Case Study: Medicaid Planning & Penalty

Please note that Medicaid planning and eligibility is particularly intricate, depending upon the individualized facts and circumstances affecting the ultimate findings and determinations.

As such each matter is different, so the audience should not construe any content, including this video, as legal advice. We invite you to call us or schedule an appointment for a free consultation to explore your options, thereby empowering you with advice™.

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Case Study: Adult Guardianships

At some point, a person may need a guardian appointed or he may benefit from alternative planning methods to avoid the severe consequences of a guardianship. In the video below, you will see a narrative based on true events illustrating a person initially in need of a guardianship (or at least he thought so), and then his journey in terminating the guardianship and restoring his rights. 

As such each matter is different, so the audience should not construe any content, including this video, as legal advice. We invite you to call us or schedule an appointment for a free consultation to explore your options, thereby empowering you with advice™.

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Case Study : Fur Baby Pet Trust – I

Trusts have multiple applications that provide security and protection to anyone or anything that the creator intends that effect on. This video describes a pet lover who assured that her two pets would be cared for by providing a home and caretaker for them after she passed away. It shows that the courts will enforce clearly expressed intentions, thereby making sure that your pet is not abandoned or euthanized upon your passing away. 

We invite you to call us or schedule an appointment for a free consultation to explore your options, thereby empowering you with advice™.

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Case Study : Fur Baby Pet Trust – II
This video illustrates an example of how a New York court may limit the expressed intent of the trust creator and provides guidance to future planners who wish to create a Fur Baby Pet Trust to protect their beloved companion. Therein, there is an interplay of elements that forced the court to reduce the trust, such as the appointed trustees having sole discretion to make adjustments. 
With the help of an experienced attorney, we can create a trust to protect your interests and your beloved fur baby for the remainder of your life and the remainder of its life. 
 

We invite you to call us or schedule an appointment for a free consultation to explore your options, thereby empowering you with advice™.

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Case Study : Estate Planning – No-Contest Clause 
You know, when you know it–that there is a particularly difficult sibling (or two) who is troublesome. This video shows the consequence of conflicts within a family–and it shows that the person creating the plan has the power to incorporate a No-Contest Clause to avoid conflicts and project your values in your final plan. We can help you do that.

 

We invite you to call us or schedule an appointment for a free consultation to explore your options, thereby empowering you with advice™.

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Case Study : Asset Protection and Medicaid Planning
Asset Protection may be on your mind when potential medical bills may risk loss of legacy. This case study video shows how an uninformed trustee may cause a plan to fail and cause the loss of government benefits. 
 

We invite you to call us or schedule an appointment for a free consultation to explore your options, thereby empowering you with advice™.

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