Jeffrey F. Dorko's Legal Cases (3)

Estate planning

Wealth Transfer to Family - Family Limited Partnership

N/A

OUTCOME: Successful

Wealth Transferred to Children & Grandchildren Family Limited Partnership Assisted a client for over 25 years to sell off her portfolio of undeveloped real estate. This allowed her to transfer a subs ... tantial part of her wealth to her children and grandchildren through a family limited partnership. By doing so, she not only paid for college for all of her grandchildren but also developed strong bonds with them through annual family vacations.

Trusts

Family Cottage Trust

N/A

OUTCOME: Successful

Assisted a client who owned a cottage in Maine in establishing a family cottage trust, allowing their children to continue using and enjoying the cottage after their parents' death without any obligati ... on to pay for the cost. Years later upon review with client, revised their investment plan, making funds available for the remainder of their grandchildren's lives, as well.

Agriculture

Business & Farm Ownership Transfer

N/A

OUTCOME: Successful

Business & Farm Ownership Transfer to next Generation In numerous cases, Jeff has helped people create plans to not only transfer clients' businesses or farms to the next generation, but also eliminat ... e dissension in the family by providing for family members not involved in the original family enterprise.

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