Estate Planning Case Studies: Stories of Success and Security

Estate Planning Case Studies: Real Stories, Real Solutions

Welcome to our collection of estate planning case studies, where real-life scenarios demonstrate how strategic estate planning can safeguard assets, preserve legacies, and address unique client needs. Explore these compelling stories to gain insight into our tailored solutions and the positive impact we've had on our clients' lives.

The names and identifying details have been changed to protect our clients' privacy, but the stories are all real.

Securing the Future for Sarah and Elizabeth

Sarah and Elizabeth, a devoted couple, needed to update their estate plan. Discover how we helped them navigate complex decisions, protect their assets, and plan for the future.

Proactive Estate Planning for the Douglas Family

The Douglas family took proactive steps to secure their wealth and legacy. Learn how we helped them address their unique financial situation and simplify their affairs.

Maximizing Estate Tax Exemptions for the Davis Family

Wayne and Chris sought to protect their assets and minimize estate taxes. Explore how we crafted a comprehensive estate plan to secure their financial future.

Protecting Assets and Animals for Harold and Stephanie

Harold and Stephanie's estate planning journey was driven by their love for animals and concerns about assisted living costs. Dive into their story to see how we ensured their wishes were met.

Securing Asset Protection and Assisted Living Planning

William and Pat sought primarily to protec their primary asset, the jointly owned home, from the potential cost of assisted living in the future. Explore how we were able to protect that asset and give them peace of mind.

Ensuring Assets and Guardianship for Children

With three young children, Justin and Maria needed not only to ensure the children got the assets they would leave behind, but also that there was a trusted person in place to serve as guardian and conservator for those children.

A Plan That Can Evolve With Your Family

Discover how Roberta and Evan secured their growing family's future with comprehensive estate planning, and how easy it was to update their plan when their wishes changed.

Tailoring an Estate Plan to Meet Unique Wishes

Read Brenda's unique estate planning story, where we helped her secure her legacy and ensure her daughter's future while honoring her wish to support a non-family member during his lifetime.

Securing Financial Security and Estate Tax Protection

Explore the case study of David and Eileen, who utilized our comprehensive estate planning package to secure their family's financial future, protect business interests, and maximize estate tax protection.

Preserving a Family Legacy through Smart Business Planning

Explore our case study showcasing the importance of creating a legal entity for small businesses to ensure smooth transitions and asset protection.

Securing a Legacy for an Older Couple in a Blended Family

Explore the estate planning journey of Melissa and Louis, a blended family, emphasizing the importance of regular reviews and adaptability to evolving needs while securing their legacy.

Ensuring Legacy Protection With a Medicaid Trust

Explore our case study highlighting the protection of Danny's assets through a Medicaid Protection Trust, emphasizing tailored estate planning for financial security.

Protecting What Matters Most to the Client

Discover Chuck's story, highlighting his unwavering dedication to securing his legacy for his pets and nieces/nephews through meticulous estate planning.

Fair Distribution of Assets

Discover how Eve and Robert secured a fair distribution of assets for their family, including a granchild from a child who had passed, through a simple estate planning package, emphasizing clarity and precision.

Updating an Estate Plan to Reflect Changed Circumstances

Explore Charles and Michelle's journey as we updated their estate plan to align with their evolving life circumstances, showcasing the importance of periodic reviews and adaptations.

Asset Protection and Tax Minimization for Laura and Stacey

Explore Laura and Stacey's journey as they proactively secured their financial future with comprehensive estate planning, emphasizing tax liability reduction and asset protection.

Safeguarding Family Assets

Explore how Sam and Anne strategically secured their family's future by safeguarding their assets, distributing their legacy, and addressing unique wishes through comprehensive estate planning.

Each case study highlights our commitment to tailored solutions, attention to detail, and dedication to securing our clients' legacies. Click on the links above to delve into the full stories and discover how we can assist you in achieving your estate planning goals.

We're Here to Help.

Call (781) 784-2322

Schedule a Free Information Call

Need Help Understanding The Basics of Estate Planning?

We have a FREE online workshop with one of our experienced estate planning attorneys to help give you the answers you need to get started on your road to peace of mind.

Learn More Here About Our Free Estate Planning Workshop

Meet Our Estate Planning Lawyers

Emily Smith-Lee is the owner and founder of slnlaw. She is a 1996 graduate of Boston College Law School. She was previously a partner at the Boston office of a large international firm, where she worked for thirteen years before starting the firm that became slnlaw in 2009. She has been recognized as Massachusetts Superlawyer each year since 2013, and in 2018 earned recognition as one of Massachusetts Lawyers Weekly's Lawyers of the Year.

Jenna Ordway: Jenna is a 2013 graduate of Quinnipiac Law School, and also earned an LLM in Taxation from Boston University in 2015. She has been affiliated with slnlaw since 2011, first as a law clerk and then as an attorney. Jenna has been recognized since 2019 as a "Rising Star" by Massachusetts Superlawyers. Jenna wrote a book on estate planning: The Road to Peace of Mind: What You Need to Know About Estate Planning. Jenna has helped many individuals and families with planning to protect their legacies and loved ones, and planning for the future and succession of their businesses.

Sharleen Tinnin: Sharleen is a 2010 graduate of Northeastern University School of Law, and earned her LLM in estate planning from Western New England Scool of Law in 2016. She has been with slnlaw since 2023. Prior to joining slnlaw, she worked with King, Tilden, McEttrick & Brink, P.C. on complex civil litigation matters. She previously worked for the United States Department of Justice, and received an "Excellence in Justice" award in 2017. Sharleen has helped many clients with planning for their legacies and their future, and navigating the probate process in Massachusetts after the death of a loved one.

How We Can Help

Our expert estate planning services are designed to meet your unique needs and ensure financial security. Let us help you protect your legacy, plan for the future, and achieve peace of mind, just as we did for our clients in these case studies. You can use the button below to schedule a call back from a member of our team, or give us a call at 781-784-2322.