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

Case # 03C07000851 Roberts vs Crane
Case # 03C07000924 Robinson vs Bystrak, et al
Case # 03C90560128 In The Matter Of Nancy Jean Rawlings
Case # 03T03000068 In The Matter Of Nancy S Roberts
Case # 03T03000184 In The Matter Of Helen Marie Carroll
Case # 03T03000250 In The Matter Of Mary P Weese
Case # 03T04000105 In The Matter Of Hortense S Bell
Case # 03T05000042 In The Matter Of Reidun Dalebo
Case # 03T05000056 In The Matter Of Theresa Niziolek
Case # 03T05000157 In The Matter Of Cecil D Selders
Case # 03T05000253 In The Matter Of Ruth Gorham
Case # 03T06000020 In the Matter of Willie David Reed
Case # 03T06000035 In the Matter of Gertrude Carper
Case # 03T07000041 In The Matter Of Dorothy J Harbin
Case # 03T07000104 In The Matter Of Kathryn Mack
Case # 03T07000121 In The Matter Of Mary Cutair
Case # 03T07000123 In The Matter Of Jewel Rush
Case # 03T08000010 In the Matter of Wilma Jewell Foster
Case # 03T08000048 In the Matter of Ruth G Moody
Case # 03T08000281 In the Matter of Audrey Broughton
Case # 12C05001037 In The Matter Of Frances Williams
Case # 12C06001740 Francis Williams vs Rose Williams
Case # 13C03055564 In The Matter Of Lauren Beckham
Case # 13C03055866 In the Matter of Kimberly Beckham, et al
Case # 13C08072983 Posluzney vs United Healthcare Services Inc
Case # 24C04008552 In The Matter Of  Edith M Cottrill
Case # 24C07001692 Theresa Wilson vs Old Mutual Financial Network
Case # 24C08006723 Doris Tignor Vs. Department Of Health And Mental Hygiee
Case # 24D86275054 In the Matter of Joseph Sandoval
Case # 24T04000117 In The Matter Of Henry Clyde Merchant, Jr.
Case # 24T04000384 In the Matter of Lula M Garrett
Case # 24T05000178 In the Matter of Dolores Mikulski
Case # 24T08000293 In the Matter of Leonard Harry Addison
Case # 24T08000379 In the Matter of John Joseph Sessa
Case # 24T08000380 In the Matter of Tillie Sessa
Case # 24T08000405 In the Matter of Elsie R Becker
Case # 24T09000293 In the Matter of Jean Bailey
Case # 03C08013832 Hardy, et al vs Lee