Home > Estate planning attorney in Centerburg, OH > Cooper, Adel, Vu & Associates, LPA - Centerburg Review

Cooper, Adel, Vu & Associates, LPA - Centerburg

Estate planning attorney in Centerburg, OH
Reviews: 19 | Overal Rating: Good
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Thursday 9AM–4PM
Friday 9AM–12PM
Saturday Closed
Sunday Closed
Monday 10AM–4PM
Tuesday 9AM–4PM
Wednesday 9AM–4PM

Reviews

Review Left On 03/01/2020
Cynthia Collmar Obrien

Great information. Time to get will and trust. Estate planning is their business.
Review Left On 03/01/2020
Phillip Gilliland

We could not have got through this Medicade maze without Keith and the excellent staff. My late father attempted a solo effort when my mother first went into a nursing facility and the end result was a mountain of paperwork and extreme confusion and frustration when we had to take over the application process. Without Keith’s expert direction, patience, and clear explanation of what was required and how the process would proceed (at a snail’s pace in our case!) we would still be beating ourselves up with fruitless attempts that were wearing our family out.
I can not recommend this firm enough.
Review Left On 03/01/2020
Kathleen Straub

My husband and I first heard a presentation on Estate Planning about 5 years ago. We decided to go with Cooper, Adel & Associates because of their excellent plan. Their service did not end there. We have a review every year and Mr. Julian Guilfoyle has given us excellent financial advise. Since we went with their long term plan, we have not had to pay any further fees for these services. For a competitive fee, we have included their tax service for the last two years. We highly recommend getting your taxes done here. Recently our grandson wanted to shadow a financial advisor. We immediately thought of Mr. Guilfoyle. Our grandson received a great time that was informative, educational and fun. Thank you to all of the staff at Cooper, Adel & Associates that have helped us in the past and that will help us in the future.
Review Left On 02/26/2020
Cory Gratz

Very helpful and took the time to make sure I understood my role in a trust my family was setting up.
Review Left On 02/09/2020
Theresa Kaza

Excellent service
Review Left On 01/01/2020
Frank Ohlemacher

Super people to work with!
They know their stuff!
Review Left On 01/01/2020
Dawn Dye

This firm offers complete estate planning. Their knowledge in Elder Care is very impressive. The entire staff assisted in forming our plan for the future to ensure our entire family is represented. The time and explanations given, not just to my husband and I, but also our adult children was very well appreciated. The organization of this firm in the presentation of our estate planning and the materials to take home is extremely advantageous to keep communication lines open. I would advise any family starting out to the retiree looking for effortless help to contact this firm. Thank you... Dawn Dye
Review Left On 01/01/2020
Lisa Colangelo

Good experience working with Ted. He was very knowledgeable and so helpful to us working on my mother's estate. Ted is very easy to talk to, explains everything and went out of his way for us. I would highly recommend this law firm and Ted Brown.
Review Left On 01/01/2020
Nancy A Engel

If anyone needs an elder care attorney, I highly recommend Cooper, Adel and Associates. I have been using them for almost 20 years. It all began when my Mother was in a nursing home in Florida. They were so caring and even sent an attorney to Florida to help get her on Medicaid. Then my husband and I joined them for care. And we have never looked back. Such a caring team to work with. After my husband passed I have been working personally with Tom Brammell. He was so caring and has taken so much of the load off of me during the sale of my home and the building of the new one this year. My daughter passed during that time and he completely took over.

I have nothing but praise for this group of attorneys. Join them and you certainly won't be sorry. Such a sweet and caring group to work with.
Review Left On 01/01/2020
Marge McKee

When I first made the appointment with Attorney Brown at Cooper, Adel, Vu & Assocs. I had so many more questions then answers, especially what do I need and why do I need it. Mr. Brown carefully took me through each step explaining everything to my satisfaction. When I left I felt like a weight had been lifted and I was sure that I had made the right decisions for myself and my family.

-Marge-Pataskala,Ohio
Review Left On 01/01/2020
Loren Fickle

I am very pleased with the very professional service I received at Cooper, Adel, Vu & Associates. The process was explained fully to me and I had any questions answered in a way that I could understand. Mr Cooper was very thorough and all employees I came in contact with treated me with respect and made me feel very confident with the legal choices I made. I would recommend them to my family and friends
Review Left On 01/01/2020
Stephen Gaumer

Cooper, Adel, Vu & Associates, LPA are due a high recommendation from me for their handling of our wills, living wills, and our trust. All were handled quickly, quietly and efficiently at a very reasonable cost. Small adjustments occasionally have been handled painlessly. Thank you!
Review Left On 03/01/2018
John Fair

When my father recently passed away I worked with Keith Stevens to ensure the trust my parents had established was carried out to meet their desires. Keith was very helpful in explaining the different sections of the trust and what options each section/article allowed or didn't allow. During the stressful time of my fathers death it was great to have someone that walked me through the required steps of the trust. Keith even worked with my financial planner during this time to ensure the appropriate decisions were able to be implemented. My wife and I were very pleased with all of Keith's assistance and professionalism.
Review Left On 03/01/2018
Bob Mc Daniel

What We Didn't Know Life's Work-Estate Planning=Disaster
Sixty three months ago my 82 year old mother-in-law ask if I would attend a meeting with an attorney who was going to introduce her and her husband to some kind of elder law estate planning. She has spent the last 45 years working to pay for the renovation of her childhood home.
During the one hour ride to Centerburg she wanted me to school her on questions to ask. I gave her just one, "what are the benefits to and estate plan and why should I do it"? Let the attorney fill in the blanks and ask questions as they arise. Sixty-three months later, I can say without question the hour we spent that day was the most important event in this family's history. Wow, you might ask why I would say that, because of WHAT WE DIDN'T KNOW. WE DIDN'T KNOW THE FUTURE or what was in it, WE DIDN'T KNOW that doing nothing was putting three generations of work at risk.
At the end of that meeting I firmly insisted that they allow the attorney to take charge of mapping out their financial future. The list of land mines that appeared to be in their future was now in the hands of a highly skilled professional, Keith Stevens. Over the nest several weeks we provided him with a portfolio of information on assets, income, and military service. It was a challenge to putt everything he needed together because WE DIDN'T KNOW, you get the picture.
We went back a month later to review the plan he mapped out for our family. The largest asset and the greatest risk was the third generation farm that he put into a trust. He also setup a second called the family trust which could be used for day to day activities. WHAT WE DIDN'T KNOW until he explained it was the administration of each trust and the risk of violating terms and condition of those requirements.
Four years later it was apparent that my father-in-law was in failing health and was going to need assistance. WHAT WE DIDN'T KNOW, until Keith explained it, was a benefit called Aid and Attendance was available for my father-in-law because he was a Korean War veteran. We provided Keith with the necessary paperwork and he developed the strategy of how to frame up the Aid and Attendance request. A month later the VA approved the request with back benefits over $10,000. The following month my father-in-law started receiving and additional $1,700 a month until his death three weeks ago. That benefit allowed my wife and I to move him and my mother-in-law into a basement apartment we built 17 years ago hoping it would never be needed. WHAT WE DIDN'T KNOW was having the opportunity to take care of him at home in his final year would be priceless.
Last week we met with Keith to review the trust and discuss mu mother-in-law's declining health. WHAT WE DIDN'T KNOW, until Keith explained, was that she may qualify for spousal Aid and Attendance. Keith is developing the plan and how to approach the VA to give us the best chance for benefit approval.
WHAT WE DIDN'T KNOW, until Keith explained it, was the greatest asset has to be in the trust for 60 months to be fully protected. In our case, the Aid and attendance money we received that allowed us to care for my father-in-law instead of going in a nursing home avoided that loss. A year in a nursing home would have cost between $75,000 and $100,000 depending on the level of care that would have been required.
WHAT WE DID'T KNOW 63 months ago was what the future was going to hold for our family and what doing nothing would cost. Today WE KNOW; the farm that 3 generations worked to preserve would be gone. I can't write the final chapter of our family's story because I have no way of knowing the future. What I fill very confident in predicting is Keith Stevens will continue to put our minds at ease in regards to our financial future.
If your reading this what does the future hold for your family? Only God can answer that question and that is why the meeting we had with Keith 63 months ago is the most important financial event in our family's history.

Robert R. Mc Daniel
Review Left On 03/01/2018
vicki petrella

We have just had our annual review with Ted Brown. As always, it was a pleasant experience. My parents have been with the firm for 20 years, and we always have a positive experience with the firm. They guided us patiently with our legal matters when my father died, and they have been gracious, efficient, and thorough in their dealings with my mother. They are prompt to return calls, always prepared for our meetings, and make us feel that they are genuinely concerned about us. As my mother's trustee, I appreciate their advice and direction. On a personal note, my mother has been hospitalized and has had several medical issues this past year. They have been the first to send a get well card several different times. A small thing, but we felt it was a very important gesture. We appreciate the great legal advice and wonderful treatment.
Review Left On 03/01/2018
Julia Harlow

Attorney Brown did an excellent job handling my parents estate and although the probate experience is never easy, his knowledge and experience made it a very smooth process. I highly recommend this firm.
Review Left On 03/01/2018
Crystal Blight

We went to Cooper and Adel over a year ago and have been very pleased with their services. It's so nice to find people who are experts in elder law that can guide you and help protect your assets and they are only a phone call or email away when needed. We would highly recommend them!
Review Left On 03/01/2018
Melissa Clark

I am extremely satisfied with the services of Cooper, Adel and Associates. I am an attorney and I realize that most general practice attorneys try to help their clients in anyway that they can. It wasn’t until I met with Mr. Adel that I truly appreciated what working with an Elder Law Specialist means to a family. As one can imagine, being an attorney myself, I wanted to sit in the planning sessions with my parents so I could help them understand what was going to happen. Nothing made my mom happier than when Mr. Adel suggested I sit in on all the meetings. At the end, I felt comfortable that we were hiring the right firm. Truth is, I didn’t even have to be there, Mr. Adel was able to explain complex legal strategies in an easy to understand format. I would recommend his firm to anyone who needs assistance with estate planning and/or nursing home planning.
Review Left On 03/01/2018
GF

Excellent law firm and they were very helpful in addressing my needs. I would highly recommend.

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