We are so pleased to have Michael Hill as he and his team suggest, inform and advise us with our complicated issues. I would also say that Yollanda McCoy has helped us so much, she is a God-send and a pleasure.
Craig and his team did a very thorough job which was well thought out and executed. He took the time to guide us in all phases. He brought clarity to a complex situation. Follow his advice, the process is worth your time and effort.
Mike Hill and his staff were extremely helpful, professional and knowledgeable in helping me with my estate planning after my wife passed away. Any questions I had at the initial meeting and the 10 years afterwards were answered immediately. I would highly recommend this law firm and Mike Hill and his staff to everyone seeking advice on estate planning.
It seemed as though everyone’s goal was to make everything as easy and comfortable for us as possible.
We had attended one of your workshops because a friend advised that we set up a trust. Michael Hill and the entire group that worked with us could not have been more thorough or patient. They helped to make this complicated process much easier. Special thanks to Yollanda McCoy who is always so kind when we call with questions.
After a referral from a friend, we contacted this law firm. We needed to update a 30 year old will from another state and set up trusts. With the guidance of Christopher Halkitis and the excellent assistance of Aimee Balcer, we were able to accomplish everything in a timely manner. Their professional expertise made this an easy process.
We moved to Florida from New Jersey and Craig Hersch did an excellent job of explaining the differences in the laws of the two states concerning estates and adapting our estate plan to the Florida statues. Subsequently, events in our lives required revisions in our estate plan, including the creation of new trust documents to address our special circumstances. Craig and his team handled these changes competently and expeditiously while ensuring that we fully understood their impact on our estate plan. We feel that Craig’s in-depth knowledge of estate matters and the associated tax regulations will produce significant savings for our heirs. In working with Craig and his team, we feel comfortable that they always have our best interests at heart.
Time spent other than with Craig was almost entirely with Regina and Yollanda. I found them patient, knowledgeable, and very comfortable in their positions, especially special in making me feel unhurried and at ease. They stated their goal is client satisfaction and it was most apparent. I look forward to Yollanda’s answers and interpretations. These two ladies are an asset to the office.
We’ve worked for many years with the planning team at Sheppard, Brett, Stewart, Hersch, Kinsey and Hill, P.A. Many thanks to Craig and the many more that were there to give us advice.
When my mom passed away, it was a very upsetting and confusing time. Luckily she had the foresight to consult with Michael Hill and had introduced us to his law firm and staff. The process of settling the estate and trust went smoothly and Mr. Hill took care of every detail (including working with our out-of-state holdings and banks). We were so thankful for his professional approach and his assurances that we are having him handle our estate and help our children in the same way he helped us.
Craig Hersch and his entire team have consistently provided outstanding advice and care with respect to our estate planning needs. They treat us like family! Others to whom we have recommended Craig and his law firm have enjoyed the same experience.
This law firm has helped me for several years now. If I have any questions, I always get an answer and they help me understand everything. I trust them to handle everything for my family and if something should happen to me and I cannot take care of things myself.
Craig Hersch has been my father’s attorney for many years. So it was with confidence that my family turned to him after our father’s passing to handle any legal concerns in the settlement of his estate. From the beginning, as the Personal Representative, I found Craig Hersch and his team to be thorough and helpful, all in a timely fashion, throughout the process. An initial conference was arranged to understand the family’s needs, to explain how the process would unfold and the specifics of how the firm would help manage the various steps. Communications from then on were regular, prompt and to the point, with additional conference calls bringing in all pertinent players arranged as needed. I highly recommend the Firm to anyone seeking thoughtful and experienced help through a similar situation.
Craig Hersch and his associates did a great job settling my father’s estate. We are most appreciative of their efforts. We also established a personal relationship through this process.
My wife and I began working with the Sheppard Law Firm in 1999. Initially, Craig Hersch helped us with an Irrevocable Life Insurance Trust and related gift tax issues. The relationship grew into complete estate planning… something I always assumed would be “pretty far down the road.” Tragedy befell our family when my wife, Cathy, was diagnosed with cancer and died in 2015. The family was devastated and the last thing we had on our minds was dealing with the complexities of estate issues- legal, tax and financial. Craig had put a comprehensive plan in place. I challenged him about a number of my concerns, and you know what, everything Craig had put in place made the entire process effective and efficient, which was very important to me during this difficult time. Craig’s legal assistant, Aimee Balcer, was also a huge help to my entire family throughout the process. The Sheppard Law Firm is truly a great team to have working with you on estate planning.
Recently we decided it was time to update our estate plan. We did a good bit of research into the right attorney given our circumstances and selected Craig from a rather long list of recommended attorneys. The results were outstanding. He was very detailed in his analysis of our needs and goals. As he prepared our documents, he communicated his thoughts and made recommendations that made a lot of sense. There were two items that I found particularly important… he had his staff do the necessary re-registration of our assets, and he made sure he met all of our family to insure they knew where to go for help. We could not be more pleased with the results. As a retired CEO of a large trust company, I have seen a lot of documents that were prepared by many attorneys. None were better than the work Craig did for us!
While reading my local paper, I read an article about estate planning. The article was understandable, humorous and informative. The point was, if you don’t have a plan, make one; and if you have an old one, update it; and if you have a plan from another state and you are now a resident of Florida, have it reviewed. We did just that. We sought the help of the firm of Sheppard, Brett, Stewart, Hersch, Kinsey & Hill, P.A.
Listening, sharing and guiding are the foundations of a good plan. Honesty, integrity and correct knowledge are necessary in order to provide individuals with meeting the goals and future needs of their personal plan.
Craig Hersch and his legal team also added compassion, concern and empathy while assisting in the formulation of our plan. They were available during good times and bad times. They executed our needs and wants in order to give my family a sense of security. They earned our trust and respect. Our work with them has provided us with a tool that has secured our present and our future and can be reviewed and changed if need be at any time.
We found Michael Hill and the firm’s legal team to be outstanding professionals, exceedingly knowledgeable, extremely thorough and expeditious, easy to understand, and very warm and caring. Without reservation, we enthusiastically recommend this wonderful team of advisors.
As a physician and business owner I expect exemplary performance and results from other professionals that I engage for services. I can say without reservation or hesitation that Mr. Hersch and the firm of Sheppard, Brett, Stewart, Hersch, Kinsey & Hill, PA have met and exceeded those expectations. Mr. Hersch’s training and experience as a Certified Public Accountant as well as specialized certification in Trust and Estate Law make him uniquely qualified to address a wide variety of issues and concepts. As a husband and father, as well as a business owner, I am at peace and sleep well at night knowing that Mr. Hersch and the team at Sheppard Law have ‘covered my back.’ I have utilized Mr. Hersch’s services and expertise for over 16 years in a variety of legal and trust matters. I am an active client now, and I expect my children and grandchildren to be active clients of Mr. Hersch and his firm in the future.
Many thanks to Mr. Hersch and the firm of Sheppard, Brett, Stewart, Hersch, Kinsey & Hill, PA for the expeditious creation of the new Trust for my grandson. The creativity they exhibited in these regards along with that in the original Trust formulated for me speaks volumes to me about the wide range of Mr. Hersch’s professional abilities, which, combined with the ongoing follow-ups provided by the legal staff, represent and outstanding service. Mr. Hersch and the legal team are to be saluted for staying current of all developments affecting estate planning, tax laws and accounting procedures and I can truthfully say that in my 64 years in business, I’ve never worked with a more informed and well rounded professional. To find time to stay on top of business demands while maintaining a close and loving relationship with his family and participating in athletic events, to me, is wondrous. My wife joins me in expressing how much we value having them taking care of us and are comforted knowing that they are there to serve our ongoing needs.
I was amazed when Maria Reimer remembered my name and former occupation during the last maintenance workshop. This supports my statement that it provides us with a feeling of being secure that our wishes for our estate will be in good hands.
Working with the entire staff at Sheppard, Brett, Stewart, Hersch, Kinsey & Hill, PA has been a pleasure. Everyone I dealt with was prompt, professional and courteous. They developed wills and trusts unique to my needs rather than just fitting me into a cookie cutter approach. I would highly recommend them for anyone’s needs.
The entire staff is highly efficient and professional. We appreciate the annual estate review and plan summary that are part of the annual maintenance program.