Helped Client Qualify For Medicaid and Protect Assets
Dungan & LeFevre assisted a client diagnosed with Alzheimer’s Disease. The firm was able to transfer nearly $100,000 of the client’s assets to his children in a way that allowed him to qualify for Medicaid.
Individual results may vary and depend on the facts, injuries, jurisdiction, venue, witnesses, parties, and other factors of each unique case.
Millions Saved in Probate Matter
Dungan & LeFevre assisted a client with their estate to save million’s of dollars upon the client’s death. When her husband died, their attorneys at the time had not elected portability properly.
Dungan & LeFevre’s estate planning lawyers found a solution to save the estate $2 million after the client died by filing a federal estate tax return.
Individual results may vary and depend on the facts, injuries, jurisdiction, venue, witnesses, parties, and other factors of each unique case.
Hundreds of Thousands Saved in Probate Fees
Dungan & LeFevre helped a client fund their trust. The trust did not have any assets titled to it or any beneficiaries selected. Our firm was able to fund the trust, which saved the clients’ heirs more than $100,000 in probate fees.
Individual results may vary and depend on the facts, injuries, jurisdiction, venue, witnesses, parties, and other factors of each unique case.
Quick Turn-Around on Real Estate Deal Saves Client on Taxes
Dungan & LeFevre worked with a regular client sell a property within a short period. The client requested help with the sale on Dec. 19.
The firm was able to provide a real estate purchase contract, work with the buyer to complete a title exam and commitment, close the transaction, and provide the buyer with title insurance before the end of the year. This served our client’s needs, who needed the sale complete before the new year for tax purposes.
Individual results may vary and depend on the facts, injuries, jurisdiction, venue, witnesses, parties, and other factors of each unique case.
Contract Drafted to Save Property Transaction
Dungan & Lefevre were approached by a client to assist with a real estate sale. The client had a buyer ready to purchase their property, but needed assistance after conventional financing fell through. Dungan & LeFevre aided in discussions about alternative financing. Our firm was able to draft a land contract that protected both parties and satisfied all requests.
Individual results may vary and depend on the facts, injuries, jurisdiction, venue, witnesses, parties, and other factors of each unique case.