Case Studies

Providing Education & Guidance to Help Protect Your Loved Ones

Case Study: Naming One, All or None of Your Children as POA or Executor

November 15, 2024

Betty* is an 80-year-old widowed mother of two daughters, Janine and Michelle. Betty describes Janine as a type-A personality: opinionated, stubborn and controlling. Michelle, on the other hand, has a…

Estate Executor, power of attorney, sibling rivalry

Case Study: How Outdated Plans and Overlooked Details Led to Challenges in a New Jersey Estate Administration

October 4, 2024

Team TREEL

Case Studies, Estate and Trust Administration

Just like families and finances, estate administration can be complicated. State probate and tax laws, family dynamics, and a failure to create a proper estate plan with the assistance of…

probate, trust, Will

Case Study: Protecting Vulnerable Loved Ones

August 23, 2024

Team TREEL

Case Studies, Estate Planning and Wills

Jessica* is in her late 80s and lives in a memory care facility, where she receives specialized care for her advancing dementia. Jessica has four adult children, including a trusted…

Care Facilities, dementia, POA

Case Study: The Importance of Keeping Trust Documents Organized

July 19, 2024

Team TREEL

Case Studies, Estate Planning and Wills

About a year and a half after his mother died, Jerry* and his son met with us for help settling her estate. Jerry said his mother’s estate consisted of her…

estate planning documents, trusts

Case Study: The High Cost of Ignoring Estate Planning

June 21, 2024

Team TREEL

Case Studies, Estate Planning and Wills

Marie* passed away in 1994, leaving behind seven adult children. Her husband and three of their children had predeceased her. At the time of her passing, Marie owned a home…

Estate Administrator, Tax Lien

When Death Divides: A Case Study on Inheritance Without a Will

May 2, 2024

Team TREEL

Case Studies, Estate Planning and Wills

Multiple long-term relationships can lead to complicated inheritance issues when one member of the couple dies without an estate plan and a Will. Dorothy* came to Timothy Rice Estate &…

intestate, New Jersey intestate

Case Study: The Importance of Choosing the Right Executor for Your Estate

March 22, 2024

Team TREEL

Case Studies, Estate and Trust Administration

Over the course of several years, Joan Adams* (an elderly woman) developed a close friendship with Susan. Susan had known Joan’s daughters since high school and lived in the same…

choosing executor, estate administration, Estate Planning, executor, Wills

Case Study: The Domino Effect of Multiple Missing Estate Plans in One Family

February 23, 2024

Team TREEL

Case Studies

When multiple people in the same family die without Wills or valid estate plans, it can trigger a complex and stressful domino effect. This can lead to a tangled web…

administrator, Estate Planning, executor, Surrogate Court, Will

Case Study: Is Handwritten Critique on Estate Plan a Legal Update?

October 27, 2023

Team TREEL

Case Studies, Estate Planning and Wills

Shortly after her husband died, one of Tamara’s* adult children took her to an attorney to create an estate plan. Months later, Tamara carefully reviewed copies of her Will and…

Estate plan update, undue influence, unequal inheritance

Case Study: Legal Battle Over Funeral Costs

July 14, 2023

Team TREEL

Case Studies

Julie* was sued for $14,000 by a funeral home for the costs of her mother’s funeral and burial. When Julie first met with the funeral home to make arrangements and…

Estate Planning, funeral home contracts, Funeral homes, pre-planning burial, pre-planning funeral, Will

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Compassionate Elder Law Attorneys

Our team of legal professionals can help guide you through the complexity of the laws surrounding Elder Law. Learn more on how we can help develop a plan to ensure you and your loved ones are protected.

Case Studies

Case Study: Naming One, All or None of Your Children as POA or Executor

Case Study: How Outdated Plans and Overlooked Details Led to Challenges in a New Jersey Estate Administration

Case Study: Protecting Vulnerable Loved Ones

Case Study: The Importance of Keeping Trust Documents Organized

Case Study: The High Cost of Ignoring Estate Planning

When Death Divides: A Case Study on Inheritance Without a Will

Case Study: The Importance of Choosing the Right Executor for Your Estate

Case Study: The Domino Effect of Multiple Missing Estate Plans in One Family

Case Study: Is Handwritten Critique on Estate Plan a Legal Update?

Case Study: Legal Battle Over Funeral Costs

How Can We Help?

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