Estate Planning Case Study: Ensuring Fair Distribution of Assets for Eve and Robert
Client BackgroundEve and Robert, a loving couple, had experienced the loss of their son, who tragically passed away unmarried but leaving behind a daughter named Joanna. The couple also had two surviving children. Their primary objective was to establish an estate plan that would ensure a fair and considerate distribution of their assets among their surviving children, leaving a specific amount, $70,000, to Joanna, their deceased son's daughter.
Estate Planning Solutions
ConclusionEve and Robert's estate planning objectives were successfully accomplished through a straightforward and comprehensive approach. The creation of clear and legally binding wills ensured that their assets would be distributed precisely as they desired.
By specifying their wishes in their wills, Eve and Robert provided clarity and peace of mind for their family, ensuring that Joanna would receive the intended $70,000, and their remaining assets would be divided equitably among their surviving children. This case study underscores the importance of tailored estate planning solutions that cater to individual circumstances and goals. Eve and Robert's story serves as an example of how a simple estate planning package can effectively achieve one's wishes, providing financial security and ensuring fair distribution among loved ones. |
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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.
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Our expertise in creating personalized estate plans, like Eve and Robert's, ensures your wishes are honored while providing financial security. 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.
Jenna Ordway
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