Case Conclusion Date: 03.15.2012
Practice Area: Estate planning
Outcome: Successful Estate Plan Implemented
Description: A married couple, both of whom were in a second marriage, needed an estate plan which took into account children from the first marriage as well as mutual children. The couple also needed Medicaid planning. We managed to implement the couple's wishes while saving them taxes and allowing them to quality for Medicaid in the near future. Disclaimer: Prior results do not guarantee a similar outcome.