Case Study: Solving the Medicaid Application Maze
When Maria’s* father, Robert, had a sudden fall that left him needing long-term care, she…
Read More
Subscribe to our Newsletter to receive news & updates about Timothy Rice Estate & Elder Law.
Case Studies
Case Study: When a Missing Trust Creates a Legal Roadblock
The TREEL team recently became involved in a matter that underscores the critical importance of…
Read More
Case Study: Why Elective Share and Medicaid Planning Must Go Hand-in-Hand
Greg James* was diagnosed with a condition requiring long-term nursing home care. To qualify for…
Read More
Safeguarding Inheritances in a Divorce
When Linda* met with her estate planning attorney, her biggest concern was her daughter’s marriage.…
Read More
Case Study: How Outdated Plans and Overlooked Details Led to Challenges in a New Jersey Estate Administration
Just like families and finances, estate administration can be complicated. State probate and tax laws,…
Read More
Case Study: Naming One, All or None of Your Children as POA or Executor
Betty* is an 80-year-old widowed mother of two daughters, Janine and Michelle. Betty describes Janine…
Read More
Case Study: How Outdated Plans and Overlooked Details Led to Challenges in a New Jersey Estate Administration
Just like families and finances, estate administration can be complicated. State probate and tax laws,…
Read More
Case Study: Protecting Vulnerable Loved Ones
Jessica* is in her late 80s and lives in a memory care facility, where she…
Read More
Case Study: The Importance of Keeping Trust Documents Organized
About a year and a half after his mother died, Jerry* and his son met…
Read More
Case Study: The High Cost of Ignoring Estate Planning
Marie* passed away in 1994, leaving behind seven adult children. Her husband and three of…
Read More
When Death Divides: A Case Study on Inheritance Without a Will
Multiple long-term relationships can lead to complicated inheritance issues when one member of the couple…
Read More
Case Study: The Importance of Choosing the Right Executor for Your Estate
Over the course of several years, Joan Adams* (an elderly woman) developed a close friendship…
Read More