attention to detail needed. I was especially impressed with the follow up on David's part and his paralegal, Cheryl. At the conclusion of my case, they both made me feel like I would want to use there service again and/or would refer my family and friends to them.
David and Cheryl, thank you again.
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08 Mar, 2016 by Anonymous
After being victimized by several other attorneys regarding Trusts, Elder Law and Guardianship I did extensive research prior to finding a West Palm Beach attorney with the expertise and experience of David M. Garten, Esq. He was very responsive regarding scheduling and thoroughly knowledgeable in his field of law. He was always sympathetic and concerned to act in my best interest. His fees were reasonable and there was never a suspicion that his time billed was inflated. Hiring Mr. Garten actually turned out to be an extremely excellent value when at our first meeting he suggested he would, and actually did notify my insurers who ended up carrying a significant portion of my case with Mr. Garten's supervision. I now know how fortunate I was to have been represented by such a caring, compassionate, and expert attorney. I would never hesitate to encourage anyone needing the type of legal services offered by Mr. Garten to meet with him. Although it was very unpleasant going thru a lawsuit, David Garten’s advocacy made the situation a lot more tolerable. I will remain forever grateful for his services.
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08 Oct, 2020 by Gary and cindy l
we contacted david to do an estate probate for us. He was very easy to talk to and listened to every single, sometimes crazy questions we had. he went step by step with us and he made us feel comfortable and at ease in the process since we were out of state. We would definitely recommend him.
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24 Oct, 2016 by Mark
I hired Mr. Luber to do my mother's Estate Planning papers. e.g will, Durable Power of Attorney, etc. He spent much time with her to establish a relationship and express her wishes in writing. He was available to my family to answer their questions help with any issues they had. I have also used him to answer not only my estate planning concerns but many other not estate planning questions. He is a very wise man and stays on topic, being careful not to give advice when not wanted. He is clear about his areas of expertise and is willing to refer when neessary.
He is clearly is someone who I would not hesitate to refer to or retain on as as needed basis.
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27 Dec, 2011 by Daniel
Before I became an attorney and while I was in law school, I had the great experience of having David Luber as my attorney. He represented me in a probate matter. David handled the matter for me with the utmost professionalism and care. He is an outstanding attorney and a wonderful person.
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31 Aug, 2024 by Robert
Paul completely understood our legal situation which involved a bridge loan, and had an associated promissory note, a deed of trust and a borrower's guaranty, all three legal documents were originally drafted by the borrower. Paul provided significant betterments/protections and sagely substituted the Colorado Real Estate Commission form for the deed of trust. He instills confidence, explains issues in layman terms and guided us to a timely and successful closing. He is highly recommended.
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12 Nov, 2018 by Glenn
Mr Durr is a consummate professional. He is an expert negotiator, and has tremendous common sense. Mr Durr has assisted me with trusts, wills, business transactions and contract agreements. Tremendous business lawyer; I highly recommend.
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15 Aug, 2016 by Mike and pam
We needed assistance getting an estate settled where the attorney for the estate was very difficult to work with.
Mr. Durr was excellent at working easily with a contentious person. We were so impressed with him that we had him plan our estate and get our papers in order. A year later Mr. Durr helped us with our Real Estate needs instead of using a realtor. He has always done a great job for us and been more than fair billing us.
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23 Sep, 2011 by Joe
As a result of the excellent legal advice, guidance, empathy and compassion I received from Kimberly Battaglia and her paralegal, Ricky, I was able to obtain the 24/7 nursing care my mother was in desperate need of within a few short months. This may sound "routine" but it certainly is not. Our family of numerous siblings had tried and failed for four years to provide needed care for Mom at home while trying to cut through the legal, financial & government red tape of Medicare & Medicaid on our own. Without adequate knowledge, this proved to be one of the most time consuming and frustrating experiences of our lives. The ongoing & overwhelming stress was destroying our family from within. From the outset, Kim & Ricky assured me they would help us obtain the quality care we were seeking for Mom and just as importantly, relieve our family of the huge financial burden, and yes fear, of what we faced without obtaining Medicaid approval. Kim successfully accomplished all she had promised. Without Kim's concern and expert legal guidance, my lifetime retirement savings would have been lost in order to pay for private nursing care for Mom. Do yourself and your family a favor by retaining Kim to lead you out of the legal elder care wilderness and into the sunshine of peace of mind, relief and happiness that comes with knowing your loved one is being properly cared for while also protecting you from certain financial disaster.
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22 Sep, 2011 by Anonymous
With Ms. Battaglia's assistance I was able to successfully apply for Long Term Care Medical Assistance for my father back in February 2011. I was also able to allocate my father's income to my mother, which was truly the best part of the plan Ms. Battaglia laid out for me. Now my father is being taken care of at the care facility and my mother can still maintain her lifestyle at home. We also worked with a paralegal who helped coordinate the information Ms. Battaglia needed to process the application for benefits. They worked together as a team, which helped to keep the costs down. The entire process went very smoothly and the cost for all of the legal services were less than one month of paying the facility privately!
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14 May, 2009 by Anonymous
very compassionate, knowledgeable and prompt
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06 May, 2020 by Ray
We recently had a will & living will done by Attorney Brian McNamara . Something we have been putting off for years as we assumed it would be complicated & just didn’t want to take the time , even though it’s something you only do once , unless you have it revised later . I gave Brian all the information over the phone & a few days later we went & signed everything. It was much easier & less confusing than we anticipated. I didn’t have to make a list of our assets or anything complicated at all .
The meeting in his office was very professional & social distancing was practiced very carefully & everyone including the witnesses at signing wore masks . Brian is very relaxed & doesn’t have the egotistical halo that most attorneys have. Also his fees were very fair . I checked around before & he was the least expensive . That wasn’t the factor why we chose him . When I initially called his office I got to talked to him & he took the time over the phone to explain all the details of a will and/or trust. My wife & I both would highly recommend this law firm for any of the services they provide . Ray & Diana
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13 Mar, 2019 by Raymabrian golds
Muy buena atencion ,nos ayudo muchisimo ...una persona muy humana y un gran profesional ...agradecidos siempre de su gran trabajo como profesional
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05 Jan, 2014 by April
Recently Brian McNamara helped me with my divorce. I have two small children and was satisfied with how he listened to my concerns and his solutions seemed knowledgable and in our best interest. He always answered my phone calls and was very prompt in returning my calls when I had to leave a voicemail. I was extremely pleased with the way Brian kept me in the loop on the status of my case and that he got me the outcome I was hoping for. My kids and I have hope for the future. Thank you, Brian McNamara for all you did to help us get our fresh start.
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22 Sep, 2020 by Stace
Melissa has helped my family tremendously with getting my dad on the Medicaid program! She walked us through the entire process and answered every question we had. He's been on Medicaid a few years now and Melissa is still beyond helpful if we have any questions about anything related to Medicaid and my dad!
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12 Dec, 2018 by Gary
We are very grateful to Melissa for assisting us with the Medicaid process to obtain benefits for my mom, who is in a Nursing Home. She is an expert in Medicaid law and the application process. Initially Melissa explained the Medicaid requirements and process to us. We reviewed my mom’s situation and she developed a plan for the application. Melissa drafted the necessary Power of Attorney and Trusts and handled all details of the application with Medicaid, reviewed and submitted 5 years of my mom’s financial records and helped us deal with the financial institutions to obtain these records. She is very smart, easy to work and very accessible and I highly recommend her.
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29 Nov, 2017 by Al porterfield
My aunt passed away and Melissa handled everything with the utmost care. She was knowledgeable and reminded me of deadlines!
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10 Feb, 2016 by Karen
I was very impressed with Mr. O'Neal when he represented me regarding a car accident. When we spoke on the telephone he listened to me and answered my questions so that I could understand. I thank him very much for representing me.
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31 Mar, 2015 by Amber
Mr. O'Neal is very approachable, professional and informative. He supplied with me with all the answers to my questions and was able to quickly get my situation handled. He is very knowledgeable and I would gladly recommend him to others!
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02 Sep, 2013 by Sarah
Mr. O'Neal provided me with an outstanding experience. He is extremely professional and attentive to clients needs. He provided a comfortable and comprehensive experience. He was able to answer all my questions, create my will and other documents to my exact request and provide suggestions to better protect me and my assets in the future. He is extremely fair and frankly is a breath of fresh air to an often money hungry and greedy group. Mr. O'Neal is an smart choice as an attorney, and I will be referring others to his law practice.
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24 Nov, 2019 by Pieter matthew olimerick
07 Dec, 2017 by Docscotty2001
Ms Hersch has helped me with various issues over the past several years. She is honest and has the highest ethics. Besides being highly competent what I really love about her is that she really cares about me. She makes that clear in the way that she listens and takes time to arrive at the very best approach to solve the problems I set before her. I would never want to use anyone else. She is the best.
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27 Feb, 2013 by Bill
I live out of state and have been having problems with getting my Father's estate in California settled.
Contacted Keith Davidson about representing my interests in the Estate. He took the time to discuss the matter with me and explained what he thought he could do for me. I have found his office to be available and very responsive.
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26 Mar, 2024 by Jhonnyrox hollywood
Can’t get a reply
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12 Jul, 2021 by Sylvia young
I used serveral of their law partners for different specialities. All excellent experts. Easy to understand and work with. Extremely satisfied.
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16 Aug, 2017 by Shaina honsberger
We worked with Carol for an adoption and I can't say enough good things about her. She went above and beyond to help us understand the legal actions and she made everything work out smoothly.
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30 Apr, 2021 by Drbob
Attorney Hitchcock is a man of personal and professional integrity. His knowledge of the law and legal system is complete and competent. Despite his case load, he is a "client-centered" attorney who strives to accomplish the best possible outcomes for his clients. The first time I spoke with Attorney Hitchcock, he was easy to talk with, most reassuring and a very fine gentleman. Attorney Hitchcock is the consummate professional. I highly recommend him.
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02 May, 2018 by Mark
Steve is an excellent attorney I have known for many years, I had him create my own estate documents and referred others to him as well. His fees are very reasonable but his knowledge is superior. I don't think you can ask for more than that.
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06 Mar, 2017 by Thomas
Steve and everyone in is office are the best. When my wife and I first met with him at the initial consultation, he determined that he couldn't help us. However, he still took time to explain our options to us even though he wouldn't receive any benefit. When our situation changed, I went back to Steve for help. This time he said that he could help my wife apply for medicaid. We became clients of his and I'm glad we did. A couple of issues came up during the application process and Steve knew exactly what to do. He was very thorough and made sure everything was in order before submitting the application. When medicaid eligibility was denied, he knew that the reason given wasn't valid. Steve challenged the denial and they tried another reason for denial, but Steve knew that wasn't right either. Steve kept fighting for what he knew was right and after challenging three reasons for denial, Steve finally got my wife's application approved. Steve is an experienced Elder Law Attorney. He and everyone in his office are very patient and caring. I highly recommend them.
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12 Aug, 2023 by Anonymous
Mr. Daddono was outstanding. He was patient, empathetic, and interested in helping me to understand my situation. I highly recommend anyone who has an estate, will, or probate issue(s) give Mr. Daddono a call. He gets an A+ score from me.
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15 Jun, 2023 by Dwight
The office answered my text promptly and Drew responded quickly.
He Emailed a response and then called right after.
Drew answered all my questions and discussed other issues too.
Thanks a lot!
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08 Sep, 2022 by Joshua
Drew is the best. He and his team are very courteous and professional and helped me handle inheritance after my mother passed without a will or much of a plan. I was overwhelmed by the inheritance and probate process and ready to just walk away when I contacted him and he encouraged me not to. He was able to quickly and affordably handle the transfer of her property so I could sell it to help cover funeral costs. I cannot thank him enough for his help. He truly is a cut above.
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05 Jun, 2017 by Anonymous
Aryn assisted my best friend's grandmother with water and property rights. When my friend's grandmother passed away last year, all of the details were neatly in place and my friend has experienced no problems administering her grandmother's estate.
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30 May, 2017 by Mary
My husband and I met with Aryn Fitzwater, not knowing what to expect. She was very patient and helpful and took the time to explain things we did not understand. We felt like we were in very good hands. We would recommend Aryn to anyone who has lost a loved one.
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26 May, 2017 by Amy
Aryn handled the probate for my grandmother. She handled the work while I was allowed to grieve. I am appreciative of her help.
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01 Nov, 2023 by Patricia
Mike was thorough and efficient and completed my will/trust, PoA, and Medical Directive in a very timely manner. It was a pleasure to work with him and his staff!
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24 Jan, 2023 by Linda
Excellent advice and very thorough through out the process. Made us feel very confident in his advice and recommendations.
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07 Jul, 2022 by Valeria
Everything done very efficiently, explained our options very well and the process was very straightforward.
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11 Mar, 2024 by Amer
Mark Axente Tikosh is an excellent lawyer. He is a caring one as well. We found him to be through and detailed in his work. He follows up very nicely. His advice is well thought out and well taken. Not only that we found in him a competent lawyer, but also an enjoyable person to work with.
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26 Oct, 2023 by Amanda
Mark was painstaking in reviewing my my assets with me and discussing family members and other people I wanted to share this assets with. Then he researched and discussed my options for the disposition of my wealth and finding an executor. I was very pleased not only in the final product, but his sensitivity and ingenuity in resolving problems I had feared would prove intractable. Brilliant work!
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26 Oct, 2023 by Brian
Mark helped me through some very difficult times related to a complicated estate inheritance situation . I would highly recommend retaining his services if you are in need.
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08 Jun, 2018 by Kris
Greg Morris did our Family Trust and we were very pleased with the service and how he handled all the sensitive areas.
Very knowledgeable and courteous.
Would recommend to anyone.
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28 Feb, 2018 by Gary
We found Morris Estate Planning Attorneys through an online search. Taylor responded quickly and after the initial meeting, we felt confident that our estate was in great hands. Taylor answered any questions we had and went over all documents thoroughly to ensure our understanding. We really appreciated his professionalism, as well as the personable staff! Everyone we interacted with was fantastic! We would highly recommend Morris Estate Planning Attorneys, particularly Taylor!
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17 Nov, 2013 by Ed
I would absolutely recommend Greg. He handles all of my estate planning needs and is on the cutting edge of what is happening in estate planning and probate. His fees are very reasonable, especially considering his high level of experience and the significant demand for his services.
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30 Mar, 2016 by Siena
After interviewing and pricing out a few different attorneys, my husband and I felt very confident in hiring Lyndsey and her team to assist us with our estate planning. Lyndsey and Heather made this process so easy for us- we had procrastinated this for years because it seemed so overwhelming, but Lyndsey explained things in terms that made sense, put things in context with helpful anecdotes and metaphors, and guided us though the decision making process like a pro. She is a great listener and seemed to truly have our best interests at heart. We are so grateful for her guidance through this process and and have such peace of mind knowing she is our trusted advisor.
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04 Jul, 2015 by Brian
They took my situation and made it simple and pleasant. Lyndsey's
expertise and personality provided me the confidence I was looking for.
Very convenient and very professional.
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26 Feb, 2015 by Anonymous
Lyndsey Richard was recommended when we needed legal help in an urgent situation. She was very helpful, even willing to meet our family at our home. She is sensitive, thorough, responsive and smart.
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21 Jun, 2019 by Anonymous
Mr. Schlacter and Cynthia his assistant were great. He saved my home for me and my family. His fee was good and whenever I needed to reach him I was always able to go to the office or call Cynthia to get to him. I absolutely recommend him. He does not harass you for his fee.
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09 Dec, 2018 by Anonymous
He went out of his way to help us. Even when all hope seemed lost he made extra motions. He does not charge beyond his flat fee. He saved our homes and we are super grateful!
He did not always answer the phone but at the end he was there with us in court time and again and he really put effort into our case.
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28 Sep, 2014 by Abraham h
Great knowledgeable attorney took care of my financial issues from modification to Bankruptcy and litigation against the bank due to malfeasance
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09 Aug, 2018 by Lisa
Working on a will can be stressful and upsetting, but Jason made it less so. He is professional, patient, and understands the nuances of the law. Highly suggest working with him for creating sensible and appropriate solutions to special needs estate planning.
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28 Jul, 2018 by Sue
Jason Johnson is a very professional, kind and knowledgeable lawyer. He has a vast background with many different experiences; and he really understands elder care. The documents he prepared for me were very thorough and he helped walked me through the process with knowledge, understanding and compassion. He was very supportive and available for any questions I had. Jason is a trustworthy person whom I can't say enough positive things about, very highly recommended!
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08 Jun, 2018 by Cassandra
Mr. Jason C. Johnson was very helpful in Drafting my Will and Testament and other documents, He is Knowledgeable and professional, explaining everything to me and answered all of my questions and kept in contact with me. I felt he had my best interest at heart, it was a pleasure to work with him.
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19 Apr, 2012 by Anonymous
Brook recently helped my family with a Estate Planning and my husband and I couldn't be happier with the service we received from Brook Davidson. Her knowledge by far exceeded our expectations.
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19 Mar, 2009 by Anonymous
Brook was very knowledgeable and extremely professional. I would highly recommend her for your legal needs.
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12 Mar, 2009 by Anonymous
I came to Brook immediately after my Father passed away for help with his trust. She was very kind and listened intently to me. After several months, I have gotten a 'handle' on what is going on with the trust. Brook has always returned my calls and emails which has been very important - keeping me informed of what she has been doing and what I might expect. I recommend her services to anyone who needs an ethical attorney that will 'go the extra mile' and won't charge 10 different prices for it.
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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.
