Schererville, IN
Estate planning Lawyer at Schererville, IN
Practice Areas: Estate Planning, Elder Law ... +2 more
OUTCOME: Successful
A client has been paying for a disabled-elder parent's skilled nursing home montly bills that were between $6,000-$7,000 a month. After we were able to allocate assets & create a Qualified Income ("Mi ... ller") Trust, the disabled-elder parent now qualifies for Medicaid. This allows the client (the disabled-elder parent's child) to save thousands of dollars a month!
OUTCOME: Successful
Another recent client of mine had a living trust as well as an estate plan portfolio. Unfortunately, her revocable trust was very simplified and did not properly "fund" the trust (meaning that it did ... not protect anything). I also found out that she was also charged $3,700 for a service that is complimentary at my firm. Needless to say, she now has a 250+ page Estate Planning Portfolio with her Restated Trust, Powers of Attorney, Living Will, Pour-Over WIll, Funding, HIPAA Authorizations, & Memorial Instructions.
OUTCOME: Successful
A recent client had an over-simplified Last Will & Testament ("Will") that he obtained from an attorney that does not focus on estate planning. His original Will was six pages and barely accounted for ... anything. I updated his Will and provided a comprehensive estate plan portfolio. His Will is now nearly 40 pages. He now has a durable power of attorney, medical power of attorney, HIPAA authorizations, Living Will, & memorial instructions that contribute to his nearly 100-page estate plan portfolio.
Ad
Transform legal challenges into solutions.
Connect now to review your situation.
