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Sample DE Estate Planning Cases
... their home to foreclosure. Cross and Smith retained the Respondent's legal services
to help them address those debt problems and to provide them with legal advice
and services concerning their estate planning. 4. In October ...
... Gelof's parents retained defendant Prickett, Jones & Elliot PA (hereinafter, "Prickett Jones") to
handle their estate planning and to establish the Trusts. ... Gelof's first argument simply states that
her parents followed the defendants' legal and estate planning advice. ...
... Id. at 55-56. e. October 30, 2006 to November 13, 2006: Estep Meets with Four More Clients Who
Execute Documents Prepared by Kingsley; Kingsley Ceases Preparing Estate Planning
Documents After He Learns of Cease and Desist Order Entered Against Estep. ...
... I am satisfied that their opinions, if accepted, with respect to, for example, the context,
circumstances, and drafting techniques animating estate planning almost forty years ago and
how the two instruments would achieve (or fail to achieve) the Settlors' estate and tax planning ...
... Carmean immediately called Chowdry and told him that she thought it was inappropriate to
execute any estate planning documents while the guardianship was pending. In his deposition,
Chowdry testified that Bruno often brought Seppi and Vernice to their meetings. ...
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