Saint Paul, MN
Estate planning Lawyer at Saint Paul, MN
Practice Areas: Estate Planning, Elder Law ... +5 more
OUTCOME: Smooth appointment and transition of guardian and conservator.
Successfully obtained guardianship/conservatorship for elderly parent with dementia, through transfer from contentious action in another state.
OUTCOME: Federal taxes avoided, clients wishes fulfilled without stress.
Elderly couple hired us to update their estate plan in 2014. Crafted marital AB trust plan to avoid federal taxation of estate, funded trust included extensive work with closely held company and buy se ... ll agreement, made adjustments to plan over time to increase gifting to grandchildren, worked with children in administering both parent's trusts after their passing. Also crafted an estate plan for one of the client's children and their spouse. Excellent working relationship with the family.
OUTCOME: Client received long term care she needed, fair resolution of difficult situation, estate resolved peacefully.
Elderly client with dementia was running out of money and needed to apply for Medical Assistance to cover the cost of her care. Her child with power of attorney had taken significant funds from her, co ... mpromising her MA eligibility, and her care. The family situation was delicate. Changed the power of attorney, created and implemented a plan to deal with stolen funds and house complications, in a such way that client qualified for MA to pay for her care. After client's passing, assisted personal representative with settling estate between contentious siblings per the client's wishes with minimal legal fees and no court involvement.
OUTCOME: $50,000 recovered for vulnerable adult's care
My client was an elderly woman in New York, with advanced dementia. Her Attorney in Fact was working to gather her assets to pay for her care. A relative in MN who was "safekeeping" her savings bonds r ... efused to turn them over. We brought an action with 4 different causes of action seeking punitive damages and attorneys fees. The relative promptly turned over the bonds after being served. The client was very pleased to spend a fraction of the cost of the bonds to recover them.
Ad
Transform legal challenges into solutions.
Connect now to review your situation.
