Matthew Lenza's Legal Cases (2)

Estate planning

Derek Robb and Katie Robb

Oct 22, 2015

OUTCOME: Satisfied Estate Planning Clients

Young family came to me after the birth of their first child. Their concern was that they were planning a trip and wanted to ensure that their child would be cared for in accordance with their wish ... es in the event of a catastrophe. Using Estate Planning tools the couple enjoyed their vacation without the stress of worrying about their child's long term future. After their trip they returned and I was able to set them up with a solid yet simple estate plan for a younger couple that can grow with them as they get older.

Medicaid and medicare

Jeanette Minkowitz

Sep 07, 2015

OUTCOME: Client was very pleased with the outcome and has referred me several clients

Client arrived when husband had fallen very ill and was in hospital and was planning to be sent to a rehabilitation facility. Using Medicaid Planning Strategies I was able to protect their family h ... ome and a majority of their assets and have her husband approved for Medicaid

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