Home > Estate planning attorney in Monroe, OH > Cooper, Adel, Vu & Associates, LPA - Monroe Review

Cooper, Adel, Vu & Associates, LPA - Monroe

Estate planning attorney in Monroe, OH
Reviews: 44 | Overal Rating: Good
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Thursday 9AM–4PM
Friday 9AM–12PM
Saturday Closed
Sunday Closed
Monday 10AM–4PM
Tuesday 9AM–4PM
Wednesday 9AM–4PM

Reviews

Review Left On 02/28/2020
Michael Folk

I am an attorney but came to Cooper Adel because I needed everything done right. The staff bends over backwards to make sure everything is perfect and easy. Couldn't be happier
Review Left On 02/28/2020
Candy Hunter

Terrific communication! We are following through with their recommendations.
Review Left On 02/28/2020
Dominic Sarno

My wife and I have used the services of Cooper, Adel and Associates over the past decade in a variety of aspects including estate planning, taxes, trust deveolpment and probate processing. They are very knowledgeable and provided timely answers to our questions. They are courtious professionals that strive to meet your needs. We highly recommend their services.
Review Left On 02/28/2020
Marquita Adkins

After attending a very informative seminar, my husband and I went in to discuss our wills, etc. We learned a great deal and felt comfortable with them to update our legal papers with no pressure. Cost was reasonable too. Definitely recommend!
Review Left On 02/28/2020
Robert Johnson

My wife and I had a pleasant, wonderful, and enlightening experience with Dan Vu and Jil lBest, our legal representatives. We discovered Cooper, Adel, and Vu at one of the workshops they provided in the local area. We took advantage of the opportunity and are so glad we did! Dan and Jill took us step-by-step through the legal forest of estate planning and we now feel confident we've done the best we can to protect our assets, now and in the future, for our family.
Review Left On 02/28/2020
Iva Browning

I went to one of the free seminars in our area. Mr. Daniel Vu was very informative and helped me realize that we needed to get our financial "house" in order. We made an appt. and Mr. Vu explained estate planning to my fiance as well. We put together a plan and signed our documents today to finalize our trust.

We would like to thank Daniel, Nathan, Jeff and staff for making our estate planning experience better than we could have imagined. It opened up the door to so many other possibilites in our lives and we are truly thankful. We feel more secure about our future and the future of our children.
Review Left On 02/28/2020
Jenifer Borke

My wife and I just finished having our Estate Planning completed - we originally found out about their services at a seminar they gave here in Yellow Springs. The entire process was organized, thorough with plenty of time to ask questions. We left feeling confident that we have done everything we can in planning for the future. We would both highly recommend Cooper, Adel, Vu & Associates to family and friends.
Review Left On 02/23/2020
Amanda Van Diver

We had a great experience. Everyone was very patient and thorough. All of our questions were addressed. We left feeling comfortable with our decisions. I would highly recommend this office and their services. They offer many free seminars to the community which is an excellent way to become informed before you make a commitment. Try this route if you are even remotely considering estate planning in the future. It’s an excellent introduction to who they are and what they can do for you.
Review Left On 02/07/2020
R Phel

Great at what they do. I went there for my mom Trust and then I went back to get my Trust done for my family. They made me feel like family and answer all my question So I understood what my options were best for my family..

I highly recommend them for all you’re family legal needs.
Review Left On 02/07/2020
Bill Gorman

The team at Cooper, Adel, and Vu did a very thorough and professional job of arranging information about our assets and helping us prepare for passing those assets on (while minimizing tax consequences for the recipients) in accordance with our wishes when the time comes.
Review Left On 12/28/2019
Lisa Johnson

This is the only place we do our taxes now. This will be our 4th year. It's nice to have a CPA who you can trust do your taxes correctly. They are also reasonably priced. I highly recommend going to Cooper, Adel, Vu & Associates.
Review Left On 12/28/2019
Mona Woodruff

Fantastic group to work with! VERY helpful.
We had a few things to take care and some big things and are they are ALWAYS so easy to work with and understand our needs so well. I would highly recommend them to anyone in need of getting their affairs in order. Will continue to use as needed. Excellent resource. Thank you!
Review Left On 11/28/2019
shawn reed

I just want to say from me and my family Thank You to both Nathan Simpson and Michelle Mason for their hard work during this difficult process. My family and I are very grateful for all the help both of you have been helping us with our parents. It was quite a journey this past year and I have learned a lot. All the hoops we had to go through and Michelle and Nathan were there to guide us all the way. People reading this need to get your ducks in a row. I don't know what we would be doing now if we as a family didn't have a plan setup for our parents. Again, Thank You Nathan, Michelle and the entire staff of Cooper, Adel, & Associates.
Review Left On 11/28/2019
Debbie Gibson

Thorough, caring attorneys - very fair, personable. Highly recommend
Review Left On 09/28/2019
Robert Young

Very knowledgeable staff will definitely get your ducks in a row for you.
Review Left On 08/28/2019
John Nichols

My introductions to Cooper, Adel & Associates were (1) Their booklet that my sister-in-law had received at one of their free seminars, and (2) my own attendance at one of said seminars. Though the seminar didn't directly touch on the problem that I most immediately needed solved, I found that the firm had some innovative ideas upon speaking with Mr. Dan Vu after the seminar.

My problem was that my mother-in-law was having a hard time qualifying for Medicaid given the poor preparation of a life estate property interest by another law firm, years before.

Dan put me in touch with folks at his firm, Mr. Nathan Simpson and Ms. Michelle Mason. They explained what they could do, my wife and I signed up, and they got to work. They were very receptive to ideas, but most importantly, they carried the ball to the end zone -- my mother-in-law would qualify for Medicaid well before she might have otherwise.

Now, in July/August of 2019, my mother-in-law has now qualified for Medicaid, in the process saving the residence and her assets.

Nathan and Michelle are a joy to work with. I think you will find them so, as well. Please don't stay on the sidelines, contact them today!
Review Left On 05/28/2019
Leonie Blaney

Very professional and informative
Review Left On 03/28/2019
Pete Atherton

I feel fortunate to have found and worked with Cooper Adel & Assoc. They are very professional and reasonable. I have also referred several others and received their positive feedback.
Review Left On 02/28/2018
michelle white

Seamless, organized, professional help with getting my affairs in order. All aspects of our relationship have been straightforward, pleasant, unhurried and reassuring. Highly recommend!
Review Left On 02/28/2018
Mark Magee

Great Law Office!!! I have been using the office in Monroe for several years now and have been very happy with everything that was done to help my parents and myself. There were so many questions that I had dealing with my mom and dad's estate and the VA with my dad. Unlike other attorneys' that I have used in the past, Daniel Vu was quick to answer all my questions and concerns that I had. I have recently started working with Jill Besl from their office and she is like Dan in the fact that she answers my questions quickly! No need to look anywhere else - one of the best law offices around!!!
Review Left On 02/28/2018
Scott Ellsworth

Very helpful.
Review Left On 02/28/2018
Willard Bryant

Very useful visit
Review Left On 02/28/2018
Michael Kelly

Dan, Trish, Ben and every other person I've dealt with at the firm have been uniformly superb. Their knowledge of the needs of seniors is excellent and they use their knowledge to improve the lives of the senior and their family. Each of them I've worked with has had a caring approach, and they've treated my Dad, my brother and I with great respect. I am very grateful for everything they've done to help my Dad and us kids. I HIGHLY recommend them.
Review Left On 02/28/2018
Alta Hamblin

Michelle Mason was extremely helpful in getting Medicaid for my sister. She worked through the process with us and made sure that the process was flowing properly. She also helped to protect some valuable assets. We are all resting better knowing that our sister's healthcare is covered by Medicaid. Thanks to Michelle
Review Left On 02/28/2018
a jackson

My parents came to me with estate planning questions. Luckily a friend who had experience with Cooper, Adel, & associates, recommended them to me. I've had the pleasure of dealing with Michelle, Nathan and their staff in the Monroe office for over ten years now. I can't say "Thank You" to them enough. They have been navigating on behalf of my parents through the long confusing and at times impossible task of Wills, trust, asset protection, and Medicaid. My parents had no estate planning to start with. Without their expertise my parents would have lost their assets and their family home. They've never hesitated to answer any question I've had or help me through the next process. Requalifying a parent every year for Medicaid (And that is just the tip of the iceberg)..... without being denied is impossible without them. Everyone knows how hard it is to find trusted friends, well that is exactly what they are to myself and my family.. I am always recommending Cooper, Adel & Associates. I believe I will have the pleasure of their services for years to come.
Review Left On 02/28/2018
Julie Rhodes

Very helpful. I'm sure that we would have made allot of mistakes If we didn't have your advise. Thanks for your service!
Review Left On 02/28/2018
margie slocum

Our experience with Cooper & Adel has been awesome. There was so much about the Medicaid process we did not know and understand. Nathan Simpson and Michelle Mason helped us every step of the way. Each time we would stop in or call the office everyone was so nice and helpful. I would not hesitate to recommend them to any of my family and friends.
Review Left On 02/28/2018
Barbara Magonigle

It has been such a life saver to have Michelle, Nathan and all of the team at Cooper, Adel & Associates handling my parents past financial issues at a very difficult time for them. Being able to assure my father that everything was handled and there was no need for him to worry about financial issues when either passed away. For myself and my brothers to also know that the remaining parent would be able to continue to live in their own home and not be burdened with medical/nursing home expenses that they did not have the financial means to pay. This was all managed by the Cooper, Adel group. We met with them and they explained exactly how it would be handled and the end result was just as they had said it would be. They are efficient, easy to contact and excellent in keeping the communication channels open.
Review Left On 02/28/2018
Paula Jones

Knowledgeable, helpful, wheel chair accessible
Review Left On 02/28/2018
Hal Perry

It is without reservations that I recommend Attorney Nathan Simpson, Medicaid Case Manager Michelle Mason and the entire staff at the Mason, Ohio office. They have been so helpful in assisting our family for the past several years with legal matters, answering questions and providing professional services. Their knowledge and professionalism is simply outstanding. They are folks you can trust and are always willing to go the extra mile in providing legal services and good honest advice. It is a pleasure working with Nathan, Michelle and their staff . I am more than pleased with their overall assistance and will continue to recommend their services. Hal Perry
Review Left On 02/28/2018
ballardbrad

Tremendous help with setting up a trust and getting my mother on medicare. Very friendly and know their business thoroughly .
Review Left On 02/28/2018
Janeth Valley

My experience with Cooper, Adel and associates has been absolutely positive. They have provided the support, knowledge and experience I needed to move forward with our Medicaid application. Every person in the office did their best to make a difficult process so much easier. I met with several elder law attorneys before I found Cooper, Adel and Associates and am so glad I made the decision to work with them.
Review Left On 02/28/2018
Pam Cunningham

We have been pleased with the financial and estate planning guidance we have received from Cooper and Adel.
Review Left On 02/28/2018
Marge ONeill

We have had a irrvocable trust with Cooper & Adel since Nov. 2012. Since 2012 we sold our home and down sized. Cooper & Adel gave us great assistance and guidance in this transition. We would certainly recommed them to anyone attempting to "get their Ducks in a Row." They are very professional and knowledgeable. John & Marge
Review Left On 02/28/2018
Judy Haefling

My mother started with Cooper, Adel & Associates and after one visit with the group, I knew it was a perfect fit for my family as well. They genuinely care about you and protecting your assets. They work with you through every concern you have until you are comfortable. They have the knowledge and skills to get you where you need to be. I wouldn't recommend anyone else. They are the very best at what they do.
Review Left On 02/28/2018
mary mary

Thank you, because you care I feel comfortable in knowing that my affairs are now in order.
Review Left On 02/28/2018
Sho Crem

I have been very happy with the firm handling my Trust. All the people are most friendly , cooperative, and knowledgeable. I enjoy Trish at the front desk, and like to just drop in and visit with her if she has time.
Review Left On 02/28/2018
Dan Beam

Working with Cooper, Adel Associates has been an amazing experience. There;s no way I could have done this on my own (filing for medicaid) without their help. Very thorough, professional and knowledgeable. Now I'll be anxious to learn the outcome. Dan B
Review Left On 02/28/2018
Kashira Chandler

The staff at Cooper and Adel was extremely helpful during a very stressful time in our lives. I contacted them after doing some research online and was in need of an elder law attorney to help with my grandparent's financial matters ASAP. My grandma had a stroke and was going to be in a nursing home long term.

Nathan helped us get everything organized and prepared for Medicaid and long term estate planning. Not only is the staff knowledgeable and great to work with, but they communicate quickly and address all of my (many!) concerns and questions. Michelle and Trish have been so helpful and responsive. It is such a relief to know that all of the proper things are done to help my grandpa prepare for the future.
Review Left On 02/28/2018
Nick Hodson

Fabulous! The people are very experienced and knowledgable! I wanted to protect things for my kids, and was referred to your firm. Very happy I took this step. Dan was knowledgeable and a pretty good guy, he explained things real well. Jill was fantastic! Receptionist was very courteous, knew where the restrooms were. (important for the elderly!)
Review Left On 02/28/2018
Gregg

I had a very good experience working with this firm. Cooper, Adel, & Associates guided me though the process of setting up a multiple trusts. I needed their expertise to set up a trust for me that would transfer over to my young Son. We set up a trust for him to protect his future when I'm gone. Everything went so well that I brought my father in to tidy up his affairs. I gladly recommend this firm.
Review Left On 02/28/2018
Theresa Collier

The staff at Cooper, Adel and Associates are very professional, caring and knowledgeable. Dan and Julian were thoroughly prepared for our meetings and easily answered all of our questions. My husband and I would highly recommend this fine group.
Review Left On 02/28/2018
Dave Besl

Everyone we have met at Cooper, Adel has been friendly and extremely knowledgeable. They made us feel as if we were members of their family. We can now retire with the confidence that we are protecting and maximizing what we pass on to our children.
Review Left On 02/28/2018
Conrad Skarha

Prior to my retirement I came into contact with many legal firms. So when I needed help of my own for asset protection I knew what to look for. Cooper, Adel & Associates met all of my requirements. Very professional but with the human touch. If I had a question all it took was an e-mail and within 2 days I had a response - sometimes the very next day. For me it was money well spent.

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