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Jerome J. Goergen: Estate Lawyer and Planner in Joliet, IL

Overview

Jerome J. Goergen, commonly known as Jerry Goergen, is an estate lawyer based in Shorewood, IL, with a practice that extends to the Joliet area. Despite his over four decades of legal experience, allegations of serious misconduct have been raised against him concerning his handling of the estate of Raymond E. Motta, particularly in relation to a special needs trust intended for Raymond's son, Robert R. Motta.

Misconduct Allegations

Failure to Fulfill Fiduciary Duties

In 2018, Jerome Goergen prepared estate paperwork for Raymond E. Motta, including a special needs trust for Robert R. Motta. Despite his responsibilities, Jerome has repeatedly refused to provide essential estate documents and investment income details to Robert and his trustee, significantly hindering the proper administration of the estate. This refusal has persisted since March 2022, when Jerome, acting as the real estate lawyer, sold Raymond's home.

Financial Exploitation and Elder Abuse

Jerome is accused of financially exploiting a disabled person, which is a serious criminal offense. He has failed to fund the special needs trust as required, leaving Robert without necessary financial resources for his healthcare and quality of life, contrary to Raymond's explicit wishes. Jerome's actions include advising Robert to resolve a disputed IDHFS debt, which was proven to be fraudulent, and failing to report other attorneys' malpractices, further contributing to the financial and emotional strain on Robert and his late father.

Conflict of Interest and Concealment

Jerome's business relationship with Brian O'Dell from Delco Financial Group, LLC, where both share the same office space, raises significant concerns about conflicts of interest. Jerome has concealed critical information regarding the investments and value of the estate, preventing proper oversight and management by Robert's trustee and estate lawyer. Despite repeated requests, Jerome has not provided documentation verifying the value of the special needs trust or the overall estate.

Unprofessional Conduct and Communication Failures

Jerome's conduct during meetings has been described as nervous and evasive, with instances of unprofessional behavior such as grabbing paperwork without permission and avoiding meaningful conversations. His failure to return calls and emails has forced Robert to hire additional legal representation, incurring unnecessary expenses that Jerome is liable for.

Conclusion

Jerome J. Goergen's handling of Raymond E. Motta's estate raises serious ethical and legal concerns. His refusal to fulfill his fiduciary duties, potential financial exploitation, conflict of interest, and overall unprofessional conduct necessitate a thorough investigation by the Illinois Attorney Registration & Disciplinary Commission (IARDC) and other relevant authorities. Robert R. Motta's health and financial well-being depend on resolving these issues promptly and ensuring that Jerome is held accountable for his actions.

Contact Information:

Phone: (815) 744-2210

Address: 621 Rollingwood Dr, Shorewood, IL 60404

Website: Lawyer.com Profile

For Further Assistance:

IARDC Complaint Contact:

Chicago Office: One Prudential Plaza, 130 East Randolph Drive, Suite 1500, Chicago, IL 60601-6219

Phone: (312) 565-2600

Main Fax: (312) 565-2320

We provide compassionate and effective representation for all family law matters, including divorce, child custody, and more.

We can help you plan for the future and protect your assets. Our team will guide you through the estate planning process and ensure your wishes are carried out.

https://www.hartsfield-law.com/kendall-hartsfield-attorney

Kendall is a dishonest lawyer who doesn't provide a bill, because he engages in unlawful billing practices. 

Grade: F

Unearned Legal Fees totaling $5000 by Kendall 

Draft Review: Kendall Hartsfield Grade: F Summary: I filed a complaint with the Illinois ARDC against Jamie Shimer and Kendall Hartsfield, alleging collusion to defraud my Special Needs Trust (SNT). Jamie Shimer, employed as corporate counsel for Hometown Bank and running a private estate law practice, breached fiduciary duties and engaged in conflicts of interest, causing significant financial harm to my SNT 

Grade: F

 Warning About Alex: If Alex set my legal matters up for failure, he is an unethical lawyer who will do the same to your legal matters. When facing jail, remember that Alex is a lawyer not to hire, a deadbeat lawyer, similar to Marc Shuman and Jerry Goergen