Our client was tasked with caring for their ailing mother, moving her from one state to another, finding her housing, and then, after her passing, managing her entire estate. Completing these tasks, while grieving, and trying to navigate the confusing court system can be overwhelming. We were happy to be able to help guide our client through this process and successfully complete the move, the housing, and finalize the estate efficiently, allowing our client to focus on grief and healing.

Our client was the nominated Personal Representative for a large estate with multiple primary and secondary heirs. The estate included real property, mineral rights, water rights, many vehicles, notes and receivables, stocks, bonds, business interests, bank accounts, dozens of pieces of farm equipment, livestock, and several other assets, most of which were denoted …..

Our client’s sibling was caring for their ailing mother for multiple years before burning out. Our client then stepped in as court-appointed conservator. Upon stepping into that role, our client discovered that their sibling had exploited their mother by taking (and later trying to hide) a $25,000 loan and using their mother’s funds for personal purchases. Our client’s mother was in danger of losing …..

Client's niece filed a faulty claim against him and motioned to remove him as co-guardian for his sister. Niece's claim was based on assumption only and had no basis in fact. Through investigation, witness interviews, and a successful, contested court hearing, we were able to reveal the truth and show that, in fact, niece was the one who had committed the act she claimed was a breach of fiduciary duties. Client remained in his position as co-guardian. Niece's motion for removal was denied. Client was awarded attorney fees and costs.

Client had cognitive and physical impairments and was being financially exploited by third parties. A family member petitioned for Guardianship and Conservatorship, and Client joined in the petition. However, a unique Visitor’s report was produced and threw a wrench in the uncontested matter. We were able to clearly represent our position and shore up the rebuttal information to make our Client’s wishes heard and made a reality.

Client needed to track down heirlooms held by estranged mother and negotiate their return. We were able to professionally and successfully receive all requested items without litigation.

Client’s friend was at great risk of exploitation on account of cognitive impairments. The friend was having trouble navigating VA benefits and other financial needs. We were able to successfully appoint Client as Guardian and Conservator despite a Visitor report that missed important information and resulted in a questionable recommendation.

Client’s grandchild was born premature and incurred major medical expenses. Grandchild’s parents could not qualify for government assistance but neither could they afford health insurance. Through an emergency (and regular) guardianship and special (and regular) conservatorship, we were able to appoint client as guardian and conservator such that client’s health insurance covered the child, saving the parties significant medical costs.

Client and brother were involved in dispute regarding distribution of assets from their mother’s estate. We were able to successfully navigate a fair buyout for our client while avoiding significant costs of litigation.

Client’s stepchild attempted appointment as Personal Representative of client’s deceased spouse’s estate. Through a swift competing petition, we were able to inform the court of our client’s priority for appointment and obtain the same.

Client had concerns about family members exploiting their aging mother. We were able to successfully petition for emergency (and regular) guardianship and special (and regular) conservatorship to ensure mother’s assets were secure.

Clients’ granddaughter petitioned to appoint expensive professional guardian and conservator. Clients contested incapacity and especially did not want to pay for professional fiduciaries. Through negotiations with Opposing Counsel and discussions with our clients, we were able to find a suitable family member to serve and reached a full agreement, saving significant costs for all involved.

Client was accused of neglecting her incapacitated significant other. Though client had been with the significant other for over twelve years, other family members were appointed emergency guardians, and they promptly denied client’s visitation of the protected party. Through a contested hearing, we were able to successfully restore our client’s right to visit her beloved significant other.

Client and siblings disputed ownership of home and probate assets. We were able to help guide our clients to a mediated resolution, saving them a significant amount of expenses as well as emotional turmoil, and allowing our client to retain the home.