Law Offices Of David L. Carrier PC

Lawyers
David L. Carrier
Real Estate, Estate, Elder Law,
Patrick Louis Carrier
Commercial Real Estate, Estate Planning, Elder Law, Business & Trade, Business & Trade
Reviews

My father went through Carrier when my mother turned ill and diagnosed as terminal in 2013 and paid 5000+ at that time. He passed 2/18/17. There are 5 children, all successor trustees of my father's trust with my brother first in line to administrate the trust. Carrier advised my brother to change a Harley Davidson and New 2016 Pick-up Truck my father never added to the trust into his name so he could sell them, after my father's death, rather than putting these into the trust. Other legal advisers had said you only put assets into a beneficiary's name if there is a "gift letter" stating it goes to that person (since it was after death). Other than this Carrier did not assist with much knowing my brother had little knowledge on what he should be doing. The family didn't even go through the home to divide personal property until more that 8 months after death. 10 months went by and not one asset had been dealt with. My father had vehicles, rental properties, his property, Florida property and other large assets so there was a lot that needed to be done. This resulted in removing my brother as trustee and appointing the next successor trustee in line. We contacted Carrier to let them know our intentions but then they told my brother 5 weeks later they had no idea. I personally made contact with Georgia 9/21/17 to tell her we were going to remove my brother as trustee and she told me not to do anything until we hear back from Donna. Donna was on vacation and would return 9/25/17 and would call us. No one from Carrier ever call us to discuss this any further. We gave them 5 weeks and ended up consulting with another firm for guidance. WE felt Carrier gave us no choice. We received very little from Carrier and requested a partial refund of the fee we paid. They never responded. During the 10 months dealing with them we would receive different answers on questions we had, depending on who you would get to answer the phone or an email. We are now just over a year from my fathers death in February 2017 and we have just started dividing assets. I don't blame my brother as he had no idea what to do but Carrier did nothing but caused family turmoil given actions we needed to take to get business taken care of. Like other reviewers had said, it's about closure. I would not recommend them and they surely don't care as they never responded to our last 3 emails or 2 certified mailings. Georgia, Donna and David were all personally contacted at the end and it's like they don't care. They got their money up front so why bother doing any work since we have the money already? nnUPDATE 4/2018 -FUNNY RESPONSE, AS MY FAMILY MET WITH YOU AND I HAVE ALL THE ATTORNEY PAPER WORK IN MY LAP FROM YOUR OFFICE. I ALSO HAVE THE EMAILS FROM YOU DIRECTING MY BROTHER TO PUT ASSETS IN HIS NAME PERSONALLY RATHER THAN THE TRUST. ME PERSONALLY, NO YOU DID NOT REPRESENT ME YOU REPRESENTED THE 5 SUCCESSOR TRUSTEES TO INCLUDE ME. MY FATHER HAD HIS TRUST WITH YOU AND US FIVE SIBLINGS WERE SUCCESSOR TRUSTEES AFTER HIS DEATH. WE HIRED YOU PER PHONE CONFERENCE WITH DONNA IN MARCH 2017 UNTIL WE REMOVED YOU TO HIRE ANOTHER ATTORNEY.
The staff at the law offices of David L. Carrier, P. C. are so helpful, and accommodating to their clients needs. They offer free Lifeplan workshops, in addition to workshops in many other areas of elder care. They are actively involved in many senior community events sharing their knowledge and expertise in which DLC's staff are clearly passionate about. Don't procrastinate - be proactive with this phase of life! You will wonder why you waited so long!
I attended a workshop at the Carrier law firm on trusts. I learned how Medicaid "looks back" at my assets for 5 years to determine my eligibility. I never knew that a trust would protect those assets in order to make me eligible for Medicaid should I need it. I always thought that trusts are for rich people; now I know that it is for almost everybody, especially us middle class folks. nnThe added benefit of the trust that Carrier set up for me is that it includes both a medical power-of-attorney and a financial power-of-attorney that outlines MY wishes should I become incapacitated and unable to make those decisions for myself.nnThe staff at Carrier are unfailingly polite and helpful and have always responded to telephone call and questions. Although the cost of setting up a trust is more than I can comfortably afford, the peace of mind I now have makes it worthwhile. (Plus, the 10-month payment plan for part of the costs helps!)nnDon't take my word for all of the benefits. Sign-up for one of the workshops on trusts and learn for yourself!
Very poor service!! Wish I could give them negative stars!! They rip people off so bad! Will scam you out of all your money!!
A very bad experience! BUYER BEWARE!! David Carrier's office "consulted" with my mother and stepfather August 2016 and had them revise an existing trust. My mother was terminally ill at the time and passed in December 2016. Her one wish upon her death was that her remaining IRA from a lifetime of working would pass to her two children. Carrier "advised" her to change the IRA for benefit of the new trust rather than for benefit of the children as desired. What would have required a simple signature is now caught up in a legal mess with the investment company that is managing the IRA. Months later, we have yet to find out whether or not the IRA will pass as intended. For anyone who has lost someone, the last thing you want to deal with when you are grieving is this! It's definitely not about the money but our desire for closure. When Carrier was asked why this was changed, he blamed it on my mother (my stepfather recalls it differently). We are so frustrated and my mother would have been so disappointed. I hope my post can save others from dealing with this painful experience. nIn closing, my advice would be; if you intend to use Carrier, I would get an attorney to review their work. Update: It's been 3 months and we are still no closer to a resolution (nor getting proper assistance from this attorney). And rest assured, I am not an employee of the office like some of the positive ratings posted. What a joke.