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Sometimes clients ask questions where the answer differs as to legality versus morality. As a result, the attorney should be prepared to be both counselor at law and not just an attorney at law. A couple examples of actual cases (all dealing with an inheritance) illustrate...

Client, a 78 year old widow in the early stages of experiencing dementia, creates an irrevocable trust which gives her the right to occupy her homestead which was deeded into the trust. Her goal was to save her homestead (or the proceeds therefrom if sold...

Dad, a nursing home resident in a facility that accepts Medicaid, owns highly appreciated out of state real estate that has been in the family for decades and approximately $100,000 of cash. The goals are to protect the real estate, have governmental assistance in paying...