Estate Planning
Nov 09, 2022OUTCOME: Happy Clients
Assisted client in planning the succession of their business while creating some charitable private foundations and maximizing on their applicable exclusion amount.
Sarasota, FL
Estate planning Lawyer at Sarasota, FL
Practice Areas: Estate Planning, Trusts ... +8 more
OUTCOME: Happy Clients
Assisted client in planning the succession of their business while creating some charitable private foundations and maximizing on their applicable exclusion amount.
OUTCOME: Beneficial outcome
Dispute between two siblings due to one of them being a trustee and getting an additional fee. To avoid litigation, I was appointed Trustee and fully administered the estate.