Here are some of the red flags you should be looking out for when you are selecting a legal team and always asking to make sure you know these things are on their radar.
The truth is, too many general practice legal teams try to get into the trust and estate game because they know they can make a quick dollar and will have the trust of clients based on their reputation in other fields of law. However, this type of law is extremely unique and the legal ramifications and intricacies are abounding.
When working with an attorney on your trust and estate needs here in Queens, make sure you ask the right questions and really dig into their background to make sure they have extensive experience working with all types of trust and estate cases and that they will be able to pull the right levers for you to maximize your estate for the recipients you are trying to allocate your assets to.
If you are working with a legal team that tells you this process is super simple and can be done in a matter of weeks, you should probably be looking for a different legal team. Of course, you want to find the most efficient way to get your trust and estate assets into the right hands when the time comes, but when setting up these complicated legal documents, you don’t want a Queens trust and estates lawyer that is simply trying to get to the finish line and testosterone check.
Make sure your team is doing all the work at should be and taking the time to do it properly while turning over every stone to try to find you the most money and the biggest returns.
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