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Clark Allison LLP
Estate planning attorney in El Dorado Hills, CAReviews: 26 | Overal Rating: Excellect
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I am a CPA and he and I have worked with several clients together.
I would recommend him to anyone looking for a good estate and/or trust attorney.
After reading positive reviews I called Clark Allison, who provided excellent estate management guidance for my mother's trust , and prepared the necessary documents and assisted in dealing with the disbursement process, appropriate court document filings, etc. His help and level of knowledge proved invaluable as i would/could not have completed this process properly without his help.
Based on that excellent experience, i then hired Clark to also prepare a family trust for me as well. During this process he showed acute planning and preparation, to include having a Notary Public present to ensure all documents could be properly recorded. He presented my wife and I with all of the trust documents and guidance we needed, and he even filed the document moving our home to the trust. Additionally, he counseled us in moving our other assets into the trust.
If you become be an Estate Trustee or don't have a family trust and are looking to prepare one, I highly recommend you consult with Clark Allison. He also gave me an excellent referral to an enrolled agent who assisted in preparing all of the necessary IRS paperwork for my mother's trust.
During these two experiences with Clark I found him to be well informed, easy to talk to, and he was very sympathetic and caring about my overall situation.
Working with Clark Allison has been important to me - both of my experiences were well worth my time and money as his guidance helped me to get it done right the first time in each case.
P.S. I have worked with several estate planning firms over the years and Clark is second to none. Can't go wrong here!