Based on 7 reviews
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My experience with Pinni Bohm was great. He is very personable, excellent communication as well as knowledgeable. He not only helped with Estate Planning but, also with Power of Attorney as well as a number of other legal matters. I was made to feel very comfortable working together to obtain a fantastic end result. I would recommend this attorney to anyone.
I believe Pinni Bohm and his law firm are exceptional. He is the type of lawyer, that counters all the stereotypes.
Pinni Bohm helped me resolve an Estate issue (contesting a Will) with my Brother and Sister. Without him, I would have only achieved half the settlement (I know for certain since I tried for months on my own).
At the beginning, when shopping for a lawyer, he was the only one who provided his direct cell number. He picked up several times during my shopping phase, including once while in court. This easy accessibility feature was so great and became my deciding factor.
Pinni was also priced well, ensuring I could afford the entire process.
From the first step, he was honest about my costs and risks. He never once tried to sell me on a solution the benefited him. He even adjusted his retainer so I could walk slower into the process.
Once he started the process, he kept me continually updated by email. He took his time to research legal cases and even medical studies. All of that information was used in responses to my Brother's lawyer. It was amazing to see how detailed my position was communicated. Whereas my Brother's lawyer appeared to be disorganized, just making calls and discussions without much knowledge or details. Pinni read every single document and remembered the material (I was not constantly explaining or rehashing information)
Pinni formally documented each verbal discussion with my Brother's lawyer. Then sent me a copy by email so I was comfortable on progress.
Pinni completed a detailed review of the Settlement Agreement, and demanded several fixes as well as a clean-up of terminology to avoid any tricks. He worked hard to make it perfect.
When my Brother and Sister changed their mind on the Settlement Agreement, Pinni pushed hard to get back on track. In less than a month, it was all recovered.
I couldn't have asked for better results or service than Pinni Bohm and his law firm.
Pinni Bohm is the best and most patient attorney that I have ever worked with. He never made me feel that I was driving him crazy, (which I think I did); very very knowledgeable on all estate planning matters and every change in the tax law. All in all, I would very highly recommend him to all my family and friends.
Pinni Bohm helped me with my husband's small estate probate. After our first meeting, Pinni sent me an email telling me that he did more research and found a way for me to attain access to my husband's funds without involving Surrogate's Court. He helped me with the small estate affidavit free of charge and dropped off the papers to save me a trip out to his office. He did not charge me for any of the extra time he spent! He is very understanding, thoughtful, friendly, very professional and reliable. He helped me avoid the delays and expenses associated with the Surrogate's Court and lifted a burden off my shoulders. I highly recommend Pinni Bohm as your next lawyer. I am very satisfied.
I first became interested in Pinni Bohm at an estate planning conference in my neighborhood. I quickly realized how astute he was. His grasp of wills, trusts, taxes, etc. was unparalleled. I, therefore, hired him. Best decision of my life. I am someone who likes to take her time to understand something, and Pinni always was accommodating, explaining all concepts clearly and completely, ensuring I made the best decisions. My estate plan, consisting of a will and a few trust documents, is exactly what I had wanted. I am a satisfied client, and highly recommend Pinni Bohm as your next attorney!
Mr. Bohm is a unique attorney, among the dozens I have dealt with throughout my long career. Mr. Bohm's attention to detail is incredible. But even as intelligent as he is - he did graduate from the #1 Tax Program in the country - he always manages to understand how esoteric and complicated these tax issues are, breaking them down into their component parts for me to understand. It is an achievement to get me to understand a tax issue. For that reason alone, I could recommend Mr. Bohm above all other attorneys. But Mr. Bohm is also extremely effective at his job, ensuring that my children pay as little estate tax as possible through the use of intentionally defective grantor trusts, pour over wills, GRATS, etc.
I initially met Mr. Bohm through a mutual colleague and today, I can say he is not simply "my attorney" but a colleague as well. Mr. Bohm has proven to not only be highly resourceful, but a very skilled, diplomatic and thoughtful professional. In addition, I found him to be incredibly thorough, patient and always got the sense that my situation was being handled well and with the utmost diligence. I proudly and strongly refer him to those seeking legal counsel, advice, or looking to discuss and decipher any options that may be before them.