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Estate Planner
updated: Jul 27, 2012, 7:43 PM
Does anyone have any suggestions for a good elder specialist attorney to help a senior citizen couple with little means to plan the best way to pass their home to their kids while being covered under Medical?
Places People Are Talking About:
What People Are Saying:
COMMENT 302402
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2012-07-27 08:20 PM |
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Mark Jamison
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COMMENT 302404
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2012-07-27 08:24 PM |
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Paul Morrison of Morrison and Botti.
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COMMENT 302405
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2012-07-27 08:24 PM |
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Chris Jones (Estate Planner) (805) 963-2014 Great to deal with and very knowledgable
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COMMENT 302414P
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2012-07-27 09:05 PM |
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Margaret Barnes very helpful, discreet, low keyed. Chris Johns also good as well as Howard Simon - over the decades our family has had good results with all three. Margaret would be my #1 choice.
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SBALAX
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2012-07-28 12:23 AM |
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Joe Green at Mullen & Henzell.
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COMMENT 302427P
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2012-07-28 12:30 AM |
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Dana Longo
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COMMENT 302442
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2012-07-28 07:23 AM |
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Greg McMurray of Cruz & McMurray-805-962-9224
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COMMENT 302446
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2012-07-28 07:41 AM |
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I second Margaret Barnes.
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COMMENT 302460
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2012-07-28 08:42 AM |
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Sean Mason is very good; check for common interests - Sean loves to volunteer for AYSO.
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COMMENT 302462P
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2012-07-28 08:45 AM |
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Louis Renga is EXCELLENT!
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ELROJO
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2012-07-28 08:55 AM |
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James E. Davidson, Esq., over 40 years of experience, with Fell, Marking, 805-963-0755
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COMMENT 302467
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2012-07-28 09:26 AM |
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Barrett O'Gorman in Goleta, 805 967 1215 . He did an excellent job for my mom at very reasonable rates.
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COMMENT 302480
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2012-07-28 09:53 AM |
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Lori Lewis at Mullen & Henzell
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COMMENT 302485P
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2012-07-28 10:03 AM |
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I had a bad experience with Lori Lewis.
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COMMENT 302505P
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2012-07-28 10:56 AM |
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I second Joe Green.
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COMMENT 302506
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2012-07-28 10:57 AM |
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Barnes can suck your estate dry with nunecessary work, if you are not watching. She is scary.
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COMMENT 302514P
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2012-07-28 11:18 AM |
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legal zoom .com
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D8VANILLA
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2012-07-28 11:25 AM |
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Was not too happy with Mark Aijian. ~~~~~ Some of the language in my Living Trust doesn't make sense and will need to be rewritten in a couple years. For example: He put that my daughter will get money when she turns 25yrs old, instead of 5yrs after I die... (you can change the numbers), but I want to hold back 75% of my Estate for a couple years after I die, then release the rest after that. ~~~~~~~~~~~~~~~~~~~~~`
So, now my daughter is in her 30's, so this living trust is almost worthless and have to be rewritten, which will cost me money. ~~~~~~~~~~~~~~~~~~
Most of the stuff you can do yourself, without an attorney, like designating beneficiaries on everything, including checking accts, savings, mutual funds, IRA's, Roth's, retirement accts, vehicles, ....
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COMMENT 302560
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2012-07-28 01:45 PM |
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Greg Merrill
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DRBUD
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2012-07-29 10:47 AM |
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We found Chris Jones firm to be excellent.
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COMMENT 302951
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2012-07-30 11:16 AM |
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Homer Sheffield of Rogers, Sheffield, & Campbell
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COMMENT 303245
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2012-07-31 08:51 AM |
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I second Sean Mason.
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