Testimonials
The way Bill explained everything was wonderful
“Late last year our daughter and her husband referred us to LPL as they had used the group and were very satisfied. It was the best thing we ever did. We were 10 days from an extensive overseas trip but Bill McQueen agreed to see us immediately and with Katie and other members of his team, created a wonderful Legacy Plan. The way Bill explained everything was wonderful and we signed our documents 2 days before our departure. We now have a geat legacy plan, two very good wills, and also two living wills. Katie arranged for links to our documents for our children to keep, until needed, which was amazing. For the first time in our lives, we feel that the rest of our time is in good financial hands and our 3 children and 5 grandchildren will be taken good care of, once we pass. I am certain that the first call, once one of us pass, will be at the LPL office.
Thank you Bill, Katie and all LPL Staff.”
Thys and Elaine de Beer
Best Estate Planning Lawyer Around
“We hired Bill after interviewing 4 attorneys in town. We found Bill to be the most competent, compassionate, understanding and efficient. In addition to being an excellent estate counsel, he’s also an excellent accountant and this combination is crucial for proper estate counsel. He’s very accessible, anticipates issues before they arise. It was a complicated estate which he guided us through with ease. We were so pleased with his services that we hired him for our own estate preparation. Bill also employs a staff that match his high standards. Both his assistants and paralegals were excellent and very personable. I’d hire him again (and again) without hesitation. Thanks Bill!”
-Andrew, St. Pete Beach
Jay and his entire team are excellent to work with
“They were always there to answer any questions i had about my case and kept me updated every step of the way. I couldn’t have asked for a better team to be on my case. I highly recommend them!”
-Michelle Gardner
Jay and his team were excellent in all aspects of my trust case
“Jay was prompt on returning my calls and answering all of my questions, keeping me updated at all times and fighting for my sisters and I to win a trust case that seemed hopeless to win. I would recommend Jay to anyone who needs someone to care and fight for them with professionalism, dignity and grace.”
-Katie Kemperman
Simply the Best Trust/Estate Planning Attorneys
“Bill McQueen and his staff came highly recommended to us and we were not disappointed. He had our best interest in mind and very familiar with tax law to create an excellent Estate Plan. I have used other Trust/Estate Planning attorneys in the past but there is no comparison. Legacy Protection Lawyers are simply the best!”
-Rob Matthes
Solid Estate Planning Attorneys
“Legacy Protection Lawyers did an excellent job providing us with piece of mind in making sure that what we’ve worked hard for is protected. Mr. William Battle McQueen, esq. provided us all of the answers to our many questions and made sure we had a solid Estate Plan in place. With both my husband and myself in the medical field, we needed and were afforded the time necessary to thoroughly parse through and understand all the legal jargon and documents. This is the first time in our estate planning experiences that we felt confident that everything is now in place. Thank you to Bill and to your staff. We will highly recommend your expertise to family and friends. We are so glad we found you!”
-Patricia Zumpano
Experience with Estate Planning and Probate Litigation
“Bill McQueen and his team were wonderful to work with. Comprehensive, insightful, creative and professional, Bill’s clients receive the benefits from his experience as a CPA, small business owner, and as an attorney. Complementing his professional knowledge and experience, Bill is one of the most genuine and sincere people you may ever meet. Everyone we have referred to Legacy Protection Lawyers has had great experiences as well.”
-Mike Funsch
Peace of Mind with Financial & Estate Planning Problems
“Everyone requires peace of mind with financial & estate planning problems. Small to large. My husband, who was a law professor, and I through research, found Bill McQueen, and Nicole Bell, Legacy Protection Lawyers, downtown St. Petersburg, Fl. We always received expert and up-to-date advice and answers. Bill McQueen & Nicole Bell are an incredible team. After my husband’s death, I truly thank Nicole for her patience & time spent working with me on so many details. Also, extremely high accolades to Katie who spent many hours with me when I began my journey into estate planning & to the entire staff at Legacy Protection Lawyers. I must add. I’m not one for writing reviews unless something really spectacular took place so this review is a very serious recommendation.”
-Diane Perillo
Greater Peace of Mind
“We moved from Maryland to Florida six years ago. We had previously had a comprehensive estate plan in place, but there are regulations specific to Florida that Bill and his staff, especially Nicole Bell, were able to identify and dramatically improve our plan. In addition, they brought insights on procedural matters that have brought us a greater peace of mind. We review our estate plans every five years and will definitely be using Legacy Protection Lawyers again.”
-Stephen Andon
Depth of Knowledge and Expertise
“I’ve had the pleasure of working with Bill McQueen and his team on behalf of my client as a Family Office Manager. The quality of every interaction is consistent in the promptness of response, the depth of knowledge and expertise, and an immense satisfaction knowing that Bill has a tremendous understanding of my client’s issues and concerns. His ability to preempt issues and be strategic in addressing these has helped us stay ahead of the curve ball. Katie and Nicole on his team are most personable and so very helpful! My client and I are delighted to be working with Bill McQueen.”
-Pavita, St. Petersburg
Truly My BFFs
“When my husband died I had no clue what to do. The one thing he always told me when he passed was to call Bill McQueen immediately. My husband had been in business for over 40 years in St. Pete and I figured he knew what he was talking about. Legacy Protection Lawyers did everything they could, and more, to help me with every detail. They were so kind and attentive and were never to busy to talk me thru whatever I needed. I could never thank them enough for their kindness and patience. They are truly my BFF’s.
-Mary-Louise, St. Petersburg
Smart, Thorough, Current, Extremely Responsive…and Compassionate
“My family needed to re-do virtually all of my mother’s legal documents, do substantial work on her finances, and apply for VA A&A, as my mother’s health declined, and we had to move her into assisted living. Not only did Bill do an absolutely amazing job with all of this with incredible expertise and efficiency, he also was extremely responsive at every (and I mean EVERY) turn. Not a question, need, suddenly-pressing deadline, or otherwise came up that Bill did not jump on it – and with remarkable thoroughness. Bill has known what to do, how to do it, and where nuances have been necessary in each and every step of this 18-month journey. I feel so much more comfortable with my mother’s legal documents and legal work overall, and – beyond that – following all the time and effort Bill and I put into applying for VA A&A for my mom, the benefits were awarded – saving my family more than $12,000 a year in paying for my mom’s care. …When one is the midst of doing all he can to help an aging parent in failing health, compassion and concern certainly help. I would recommend Bill to anyone who needs a lawyer – whether a specialist in elder law or otherwise. Thank you so very much, Bill – for what you have done as an attorney AND who you are as a human being.”
-Wayne, New York City, NY
An AWESOME Team
“Bill McQueen, Nicole Murphy, and Nicole Bell are an AWESOME team…professional, courteous, efficient, compassionate. Reviewing, learning, and planning the next steps during an extremely emotional time is a very difficult task. I’m grateful my mom found and trusted them so I too can know and trust them. What better endorsement than “mother knows best”. I am grateful to this team for all they do and continue to do…and they are highly recommended by me!”
-Johnnie, Wesley Chapel, Florida
Exceptional, Personal and Professional Attorney on All Levels
“Bill McQueen was kind enough to handle my late brother’s estate last year, and I can’t say enough good things about his expertise and caring during this time of sorrow. I live in another state, and Bill kept me informed of what should be done every step of the way, through phone calls, emails and other documents. His attention to detail as well as knowledge in resolving issues gave me a great sense of comfort. Bill exemplifies the true professional in his trade, and I highly recommend his services. Bill is a true friend when you need someone the most.”
-Sylvia, Suwanee, Georgia
The Most Professional and Outstanding Attorney
“William McQueen was recommended to me by a friend who has worked in the legal field for several years. She advised he is outstanding and the best of the best. Mr. McQueen found and corrected many errors and omissions in my previously filed Will/Trust. He solved many problems and errors created by someone else who handled the will/trust. He is friendly, personable and stresses importance of contacting him for any questions or issues I may have. I have complete faith and trust in Mr. McQueen.”
-Marjorie, St. Petersburg, Florida
Demystifying a Trust
“I expect an attorney to be knowledgeable and professional but David brings to a client insightful consultation. His questions are asked in an unobtrusive way to get us to really think about all the potential issues and concerns with setting up a trust and how to plan for changes. He was hands-on and took such care to explain complicated provisions and potential tax treatment. He was always responsive and met every deliverable. I have complete faith and trust in his legal acumen and his advice.”
-Linda, a Texas Client
Knight in Shining Armor
“During a stressful time, when life struggles seemed too burdensome to overcome, I was fortunate enough to be aligned with a Knight in Shining Armor, Bill McQueen, and his “Sancho Panza,” Katie Holtgrewe. Bill agreed to take on my task of finding a way to close down and sell my sister’s Florida condo and move her back north to be with family. Several obstacles (including my inexperience, the locating of a buyer willing to proceed on an “as is” basis, and a recalcitrant HOA) were ably and proficiently overcome by Team Katie. While down-sizing is never easy, I was able to concentrate on guiding my sister through the physical and emotional juggernauts of a life change only because Team Katie managed the external details with masterful aplomb. Our deepest gratitude extends to Bill and Katie for their compassion, professionalism, and aptitude in making Massachusetts home, once again, for my sister, our family, and I — together again!”
-Eleanor, Massachusetts
True Experts in the Field
“Legacy Protection Lawyers is THE best place to obtain all your estate planning documents. Attorney William B. McQueen and Attorney Nicole S. Bell are true experts in the field. They completed nine, high quality legal estate planning documents for my spouse and I each. Paralegal Nicole Murphy and the entire LPL staff were always available, friendly and resourceful. Their website provided very useful information regarding services, estate planning and contacts.”
-James O’Neill
Our Daughter Will Be in Excellent Hands
“We recently used Nicole Bell from Legacy Protection Lawyers to update our estate documents. We chose them because we knew Katie Holtgrewe. Katie always communicated with us promptly each time we reached out to her. Nicole was patient in answering any questions or concerns that we had about our documents. Nicole and Katie were professional from beginning to end. We have peace knowing that our documents are up to date if anything happens to us and that our daughter will be in excellent hands.”
-Karla Waltman
No Extra Fees
“Prior to working with Legacy Protection Lawyers, I’ve had to deal with my mother’s estate lawyer. It was a difficult experience that left me with a sour taste when it comes to estate lawyers. However, hiring Legacy Protection Lawyers changed my view. They were friendly and professional from the moment I contacted them. Nicole Bell walked me through the process in detail. She was extremely knowledgeable and very patient with all of my questions. She indicated that there was a set fee and any further contacts regarding my trust would not result in any extra fees. I’ve contacted her numerous times since then with questions and she has responded immediately, and no extra fees! The entire experience has been extremely positive. I would highly recommend them.”
-Burch
Detail Oriented and So Responsive
“Legacy Protection Lawyers helped with our estate plans and our asset protection needs. They were very detailed oriented and so responsive. I felt very comfortable asking all of my questions and the attorneys were very knowledgeable on each of the topics that we discussed. I truly felt I was in good hands no matter who I was working with on the team.”
-Susy Aviles
All Our Bases Covered
“Bill and his team were professional and very well prepared. Bill’s explanation of all issues were easy to understand. He was very thorough and up to date with any issues that may arise regarding your estate in today’s world. We feel very comfortable that we have all our bases covered to make it easier for our daughters. The book we received at the end was very organized and makes it easy for us to reference any questions we may have. We would highly recommend Legacy Protection Lawyers.”
-Steve Culbertson
Excellent Service
“Bill and his team provided excellent service in constructing our family trust. He was incredibly patient while explaining the benefits and hurdles of our strategy; proposed thoughtful alternatives; and was timely in the delivery of the final product. His team was courteous, responsive and have provided excellent followup. I highly recommend Legacy Protection Lawyers for your estate planning needs. I can’t imagine a friendlier, responsive, or capable firm in Tampa Bay.”
-Michael Attinella
Wonderful Experience Through a Difficult Time
“I needed to handle a probate issue and I contacted Bill McQueen. He introduced me to Nicole Bell. I filled out a form, provided some documents and Nicole walked me through the process which could not have been easier for me. The matter was completed quickly without any problems. Nicole was professional and gracious. Thank you to Bill and Nicole for a wonderful experience through a difficult time of losing a family member.”
-Barbara Bryan
Exceptional Experience
“We needed a comprehensive estate plan for my family and business. Bill McQueen and his staff did a fantastic job. They were quick, easy to understand, extremely professional and easy to work with. I would highly recommend Legacy Protection Lawyers. In addition, we now have in place a very comprehensive buy/sell agreement that is easy to understand and complete. Our experience with Bill and his staff have been exceptional.”
-Erik Norrie
The Go-To Firm for Estate Planning
“Bill McQueen is building the “go-to” firm for all matters regarding estates and planning. As most people know, estate planning can be very complicated, but Bill and his team take the time to break it down and make it understandable.”
-Pat Walsh
Business Partner and Personal Estate Planning
“We have used Bill and his firm on numerous occasions. We are a Wealth Management company and are glad to introduce our clients to Bill. I know they are going to be treated very well and will receive the expertise they deserve. We have been very pleased with Bill and have also used him for our personal estate plan as well.”
-Robert Doyle
Ethical and Moral Compass
“Bill and his team were very professional and thorough. They facilitated with ease a relatively complex trust and estate program that was customized down to the minute details. The process that they took my wife and I through was thorough and, most importantly, they made it understandable. Their knowledge of trust and estate laws, including keeping current relative to the incremental tax changes experienced, demonstrated their expertise and proficiency. Their efforts, work ethic and moral compass through the whole process were impeccable. Simply put, my wife and I left extremely comforted to know that our sons’ and their companies, endeavors and lives will be looked after by the McQueen “family” at Legacy Protection Lawyers.”
-Darryl Leclair
Professionalism Second to None
“I have had the pleasure of working with Legacy Protection Lawyers recently and not only are they incredibly knowledgeable but their professionalism is second to none!”
-Christine Christenson
Peace of Mind
“I had talked to several professionals to help me figure out my trusts, will, etc.,and spent thousands. Bill McQueen was referred to me from a friend. Bill actually created a flowchart of “if this, than that” scenarios which made it crystal clear,…finally! I am forever grateful and I have true peace of mind now. He was affordable and frankly I got far more value for his services than the fees.”
-Jason Caras
Best Lawyers for Forming a Trust
“I cannot say enough about the way the formation of our trust was handled by Bill McQueen and members of Legacy Protection Lawyers for Dick and me. Everything was clearly explained step-by-step and it was a very secure feeling knowing everything was handled right. I will recommend LPL to anyone looking at forming a trust. Thank-you Bill, Katie and Nicole!”
-Penny Crippen
We recently had Legacy Protection Lawyers revise our estate documents.
“We met with partner, Bill McQueen who listened to our goals, explained various options to attain those goals, reviewed the pros and cons and made his recommendations. Based on the outcome of these conversations, Bill sent us a proposed cost and attorney Nicole Bell quickly prepared the documents. After a few edits we were in business. The firm prepared an easily understood summary and we met with Bill once more for him to go over the documents before signing. He volunteered to meet with our beneficiaries to make sure everyone understood the documents. We were very pleased with our experience with Legacy Protection Lawyers. They are very knowledgeable, professional, efficient and their charges were fair. They are very involved in the community. We have already referred a good friend.”
-Ray Kulla
Kim and I needed a comprehensive estate plan for our family.
“After much procrastination (its not fun thinking about this) we hired Bill. Bill and his staff did a fantastic job. They were quick and easy to understand. After we had the estate plan finished it took us 2 years to finally take the time to implement it. Bill and his staff where very gracious to reacquaint us with the original plan . They also help us implement it. I would highly recommend Legacy Protection Lawyers.”
-Steve Hamilton
We had the best experience with Bill Mcqueen at Legacy Protection Lawyers.
“I can’t say enough about his professionalism and helpful information. Although we really needed an elder attorney, he gave us lots of tips and information and recommended an attorney who was more appropriate for what we needed. He took at least an hour of his time to listen and make suggestions. A very caring place and totally professional! I can’t say enough good things about this group!”
-Lee Drysdale
I met Bill McQueen during a financial and estate planning seminar at USF St. Pete.
“He was so knowledgeable that, two years later, I sought him out. I was finally ready to create an estate plan and he was my first and only choice. I had since moved to Jacksonville, FL, but he worked with me to explain everything. After connecting over the phone and via email, I knew my choices as well as his recommendations. At that point, it was a seamless process of reviewing the documents and coming down to St. Pete for the signing. If you are working with him remotely, you can sign the papers near you, but I highly recommend going to his office. Bill and his team went through every document and left me with clear instructions. I couldn’t be happier with my experience with Legacy Protection Lawyers. I will continue to use them for all my estate needs going forward.”
-Christy Knight
Awesome experience working with Bill McQueen.
“He exceeded my expectations in knowledge, ease of understanding a complicated transaction, patience and turn around time. I highly recommend both Bill and Legacy Protection Lawyers!”
-Jaleen Hartney
Our family found Legacy Protection Lawyers to be most helpful, professional, knowledgeable,
“and Nicole Bell was a pleasure to work with. We had to make changes to the family Trust that had been unethically changed by my mother’s then financial adviser and another law firm. Changing the Trust back to its original set up was met with resistance and uncooperation from them, yet Nicole Bell handled this with utmost professionalism making the stressful situation a rather smooth transition for us. Our family did not have a lot of knowledge on Trusts, but Nicole was able to clearly explain everything to us. It was a pleasure to do business with Nicole and Legacy Protection Lawyers; we highly recommend them.”
-Tracey Hooper
My wife and I sold our business last year and were referred to Legacy and Bill McQueen from our financial advisor.
“Bill and his staff were very informative, helpful and very patient with us. We had multiple questions, had multiple meeting, and never felt we were being “nickeled and dimed”. After several meeting we got everything set up to our satisfaction and very pleased with the service and attention we got from Bill and his staff. Highly recommended, without hesitation!”
-Terry Clekis
Bill McQueen and his staff came highly recommended to us and we were not disappointed.
“He had our best interest in mind and very familiar with tax law to create an excellent Estate Plan. I have used other Trust/Estate Planning attorneys in the past but there is no comparison. Legacy Protection Lawyers are Simply the Best ..!”
-Rob Matthes
