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Sample RI Estate Planning Cases

... to make any transfer until. James settled his debt with the IRS. James said that after Mary's open-heart surgery Mary told him to "[g]o get everything squared away" concerning her estate planning. Mary told James to leave her ...

... Petitioners' memorandum at page 6 says that the trusts' purposes are "not expressly stated" and suggests three general purposes which are "all common and reasonable estate planning tools." Claiming that three common purposes were the goal of these Settlors does not hold ...

... control of her own destiny. On the day of the will's execution, he was able to observe Ms. Picillo through the lens of their longstanding relationship, and in light of his extensive experience in estate planning. As to the notation on ...

... (Request for a hearing, July 29, 2009, Ex.1.) In her request for hearing, Ms. Biagetti stated: "The bank account should not be countable as they were transferred to a trust for estate planning purposes more than sixty months prior to the filing of the Medicaid application. ...

... The Court is unsure why he would include Mr. Vieira in broad estate-planning discussions (as noted above) and queries why he would represent Mrs. Mooney when she was becoming more adversarial with another client of his, Captain Mooney. ...

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