Reviews

Took the Time to Explain it All

I went to Marty in order to have him evaluate a living trust and life estate that had been done by another attorney. Something had gone very wrong with the life estate portion in the trust and I was being assessed supplemental property taxes by the County Tax Assessor. My attorney was being very unresponsive and the clock was ticking on the tax bill.

Marty looked over the filing documents done by the previous attorney and spotted the error right away, taking the time to explain how the life estate should have been handled. He told me, honestly, that he could charge me a fee to straighten out the mess with the assessor, or I could instead do it myself by simply showing up at the County office, documents in hand.

He also described the quitclaim deeds I would have to file and once again, gave me the option of doing it myself by downloading, filling out and filing them, or he could do it for me, again for a fee. He could have used a hard sell to have me turn it all over to him to charge more money but instead showed me how to do it all myself.

You know what? Given the option and knowing what's involved, I'll probably have Marty do the forms anyway, just to make sure they're handled properly. I couldn't be happier with the outcome of my visit with him; I now feel empowered to put my living trust back on course.

- Former Client

Best Estate Attorney Anywhere!

Marty Burbank is not just an amazing lawyer with an in-depth knowledge of the law, but an amazing human being! This is a guy who enjoys going to tax conferences to learn about new tax laws. Can you believe that? But that is exactly who I want setting up my estate. In the two years I have been working with Marty, I trust him implicitly and he has never steered me wrong. He has pointed out things I didn't even know I had to look out for. You can't do better!

- Zoot

Thoughtful Listener & Problem Solver

Mr. Burbank is very approachable and easy to speak with. As an attorney, he is a thoughtful listener, and most importantly a problem solver. Martin is straight forward and efficient. His concern for details and outcomes has proven to be beneficial. Mr. Burbank's positive attitude, empathy, and listening skills are endearing qualities that lend themselves to a very positive experience.

- Allyn

Integrity, Knowledgeable & Responsive

I called Marty Burbank and he returned my call within 10 minutes. It was wonderful to speak to a real person who was able to point me in the right direction with my call about VA benefits. I would highly recommend Mr. Burbank for his integrity, knowledge, and responsiveness

- Sandra

Very Professional & Dedicated Lawyer

I just recently was introduced to this wonderful law firm while seeking help for my elderly father while trying to do so from out of state. I was treated immediately with such respect and caring...by the greeting staff as well as by the very professional and dedicated lawyer. It ultimately turned out to be an unwise time to pursue something as huge as a Conservatorship, but I will absolutely return to this wonderful place for help in the future when more needs will be inevitable. When my lawyer was not able to do more for this case, he went above and beyond and left me in awe by reducing fees for my father to nothing for this introductory time. I am impressed beyond words and have every intention of returning to these folks, who demonstrate all they state they stand for. Many thanks!

- Marion M.

Very Impressed with Our Meeting

I made an appointment with Mr. Burbank on behalf of an elderly friend who needed legal advice. Mr. Burbank listened so carefully about what was going on and gave us the best remedy for my friend's situation. I was so very impressed with our meeting, and his suggestions that will be the best outcome for my friend.

I highly recommend OC Elder Law, and Mr. Burbank, for everyone who has issues or questions regarding any aspect of elder law.

Many thanks to Mr. Burbank for his wise advice.

- Jeremy P.

Highly Recommend

I was referred to OC Elder Law by a very close family member. When my mom and I walked into the office, we were greeted in a friendly manner. I was kind of scared when we walked in, but it all went away. They were so friendly and they went over and beyond with their service. The young lady that helped us out wanted to know everything and was so understanding that she made me and my mother feel so comfortable. The young lady found the right plan for my mom. I would HIGHLY recommend this lawyer's office for your life planning. Thank you OC Elder Law for making it easy for my mom and my I.

- Maria C.

Highly Recommend

Very pleased with the services provided by OC Elder Law. They assisted my family with a trust and succession planning for our family-owned business. Highly recommend.

- Mike W.

True Professional

Josh Ramirez set up a trust for my mother's assets several years ago. When an issue came up over a payment issue after my mother passed recently, he trusted my memory and saved my family a significant amount of money. Josh is a true professional and a man of integrity.

- John N.

Very Professional, Kind & Thoughtful

I have used this firm for setting up my mother's Estate Planning Portfolio and drafting her Family Trust. Every meeting I have had there and every staff member I have interacted with has been very professional, and very kind and thoughtful. This place makes you feel right at home! They covered every detail and made my mother and I feel very well taken care of. And after my first experience with OC Elder Law, I can tell you it won't be my last. Good people, good business!

- Rance C.

Helpful, Knowledgeable, Professional & Productive

Joshua was extremely helpful, knowledgeable, professional and productive. He solved our problems quickly and effectively and has real compassion for elderly issues.

- Teresa M.

Very Knowledgeable!

I wish I could give Marty Burbank 6 stars. I brought my parents into his office upon a recommendation from my close friend to modify their living trust. Mr. Burbank is very knowledgeable in estate planning and I believe he has a doctorate in tax law. My parents are Korean so they, of course, tried to lower the cost by considerable amounts. Mr. Burbank was very patient and fair and I had to apologize to him afterward because I felt so bad. He's a very good man, full of integrity which can be difficult to find in the realm of law. He is very detailed and he thinks of every possible option that could happen. I highly recommend Marty Burbank.

- Former Client

Expert in His Field

When we met with Marty about helping us set up our Trust (something we had been putting off for way too long because we were so overwhelmed by it) we immediately felt at ease. Not only did he go through all the options, but he took his time to patiently answer all of our questions. He is really an expert in his field and it was really easy to like him. I exhaled as soon as we left his office.

- Cristal

Provides Sound Advice

Marty Burbank understands what it takes to run a small business and how to minimize risk. In particular, he provides sound advice to startups and to small businesses that want to take the next step in growth. This includes support on choosing a legal entity such as an LLC, contracts, partnerships, and supplier relationships.

- J.J.

Steering Us in the Right Direction

Thank you for steering us in the right direction to get my mom’s VA survivor’s benefits, which, at this point, she could really use! Anyway, I believe I emailed you that she was awarded benefits and retroactive benefits too!

- Client