11/11/11

As the daughter of two Wall Street attorneys I feel I can tell the difference between an adequate, a good, and a great attorney. Troy Hafner has proved to be one of the greats.

I first retained Mr. Hafner in the 1990’s to assist with estate planning and guardianship matters involving my incapacitated Father and my stepmother. His handling of both the technical details and the difficult family/emotional realities was superb. He was able to resolve significant problems attributable to improper document preparation and planning from years earlier. A crippling federal income tax debt was also revealed during this time. My inclination was to pay it although it would have bankrupted my Father and his wife. Mr. Hafner took the time to THINK, research and present beautifully a position that other advisors who were still then involved had not identified. The outcome of his effort was absolute success – a complete elimination of the tax debt. That result saved our financial future.

He has now been involved in estate planning for members of three generations in our family. The ability to gain at once the trust and respect of someone very old and the trust and respect of someone quite young is uncommon. Indeed Mr. Hafner’s competency is one of the things our family can all unconditionally agree on. He has also assisted us with real estate issues, family business endeavors, contested matters and just general advice, insight, and judgment.

How fortunate for my family and I to have found a great advisor who has made a profound difference in our lives.

Mari Latimer