I. Introduction• Purpose: Explanation of a streamlined estate plan designed to avoid probate without using a trust.• Key Benefits: Minimizes court involvement, simplifies asset transfer, reduces costs, and ensures faster distribution of assets.• Limitations: Not ideal for complex family situations, larger estates, or beneficiaries with special needs or disabilities. II. Core Components of the PlanA. […]
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Richard Winblad was recommended to me to help my husband & I draw up several legal documents. I am very pleased with his ability to make us feel comfortable as we had to make some decisions that were not easy. He had very helpful advice and willing to listen to our feelings and desires. He is very knowledgeable in his field and compassionate as a person. I highly recommend him for all legal matters. Barbara S.
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I am legal guardian for my grandmother who is now 97. We placed her in a nursing home about 3 years ago under private pay. When her money ran out I applied for Medicaid . After 3 case workers and 6 months of presenting document, we were denied. I asked for a fair hearing in the fair hearing the judge suggested a continuance. The result was an increase to 2 years of denial and about 130,000.00 . This is where Richard came along. He convinced them they were using the wrong method for their findings. "commensurate return" will be indelibly imprinted on my brain. I might name my next horse - c r . We still went to fair hearing where Richard represented us well. He was well versed in case law and the DHS process. Because of his hard work we WON, probably the biggest reversal in Oklahoma history. I am very grateful he came along at just the right time. Thank you, DLM
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- Guardian for Grandmother Read about the Case