Dungan & LeFevre

$2

Estate Planning

Assisted a client with their estate to save $2 million by filing a federal estate tax return after previous attorneys had not properly elected portability when the client's husband died.

$100,000

Elder Law

Assisted a client diagnosed with Alzheimer’s Disease to qualify for Medicaid by transferring nearly $100,000 of the client’s assets to his children.

Estate Planning

Received a favorable Private Letter Ruling from the Internal Revenue Service, awarding an extension of time for the Executor of a Decedent’s estate to file a federal estate tax return to elect portability.

Criminal Defense

Successfully overturned a life sentence for a Dayton resident convicted of federal drug trafficking laws, arguing ineffective assistance of counsel at the plea negotiation stage. The federal court overturned the life sentence and ordered a new plea offer, leading to the client's release from prison.

$100,000

Estate Planning

Helped a client fund their trust, which had no assets titled to it or beneficiaries selected, saving the clients’ heirs more than $100,000 in probate fees.

Real Estate

Provided a quick turn-around on a real estate deal, completing a property sale with a purchase contract, title exam, commitment, closing, and title insurance before year-end for a client needing the sale complete for tax purposes.