“We didn't have much background on setting it up and we met with David in person in his office to finalize everything and he was patient and thorough answering all of our questions.”
Probate & Trust Admin, Alzheimer’s Planning, VA Benefits Planning
“True to form, He possesses these qualities and more: knowledgeable, responsive, patient, a good listener, a great communicator, thorough, and very approachable.”
Trust Administration, Medi-Cal Planning, Special Needs Planning
“They created an irrevocable trust and in the end, provided the trust in a beautiful binder with extra docs to help keep additional estate related info organized.”
“The enormous burden that was lifted having a special needs trust in place for a handicapped family member, and the insight regarding revisions to the trust we had in place are simply life changing.”
“More than once, it was clear that he cared more than just the work itself; he was concerned how it would impact our family and was looking out for our well-being, not just the easiest solution.”
“I am grateful to have her guidance and in being a trusted sound-board for me, which has been essential to developing a solid plan and making is easily accessible to the relevant parties when/if needed.”
“She explains the process and the need for an estate plan (the bundle of trust, wills, medical directives and property titles) in a very patient, easy to understand and relevant manner.”
Conservatorships, Trust AND Probate Administration, Civil Litigation
“The rise of Elder Abuse and Elder Fraud in society has risen to epidemic proportions, so finding a specialist like him to fight to right the wrongs perpetrated on such a vulnerable part of society is amazing.”
“Dan has helped me out in a handful of situations now and is always on top of the situation, communicates well and quickly, and delivers a positive resolution.”
“I work in the field of aging research which led us into conversations about Stefanie's work with older adults -- it was clear to me that Stefanie is absolutely passionate about her work and find particular fulfillment in working with older clients.”
“He even helped set up the final discharge court appearance to be done by phone as we couldn't either afford the plane fare from FL or be away from an ailing family member.”
“He understands my particular concerns, and he recommends that my situation would be better off with a living trust, as I have real property that my elder parents need to live in and that as a trustee I can still make all the decision for the assets l...”
“I especially appreciated how organized and communicative he was; he kept us apprised of next steps so that we were never caught needing to submit documents in a rush.”
Custody and Visitation, Will Contests and Trust Litigation, What Am I Entitled To In A Divorce?
“I finally found my peace of mind i feel like my own family helps me after my 10 years of being divorce this Law Office gives me freedom, peace of mind and what i deserve to start my new life .”