Trust Beneficiary v. Trustee
Oct 13, 2021OUTCOME: Recouped > USD $4M for client from Trustee
Lynchburg, VA
Corporate and incorporation Lawyer at Lynchburg, VA
Practice Areas: Corporate & Incorporation, Limited Liability Company (LLC) ... +2 more
OUTCOME: Recouped > USD $4M for client from Trustee
OUTCOME: Order of Summary Administration - Recording of Quitclaim Deeds
Decedent passed 29 years ago owning 1/2 interest in parcel of real property. There were four siblings, two pairs of half-siblings. One pair of siblings decided they would “gift” their interests to the ... other. Analyzed gift tax exemptions and offered advice on carrying out their wishes. Finally, the estate is closed and the heirs are happy. All clouds on title have been lifted and the property is ready for the brother and sister to do with as they please.