Matthew Joseph Gardner's Legal Cases (3)

Estate planning

Estate Plan for Client

N/A

OUTCOME: Created Revocable Living Trust Plan

When client's mother passed away, her mother did not have a Will or a Trust and it created many problems for her family (e.g. probate court process, costs, family stress). I addressed my clients specif ... ic objectives to create an estate plan uniquely tailored to my client. Client gained peace of mind knowing that her family would not have to go through the same trouble and stressful experience she had to endure when her mother passed away.

Estate planning

Trust Administration

N/A

OUTCOME: Client Peace of Mind / Tax Savings / Estate Organization

Gave counsel and guidance to a widower who was overwhelmed with the financial and legal ramifications of his spouse's death. I walked this particular client through the post-death estate administration ... process one step at a time, implementing A/B Trusts to ensure proper estate tax savings for client and an organized financial structure for client's future.

Estate planning

Medicaid Protection Trust Plan

N/A

OUTCOME: Asset Protection / Client Peace of Mind

Advised and led client in the creation of an estate plan specifically designed to protect and shelter client's assets from the cost of nursing home and long term care.

Transform legal challenges into solutions.

Connect now to review your situation.

The Avvo Rating explained

The Avvo Rating explained