Case Studies

Providing Education & Guidance to Help Protect Your Loved Ones

Case Study: Solving the Medicaid Application Maze

April 25, 2025

When Maria’s* father, Robert, had a sudden fall that left him needing long-term care, she found herself in a situation many adult children face but few are prepared for. Robert’s…

long-term care, Medicaid planning attorney

Case Study: When a Missing Trust Creates a Legal Roadblock

April 11, 2025

Timothy Rice

Case Studies, Trusts

The TREEL team recently became involved in a matter that underscores the critical importance of keeping estate planning documents organized and accessible — especially when a trust is named as…

beneficiary designations, missing trust

Safeguarding Inheritances in a Divorce

March 14, 2025

Timothy Rice

Case Studies, Estate Planning and Wills

When Linda* met with her estate planning attorney, her biggest concern was her daughter’s marriage. While she adored her daughter, she had serious doubts about her son-in-law. Linda feared that…

beneficiary protection, divorce, inheritances, Joint Accounts, postnuptial, prenuptial, trusts

Case Study: How Outdated Plans and Overlooked Details Led to Challenges in a New Jersey Estate Administration

January 3, 2025

Timothy Rice

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

November 15, 2024

Timothy Rice

Case Studies, Estate Planning and Wills

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

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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: Solving the Medicaid Application Maze

Case Study: When a Missing Trust Creates a Legal Roadblock

Safeguarding Inheritances in a Divorce

Case Study: How Outdated Plans and Overlooked Details Led to Challenges in a New Jersey Estate Administration

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

How Can We Help?

Compassionate Elder Law Attorneys

About Us

Our Services

Explore

Contact Us

Case Studies

Case Study: Solving the Medicaid Application Maze

Case Study: When a Missing Trust Creates a Legal Roadblock

Case Study: Why Elective Share and Medicaid Planning Must Go Hand-in-Hand

Safeguarding Inheritances in a Divorce

Case Study: How Outdated Plans and Overlooked Details Led to Challenges in a New Jersey Estate Administration

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

How Can We Help?

Compassionate Elder Law Attorneys

About Us

Our Services

Explore

Contact Us