Marinus H W Goossens's Legal Cases (4)

Trusts

The Joys of Disclaiming

Jan 01, 2015

OUTCOME: Capital Gain Taxes Prevented

Client's spouse died, leaving half of personal residence to adult children via joint trust with client. We convinced the adult children to disclaim (refuse to inherit) the inheritance so it would go to ... client per remainder provisions of trust. Once client passes away, children will inherit the whole personal residence and receive a step-up in cost basis to fair marktet value on client's death, on the entire personal residence as opposed to only half. Client's children will thus avoid (likely) high long-term capital gain taxes.

Estate planning

Bigamy Charge Averted

Jan 01, 2013

OUTCOME: Crisis Prevented

Client, thinking first marriage ended by death of other spouse, remarried, and subsequently ran into first spouse. In order to prevent all types of inheritance issues regarding social security and reti ... rement accounts, not to mention bigamy charges, we got client properly divorced from first spouse, without jeopardizing status of second marriage, averted bigamy charges in the process, and prevented social security and retirement accounts inheritance problems.

Probate

Negotiated Estate Claim

Jan 01, 2012

OUTCOME: Happy client; angry opposing counsel (oh well)

Client's decedent sibling was sued, despite attempts to explain to opposing counsel that you cannot sue dead people. We administered client's decedent sibling's estate, forced lawsuit into probate as a ... creditor claim, and negotiated inflated claim down by 40%, while refusing to compensate opposing counsel for expenses made in silly attempt to sue a decedent.

Probate

Chain of Estates

Jan 01, 2008

OUTCOME: All parties happy.

Client waited twelve years before hiring us to administer parent's estate. Once that started, client's sibling died, and, shortly thereafter, that decedent sibling's adult child as well. While handling ... client's mother's estate, a fraudulent will surfaced in client's sibling's estate, which triggered the court to appoint an independent administrator. Suddenly, the fiduciaries and attorneys of two dependent estates were watching our every move as their estates, but for the inheritance from mother, were empty. We were able to negotiate successfully with all parties, and close mother's estate as quickly as permitted by law.

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