S.J. Khalsa

MY HUSBAND AND I ATTENDED A LIVING TRUST SEMINAR 24 YEARS AGO. WE WENT TO THE SEMINAR WITH VIRTUALLY NO KNOWLEDGE OF THE SUBJECT. S.J.KHALSA, WHO WAS INTRODUCING A N.Y.C. GROUP TO THE CONCEPT, WAS SO TOTALLY COMPELLING AND DOWNRIGHT HONEST, THAT WE ENDED UP IN HIS OFFICE A FEW WEEKS LATER FORMING A FAMILY TRUST! HE IS TRULY A TRUSTWORTHY, COMPASSIONATE MAN AND LAWYER WHO HAS EARNED A VERY FINE REPUTATION AMONG ALL HIS CLIENTS. WE HAVE RELIED ON HIS HELP AND ADVICE ALL THROUGH THE YEARS IN COUNTLESS WAYS. HE HAS NEVER FAILED US AND WE ARE GRATEFUL TO HIM AND HIS FIRM.

S.J. Khalsa, Esq. of The Khalsa Law Firm, P.C., prepared my Revocable Family Wealth Trust for me, which has just been completed. Mr. Khalsa was amazingly patient and cooperative, wanting me to be completely happy with the end result. I found him to be very knowledgable and professional in every way. He could not be more pleasant to work with, and I believe that he and I will stay in friendly contact for years to come. If one is looking for a Trust that covers every eventuality which could arise, I would recommend S.J. Khalsa Law Firm, since every aspect of the Trust he prepares, has had a precedent in court, and covers the solution or answer to any and all issues that could arise.

After my first meeting with Mr. Khalsa I knew I had found a competent, knowledgeable attorney. What I did not anticipate was that I would find a wonderful friend. Mr. Khalsa worked through the difficult challenges I faced with his superior understanding of Estate Law; and exuded great kindness throughout this process. He is unique in terms of his generosity of time and compassion.

Recently my family and I completed forming an Irrevocable Trust with the help of the S.J. Khalsa Law Firm. We were all immediately impressed by the warmth with which Mr. Khalsa and his staff greeted us and how they treated us throughout the meetings that we had with them. My wife adored Mr. Khalsa and the greetings and departures from his office looked like a visit from long lost family. The entire process was conducted in a friendly and very professional manner. Mr. Khalsa explained everything clearly and was able to build into the Trust all of the provisions that we requested. At our last meeting, when we signed all of the documents, it was made clear to us that, at no additional cost, we are free to ask questions and receive continued guidance as needed. I cannot imagine walking away from such a complicated process more confident that it was done exactly as it should be and more sure of my understanding of its provisions. What could easily be an anxiety provoking experience was made pleasant by Mr. Khalsa and his staff. The atmosphere in his office and even the music that was playing in the background added to the experience.

I highly recommend the S.J. Khalsa law firm for any estate planning or trust related needs. Mr. Khalsa is very knowledgeable about estate planning and living trusts and gives a very accessible and easy to understand seminar that was really helpful. It was also incredibly easy to talk to Mr. Khalsa about planning for a time when I may not be able to make health care or financial decisions for myself, which I believe is a difficult subject for most of us. I committed immediately following my free consultation with Mr. Khalsa to proceed with establishing a living trust for my assets and received gentle and persistent reminders to ensure I provided the necessary information to complete my trust in a timely manner. I was impressed with the level of coverage that the trust provides, and the forethought and accommodation of many different possibilities that can occur. It was also comprehensive, which gives me a great deal of comfort. The firm also provides letters to facilitate transfer of accounts into the the name of the living trust. Additionally, Shiva, the Paralegal, promptly addressed any questions that I had. Finally, Mr. Khalsa is a member of the American Academy of Estate Planning Attorneys (which only accepts 125 members throughout the US!). All in all, the staff at the Khalsa law firm were an absolute pleasure to work with and I was able to quickly transfer all of my assets into the Living trust and am able to rest easy knowing that my loved ones are taken care of.