Kristen Marks

Kristen Marks's Legal Cases (4)

Pensacola, FL

Estate planning Lawyer at Pensacola, FL

Practice Areas: Estate Planning, Wills & Living Wills, Trusts

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Estate planning

Standalone Retirement Trust planning

Dec 09, 2014

OUTCOME:

Created a standalone retirement trust for a woman's IRA assets to protect her children from cashing it in early & paying large taxes.

Estate planning

Special Needs trust

Jan 01, 2011

OUTCOME: Created special needs trust

Client needs a special needs trust for their disabled child so any inheritance he receives won't inadvertently jeopardize their public disability benefits.

Estate planning

Grandchildrens Trust

N/A

OUTCOME:

Created testamentary trust for a client's young grandchildren

Guardianship

Florida Guardian Advocate Proceeding

N/A

OUTCOME:

I help parents become guardian advocates for their adult developmentally disabled children so they can continue to make medical, legal and financial decisions for them into adulthood.

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