“I have worked with Helen for years. She is extremely competent, knowledgeable and professional. I worked with her setting up estates, wills and powers of attorney for me and my spouse. She was thorough and very timely. She gave excellent guidance and prompt service. Recently she has helped me negotiate complicated issues with my brother’s and father’s estates. She was easily contacted and responded quickly to my questions and concerns. This was a difficult time and process for me and she offered support and kindness. She is a real asset to your practice!
– Helen Smith Estate Planning Client
“I hired this attorney because the estate attorney and Personal Representative were not responsive to issues of the beneficiaries, of which I was one, . . . . She was always accessible, responsive, knowledgeable. . . She served me well and always with respect. She is a person of character.”
“Helen Smith was very friendly and professional and explanatory on all the information that we needed to know.”
“Helen Smith has been extremely helpful in guiding me through the complicated aspects of Trusts and Estates.”
– Peer Reviews Martindale Hubbell
Ms. Smith is a Member in the Firm’s Wealth Preservation Group and provides leadership to the team as the Group’s Business Manager. Ms. Smith works with individuals, couples, and families in setting up their estate plan including simple and complex wills, various types of trusts, naming guardians and fiduciaries for minor children, powers of attorney, healthcare directives, and post and pre-nuptial agreements. She also works with clients on probate and trust administration, special needs planning, and tax planning.
Ms. Smith is an Accredited Estate Planner® (AEP) designee by the National Association of Estate Planners & Councils (NAEPC), a designation that is awarded only to estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character. She is AV-Preeminent by Martindale-Hubbell, for the highest standards of professional excellence and ethics. Additionally, she obtained her Masters in Taxation in December 2006, which provides her with a broad base of tax knowledge to assist her clients with tax planning to allow them to obtain their wealth preservation goals.