Joshua David Meier's Legal Cases (4)

Trusts

Schwartz v. Schwartz

Jan 01, 2008

OUTCOME: Successfully enforced no contest clause

Enforced no contest clause against objecting beneficiary who tried to change the distributions under his father's trust.

Trusts

Special Needs Trust Planning

N/A

OUTCOME: Successfully prepared estate plan.

Created a special needs trust so their child with a disability would qualify to receive government benefits.

Trusts

Revocable Living Trust Planning

N/A

OUTCOME: Successfully prepared estate plan.

Prepared revocable living trust for family to prevent the time, hassle, and cost of probate court. Ensured that the money would be available for the children in a way that would set them up for success ... .

Estate planning

Kids In Case of Emergency Plan

N/A

OUTCOME: Made sure children would never end up in temporary foster care or have a judge decide who should be permanent guardians.

Created a mini estate plan for minor children to make sure they would always be taken care of by who the parents would want and in the way they would want.

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