Trial Experience
Will Contests
Listed below is a sample of will contests our firm handled.
Case # 160475 In the Estate of Joyce Jackson
Clients engaged our services after the decedent’s neighbor produced a new last will and testament that gave him everything and nothing to my clients. This “new beneficiary” did not even notify my clients of the new last will and testament and did not notify the court of the existance of my clients (which was required by law). This case extended to real property located in the District of Columbia where he transferred the property into his name. We were successful in concluding this matter extremely favorable to our clients (issue was a fradulent will, capacity, and undue influence). One of our clients is now the sole Personal Representative. We got both pieces of very valuable real property in the District of Columbia transferred back to the estate. Our clients entered the case with nothing and now will end up with virtually everything and the estate is a nice sized estate. Needless to say, our clients are very happy.
Case # 12C05000995 Lynda Ephraim, et al vs Rosa Williams
Clients engaged our services after a new will was submitted for probate removing them entirely as beneficiaries and naming dad’s new wife as sole beneficiary. We successfully challenged the new will and achieved 100% recovery for clients. At issue was testator capacity and undue influence.
Case # 03C03012586 Crowder vs. Perko, et al
Clients engaged our services after a new will was submitted and they were removed as beneficiaries. At issue was photocopy of new will leaving new distribution. Client received 100% of what they were seeking.
Case # 150062 In the Estate of Thomas H. Wallace
Clients engaged our services after a new will was submitted in probate purporting to exclude clients and suddenly leave entire estate to another relative. At issue was testator’s capacity and undue influence. Client received 100% of what they were seeking.
Contested Adult Guardianships
Listed below is a sample of the adult contested guardianships our firm handled.
Case # 03T0500253 In the Matter of Ruth Gorham
This was a dueling estate planning document case. Client was her mother’s health care agent and financial power of attorney. Brother obtained new health care agent form designating him as sole health care agent and a new advanced directive appointing him as sole financial agent. Our firm was successful in having client appointed as sole guardian of the property (to make financial decisions) and sole guardian of the person (to make health care decisions) and removing brother from any decision making.
Case # 03T09000134 In the Matter of Alice Woods
This was another dueling estate planning document case. Client was mother’s health care agent and financial power of attorney. Other family member had a new document allegedly giving other family member the right to act as sole health care agent and sole financial agent. Client and other family member had wide difference of opinion as to where and to what extent mom needed care at an assisted living facility that specialized in Alzheimer’s dementia. After a two day trial, court granted our request and client became sole guardian of the person and property.
Case # 4T08000380 In the Matter of Tillie Sessa
Our firm successfully fought off challenge by other family members in a contested guardianship. Client was successfully appointed as sole guardian of the person and sole guardian of the property
Medical Assistance Appeals
The case below provides a sample of the Medical Assistance appeals we handle.
In the Matter of G.C., Office of Administrative Hearing Case # 478******
Our firm successfully protected a family yacht business, family farm, and investment properties from nursing home costs and from a Medical Assistance lien. All properties were fully protected. The department of social services initially contested the status of properties as non-countable assets. We immediately appealed the decision where our firm won a determination by the court affirming our position that the assets at issue were non-countable.
The majority of the Medical Assistance applications in our office do not involve appeals. Our office prides itself in taking the most complicated cases and achieving maximum savings and reducing or eliminating possible Medical Assistance penalties.
Elder Law Cases Handled by Our Firm
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