Based on 2 reviews
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I hired a licensed fiduciary and requested her to meet both my husband and I in his office to discuss her future bookkeeping duties for my Special Needs Trust. Initially, Miller discussed giving his insurance business to a small agency which is a small business like his business. The woman was not bonded and I was advised by a CPA to purchase a bond ($3,000) which I did. I went to my CPA a few months later and discovered the fiduciary never did any work at all. I sent an email to her about her lack of work and she verbally accused me of trashing her. Miller later told me "I never told you to buy the bond", however, he verbally walked my daughter through the process of completing it. The bond company cancelled the bond and Miller wrote me an email stating "If you're not happy with the way I handled this situation, feel free to go to another attorney". After I picked up my file he called me and told me he was crediting my account for two phone calls. He asked me to continue being his client and he could do estate planning for me. I refused stating he never drew up a contract for the fiduciary about her job duties. I continued to tell him she was accusing me of trashing her after she admitted she never did any work and he never picked up on her behavior and did not defend my actions. Finally, Miller demanded I pay her fee for a small amount of work which was sloppy and incomplete.
I have had several business related matters that I brought to Richard.
He was prompt, efficeint and ,most of all, honest. We actually went to court with one case and at the hearing before a judge the client/witness did not show up but Richard won anyway.
S. Marc Tapper