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  • Writer's picturemelissadoughertyan
    • Dec 11, 2020
    • 1 min read

Client Compliments

Updated: Jun 15

“Thanks! You are an angel.”


That may just be the best comment I have ever received from a client. I was helping him navigate the probate court process, following the death of his loved one.


I take great pride in helping my clients. Whether we’re working together to draft a comprehensive Estate Plan with a Trust or file a Probate Court matter following the unexpected death of a relative, I am here for my clients every step of the way.


Looking for an “Estate Planning attorney near me?” I serve the entite state of Colorado, and offer virtual and in person meetings would th Covid precautions in place. Call me now, to arrange a free 30 minute phone or zoom initial meeting. We can discuss your family wealth planning and my premium services.


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Elder Law

This is one of the saddest most tragic examples of Elder Abuse I have come across.  It is the story of a grandma with inherited wealth living in Bel Mar Beach, just north of Miami Beach in Florida.  Click on the link to read the full article below.

At 93, She Waged War on JPMorgan—and Her Own Grandsons

Beverley Schottenstein said two grandsons who managed her money at JPMorgan forged documents, ran up commissions with inappropriate trading and made her miss tens of millions of dollars in gains. So she decided to teach them all a lesson.

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https://www.bloomberg.com/news/features/2021-02-17/at-93-she-waged-war-on-jpmorgan-and-two-financial-advisors-her-grandsons?utm_campaign=news&utm_medium=bd&utm_source=applenews

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