Sentences with phrase «drafting estate planning documents»

We can revise and draft the estate planning documents you need to feel confident in the future, including wills, trusts, powers of attorney and other estate documents.

(If psychologists can draft parenting plans, why can not nonlawyers draft estate planning documents?

Since Williams drafted his estate planning documents years before he became sick, Williams» family won't have to worry about fighting over the validity of the documents due to the actor's poor health.

Not exact matches

It's a common scenario for people to make beneficiary designations first and draft other estate - planning documents later, when their families have grown.

In short, estate planning documents must be carefully drafted and signed according to state laws in order to be deemed enforceable.

Pennsylvania Bar Institute «Drafting Fundamental Estate Planning Documents» (October 1996; May 1999; April 2001; May 2002) «How to Draft for the Marital Deduction» (July 1998) «Using the Web for Research» (Transact 1999: Technology Transforms Transactions; September 1999) «The Internet for Pennsylvania Lawyers» (4th Annual Solo and Small Firm Practice Conference, March 1997) «Internet Resources for Estate Practitioners» (Estate Law Institute; November 2003, November 2004, January 2006) «Abrogating Common Law Marriage» (Estate Law Institute, November 2004) «How2 Practice Estate and Trust Law» (March 2008)

My estate planning practice includes drafting documents including wills, revocable trusts, powers of attorney, health care directives, pre - and post-marital agreements, irrevocable life insurance trusts (ILITs), intentional defective grantor trusts (IDGTs), grantor retained annuity trusts (GRATs), all types of partnership agreements and documents related to the formation and operation of limited liability companies (LLCs).

InterActive Legal Co-Founder, Editor in Chief, and legendary trusts and estates planning attorney, Jonathan Blattmachr, speaks to how your clients and your practice will benefit from an automated document drafting system such as InterActive Legal... as well as the consequences of ignoring the opportunity.

All of the listed flat fees for estate plan document - drafting services include:

«We handle divorces, child custody disputes, and draft wills, trusts, medical directives, and other estate planning documents.»

An estate lawyer is a bar certified attorney who specializes in estate planning and assists clients in drafting and implementing legal documents, including wills andtrusts.

When you see our lawyers about drafting a will or creating a comprehensive estate plan, we generally recommend that you execute the following additional documents:

We draft and negotiate sound employment and severance agreements, real estate contracts, estate planning documents and business contracts.

A basic estate plan is an estate plan that includes legal documents which, together with proper nonprobate asset beneficiary designations, are likely to address the estate planning needs of most people, but which avoid the complexities of drafting and enforcing a trust.

While the majority of our practice is devoted to the administrative and litigation aspects of Trust and Estate law, we also help our clients plan for the future by drafting and reviewing Estate planning documents.

Joseph M. Flanders and Flanders Law Firm LLC has years of experience drafting will and other estate planning documents.

«The volunteer students and their supervising attorneys did a stellar job in drafting and supervising the execution of the clients» estate planning documents.

Estate Planning and Probate: We offer personalized legal guidance in estate planning, including drafting wills and other estate planning docuEstate Planning and Probate: We offer personalized legal guidance in estate planning, including drafting wills and other estate planning doPlanning and Probate: We offer personalized legal guidance in estate planning, including drafting wills and other estate planning docuestate planning, including drafting wills and other estate planning doplanning, including drafting wills and other estate planning docuestate planning doplanning documents.

All of these laws can affect your business, and only lawyers who specialize in that particular type of law (business law, trusts and estates planning, personal injury, etc.) can advise you — and draft your unique documents — appropriately given those recent changes.

LSLAP Clinics - UBC's Law Students Legal Advice Program helps low - income earners draft wills (requirements: no real estate, and estates / assets must be under $ 25,000) and other personal planning documents.

Most estate - planning lawyers will have drafted many wills and other documents for clients over the course of a career.

In our Planning Track, we teach you to draft documents related to sales contracts, real estate transactions, business associations, and legislation.

We will help you identify your options, develop an action plan, and arrive at a resolution that works for you and your family — whether that involves us advocating for you in court, negotiating with other parties, assisting you through mediation or collaborative law, drafting a separation agreement, preparing a will and other estate planning documents, or simply advising you on the next steps to take.

In short, estate planning documents must be carefully drafted and signed according to state laws in order to be deemed enforceable.

Professional Experience Waddell & Reed (Naperville, IL) 2009 — Present Financial Advisor • Identify and develop leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients and maintaining high - quality customer service • Establish investment policy statements for individuals utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Employ tools in tax planning, investments, retirement strategies, education savings, asset protection, and heath care needs to address client concerns • Provide comprehensive estate planning services, including the drafting of wills and other legal documents

After a divorce, it is equally important that you have an attorney review, revise and draft essential estate planning documents to reflect the changes in your life.

She researches complex family law issues, prepares client disclosures, drafts Requests for Orders and Memorandums of Points and Authorities, and prepares trusts, wills, and estate planning and family risk management documents.

DCAR Documents New Member Packet Affiliate Member Packet Office Transfer Committee Signup Sheet Real Estate Forms Smoke Alarm Disclosure Realtor FP Brochure draft May 2014 (2) Governing Documents 2010 Approved Bylaws 2011 Stratregic Plan DCAR 2015 - 17 Strat # 108DA45 2014 Bylaws (Current) POLICY STATEMENTS Office & personnel policy

We'd suggest you have your clients work with a good real estate or estate planning attorney who can help them draft a document that accurately reflects their mutual understanding of who is putting what into the deal, what the ongoing responsibilities are, and what happens to the property if they should happen to part ways.