Trust Administration
Feb 27, 2017OUTCOME: Successful Administration
Administration of very large trust with Special Needs
Pasadena, CA
Trusts Lawyer at Pasadena, CA
Practice Areas: Trusts, Education ... +3 more
OUTCOME: Successful Administration
Administration of very large trust with Special Needs
OUTCOME: Successfully completed
Filed for the limited conservatorship of a person with severe Autism who was about to turn 18
OUTCOME: Matter successfully concluded
Husband and wife had a A-B trust of a large estate exceeding $5.34 million.
OUTCOME: Granted in part
Family wanted to get DIR Floortime and also wanted back pay from Regional Center
OUTCOME: Matter successfully concluded
Client with very modest estate wanted a cost effective estate plan drafted
OUTCOME: Family very satisfied
Advocated for a child's IEP against very hostile school district.
OUTCOME: Expulsion stayed and child find case successfully enacted
Child with disabilities was threatened with expulsion from school district
OUTCOME: Trust successfully administered
Small Trust Administation
OUTCOME: Successfully created plan
Created Estate Plan for family with Special Needs Child whose total assets were greater than $10.68 million
OUTCOME: Successfully completed probate with minimal costs and fees to client
Client's wife passed away intestate. She left a considerable estate, including intellectual property in a foreign country