Recent Wins

  • Firm did an expedited Living Trust due to dying condition of client. Able to get affirmation of testamentary capacity and disinterested parties to sign on behalf of client. The Living Trust was completed in less than 1 day. The real property was transferred into Living Trust and the Deed of Trust recorded only 4 hours before client passed away.
  • Bank Accounts and other property other than Real Property was properly transferred into the Living Trust so it could be managed by the Trustee
  • Client owned foreign property, and therefore, the international will was prepared
  • Administered Trust and made motion to relieve Co-trustee of his duties because he was not properly performing duties and depleted estate to the point where motion was necessary.
  • Created Advance Healthcare directive in such a manner that Client would be properly taken care of even though there was somebody she never wanted to make any decisions whatsoever.
  • Prepared Pour-over Will along with Living Trust and was able to properly designate the Guardian in case both of Trustees died at the same time.
  • Created a Bypass Trust to protect the children so they received the property upon the death of the surviving spouse and so surviving spouse did not either sell or bequeath the property to another spouse or somebody after the initial spouse died.
  • Prepared the Trust Administration even though Trustee was outside of the U.S.
  • Able to both prepare the Living Trust and to help the Client with their immigration situation.
  • This is a test
  • Prepared the Last Will and Testament in accordance with the Client’s last wishes.