From time to time, families, fiduciaries, and courts are faced with an unexpected situation: an attorney handling an estate, trust, or Medicaid matter is no longer able to continue representation due to retirement, illness, or death.
When this occurs, it is critical that matters already in progress are reviewed carefully and transitioned properly to avoid missed deadlines, unintended tax consequences, or disruptions in benefits.
Futterman Lanza, LLP regularly assists clients and fiduciaries (a person or institution [like a bank] that you have trusted to manage your affairs when you cannot) in these situations, including:
Each matter is evaluated individually. Our role is not to “pick up where another attorney left off” blindly, but to ensure that the client’s legal, tax, and benefit planning is handled correctly under current law.
If you are an executor, trustee, family member, or professional advisor seeking guidance because prior counsel is no longer available, our firm can explain the process and outline appropriate options.
Complimentary Initial consultations are focused on understanding the status of the matter and determining whether continued representation is appropriate and what the recommended plan would be.
