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Montgomery Law Firm, LLC

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Call: 843-815-8580 if you need to resolve estate planning issue near Bluffton.

Meet Our Team & Staff

  • Hunter Montgomery

General Legal Services

estate planning / trusts & estate planning
How has Hunter Montgomery guided you through estate planning or settlement processes in Bluffton? Describe their effectiveness in managing estate documents, ensuring legal compliance, and safeguarding your family’s future.
Please share your thoughts
Hunter Montgomery believes that these keywords are relevant to their legal practice:
trust administration

Who They Are & What They Do

Montgomery Law Firm, LLC is a estate planning firm from Bluffton in South Carolina, offering legal services in areas focused on estate planning / trusts & estate planning and related specializations. To arrange a free consultation or to schedule a meeting, you can use phone contact 843-815-8580, or visit the representatives of the "Montgomery Law Firm, LLC" at the address: Bluffton South Carolina .
Licensed: Since 2007 (18 years)
Montgomery Law Firm, LLC has been licensed to practice law in South Carolina since 2007, which represents 18 years and 1 months to date. Assuming an 8-hour workday, this equates to approximately 34,720 hours of work in the field of estate planning, including client communications and related paperwork.
Bluffton South Carolina
Call for a free consultation or to schedule an appointment.
Website: Official Website
http://www.montgomeryestateplanning.com/
https://www.facebook.com/MontgomeryEstate/
Hours: Mon - Thu: 9:00 am - 5:00 pm; Fri 9:00 am - 3:00 pm
What are the office hours for this law firm, when can I schedule an initial consultation, and are they open for direct visits?

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Ratings, Reviews & Community Insights for Montgomery Law Firm, LLC


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Let your voice be heard! Share your experiences with Montgomery Law Firm, LLC, a estate planning attorneys based in Bluffton. Your perspective - whether it’s about professionalism, case success, communication, or overall satisfaction - can help guide potential clients toward the right decision. Honest feedback shapes the community’s trust and understanding of Montgomery Law Firm, LLC.

Why Every Review Matters:

  • Guide Others: By sharing your opinion on Montgomery Law Firm, LLC's expertise, responsiveness, and fees, you help others understand what to expect.
  • Be Part of a Trustworthy Community: Whether your experience was positive or presented challenges, your input adds transparency to Montgomery Law Firm, LLC's reputation.
  • Help Montgomery Law Firm, LLC Improve: Constructive feedback helps professionals like Montgomery Law Firm, LLC understand what clients value most.

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Every review is valuable. By sharing your story, you might provide someone else with the reassurance they need before making a critical decision. Your experiences contribute to a more informed community, one review at a time.

Written by Lisa Fenn (review)
Wed, 06/02/2021 - 12:53

I am in need of appt for questions about irrevocable or special needs trusts and if I can get your help! I want to know if you  get and inheritance if you were on disability if you can have inheritance without losing your benefits for ssi/ssdi or even Medicaid ! Can you help? I need to make an appt for you to helP me ASAP as it’s so murky when you try to read online about it looks like ssdi can Medicaid not then ssi can’t I’ve been disabled 14-15 yrs, I’d be very grateful for advice I need  help badly! No one has been willing to advise so I’m hoping you have a solution. For me but I kno i don’t qualify for a stable acct becuz I missed the deadline for qualifying by 6mos but again I’d appreciate help!

 

How I rate this lawyer?
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Written by Counselor
Fri, 08/18/2023 - 03:17

Analysis of the Review

Contextual Understanding

Lisa Fenn, based on her review, appears to be seeking guidance regarding inheritance while on disability benefits. She mentions terms like irrevocable trusts, special needs trusts, ssi/ssdi, and Medicaid. Her main concern is whether inheriting assets will impact her disability benefits.

Potential Solution

While I'm not an attorney, many individuals facing similar dilemmas explore the option of special needs trusts to protect their assets without jeopardizing their disability benefits. For in-depth guidance, visiting a local government resource or ask a free legal question can be beneficial.

Estimated Rates for Services in Bluffton, South Carolina

Service Cost Estimate
Initial Consultation $120 - $250
Drafting an Irrevocable Trust $1,500 - $3,500
Setting up a Special Needs Trust $1,600 - $4,000
SSDI/Medicaid Consultation $100 - $230

Positive/Negative Takeaways

Positives:

  • Lisa is actively seeking solutions and is well-researched about her situation.
  • She understands the intricacies of the system, as evidenced by her mention of specific terms.

Negatives:

  • There's a sense of urgency and frustration, indicating Lisa has faced challenges in finding appropriate guidance.

Legal Disclaimer

This response is for general informational purposes only and does not constitute legal advice or establish an attorney-client relationship.

Summary from Lisa Fenn's Perspective

After being disabled for 14-15 years, I'm searching for advice about inheritance and its effects on ssi/ssdi and Medicaid benefits. The online information is confusing, and previous attempts to get advice haven't been fruitful. I'm uncertain if I qualify for a stable account.

Seeking Further Clarity

Thank you, Lisa, for sharing your concerns with us. To better assist, we'd appreciate more specifics about your situation.

Please consider:

  1. Meeting with our experienced attorneys to address your queries.
  2. Exploring more about our firm's services.
  3. Using tools like find the best lawyers in your area for additional help.

Relevant Questions for the Reviewer

  1. How did you come across our law firm, and what made you consider reaching out to us specifically?
    • Knowing this can help us understand our reach and if our services are well communicated.
  2. Have you previously consulted with any attorneys regarding your concerns? If so, what has been your experience?
    • This can give us an insight into any potential challenges or barriers you've faced.
  3. Apart from the concerns mentioned, are there any other legal areas you need assistance with?
    • We aim to provide comprehensive solutions, so understanding all your needs is crucial.

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