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Sample AZ Estate Planning Cases
... testified convincingly and presented persuasive evidence that there was no intent to transfer
any ownership interest in the house to Wife." The trial court explained that "[i]n making this decision,
the court relies on the fact that the purpose behind the Trust was estate planning . . . ...
... For the following reasons, we affirm. FACTS AND PROCEDURAL HISTORY. ΒΆ2 In 2007,
Cochennour hired Deloughery to prepare an amendment to his mother's trust and other
estate-planning documents. After her death, a petition was filed to invalidate these documents. ...
... Responding to Petitioner's contention that she spoke many times to McCabe lawyers about marital
finance matters, a McCabe lawyer testified that Mr. Doherty asked him to work with Petitioner
in support of Mr. Doherty's estate planning, meaning that the law firm would deliver ...
... concurring. [1] The purpose of the Post-Nuptial Agreement was to transmute from
community property into separate property any community property shared by the
Salvinis and was prompted by the Salvini's estate planning. ...
... reserved a life estate. Husband testified that his parents conveyed the property for
estate planning purposes with the understanding that the property would go to
Husband's children upon his parents' death. The deed, however ...
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