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Michael Davidov
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Michael Davidov’s Legal Cases

6 total

  • Estate Planning for $133 Million Lottery Winner

    Practice Area:
    Estate Planning
    Outcome:
    Reduced income, gift, estate and GST taxes.
    Description:
    Prepared a comprehensive estate plan for Mr. Boyce and his family utilizing advanced estate planning techniques aimed at preserving the estate assets and minimizing taxes. The representation also involved negotiating with the New York Lottery Commission. The case was widely publicized including in the New York Times newspaper.
  • Estate of Bernard Kushner

    Practice Area:
    Probate
    Outcome:
    Obtained > 45% additionally for client
    Description:
    Mr. Kushner requested my assistance with a compulsory accounting proceeding requiring the fiduciary to account and to turn over proceeds of the estate to Mr. Kushner. I was able to negotiate a favorable settlement and resolution to closing of the estate.
  • Medicaid Home Care Qualification

    Practice Area:
    Elder Law
    Date:
    Jan 01, 2009
    Outcome:
    Obtained 12 hours per day of Medicaid home care services
    Description:
    An elderly client suffering from Dementia required ongoing home care assistance. Her income and assets were over the state's Medicaid limits. I was able to assist her power of attorney agent to restructure her assets and income in such a way that she initially obtained 6 hours per day of home care services. I then appealed the determination and obtained 12 hours per day of services.
  • Nursing Home Asset Protection and Medicaid Qualification

    Practice Area:
    Elder Law
    Date:
    Jan 01, 2010
    Outcome:
    Saved family $100,000
    Description:
    Retained to do Medicaid planning by family of nursing home resident with $200,000 in assets. I created a plan utilizing a promissory note and applied for Medicaid. As a result of the planning, the family saved $100,000 and qualified for Medicaid long term care 10 months earlier.
  • Obtained Veterans Aid and Attendance Pension for Assisted Living Resident

    Practice Area:
    Elder Law
    Date:
    Jan 01, 2010
    Outcome:
    Obtained close to $2000/month in additional income to pay for assisted living
    Description:
    Elderly client wanted to obtain VA pension benefits but could not qualify on his own. I helped restructure his assets and obtain a rating that lead to qualification of Aid & Attendance benefits of close to $2000 per month.
  • Favorable Appeal Outcome After Trial On Real Esrate Contract Liquidated Damages

    Practice Area:
    Lawsuits & Disputes
    Date:
    Mar 12, 2013
    Outcome:
    won appeal and obtained liquidated damages in the amount of $76,500 plus interest for client
    Description:
    After winning at trial, the opposing side appealed to overturn the judge's decision. I argued that the trial court was correct in granting my client liquidated damages on a breach by a real estate purchuser who failed to abide by the terms of the contract. The appellate court affirmed the trial court's decision.