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Posted: 5/1/2022 8:50:40 PM EDT

I need a recommendation for a top shelf trust attorney.  This is for an estate and that’s about all I can say for now.

Thanks
Link Posted: 5/1/2022 8:59:07 PM EDT
[#1]
If you're talking about planning, Steve Early in Colleyville is your guy. He knows the financial and legal sides. Tell him Touchstone sent you and he'll wonder what you are doing associating with me.
Link Posted: 5/1/2022 8:59:18 PM EDT
[#2]
NM. Double posted.
Link Posted: 5/2/2022 8:00:38 AM EDT
[#3]
Thanks!
Link Posted: 5/2/2022 9:30:38 AM EDT
[#4]
Kelcie Hibbs at Loe Warren,  (817) 377-0060.  Located on W. Vickery at Hulen.

If you have the documentation ready, 95% of it can be done by telephone.  If the estate is over $10 million (associated tax issues), she has a lot of experience with that too.


mm
Link Posted: 5/2/2022 2:29:35 PM EDT
[#5]
Discussion ForumsJump to Quoted PostQuote History
Quoted:
If you're talking about planning, Steve Early in Colleyville is your guy. He knows the financial and legal sides. Tell him Touchstone sent you and he'll wonder what you are doing associating with me.
View Quote
OP, I don't know the attorney.  But I do know SideCarGT.  We hang out a lot.  He gives good advice.
Link Posted: 6/27/2022 9:57:04 PM EDT
[#6]
Discussion ForumsJump to Quoted PostQuote History
Quoted:
If you're talking about planning, Steve Early in Colleyville is your guy. He knows the financial and legal sides. Tell him Touchstone sent you and he'll wonder what you are doing associating with me.
View Quote



Thanks @SideCarGT.

Update:

Apparently good attorneys can pay for themselves while cleaning up shitty attorneys mistakes.

A potential devastating financial hit is one thing, but the end of anxiety for my Mother is priceless.




Link Posted: 6/27/2022 10:08:18 PM EDT
[#7]
Glad you got things handled.
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