Matthew I. Botkin

Matthew I. Botkin's Legal Cases (1)

Parkland, FL

Financial markets and services Lawyer at Parkland, FL

Practice Areas: Financial Markets and Services, Tax ... +13 more

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Tax

Post Death Planning

Nov 01, 2015

OUTCOME: In this case, no probate was needed and we were able to transfer assets out of mom's name in the hands of daughter

Client lost her mother. Father had died years ago. Daughter comes to me an asks for assistance on the estate because she know the I am a CPA, CFP® and Attorney. We performed an informal probate review ... in addition to tax planning for the client and we were able to build a financial portfolio.

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