A contented client whose son is now managing her health care and financial needs.
A client (whose name has been changed for privacy purposes) was having trouble remembering things. She was at risk of hurting herself and acknowledged that she could be taken advantage of financially.
Working with the client and her family members, we were able to have her sign an Application for a Voluntary Conservatorship in favor of her son. Judge Hopper, of the Greenwich Probate Court, approved the petition. She now has her own room in an assisted care facility, with no concerns about her safety or financial well-being.
Estate Planning of John and Nancy Smith
Very satisfied clients with properly structured and funded Revocable Living Trusts
A married couple (whose names have been changed for privacy purposes) with two children wanted to (a) avoid probate; (b) protect their assets from estate taxes; (c) provide for proper end-of-life health care and financial management; and (d) make sure their children would have their assets managed by a family member in the event of their untimely demise. With new Wills, Revocable Living Trusts (funded with their current assets), Powers of Attorney and Living Wills, the clients were able to accomplish all four goals within a month of our first meeting.
Estate of Martha Jones
Distribution of estate assets to rightful heirs
I served as the Conservator for Martha Jones (whose name has been changed to protect her privacy) for several years until her passing. Sadly, she advised me that she had no relatives. Following her death, I was appointed as the Administrator of her estate. A significant nationwide search was undertaken which revealed that Ms. Jones actually had two half-siblings, who were each entitled to one-half of her estate. Unbeknownst to Ms. Jones, her father had had a "winter-spring" romance late in life, resulting in the two heirs to her estate. By finding the heirs, I was able to avoid having to transfer the assets of Ms. Jones to the State of Connecticut.