Various Estate Planning Documents (i.e. Wills, Trusts, Living Wills, Power of Attorney)
N/AOUTCOME: Complete estate planning documents
Detailed documents to legally represent interests of my clients and to minimize probate and tax consequences.
Juno Beach, FL
Estate planning Lawyer at Juno Beach, FL
Practice Areas: Estate Planning, Wills & Living Wills ... +3 more
OUTCOME: Complete estate planning documents
Detailed documents to legally represent interests of my clients and to minimize probate and tax consequences.
OUTCOME: Successful probate administration in minimal time
General Probate Administration and Summary Administration proceedings to successfully transfer real and personal property from decedent's estate to beneficiaries.
OUTCOME: Final Preparation of Estate Planning Documents
Client referred through Legal Aid Society to prepare "simple will". In addition to will, I consulted client on various estate planning tools and prepared a Living Will, Designation of Health Care Surro ... gate, and Springing Power of Attorney.
OUTCOME: Exceeded client expectations
Complaint filed against client by Florida Real Estate Appraisers Board (FREAB). Possible 2+ year suspension and monetary penalties removed.
OUTCOME: Satisfied clients who retain Medicaid eligibility
Establish estate plans and special needs trusts to ensure clients retain Medicaid eligibility.
OUTCOME: Arbitration Decisions to settle disputes between individuals and manufacturers
Presided as Arbitrator for Better Business Bureau Auto Program. Prepared decisions for cases involving individuals claiming Lemon Law against various manufacturers, including: Volkswagen, Chevrolet, Ac ... ura, Honda, Hyundai, Nissan, Buick, and Infiniti.
OUTCOME: Overturned health care denials
I have successfully helped individuals appeal denials for health care services and payments