★★★★★ 5.0/5.0

Client | December 3, 2024

“William Punkoney was so great to work with in establishing my family trust. He took the time and went into great detail to explain why a special needs trust would protect one of my family members and prevent me from making a mistake by not including it in my trust. I appreciate his attention to detail and making sure I understood my options and how the trust and pour-over will would work to protect my family and leave them in a good financial position to handle the distribution of my assets. 



I feel confident I did the right thing for my heirs and that they will be able to manage and distribute my assets according to my wishes. I found them very reasonably priced, more attentive to details, and determined to ensure I understood how the trust would work. I would highly recommend William Punkoney!