Sentences with phrase «other estate planning issues»

Business Valuation: Discovery, What We Learn When We Value a Business and Unusual Items and Affecting Value, Michael R. McLaughlin, CFA, ASA, CVA & Nannette Watts, CPA, ABV, CFF Creating Liquidity Solutions with Illiquid Real Estate Assets, Andrew Samalin, CFP, EA, CDFA Understanding Trusts and Other Estate Planning Issues Before, During and After...
Although whole life insurance premiums are generally more expensive than those for a term life insurance policy, if you have combined insurance needs that include your mortgage and other estate planning issues, the lifetime protection aspect of a whole life product can lend itself to meeting both your short - and long - term needs.

Not exact matches

Attorney Mark Heffner is a certified elder law specialist, and his firm provides compassionate, expert advice on managing nursing home costs, estate planning, wills and trusts, and all other elder care issues.
Our website is designed to be a resource for those looking to learn more about forensic accounting, business valuation, current tax issues, employee compensation and benefit plans, or other financial issues regarding divorce law, estate planning, business transactions, tax planning, shareholder disputes, economic damages, criminal investigations and more.
This focus allows us to effectively address all types of matters, from straightforward Estate Planning issues to sophisticated wealth transfer techniques, tax planning strategies, Estate Litigation and any other issue surrounding our Planning issues to sophisticated wealth transfer techniques, tax planning strategies, Estate Litigation and any other issue surrounding our planning strategies, Estate Litigation and any other issue surrounding our clients.
CLDPs are not confined to family law; many help with estate planning, bankruptcy, landlord tenant law or other consumer or small business issues.
As a boutique estate planning practice, Kaiser Law Group is exceptional in handling the intersection of legal and emotional or other sensitive issues that are often identified by a client's trusted advisor.
Property issues and disputes of all types, including: contracts for the acquisition, development and management of land; options and conditional contracts; overage claims; project management and similar contracts; mortgages and other security arrangements, including enforcement disputes; planning and other statutory issues connected with property contracts; leases of all types; landlord and tenant disputes (particularly commercial — including retail, leisure and distribution — and residential); rent reviews; leasehold enfranchisement; rights over land (including easements, covenants and rights of light); trespass and nuisance claims; disputed asset disposals; estate agency; property - related competition law issues; and commons and village greens.
Learn about Estate Planning, Special Needs Trusts, and other elder law issues from Certified Elder Law Attorneys around the country.
«Information about estate planning, taxes, long term care, home care, Medicaid (medical assistance), Medicare, veterans pension benefits, federal estate taxes, and other issues relevant to the financial security and personal autonomy of older adults.»
The accreditation requires demonstration of expertise across all legal and other issues which affect farmers and landed estate owners, including farming business structures, trusts, taxation, land law, agricultural holdings, town and country planning and the Common Agricultural Policy.
Issues such as divorce are frequently intertwined with other areas of law, such as estate planning and real estate law.
If you need legal help with marriage, adoption, divorce, custody, death, estate planning, or other family - related issues, we can help.
We are able to deliver practical and commercial legal advice to our clients by drawing on the expertise of other practice areas within the firm, including property, tax and estate planning and the challenging issues of passing property to the next generation.
The opinion issued on Sept. 29, 2016, in the case of Estate of Edward G. Beyer v. Commissioner of Internal Revenue was the culmination of an estate planning exercise that had an unfortunate ending for everyone involved (other than theEstate of Edward G. Beyer v. Commissioner of Internal Revenue was the culmination of an estate planning exercise that had an unfortunate ending for everyone involved (other than theestate planning exercise that had an unfortunate ending for everyone involved (other than the IRS).
He also helps commercial landlords and commercial tenants with their lease negotiations and other leasing issues Jonathan enjoys assisting clients with their estate planning needs, such as drafting Wills, Powers of Attorney, and Representation Agreements.
Case issue groups include: Procedure and Jurisdiction, Malfeasance and Remedies, Officers, Administration, Lift of Automatic Stay, Debtor's Rights and Duties, Plan and Disclosure Statements, Objection to Confirmation, Property of the Estate, Dismissal and Conversion, Discharge and Dischargeability, Claims and Liens, Objection to Proof of Claim, Avoidance, and State or Other Federal Law.
Her particular areas of expertise are wills, covering areas such as tax planning, providing for disabled beneficiaries and other complex or unusual circumstances, administration of estates, including high net worth cases involving agricultural and business property, deeds of variation and elderly client issues, including community care, asset protection trusts, powers of attorney and court of protection.
Lawyers sometimes fall into a trap of thinking that because they have a law degree, they should be able to handle any legal issue themselves, even if they do not have any experience in tax law or estate planning or some other area of the law.
The firm assists Coast Guard members and their families with legal issues involving real estate, estate planning, bankruptcy, immigration and other matters.
The firm's real estate practice is not limited to residential and commercial closings and title searches, but includes zoning, land use planning, land ownership, title disputes, real estate litigation, landlord / tenant law and other RI and Massachusetts real estate legal issues
We are experienced in dealing with tax and estate planning, wills and lasting powers of attorney, capacity issues and other Court of Protection matters, as well as trust formation and management, probate for both UK and overseas clients, and matters relating to people with physical or learning disabilities.
Elder Care Adopting one of the most efficient pro bono service models, the Williams legal department has committed to handling all of Legal Aid Services of Oklahoma, Inc.'s (Oklahoma Legal Aid) cases concerning estate planning and other end - of - life issues for the elderly poor in its community.
It is sometimes advantageous to have these plan assets paid to trusts, but naming a trust as the beneficiary of such plan assets raises a number of complex income tax, estate planning and other issues.
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Other issues involve changing the will and making other alterations to estate planOther issues involve changing the will and making other alterations to estate planother alterations to estate planning.
Please do not telephone the law office with comments, questions, inquiries and other issues that do not pertain to a present need and intention to engage paid legal representation in South Florida, or (if outside of Florida, for lawyers ONLY), to obtain a consult on family law, estate planning, amici or activist issues.
Based on the complexity of our cases, the attorneys not only handle divorce matters, but work with other experts on business and property valuations, professional and celebrity goodwill, tax, trust and estate planning matters as well as investment and pension issues for our clients.
It's unlikely, however, that if someone were to advertise that employment discrimination issues or estate planning could be done by nonlawyer «equal professionals» who would recruit a «team lawyer» to represent the nonlawyer's client, attorney licensing regulators and UPL committes would not immediately recognize and respond to the unlicensed practice of law, the facilitating by lawyers of the unlicensed practice of law, and the advertising free - for - all that («appearance of impropriety») implies multiple other possible ethical violations.
Things to consider: If buying and selling real estate, being the multifaceted situation that it is, finds itself sometimes even too complex for trained professionals in some situations, requiring the addition of other trained professionals such as lawyers, inspectors, insurance pro's, appraisers, land surveyors, tax specialists, financial planning and estate management people or companies, divorce specialists, grief counsellors, expert witnesses, construction people, builder issues, mortgage fraud professionals, banking backup people, ex pat and non-resident specialists, immigration rules and regs, investment counsellors, to help unravel oddities and eventualities, just imagine the Rubik's cube the journey represents to the average, unrepresented buyer or seller, perhaps even ones in the midst of it while trying to digest a purchase or sale, going through a divorce or dealing with a grieving relative, due to a death in the family, even more especially where English is not that individual's first language.
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