Construction Litigation
Jul 18, 2018OUTCOME: Reached an amicable settlement after extensive negotiations.
Client hired a contractor to fix her kitchen after flooding damage and was very unhappy with the results.
Palm Beach Gardens, FL
Estate planning Lawyer at Palm Beach Gardens, FL
Practice Areas: Estate Planning, Probate, Guardianship
OUTCOME: Reached an amicable settlement after extensive negotiations.
Client hired a contractor to fix her kitchen after flooding damage and was very unhappy with the results.
OUTCOME: Obtained a favorible Private Letter Ruling From the IRS regarding the estate and gift tax ramifications of the termination of a qualified personal residential trust.
Principal author of a request regarding a unique technique known as the "Reverse QPRT" of terminating a QPRT where the beneficiary allowed the grantor to remain in the residence and made a gift back t ... o the grantor on an annual basis resulting in beneficial estate and gift tax results for all parties involved.
OUTCOME: Successfully obtained Guardianship of the Person and Property
Highly contested matter involving a dispute between three family members contesting a guardianship appointment for a ward with a multi-million dollar special needs trust.
OUTCOME: Successfully obtained a continued homestead exemption for client who had placed their home in a QPRT after the expiration of the term.
County claimed the client should no longer be able to claim a homestead exemption after expiration of their ownership term under a qualified personal residence trust despite additional actions taken pr ... ior to expiration to maintain an equitable life estate.
OUTCOME: Assisted disabled Army Veteran in successful application for VA benefits.
Assisted Disabled Army Veteran in application for Aid and Attendance benefits.