Case Study: When Your Estate Plan Meets the Unexpected…
Hosted By:
Frank E. Hemming III, Esq.
Brent R. Stack, Esq.
February 1, 2025
Hosts: Frank Hemming and Brent Stack, Attorneys of Pierro, Connor & Strauss, LLC
This week on Life Happens Radio, we dive into a real-life case that proves even the best-laid estate plans may need to change.
Join Pierro, Connor & Strauss attorneys Frank Hemming and Brent Stack, as they discuss a case study with an unexpected turn.
🔹 A Capital Region resident secured her future with a trust designed to cover her healthcare costs.
🔹 Her health deteriorated to the point where she went to the nursing home
🔹 Her trustees—who stand to inherit assets from this trust —resisted using these funds for her
🔹 Now, litigation is in play, and the courts must step in.
What happens next? And how can you ensure your own plan adapts to life’s curveballs? Tune in for expert insights, real-world solutions, and key takeaways to protect your future.
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