Sentences with phrase «estates and trusts team»

Please contact your McInnes Cooper lawyer or any member of our McInnes Cooper Estates and Trusts Team to discuss this topic or any other legal issue.

Please contact your McInnes Cooper lawyer or any member of our McInnes Cooper Tax Solutions Team or our Estates and Trusts Team to discuss this topic or any other legal issue.

Not exact matches

You can trust JLL's commercial real estate investment sales team to leverage their marketing acumen, industry experience and professional relationships to get the deal done.

Jones & Roth offers its clients a unique, in - house Oregon Estate and Trust Services Team that can provide accounting, tax planning, financial planning, investment advice and insurance analysis all under one roof.

Usually estate and trust services involve a team of professionals: Certified Public Accountant (CPA), an attorney, a financial planner or investment advisor, insurance agent and bank trust officer.

Trust, integrity, strong work ethic, and the area knowledge are just some of the reasons your team puts together a real estate portfolio that provides positive cash flow each and every month.

He has served on the investment committee for a family office and has first - hand experience in the issues facing a family office such as managing an in - house accounting team, maintaining relationships with various third parties such as brokers, bankers, custodians, tax and trusts and estates consultants.

The Trust Central function consists of an Educational and Operational Team, consisting of Inclusion, various levels of educational support from Leaders in specialist fields to Executive Director, Operational support across Estates, IT, HR, Finance, Projects, Business & PR.

As a trusted name within the Georgina real estate market, the team at this company will provide you with second mortgage professionals who have the knowledge, experience, and expertise to help you understand your refinancing options.

Wasatch Peaks Credit Union has teamed up with Attorney Jonathan Pace from the law firm of Allen, Paceand Willliams to offer Wills, Trusts and Estate Planning services for our members.

Floyd Gradley is AVP, Mackenzie Investments Tax and Estate Planning Team, and an estate and trust lEstate Planning Team, and an estate and trust lestate and trust lawyer.

EMD: Emerging Markets Debt REITs: Real Estate Investment Trust ILBs: Inflation - Linked Bonds MBS: Mortgage - Backed Securities TIPS: Treasury Inflation Protected Securities The example presented is for illustrative purposes and reflects the current opinions of Wellington Management Global Multi-Asset StrategiesSM team as of the date appearing in this material only.

Regardless of how simple or complex your needs are, you can count on our team for superior solutions in investing, private banking, insurance protection, trust and estate services, financial planning and institutional services.

Much like you seek counsel from your accountant, lawyer and realtor you should include a mortgage advisor as a trusted member of your team for your real estate portfolio.

Prior to assuming his current responsibilities in February 2013, Mr. Sherwood was a research analyst on Fidelity's Real Estate team from 2008 to 2013, covering a variety of real estate investment trusts and other real estate related compEstate team from 2008 to 2013, covering a variety of real estate investment trusts and other real estate related compestate investment trusts and other real estate related compestate related companies.

Older Rhode Islanders and their families are well served by Mr. Heffner and his team of four paralegals, who guide them every step of the way with Medicaid applications, guardianship matters, special needs planning, nursing home asset protection, and wills, trusts and estate planning.

Vlad is an Associate in the Contested Wills, Trusts and Estates team, having joined in 2011.

Legal Teams: A Trusting Team — Frequent and direct communications keep estate planning and trust administration projects moving.

Sheppard Mullin's Private Wealth and Fiduciary Litigation team includes some of the most successful trial attorneys in the country in disputes over private wealth, most notably involving trusts, decedents» estates and conservatorships or adult guardianships.

The Private Client team provides a wide range of services, advising on wills, estates, tax planning, Power of Attorney, Court of Protection, trusts and asset protection.

The other chair of the Trusts and Estates Department, Stuart P. Tobisman, said, «Mary Ann and her team bring a diverse set of skills and experience that will be a great asset as we continue to expand this practice area.»

Lisette, who also works in Harrison Clark Rickerbys» private client team, is adept at handling legal issues concerning estate planning, tax and trusts, as well as dealing with Court of Protection and power of attorney issues.

Our team advises clients on all tax - related aspects associated with the creation and operation of private and pooled investment vehicles, including mutual funds, hedge funds, real estate investment trusts (REITs), and other investment - related vehicles.

The international Society of Trust and Estate Practitioners honored the Miami firm as the inaugural recipient of its North American Private Client Team of the Year award.

I'm extremely pleased to be joining such a well - respected team, acting for a wide range of clients from significant family trusts and landed estates to private individuals.»

Our personal services team advise on a diverse range of personal property matters including all types of conveyancing, preparation of wills, administration of estates, estate and trust planning, relationship property and the law relating to the elderly.

The team is experienced in trusts, wills, capital tax planning and contentious and non-contentious trust and estate administration

Our Private Client team can advise on the full spectrum of private client matters including: Wills and Lasting Powers of Attorney; succession planning; UK and international trusts; planning for non-UK domiciliaries; obtaining probate, estate administration and post-death variations; taxation; charities; heritage property; landed estates; and tax litigation.

Our interdisciplinary team invokes years of experience and the expertise of seasoned lawyers practicing in the areas of business, trusts and estates, tax, and litigation.

The team at Linder Myers is adept at handling the full array of trusts and estates work and regularly advises on tax planning and estate matters for farmers and landowners, in addition to handling issues affecting the elderly.

The team continues to act for inter-generational families and regularly advises high - net - worth individuals on complex estate planning issues, wills, trusts, family investment companies and Court of Protection matters.

One of our team members has been a member of The Florida Bar Committee on Condominiums and Planned Developments for more than 30 years, serves on the Board of the American College of Real Estate Lawyers, and is past chair of the Real Property, Probate & Trust Law Section of The Florida Bar.

The team provides wealth and estate planning advice for high - net - worth clients and regularly advises on complex estates and trusts as well as on the establishment of family investment companies.

Mark Hartley is head of the sizeable Cheltenham private client team at the newly merged Harrison Clark Rickerbys, which has particular expertise in elderly client matters, estate planning and trusts administration.

Since then, Karen A. Logan has joined our paralegal team, bringing her years of experience with trust departments and prestigious law firms to us in the administration of trusts and estates.

Real Estate Litigation + Title Insurance Team lawyer Kendra L. Berardi has been elected vice chair of content of the ABA's Real Estate, Condemnation, and Trust Litigation Committee.

The team works closely with other legal experts within the firm to advise on all aspects of relationships and family matters, including those relating to children, property, family and farming businesses, estates, wills, probate, trusts and tax.

Suzanna is a partner in the firm's private client team, specialising in tax, trusts, immigration and estate planning for international clients (both UK resident and non-resident).

Carmen Thériault, Q.C. leads the estates, trusts and wealth management team and is a member of the firm's national Partnership Committee and Global Supervisory Board.

Our private client team provides advice in respect of tax and trust issues, estate management and planning; charities; Wills and probate; contentious probate including litigation and dispute resolution relating to Wills, estates and trusts; and international private client services.

Torkin Manes is fortunate to have on its Wills, Trusts & Estates team a senior specialist in Estate Litigation with wide ranging expertise in estate and trust related disputes, including validity or interpretation of wills; the appointment or removal of estate trustees, trustees or guardians; dependant support applications; spousal equalization claims; breaches of trust; guardianship applications; applications for directions and advice; passing of accounts; and applications to vary trusts and Trusts & Estates team a senior specialist in Estate Litigation with wide ranging expertise in estate and trust related disputes, including validity or interpretation of wills; the appointment or removal of estate trustees, trustees or guardians; dependant support applications; spousal equalization claims; breaches of trust; guardianship applications; applications for directions and advice; passing of accounts; and applications to vary trusts and Estate Litigation with wide ranging expertise in estate and trust related disputes, including validity or interpretation of wills; the appointment or removal of estate trustees, trustees or guardians; dependant support applications; spousal equalization claims; breaches of trust; guardianship applications; applications for directions and advice; passing of accounts; and applications to vary trusts and estate and trust related disputes, including validity or interpretation of wills; the appointment or removal of estate trustees, trustees or guardians; dependant support applications; spousal equalization claims; breaches of trust; guardianship applications; applications for directions and advice; passing of accounts; and applications to vary trusts and estate trustees, trustees or guardians; dependant support applications; spousal equalization claims; breaches of trust; guardianship applications; applications for directions and advice; passing of accounts; and applications to vary trusts and trusts and wills.

Your relationship manager will develop and lead a team of professionals, based on your unique needs, who can provide access to services including wealth planning, private banking, investment management, trust, estate, credit, and integrated wealth management services.

We have an exceptional team of attorneys with extensive experience in the following areas of practice: Eminent Domain, Personal Injury & Malpractice, Employment & Civil Rights, Commercial Litigation, Business & Tax Planning, Real Estate & Zoning, Energy & Utilities, School Law, Estates, Wills & Trusts, and Municipal Law.

Our international private wealth team regularly advises high net worth individuals and family offices in relation to personal tax and private wealth matters, residence, succession planning, real estate structures, trusts, foundations and similar arrangements.

Mark Hartley heads the team at Harrison Clark Rickerbys, which has expertise in trust creation and management, estate planning and administration, and tax planning.

The Estate and Trust Dispute Resolution Team at Field Law has extensive experience working with executors, administrators, attorneys, agents, trustees and beneficiaries in the negotiation, mediation, arbitration and litigation of claims.

The team advises financiers, borrowers, real estate investment trusts and funds on a wide range of property investment and development financings.

Working closely with Proskauer's team of estate planning and administration lawyers, Jonathan litigates undue influence claims, will and trust contests, inheritance disputes, breach of fiduciary duty claims, trust construction and modification actions, and similar probate and trust matters through all phases of dispute resolution.

«I am thrilled to be joining the growing trusts and estates team at Hart Brown as a partner and look forward to working in the Cranleigh office and building new relationships within the community,» commented Louise.

Louise has an excellent reputation within the profession and amongst clients she has acted for and will add experience and expertise to our growing trusts & estates team.»