WILLS & TRUSTS / PROBATE

 

Everyone has a unique goal for their estate, from planning for their children and grandchildren to leaving a legacy in their community. The Law Offices of Richard Sax will listen closely so we can understand what’s important to you and work with you and your tax advisors to help you plan your estate accordingly. It is very important to plan for you and your family’s future, if you do not have a living trust, probate can be very expensive. Ask yourself, do you really want those decisions made by the State or the courts? Do you want a family member you don’t trust to raise your children? Of course, you don’t. That’s why it’s important to get these matters taken care of now. Similarly, you want to make sure there is someone in place should you become disabled and unable to manage your affairs. Nothing is more painful than having the court appoint a conservator.

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Favorable result in a case involving a two-million dollar estate. Our client and a sister were equal beneficiaries of their late father’s estate, valued at more than two million dollars. The sister, a trustee, unilaterally paid herself an excessive fee; filed inaccurate estate tax returns, which caused the estate to incur tax penalties and interest; and refused to provide a full and complete accounting of the trust estate. Sax filed a successful petition to compel the sister to provide an accounting, and to have her removed as trustee for breaches of the trust.

Favorable resolution of a case involving eleven properties and two families. We began representing a woman in a real estate partition action involving eleven properties, but soon realized that her divorce had not been properly handled. We re-opened the dissolution action and began a proper division of property. However, our client and her former husband both passed away of natural, unrelated causes. The case then became a probate action, which we pursued on behalf of our late client’s family. The case settled in mediation, and the division of the late couple’s numerous real properties was successfully accomplished.

Successful probate in action involving five siblings, members of a Native American Tribe. We successfully resolved a probate action involving the estate of the mother of five siblings, members of a prosperous Native American Tribe.

Favorable resolution of a case involving four children and their stepfather. We represented four siblings in a probate dispute with their stepfather regarding the partition of their late mother’s estate. The case successfully settled in mediation.