Case Studies

Providing Education & Guidance to Help Protect Your Loved Ones

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

October 27, 2023

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

Case Study: An Outdated Will Leads to a Sibling Legal Battle

June 30, 2023

Team TREEL

Case Studies, Estate Planning

Julie* has spent the year since her mother’s death fighting with her siblings over her mother’s estate. Her mother’s Will names executors who are deceased. In addition, the Will is…

Executors, Outdated Will, Siblings, Will. Probate

Case Study: Sibling House Squabble

May 5, 2023

Team TREEL

Case Studies, Estate Planning

Lucy’s* adult siblings have lived with their parents for years. Neither her brother nor her sister have contributed to paying the mortgage or the bills — they have simply lived…

Ejection action, Estate Planning, Sibling squabble

Case Study: Powers of Attorney and Advance Medical Directives

April 22, 2022

Team TREEL

Case Studies, Medicaid Planning

What could happen if you don’t have powers of attorney and advance medical directives: A husband and wife in their early 50’s have 3 children but have no wills, durable…

advance medical directive, durable power of attorney, guardianship, Medicaid, Wills

Case Study: ACT SOONER TO GET A WILL

April 22, 2022

Team TREEL

Case Studies

Act sooner rather than later to get a will, especially if you have disabled beneficiaries: A woman has advanced lung cancer and asks her financial planner to contact an attorney…

advance medical directive, durable power of attorney, Estate Planning, Will

Case Study: Unequal Inheritance Leads to Will Dispute

September 3, 2021

Timothy Rice

Case Studies

When Joseph* died at age 98, his Will left unequal inheritances to his four children. His son, Michael, was left the bulk of the estate while his sisters received 10%…

trusts, Unequal Inheritances, Wills

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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: Is Handwritten Critique on Estate Plan a Legal Update?

Case Study: Legal Battle Over Funeral Costs

Case Study: An Outdated Will Leads to a Sibling Legal Battle

Case Study: Sibling House Squabble

Case Study: Powers of Attorney and Advance Medical Directives

Case Study: ACT SOONER TO GET A WILL

Case Study: Unequal Inheritance Leads to Will Dispute

How Can We Help?

Compassionate Elder Law Attorneys

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