Video Blog: How Can I Ensure That My Trust Fulfills My Intentions?
Attorney Jeffrey P. Coleman clearly explains the most important task to concentrate on when creating a trust with your estate plan.
Video Transcript:
Attorney Jeffrey P. Coleman clearly explains the most important task to concentrate on when creating a trust with your estate plan.
Video Transcript:
The next thing you need to make sure you do is to place the assets that you want to be governed by the trust into the trust. This is just as important as creating a good trust.
Jeff & Emily prepared a complete estate planning package for me. All documents, including adjustments due to recent changes in the law and specific stipulations I requested. Everything completed in a professional, timely manner and with patience in dealing with me. I would recommend The Coleman Law … Read more
Mr. Coleman is obviously very knowledgeable in his field, but he is also very approachable, and easy to talk to. He takes the time to explain things fully in a way that is easy to understand. He kept me very well informed of the progress of my case, and then made a superb presentation at my final he… Read more
I engaged the Coleman Law firm on two occasions and all of my transactions were handled from out of state. Mr. Coleman and all of his staff were very knowledgeable and personable. They dealt with everything in a very professional and timely manner. They kept me informed of what was happening all the… Read more
We are pleased to have this opportunity to describe how individualized your services were to our needs. Not only was the staff attentive, caring and helpful, but also the firm was extremely in tune to the complicated activity of market affairs and our particular problems. We would definitely recomm… Read more
Mr. Coleman did our estate planning. He is a stand up guy who tells you like it is. I appreciated his honesty and forward thinking in our matters. I would use him again if I needed legal help in any way.
Jeff Coleman helped me with my case and I would use and recommend him again.
My husband and I saved and planned for a comfortable retirement. We retired in 2000. Due to improprieties and uncontrolled circumstances by our financial advisor and financial institute; we lost a substantial amount of our retirement savings. Thankfully, we were referred to attorney, Jeffrey P. Cole… Read more
I’m very pleased with the way the Coleman Law Firm handled my matter. They were caring, fast, and I felt I was in good hands.
I have referred probably at least five cases to the Coleman Law Firm. I have found Mr. Coleman and his staff to be both knowledgeable and down to earth. Mr. Coleman assisted with real estate matters, probate matters, and some personal injury cases with success. I will continue to refer cases to him … Read more
My name is Dr. Christine LaRae Larson. I have been involved with Coleman Law Firm, needing legal counsel in my new role as a trustee. Personally and on the front end of my position, I had very little experience as a trustee. But now, as my involvement with Coleman Law Firm has continued, I am no lon… Read more