Case Study: Every Moment Matters

How Collaborative Expertise Delivered a Complete Estate Plan:

After receiving a late-term cancer diagnosis, a young client realized they didn’t have their estate plan complete. With a spouse, a child, and significant assets, they needed this done immediately to protect their assets and to save taxes where possible.

Because of the broad knowledge and collaborative nature of estate planning attorneys here at Blethen Berens, we were able to pull a team together to prepare documents for a complex estate plan in one day to fit the timeline imposed by the client’s health situation.

Without the knowledge, experience, and collaboration of estate planning attorneys that we have in a team environment, this client may have paid thousands in estate taxes, lost the ability to protect assets for their child until a suitable age beyond age 18, and had a messy probate process. Without proper documentation in complicated situations, probate can take several years to complete and cost families significant time, money, and emotional stress.