Client case studies

Real families. Real outcomes.

Names changed, results real. Each matter below shows how planning — and sometimes emergency action — changed a family's future.

Estate Planning

The Hartmann Estate Transition

The challenge: Three adult children, one family business, and no plan. The Hartmanns faced years of probate and a likely family dispute.
Our approach: We built a living trust with a business succession clause, funded every asset, and ran two full family meetings to align everyone on the plan.
The result: The estate now transfers outside probate, the business stays in the family, and the children co-manage it under clear rules.

$1.4M

Assets protected

100%

Probate avoided

Family meetings

Medicaid Planning

The challenge: Margaret needed skilled nursing care costing $9,400/month, with $310K in savings that would have been exhausted in under three years.
Our approach: We structured her assets into a compliant trust, filed the application with a complete documentation package, and pre-empted common deficiency flags.
The result: Approved in 60 days. Her care is now covered and the trust preserves her savings for her grandchildren.

60 days

Approval time

$8,200

Monthly benefit

$310K

Savings preserved

Elder Fraud & Guardianship

The challenge: A trusted neighbor had drained Eleanor's checking account and was pressuring her to sign over her home — her family discovered it weeks too late.
Our approach: Same-day account freezes, a temporary protective order, and an emergency conservatorship. We then pursued recovery through the bank's fraud unit.
The result: We recovered $210K, canceled the fraudulent deed transfer, and installed durable safeguards including a monitored power of attorney.

$210K

Funds recovered

24 hrs

Response time

Deed + accounts

Fraud halted

Free consultation

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