Steven M Zipper

We hired Steven Zipper for Estate Planning. His approach is thorough yet practical at the same time. He directed our discussion to cover many scenarios, but quickly steered us toward solutions that best addressed our situation. It would have been easy to spend lots of time and money on details tha...t did not apply. He cut through those quickly without ignoring the relevant facts. When asked he provided further details that made sense and allowed us to make the right decisions for our situation. One face to face meeting, 2 or 3 follow up emails and a meeting to sign documents and now our family is protected and educated. Very efficient process for a necessary foundation in Estate Planning.

Steve Zipper did an excellent job for us. He listened to us and understood what we wanted. He provided guidance on tax planning and protecting our children. He explained clearly the complicated language in the documents. We appreciated that he and his staff were able to create the documents so qui...ckly.

Steve Zipper did an amazing job for me, as a co trustee, as well as for our family Trust. Often times in these situations, family dynamics can be overwhelming and get in the way of productivity, as it did in our case. Steve handled our rough patches with grace, kindness, unbiased advice, good guidanc...e, integrity and always ethical. It was a complicated case but Steve handled it with the utmost of professionalism. He explained everything very clearly all along the way and answered all of my questions with patience and understanding. Steve always responded in a very timely manner and was always proactive on our behalf. I am so grateful and relieved to have been able to work with Steve - he got the job done and in the best way possible. I highly recommend Steve, he is a true professional.

Steve was highly recommended to me and has definitely lived up to my expectations. After reviewing my existing estate plan, he identified a number of sections that didn't comply with my intent. After discussions, he prepared documents that represented my wishes while including cost saving solutions... for the estate. He listened to my concerns and offered important advice regarding a number of estate planning issues. All his services were provided in a timely, professional manner and based on my experience, I happily recommend him...

We hired Steve to do our estate planning, which was complicated at best. He grasped what we wanted immediately and provided a solution that worked for us. His solution was also based on providing us with not only a product that satisfied all of our needs, but was the most economic. He took as much ti...me as we needed, answering every question we had. When he sent us the drafts of our trusts, the cover letter was the most explicit, detailed and easily followed letter we have ever seen from an attorney. Steve was a joy to work with and he produced our trusts in a very short time. We would highly recommend him to anyone seeking estate planning.