Ensured a lifetime of security for a disabled minor through structured settlement payments. The client will be provided for with annually increasing non-taxable annuity payments and built in non-taxable periodic lump sums for future support and anticipated educational and medical needs.
Recovered substantial settlements for three victims in the “infamous” Glenbrook Powderpuff hazing matter despite some of the responsible parties were high school students without significant assets of their own.
Eliminated estate taxes through creation of a family limited partnership and a charitable remainder annuity trust by using discounted gifts of interests in the family limited partnership.
Recovered $2.8 million for our client by showing in Appellate Court that a portion of an estate was not distributed in accordance with finite term in the trust.