Probate
Oct 15, 2015OUTCOME: Funds distributed without delay (other than normal probate delay)
Assisted Executor in navigating the probate process through final distribution.
Orinda, CA
Estate planning Lawyer at Orinda, CA
Practice Areas: Estate Planning, Probate ... +2 more
OUTCOME: Funds distributed without delay (other than normal probate delay)
Assisted Executor in navigating the probate process through final distribution.
OUTCOME: Estate Plan Completed
Worked with family to ensure protection for minor children in the event of an untimely death. Plan ensured the most beneficial tax treatment of the estate on the death of first spouse and second to pa ... ss as much wealth to beneficiaries as possible.
OUTCOME: Trustee prevailed
Represented Trustee in litigation from Beneficiary. Trustee prevailed. Significant attorneys fees avoided.