Theodore Jeffrey Heinemann

Theodore Jeffrey Heinemann

also known as T.J. Heinemann

5.0
Rating: 7.2

Licensed for 28 years

Estate planning Lawyer at Palm City, FL
Practice Areas: Estate Planning, Business, Corporate & Incorporation ... +2 more

3141 SW Mapp Road, Palm City, FL

About Theodore

Biography

Practice Areas

Fees and Rates

Cost

Free Consultation

$0 first 60 minutes

Retainer

Sometimes


Payment Methods

  • Cash
  • Check
  • Credit Card

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Licenses

Licensed in Florida for 28 years

State: Florida

Acquired: 1998

Member in Good Standing

No misconduct found

Location

T.J. Heinemann, P.A.

3141 SW Mapp Road, Palm City, FL, 34990

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Theodore Jeffrey Heinemann's Reviews

Avvo Review Score

5.0 /5.0

10 Client Reviews

Filter Avvo Reviews (10) Refine reviews to match your needs. Use the filters to quickly surface reviews that align with your case or priorities.

Showing 1 - 3 of 3 reviews | Trusts

Posted by Frank C. | December 15, 2018 | Hired Attorney | Trusts

More than pleased with this attorney and his fee for a very comprehensive Estate Plan

After attending his free seminar, at which I became aware of the pitfalls and financial burdens that might result from inadequate plans for asset distribution upon one's death, I decided to avail myself of the complimentary no fee consultation offered by attorney T.J Heinemann. He spent over an hour... with me explaining the intricacies and pitfalls of putting together such a plan. Now my "estate", by comparisons with many who retire to south Florida, is rather paltry. But it is somewhat complicated with multiple real estate holdings in 3 separate states, all of which, although covered in my basic will, might have to undergo costly and time consuming probate in each of those states. Likewise my retirement annuities and cash and security holdings might also be involved in a probate process, as would my second most valuable personal asset, an airplane. My final question, during this consultation, was answered by Mr. Heinemann, before even asked... his fee, and I was mildly surprised by his reply. Having, in my consulting business dealings, been involved with attorneys who's hourly fee would often exceed what I could charge my clients for an entire day, TJ's flat fee for the entire process was, in my estimation, more than fair. The second phase of this undertaking was an almost two hour return visit where all of the details of my current assets and their distribution desires were thoroughly examined inside and out. Mr. Heinemann made copious notes and asked many pertinent questions. A week or so later a return visit was scheduled to go over literally every detail of my Trust Agreement and updated Will, both of which act in consort. This took an additional hour and a half and covered every possible eventuality with regard to my desires. My final appointment was scheduled for a month after the initial visit in order to complete the real estate deed transfers into my Trust and to go over their pertinent details with my life partner and primary beneficiary. All told almost 6 hours of Mr. Heinemann's time was devoted to putting together a very personal comprehensive and all inclusive Estate Plan and Revocable Trust Agreement for an unexpectedly reasonable fee. And what made this even more enlightening was that fact that any future changes or tweaks to this plan would made by TJ at NO ADDITIONAL FEE! PS- What truly amazed me was that during our final meeting Mr. Heinemann could recall each of the details of this Trust Agreement and the names and relationship of my primary beneficiaries without having to refer to notes. He actually remembered the pertinent details of my particular circumstance as if he were one of my family members. This was, in my estimation, a well worth while expenditure in order to help protect what I have worked so hard for all of my life.

Posted by Roberta and Albert | March 21, 2014 | Trusts

Exceeded our great expectations for comprehensive estate planning

We, my husband and I, have worked with The Karp Law Firm in the past but this was our first meeting with Mr. Heinemann. He handled the review of our entire estate planning documents,trusts, wills, healthcare,etc . We were more than impressed with his ability to explain the effect of any changes we ...thought we might need and how that would impact us and our beneficiaries. He did so in such a manner as to make sure we understood the legalities without the legal speak that so often confuses those of us who are at this stage of our life. Difficult choices were made easy. His extensive experience and skill in this field were apparent in his recommendations. It is difficult to deal with end of life issues but we are comfortable that our choices are the right ones for us and our heirs . We are confident that Mr.T.J. Heinemann of The Karp Law Firm was the right choice and would recommend him for anyone seeking advice in estate planning. Roberta and Albert Cracolici

Posted by Dr. Kim | May 03, 2013 | Trusts

Have Fun and Understand your Estate, Will, Trust and Health Care Proxy

Theodore Jeffrey Heinemann is an excellent, caring Lawyer. He just joined the Karp Law Firm and you can tell he is having fun. I would too if I just left a Firm with 250 plus lawyers. The Karp Law Firm is Special. The Senior Partner is Joe Karp, well educated and a very pleasant man. He runs ...Presentaions around the South Florida area trying to educate people about such things as Trusts, Wills, Health Care Proxy and Estate Planning - he does it for Free. You pay if you want their Firm to manage your affairs. Joe has been doing the Presentations for years and is Certified in Elder Law. Joe Karp just hired Theodore Jeffrey Heinemann because there are now three offices in South Florida. The great news is that the new hire , known as TJ is another Lawyer Extraordinaire who likewise I would put in the genera of Educator. He will explain things to you until you fully understand and he like Joe teach in examples which make all that legalize start to make sense. My wife Susan and I have used the Karp Law firm for my folks and most recently for ourselves. We are very pleased, we now understand our Will and Trust and our Health Care is set up so that HIPAA requirements are all satiated to allow my loved ones to gain access to my condition at the Hospital if such a need were to arise. TJ is a wonderful addition to the Karp Law Firm he will put you at ease and explain the intricacies of your particular needs. He is not a junior partner, he is a seasoned lawyer with years of experience and clearly having fun with his new family instead of the bureaucracy of a mega law firm.

See All Client Reviews

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Experience

Rating:  7.2 (Very Good)

Work Experience

2015 - Present

Founder, T.J. Heinemann, P.A.

2013 - 2015

Attorney, The Karp Law Firm, P.A.

2011 - 2012

Senior Attorney, Jones, Foster, Johnston & Stubbs, P.A.

2004 - 2011

Partner, Fox, Wackeen, Dungey, Beard, Sobel, Bush & McCluskey, P.L.

2002 - 2004

Managing Member, Heinemann Law Firm, P.L.

2000 - 2002

Associate Attorney, Butzel Long, P.L.

1998 - 2000

Associate Attorney, Hunt, Cook, Riggs, Mehr & Miller, P.A.

Associations

American Bar Association, Real Property, Probate and Trust Law Section

Member

Florida Bar, Real Property, Probate & Trust Law Section

Member

Martin County Bar Association

Member

Education

1998

University of Miami School of Law

LL.M - Master of Laws

1997

Nova Southeastern University

JD - Juris Doctor

1994

University of Florida

BS - Bachelor of Science

1991

University of Florida

BS - Bachelor of Science

Speaking Engagements

2017

The Pointe at Ocean Boulevard, Stuart, FL

Estate Planning 101: The Essentials

2017

The Palms of St. Lucie West

Estate Planning 101: The Election and The Essentials

2017

Peter & Julie Cummings Library

The IRA Stretchout Trust: Protecting Your Most Valuable Asset

2017

Peter & Julie Cummings Library

13 Costly Estate Planning Mistakes Most Families Make

2017

Hampton Inn & Suites, Port St. Lucie, FL

The IRA Stretchout Trust: Protecting Your Most Valuable Asset

2017

Hampton Inn & Suites, Port St. Lucie, FL

13 Costly Estate Planning Mistakes Most Families Make

2017

Hampton Inn & Suites - Stuart North, Stuart, FL

13 Costly Estate Planning Mistakes Most Families Make

2017

Grand Oaks of Jensen Beach

13 Costly Estate Planning Mistakes Most Families Make

2017

Blake Library, Stuart, FL

13 Costly Estate Planning Mistakes Most Families Make

2016

Peter & Julie Cummings Library

Estate Planning 101: The Essentials

Languages

English

Activity

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