Valencia, CA
Estate planning Lawyer at Valencia, CA
Practice Areas: Estate Planning, Elder Law ... +3 more
OUTCOME: Zero Death Taxes Paid
Over the past fifteen years, I've had clients with a net worth of between $20,000,000 and $50,000,000. Through the use of multiple estate and tax planning techniques, I've helped these clients reduce t ... he size of their “estate” in the eyes of the I.R.S., while the overall estate held by multiple generations actually grew. These advanced planning techniques resulted in zero death taxes being paid my clients.
OUTCOME: 100% Success Obtaining Medi-Cal & VA Benefits
Many of my clients did not automatically qualify for Medi-Cal and/or Veterans Pension Benefits, even though they desperately needed those benefits to help pay for care. I helped them reorganize their a ... ssets in a productive manner, set up asset protection trusts for their benefit, and applied for the applicable government benefits needed. To date, I've been 100% successful in obtaining benefits for clients.
OUTCOME: Client Settled For Over $500,000
My client signed an (invalid) pre-nuptial agreement, prior to her 8 year relationship with the deceased. The deceased had a child from a former marriage. Even though the deceased had already provided f ... or this child and former (wealthy) spouse, my client was being bullied by her. My client was offered $18,000 to walk away. Three years of contentious litigation later, I helped my client to settle for well over $500,000.
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