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.