Multiple Country Probate Proceeding - Mexico/ El Salvador

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OUTCOME: Clients Probated NY Property

Underwent a Probate for clients who died in the 90s in different countries (Mexico and El Salvador), children probated their NY Property.

Administration Proceeding/Guardianship for release of VCF Award

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OUTCOME: Client was awarded $611,000 from the VCF

Underwent a Guardianship proceeding for a client in order for the funds of a VCF claim to be released.

Ancillary Probate Proceeding

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OUTCOME: Client probated her parents NY property

Filed an Ancillary Probate for a client who had both of her parents pass. Also assisting in the Deed Transfers for their NY property

Heirship Deed Transfer

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OUTCOME: Transferred the property to the surviving spouse and her 8 children

Assisted a client whose spouse passed away in transferring her property from her and eight children to just herself. Also set up an Estate Plan to ensure that this property would only go to the childre ... n who still reside in the property.

Updated Estate Plan after Trustees/Beneficiary Passed

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OUTCOME: Client executed a Limited Power of Appointment and Amendment to add a new Trustee/Beneficiary

Assisted a client with amending her Trust after she had trustees/beneficiaries pass. Also helped her create a new Irrevocable Trust to protect a new property from Medicaid/Nursing Home costs and to avo ... id a new 5-year look back from starting on her old Trust.

Filing of a Guardianship for a Special Needs Beneficiary

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OUTCOME: Guardian was appointed and set up a Trust for the benefit of the Special Needs Child

Multiple LLC Formations

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OUTCOME: Created 6 Deeds in Baltimore City, MD and transferred client's MD properties into the LLC's for security

Worked with a family with a million dollar estate to create multiple LLC's for their properties in Maryland and to transfer all their properties into these newly formed LLC's for security.

Transfer of Assets for Federal/State Tax Protection

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OUTCOME: Transferred half of Spouse One's assets to Spouse Two so they would be beneath the threshold for Federal/State Tax

Created an Estate Plan for a client with a 12 million dollar Estate Size, transferred half of his assets (mainly held in LLC's) to his wife in order for them to be beneath the threshold for Federal/Sta ... te Taxes.

Spousal Elective Share and Capital Gains

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OUTCOME: Client set up an Irrevocable Trust that protected her from Spousal Elective Share since she would be remarrying soon. Also protected her beneficiary from capital gains on her property.

Created an Irrevocable Trust for a client getting married. Wanted to protect against Capital Gains for her one beneficiary and Spousal's Elective Share since she would be getting married later on.

$100 million dollar Estate Plan

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OUTCOME: Set up multiple trusts for the client to benefit his family, workers, and charities. We have also done multiple restatements and amendments to meet the clients wishes.