I saw Rose Ferrino. I requested some specific information regarding alternate trustees for a trust I set up for a child of mine. I already had the trust recently updated. Just needed an alternative to the trustee I selected. I paid this woman $350 and explained specifically what I was looking for. She spent three hours trying to convince me that a corporate trustee was not the way to go. She recommended a private fiduciary. I was open to suggestions but she didn't offer any names. Told me she would email me the names of dome private fiduciaries. In a nutshell, when I never got the email, I called her. She kept me on the phone, for about 40 minutes, again trying to convince me this was the way to go, but still had no names to offer. She sent me a piece of scrap paper a week or so later, in an envelope,
which had nothing usable on it for me- no " Private" fiduciaries, just names of a business I already told her I had checked into and was not interested in, and the names of two women who do bill paying services ONLY for clients in Delaware county, which I don't live in. No indication on their site that they are fiduciaries or that they do trustee work. This attorney then sent me a bill for $500 for the phone-call I made to her, asking for the names and some other trumped up fee for something that made no sense. I called her billing person, and explained the situation. She, said that she would talk to this attorney and explain my complaint. She said she would get back to me in a week. Three weeks later, I called again. She hadn't yet spoken to the lawyer. A week or two after, the lawyer agreed to cut the new bill by 25%. There was no explanation for the made up charges. It was a big waste of my tome. Stay away from Rosemary Ferrino. She has no integrity. read more
