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    Don Williamson CPA

    5.0 (1 review)
    Open 9:00 am - 5:00 pm

    Services - Don Williamson CPA

    Accountants

    Estate planning

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    11 years ago

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    Lerman Law Partners, LLP - Michelle C. Lerman

    Lerman Law Partners, LLP

    (23 reviews)

    My business had to close because of the Pandemic and we were, to say the least, devastated by it…read more The commercial space we occupied came after us with a vengeance but little did they know we had retained SuperMan, PHILLIP DIAMOND, from the Lerman Law Group. Phillip is a master at his craft (LAW) he responded with detail and strength he kept us apprised of our case and calmed all our fears. We believe that if it had not been for Phillip we would have had to pay a huge sum of money. We not only have gained a trusted reliable lawyer but a true friend I recommend Phillip Diamond of The Lerman Law Group for all your legal matters Superman will get the job done.

    We were so fortunate to have happened upon Phil Diamond by chance after we'd moved out of state…read moreonly to have a contract dispute arise from our home sale. It is an emotional, frightening process but Phil will floor you with his meticulous preparation and attention to detail throughout your path to resolution, and it's remarkable for your representative to actually have such an elevated bedside manner, too-- we needed it, and upon resolution of the matter we consider him a friend. He's been around the block-- you'll receive incredible insight into likely options and phases of the process, and it meant the world to us to be able to have some expectations set as we sailed into foreign waters. We marveled at the quality of his communications with us and the other party, and he brings exemplary advocacy for your interests, with a wealth of stunningly clever and wise protections that will preserve your rights and seek only fair, advantageous compromises (if amicable closure is what you seek, that is... I wager if we'd wanted to draw out a protracted battle that Phil would've been the bulldog you'd always hoped to have in your corner). We can't recommend him highly enough, and welcome inquiries on his behalf if that would help your decision.

    Law Offices of Connie Yi - Outside

    Law Offices of Connie Yi

    (73 reviews)

    Our trust & estate lawyer retired and we had been looking for another T&E attorney. Luckily, one of…read moreour friends directed us to Connie. We reached out to Connie (I think we called her or submitted a request via her website ) and she responded promptly (she is busy so the initial Zoom meeting may take a couple of weeks). In any event, in all our interactions, Connie was responsive, practical, knowledgeable, efficient and just a lovely person (funny too). I should mention that my spouse and I had a short time frame to revise our revocable family trust (along with wills, advanced directives, and power of attorney) and Connie understood and met our time constraints. One night she sent a draft of the revised trust at 1:30 in the morning. If we reached out to her at 9 in the morning, she'd respond promptly as well (within a couple of hours if that). Connie also understood our questions/concerns and provided clear and concise responses (whether via Zoom or by email). We really appreciated Connie's thoughtfulness, diligence, and assistance. I have recommended Connie to our friends. Btw, Connie's fee structure is very reasonable for the services provided. She is also forthright and, if you ask her, she will just tell you, this is what my services will cost. I do feel the need to rebut the one bad review (JW's review). What a strange review. Why would you want an attorney to provide services in an area in which they lack expertise? To me, JW's review is evidence of Connie's honesty and, quite frankly, JW should be thanking Connie for being ethical (vs some charlatan that responds with pay me and I'll give you advice in an area I know nothing about). As an attorney, the law is complex. You do not want someone to give you advice in area in which they lack expertise (sort of like, you would not want an ophthalmologist to conduct your heart surgery--just saying). Anyhow, an example of Connie's expertise: I go, hey Connie, why did you include this language, seems to limit protection against a wayward trustee who, in theory, could steal the assets of the trust (she gave a precise and clear answer). I do actively dislike critical reviews that are baseless. My personal experience with Connie was excellent. My spouse thought so too.

    Connie is well versed in estate planning and helped us to update our old trust. She is straight to…read morethe point educating us on the complex language used in estate planning documents. Her fee structure is reasonable and she quickly gets the job done. She replies quickly to our emails and offers a free consultation to boot. Everything can be done remotely via zoom meetings and the only time we needed to go into the office was to sign the final documents. Connie is trusted and recommended!

    Don Williamson CPA - estateplanning - Updated May 2026

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