Complaints

This profile includes complaints for Offit Kurman, P.A.'s headquarters and its corporate-owned locations. To view all corporate locations, see Find Local Branches.

close

Find a Location

Offit Kurman, P.A. has 4 locations, listed below.

*This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

BBB accredited

Near

Country

USUnited States

Please enter a valid location.

Filter

• 

  Offit Kurman, P.A.

  1954 Greenspring Dr STE 605 Lutherville Timonium, MD 21093

  
• 

  Offit Kurman, P.A.

  4800 Montgomery Ln Fl 9 Bethesda, MD 20814-3429

• 

  Offit Kurman, P.A.

  8171 Maple Lawn Blvd STE 200 Fulton, MD 20759-2521

  
• 

  Offit Kurman, P.A.

  50 Carroll Creek Way STE 340 Frederick, MD 21701-7106

  

The complaint text that is displayed might not represent all complaints filed with BBB. Some consumers may elect to not publish the details of their complaints, some complaints may not meet BBB's standards for publication, or BBB may display a portion of complaints when a high volume is received for a particular business.

• Initial Complaint

  Date:12/10/2024

  Type:Customer Service Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  We worked with Offit Kurman on a very customized estate plan, with individual revokable trusts, family trust, wills, etc. Offit Kurman, Alison N*** specifically, will not allow me to make a change of my revocable trust to change trustees. At the same time they refuse to give us our documents in any form other than a scanned PDF... so I can neither have them make the changes nor make the changes myself. This will cost me thousands of dollars, and more importantly a lot of time to build an entirely new estate plan with different attorneys. Holding our documents hostage is absolutely unacceptable - we paid for those documents, they are ours.

  Business Response

  Date: 12/17/2024

  Complaint Id. No.: ******** – **** **** / Offit Kurman, P.A.
  
  Dear Ms. ******:
  
  I represent Offit Kurman, P.A. (“Offit Kurman”). I write in response to **** ****’s
  Complaint (identification number ********). Please note that our current Baltimore-area
  address is Offit Kurman, P.A., Timonium Two, 1954 Greenspring Drive, Suite 605, Timonium,
  Maryland 21093.
  
  Because Offit Kurman is a law firm, my response is limited because I will not delve into
  privileged or confidential matters. However, based upon the information that Mr. **** includes
  in his Complaint; I am able to respond as follows.
  
  Mr. ****’s Complaint begins (in relevant part): “we worked with Offit Kurman on a
  very customized estate plan, with individual revokable trusts, family trust, wills, etc.” (Emphasis
  added). Mr. **** is correct that Offit Kurman (Alison N***, Esq.) prepared the legal documents
  that Mr. **** mentions for him and another family member. At that time, the representation was
  joint representation of Mr. **** and that family member. However, the factual circumstances
  have changed. Consequently, it would now be a conflict of interest for Offit Kurman to
  represent Mr. **** and the other family member with respect to updating the legal documents in
  question. Therefore, it is not that Offit Kurman “will not allow” Mr. **** to make requested
  changes. Rather, due to the conflict, applicable court rules of professional responsibility
  preclude Offit Kurman attorneys from continuing to represent either family member with respect
  to the documents.
  
  Mr. **** also complains that Offit Kurman will not provide modifiable (Word) versions
  of the documents. Offit Kurman does not provide Word versions of estate planning documents
  to clients due to liability concerns, i.e., concerns that the client would make incorrect changes to
  the document and seek to place blame on the firm. Mr. ****’s statement that documents will
  need to be re-typed is not correct, and it demonstrates why it is probably best that he see a lawyer
  who can provide him with appropriate legal advice and assistance to amend his documents.
  
  We hope this answers your questions and Mr. ****’s concerns. Please contact me if you
  have further questions.
  
  
  Sincerely,
  
  /s/ Eric P********
  
  Eric P********
  

  Customer Answer

  Date: 12/27/2024

  I did not specifically ask for a Word document, I asked for a modifiable format. A reasonable production of the documents which we have paid for. I understand that Offit Kurman has a policy. My policy is to go to a different lawyer, where I will then have spent thousands to address this problem, and I will follow up with a suit in Loudoun County General District court. If they would just provide the actual documents I paid for, all is well. This is not a matter of conflicts of interest, it is a stubborn use of policy to support lawyer lock-in that doesn't actually help Offit Kurman at all. I've been through the General District court process before, and all of this seems an expensive way to just avoid sending me my documents.

• Initial Complaint

  Date:03/13/2023

  Type:Customer Service Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  I paid an initial retainer of $7000 in January of 2022. At the time of the consult I was told that if my case went to litigation there would be a litigation retainer letter and a further $22000 retainer needed. In March of 2022 I received an email from a random stranger stating that her sister, who lives overseas had received all my financial details, my name and address, my childrens names and dates of birth in an email from my lawyer, **** ******* of Offit Kurman. In other words, my privacy had been breached. Instead of getting an apology or reassurance from the company that my credit would be monitored to ensure nothing came of this serious breach, I got an extremely rude and aggressive **** ******* on the other end of the phone. At the end of July, I got a phone call from the billing department telling me I owed them money. I enquired what they were talking about. Turns out they were sending monthly invoices to someone other that me and by the time I knew what was happening I got sent 7 months of invoices totaling more than $52,000 and rising fast. I had no idea. The litigation retainer was never issued. I would never have let it get to this amount had I known what was happening and how quickly my money had been usurped. They said it was "an inconvenience" to me that my invoices went to the wrong place. They have been bullying, manipulative and threatening to take me to court. They won't take ownership for their massive mistakes.

  Business Response

  Date: 03/27/2023

   Offit
  Kurman takes client satisfaction seriously.  We are continuing to work
  with this client to address her concerns.

  Customer Answer

  Date: 03/27/2023

  
  
  Complaint: ********
  
  
  
  I am rejecting this response because: they have not answered any of my questions. They are the ones at fault and treated me appallingly. To say they are working to resolve the issues is false. My repeated requests for answers and a resolution fell on deaf ears. I have heard nothing from them except to threaten me with an even heftier bill if I did not pay by a certain deadline.
  
  
  
  Sincerely,
  
  
  
  ****** *******

  Customer Answer

  Date: 05/01/2023

  The following questions have not been answered despite multiple attempts to get answers:

  1) Why did I not receive a litigation retainer letter? 

  2) Why did I not receive notification from the company about my breach of personal information?

  3) Why am I not getting any reassurances from your company with regard to protecting my credit should something come of this breach?

  4)Why have you not acknowledged that there is a PIPA Act requiring your business to implement and maintain reasonable security procedures to protect consumer data and notify consumers if their personal information has been compromised in a security breach? It is the law!

  5 Why was I treated so rudely and unjustly by your so-called professional associate Sara D****** when I questioned her on the mistake that she had made?

  6) Is this how Offit Kurman treats its clients when their associates screw up?

  7) Why did it take 7 months for some one in the billing department to reach out to me about the very rapidly growing (unbeknown to me) pile of invoices that were unpaid because of your associates careless mistake? As a result of advice given to me by Sara D****** I made financial decisions without any knowledge that I owed all this money through no fault of my own. Why????

  7) Why does no one want to answer these questions?

   

  Business Response

  Date: 06/05/2023

  The business has provided a detailed response and requested it not be published.

  Customer Answer

  Date: 06/05/2023

  
  
  Complaint: ********
  
  
  
  I am rejecting this response because:

  They have not answered the questions asked of them. BBB asked me to pose all the questions in bullet point form which I did. BBB informed me that they are required to answer question asked of them as part of the accreditation standards. They have not done so.They bullied me into paying the extortionist charges that I had no idea I owed due to their error, not mine, by a certain date or it would increase by $15,000. That is the reality. They make it sound like they did me a favor. They repeatedly sent my private information to the wrong emails. No assurance of anything. This is absolutely not resolved. 
  
  
  
  Sincerely,
  
  
  
  ****** *******

• Initial Complaint

  Date:02/27/2023

  Type:Billing Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  On February 3, 2023, I received a court summons in the mail (please see attached) for unpaid, November 2022 rent. I paid that rent in 2022. I am concerned as to why I was served a court summons over two months later in 2023 for rent that I paid in 2022. I have a zero balance on my rent ledger. I expect that any day now, I will have the summons posted on my front door by the sheriff's office, as this is how this process works. I contacted the name and number of the Offit Kurman lawyer that is listed on the summons, on Friday, February 17, 2023 at 11:57 AM and left a voicemail explaining the situation. A week later, I have not heard back.
  
  All Offit Kurman has to do is contact ******* in Bethesda or ****** ********** in Silver Spring to confirm I paid November 2022 rent.
  
  I am requesting that Offit Kurman PA please promptly contact the District Court of Maryland - Montgomery County and have me removed from the docket/case dismissed. I do not want the stress of being served by the sheriff for something I paid for. It is bad that the law firm did this. Thank you.
  
  
  and myself be contacted with documentation that

  Business Response

  Date: 02/27/2023

  Emailsent to ****** **** on 2/27/23:

  Please allow this email to serve as confirmation that the case
  scheduled for hearing on March 15 will be dismissed.  You do not need to
  appear in court on that date.
  
  Very truly yours,
  
  
  Todd K******
  Principal
  D 240.********
  
  tk******@offitkurman.com