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Basic Trust Designs and Provisions

July 12, 2016 / news

Revocable Living Trust Agreements (“Trusts”) offer many additional op- tions and benefits in comparison to other methods of wealth transfer at death… Read more
Methods of Transferring and Owning Real Estate

May 3, 2016 / news

Real estate is often one of the most valuable assets owned by individuals or businesses. As such, it is important to be familiar with various forms of ownership to determine […]
Challenges business owners contend with when transitioning the business to the next generation

March 23, 2016 / news

The first step for business owners is to develop a comprehensive estate plan. A comprehensive estate plan includes a Last Will and Testament, Revocable Living Trust, Durable Power of Attorney […]
MEDICAID An overview of benefits planning

October 1, 2015 / news

As an experienced estate planning and elder law attorney, I regularly assist clients who are preparing to incur the significant costs associated with receiving adequate medical care for our senior citizens. Further, I regularly witness […]
Men of Distinction

September 16, 2015 / news

Dedicated to his faith, family, and profession, the D Profile recognizes George Fekaris, Partner of Morello Law Group, P.C. as one of our 2015 Men of Distinction. Read the full article
Asset Protection Protecting your money, now and in the future

September 16, 2015 / news

Asset protection (a fancy way of saying methods to protect your money and assets) is something that is on everyone’s minds. I constantly find that people want to know how […]
Real Estate Methods of Transferring and Owning

July 27, 2015 / news

Real estate is often one of the most valuable assets owned by individuals or businesses. As such, it is important to be familiar with various forms of ownership to determine how best […]
It’s time to review your estate plan – again

July 26, 2015 / news

Each person, regardless of age, net worth, employment or marital status should have a comprehensive estate plan in place. The 2012 Tax Act provides a great opportunity to simplify your […]
It’s time to review your estate plan – again

July 26, 2015 / news

The 2012 Tax Act provides a great opportunity to simplify your estate planning and to better provide for the future of your children and grandchildren. The following is a brief list of estate planning issues […]
Men Of Distinction

March 25, 2015 / news

With 22 years of law practice under his belt, Gerald M. Morello, Jr., understands his clients’ needs – and the connection he and his team make with each of them has brought true success to the firm. A Southgate native, Morello attended the University of Notre Dame and received his law degree and MBA at the University of Michigan at Dearborn…

John L.

I just wanted to say Thank You for your professionalism in preparing our “Revocable Living Trust”, you made my wife & daughter feel at ease.
Ed and Nancy

Dear Jerry,
Thank you for the excellent preparation of our estate plan. You and your staff were very professional and provided exceptional detail throughout the plan.

As a Ph.D. mathematician and retired corporate strategic planning executive, I have been trained to look for detail. I was skeptical that any law firm could develop a strong estate plan without taking an exorbitant amount of time in going through several drafts. Much to my surprise, your firm exceeded my expectations. Even when one of my requests required action beyond the normal process, your staff was flexible and expedient in finding a solution. My plan was thorough and customized in a reasonable amount of time. This included a quality control period which ensured that all information was covered.

Job well done!!! My wife and I will definitely recommend your firm to our family and friends.

Ed and Nancy
Jack Forster

Dear Jerry,

Thank you very much for all your help in guiding us through this process. I am sending you my brother’s addresses.

Please feel free to send me the bill for any costs you incur.

Thanks,

Jack
Best of the Best in Estate Planning

My wife and I have been clients of Jerry Morello and the Morello Law Group for over 25 years, starting with the setup of a basic trust to most recently the creation of a complex and comprehensive special needs (ongoing) trust. Jerry and his law firm have been outstanding in every aspect in helping us with all our trust and estate needs. Their expertise, integrity, understanding, sensitivity, knowledge, experience, professionalism, etc. is so evident whenever dealing with them. We are so impressed and thankful for the peace of mind they have given us, from what we feel is the best possible trust for our very unique needs. We consider them to be the Best of the Best in estate lawyers.

Dennis & Mary
Mark & Judy Gill

We’re pleased to have our Estate Planning in place and appreciate the professional yet personal manner in which it was accomplished. We can unequivocally recommend your services.

Sincerely,

Mark & Judy Gill
Bridget

Dear Mr. Morello and Mr. Fekaris,

We started many years ago with the Morello Law Group and Jerry Morello doing our trusts, estate planning and business ventures. You sat there patiently and let Dave reminisce his many life experiences. I assure you our family did not listen as patiently as you did; they only rolled their eyes and said “there he goes again.” You seemed to know just what to say when advising him on what to do and what not to do. He listened to your advice as we well know most of the time!! He liked the way you treated us and I’m sure you treat most of your clients as family. You and your staff were always there for us and if we had a question, you or your staff had an answer for us or went and found the answer we needed.

Well it’s been three years since Dave’s death. He always said “when something happens to me, call Jerry Morello,” and I did. That’s when my three year journey began with the help of Morello Law Group. On the day of Dave’s visitation, I turned around and Jerry was standing next to me. What a pleasant surprise. He took the time to drive sixty miles to pay his respects to Dave and our family. That’s what is so special about this law firm. Jerry, that’s why Dave respected you so much and thought the world of you. After Dave’s death and the many legal problems that loomed over me, like I said, Dave didn’t always take good advice. Jerry introduced me to George Fekaris, feeling I needed his expertise with upcoming matters. He was right. George has comfortably taken me through many difficult legal challenges. The many personal decisions, court appearances and trust changes were all made easier because of your caring concern and help. I always felt whatever the outcomes were, good or bad, they would be easier to accept because of your hard work and keeping me well informed of their progress. I always felt your genuine concern for me. Again, as your clients must feel.

It’s hard to know where to begin thanking you for all that you have done for me. I only wish Dave could have known you George. He would have really liked your work ethics and personality. He was a very tough guy but a very gentle giant with a big heart.

Again, thank you so much for all your kindness, concern and generosity. I’m sure there will be a time in the future that I will need your help again. Hopefully not too soon. So until then, life has been good.

Sincerely,

Bridget
Brian & Susan Krysiak

We wish to thank you and your staff for a thorough job in completing our estate plan. After working and saving for the future, it is comforting to know that plans are in place to help secure our estate for us, our son, and family well into the future.

Thank you again,

Brian and Susan Krysiak
Betsy

Dear Jerry,

With warmest thanks for your thoughtfulness to my daughter, Aimee and my grandson, Chad. We very much appreciate the discount, and helping us navigate the planning for Chad’s special needs.

Best regards,

Betsy
Jim and Patty Soter

First of all I would like to start by saying how we are pleased and satisfied with the amount of professional and personal attention your staff gave us with updating our trust. Everything went very smooth and now we have no doubts. You went above and beyond to accommodate our request for appointment times and it was a pleasure getting to know the entire staff.
Debby and Alan W.

Dear Mr. Morello,

Just a short note to thank you for your help yesterday with our father’s estate. Your knowledge and expertise is a great help to us. We appreciate your kindness and will certainly refer friends and family to your practice.

Kind regards,

Debby and Alan W.
Diane B.

Dear Mr. Morello,

I would like to thank you for being so patient and understanding when working with my brother, Stan. Thank you for coming to our home twice; answering all his questions; and guiding him through the process of estate planning etc. This was an accomplishment I never thought I would witness.

Your kindness, trust, warmth and professionalism spoke volumes. Your staff, working with him to provide additional information, were exemplary.

What you accomplished in two one-on-one meetings was amazing. Thank you for all you did, have done and continue to do for us. We appreciate it!

Sincerely,
Diane B.