We consulted Mr. Alexander on the matter of a Special Needs Trust for adult son as well as all matters involved in planning our estate. Our initial conversation, because of COVID restrictions, took place over ZOOM. In spite of the "impersonal" nature of interaction, we felt very comfortable with Mr. Alexander's recommendations, explanations and advice.
Our situation is not extraordinary; many middle-aged parents have adult children who require a Special Needs Trust. Mr. Alexander and his staff made us feel that our situation was deserving of personal attention. Through every step of the process, we have felt that our needs, input and our son's situation were being taken into consideration by every staff member we encountered.
In circumstances such as ours, our son's interests are a priority. It is always a concern, when meeting someone new, whether he will feel comfortable and relaxed, especially if there will be a prolonged interaction. Mr. Alexander and his staff provided us with a very easy atmosphere in which, in spite of the importance of the proceedings, there was no tension that could cause our son any discomfort. The demeanor of everyone in the office is professional and kind, respectful and welcoming.
The documents prepared for us were very thorough and, in spite of the legal language required, were easy to understand because Mr. Alexander and Ms. Truelove made sure that every question we might raise was answered clearly and concisely.
We are very, very happy with our experience. We highly recommend W.G. Alexander and Associates. They made what had seemed a rather ponderous item from our "task list" so very easy! We are very grateful for the wonderful service and excellent guidance we received, and for the fantastic environment in which we conducted our business because it helped our son greatly to be surrounded by kind, compassionate, knowledgeable professionals who work with accuracy and expediency to make things easier for all of us.
Kudos!
By far the best elder law and estate planning attorney in Raleigh
Bill and his staff not only helped my mom get approved for Medicaid, but also helped us handle her Will and set up a Trust for my disabled brother. Extremely professional and thorough attention to every possible detail. We couldn't have made a wiser choice, and highly recommend him to everyone we know.
Focus on Asset Protection and planning for eligibility for Medicaid, Special Assistance, and VA pension benefits for long term care needs. Instructs attorneys and other professionals in this area. Offers free educational seminars to the public. Member of ElderCounsel and the National Academy of Elder Law Attorneys.
Prepares Wills, Trusts and other documents with focus on controlling assets and protecting loved ones. Reducing and avoiding Estate, Gift, and Income tax are essential. Counseling is key. Also prepares probate and trust administration. Planning can be simple to the very complex. Represents clients with middle class resources to multi-million dollar estates. Member of WealthCounsel, ElderCounsel, NAELA, MidSouth Forum of Estate Planning Attorneys as well as the NC Bar Association
Helps primarily small and growing businesses from start up to exit strategies with unique in-house methods. Focus is on pro-active strategies to help businesses save money and grow their business. One of the few attorneys in NC helping businesses obtain government contracts. Teaches contracting to business for the NC Military Business Center (a NC agency) across the state.
Medicaid eligibility and asset protection from Medicaid estate recovery claims requires advanced knowledge and experience. These issues are the most complex for elder law attorneys.
Posted by MarÃa D. Bringas-GarcÃa | January 13, 2021
This review is from a person who hired this attorney.
| Hired Attorney
All-around excellence
We consulted Mr. Alexander on the matter of a Special Needs Trust for adult son as well as all matters involved in planning our estate. Our initial conversation, because of COVID restrictions, took place over ZOOM. In spite of the "impersonal" nature of interaction, we felt very comfortable with Mr. Alexander's recommendations, explanations and advice.
Our situation is not extraordinary; many middle-aged parents have adult children who require a Special Needs Trust. Mr. Alexander and his staff made us feel that our situation was deserving of personal attention. Through every step of the process, we have felt that our needs, input and our son's situation were being taken into consideration by every staff member we encountered.
In circumstances such as ours, our son's interests are a priority. It is always a concern, when meeting someone new, whether he will feel comfortable and relaxed, especially if there will be a prolonged interaction. Mr. Alexander and his staff provided us with a very easy atmosphere in which, in spite of the importance of the proceedings, there was no tension that could cause our son any discomfort. The demeanor of everyone in the office is professional and kind, respectful and welcoming.
The documents prepared for us were very thorough and, in spite of the legal language required, were easy to understand because Mr. Alexander and Ms. Truelove made sure that every question we might raise was answered clearly and concisely.
We are very, very happy with our experience. We highly recommend W.G. Alexander and Associates. They made what had seemed a rather ponderous item from our "task list" so very easy! We are very grateful for the wonderful service and excellent guidance we received, and for the fantastic environment in which we conducted our business because it helped our son greatly to be surrounded by kind, compassionate, knowledgeable professionals who work with accuracy and expediency to make things easier for all of us.
Kudos!
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Posted by Dale | July 25, 2019
This review is from a person who hired this attorney.
| Hired Attorney
By far the best elder law and estate planning attorney in Raleigh
Bill and his staff not only helped my mom get approved for Medicaid, but also helped us handle her Will and set up a Trust for my disabled brother. Extremely professional and thorough attention to every possible detail. We couldn't have made a wiser choice, and highly recommend him to everyone we know.
Posted by anonymous | May 6, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Very professional and effective lawyer
I can highly recommend Attorney Alexander. He prepared my mother’s estate planning and health care documents and explained effect of each. Little did we know that she would pass two years later. He handled death and trust related filings and made it easy during a very difficult time of grief . We also used him to create our own trusts and wills etc and family trust . His fees are reasonable and service complete. Digital and hard copies and binder with instructions are also provided. I have made several referrals to friends and neighbors who too have been very satisfied.
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Posted by Doug | January 8, 2018
This review is from a person who hired this attorney.
| Hired Attorney
An Outstanding Attorney and Friend
I have used Bill's firm twice. Once when my Mom was alive and again recently for a personal follow-up. In my Mom's case Bill saved us thousands of dollars by making suggestions that I never would have known about. Most recently, Bill helped my wife and myself to get our financial house in order. It was a GREAT tune-up. He is honest and kind and he serves as a teacher along the way....carefully explaining everything in plain English! You can trust him. I wish all of the lawyers that I have used in the past practiced what Bill preaches! Thank You!
Doug.S, Raleigh, NC.
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Posted by anonymous | September 7, 2011
Top Notch
This law firm is top notch! Mr. Alexander and the complete staff at the firm are super nice to work with. If I had questions, all I had to do was give them a call or drop them an email and they responded quickly. I always knew that they were in my corner and would get the job done. I am a very pleased client and will not hesitate to use them in the future.
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Posted by Ned | September 6, 2011
Retired from 40 year financial career
We were referred to this firm and after the first meeting we were very impressed with everything about Bill and his staff. Knowledgable, explained in way we understood, polite...no negatives. We death with his assistants afterwards and they were the same as Bill. We felt that this was the place to take care of our issue and intend to go back to this firm in the near future.
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Posted by anonymous | May 10, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Frustration Fluff and Fan fair
I hate writing reviews especially ones that are not stellar. Other than creating the basic documents (DPOA, HCPOA, WILL... which Bill excel's at) every elderly person needs to have I needed Bill's years of wisdom to help execute a strategy for my elder parents' final days. I felt highly frustrated in meeting with Bill. I did not feel like my issue was not the most important one in the room. Why all the the small talk and chit-chat when I need answers? All I want is a plan to execute, not a feeling of being led through a fog by a layman.
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Response from William AlexanderMay 11, 2017
Anonymous reviews are impossible to respond to specifically, but I am truly floored by this one. I take significant time and listen carefully in every client consult. In the area of elder-law, strategies are complex and solutions always depend on the circumstances of the family--there are no cookie cutter answers. Answers depend on family finances, assets, commitment and/or willingness to use certain strategies, the level of the health issues, and what programs are available for the family. Answers and plans are rarely simple. While we may fall short on occasion, we strive to take good care of each and every one of our clients. I hope we will have the opportunity to turn this rating to a 5 star rating. We will do our best to do so.
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Estate planning Attorney | Mar 28
Relationship: Worked together on matter
"I recommend Bill highly. We have worked together on matters and i find him prompt, professional and easy to work with. He is excellent at identifying the issues and communicating practical solutions."
Elder law Attorney | Feb 14
Relationship: Fellow lawyer in community
"Bill Alexander is one of the premier elder law and estate planning attorneys in our state. He is extremely experienced, professional, and knowledgeable about a wide variety of complex elder law and estate planning matters. Bill is an excellent lawyer, a trustworthy counselor, and a very helpful and friendly colleague. There are a few top-tier attorneys in our profession and Bill is one of them."
Estate planning Attorney | Oct 16
Relationship: Worked together on matter
"As an estate planning attorney and a Certified Public Accountant in Florida with over 35 years of practice helping clients organize their estates to avoid probate and various taxes, I feel most comfortable referring our clients in North Carolina to Bill. Laws can vary from state to state and one needs to be on top of the local law. Bill has a unique way of explaining technical concepts in a manner that makes them understandable not only to other skilled professionals in our field, but also to clients who lack the knowledge about the issues that are involved. I have watched Bill explain the way the law operates to clients that we have referred to him. His practical experience and bedside manner is exceptional. If you are in need of advice with respect to estate planning, elder law or have any questions about benefits that have been set aside to assist veterans, I would highly recommend you seek Bill's counsel."
Elder law Attorney | Oct 04
Relationship: Worked together on matter
"I heartily endorse Bill Alexander as a highly capable lawyer in elder law and estate planning. Bill is a well respected, professional and caring attorney who is very knowledgeable in these areas of expertise. I enjoy consulting with Bill on cases from time to time, and I do not hesitate to recommend someone to his office."
Elder law Attorney | Nov 08
Relationship: Fellow lawyer in community
"I endorse this lawyer because he ia an experienced competant attorney who I have worked with on many ocassions I have found him to very honest and erudite."