Jennifer P Heald

Jennifer P Heald's Legal Cases (2)

Westport, MA

Estate planning Lawyer at Westport, MA

Practice Areas: Estate Planning, Trusts ... +6 more

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Trusts

Credit Shelter Trusts or Marital Deduction Trusts

N/A

OUTCOME: Sucessful

Draft a Credit Shelter Trust for a married couple to allow for maxium federal and state death tax exemptions and permit assets to flow from one spouse to the other at death without going through probat ... e court.

Trusts

Living Trusts or Donor Trusts

N/A

OUTCOME: Sucessful

Draft Living Trusts for clients to protect assets and allow them to flow to the Donor's beneficaries withourt going through probate.

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