Sentences with phrase «administering estate and trusts»

Advising executors and trustees with respect to their rights, obligations, and potential liability in administering estate and trusts; and

Our approach to planning, for example, is strengthened by the fact that we administer estates and trusts.

Not exact matches

American Assets Trust, Inc. is a full service, vertically integrated and self - administered real estate investment tTrust, Inc. is a full service, vertically integrated and self - administered real estate investment trusttrust.

Healthcare Realty Trust, Inc. operates as a self - managed and self - administered real estate investment trust that owns, acquires, manages, finances and develops income - producing real estate properties associated primarily with the delivery of outpatient healthcare services throughout the Trust, Inc. operates as a self - managed and self - administered real estate investment trust that owns, acquires, manages, finances and develops income - producing real estate properties associated primarily with the delivery of outpatient healthcare services throughout the trust that owns, acquires, manages, finances and develops income - producing real estate properties associated primarily with the delivery of outpatient healthcare services throughout the U.S..

We are a self - administered real estate investment trust, headquartered in Long Beach, California, with offices in Nashville and San Francisco.

A key advantage of an ILIT as compared to personally owning the insurance policy is that if the trust is set up and administered correctly, the assets owned by the ILIT will not be considered part of your estate for federal inheritance / estate tax purposes — meaning your heirs won't have to pay estate or inheritance taxes on the life insurance death benefits that are paid.

Obviously, one would need to trust that their executor would administer the estate appropriately, and I certainly trust my sister to do so.

«Our niche is that we will accommodate [traditional retirement investing], but in addition we will administer and record - keep for real estate trust deeds, private stock, things like that,» says Wagner.

AICA - USA member Michael Duncan is an independent curator and corresponding editor for Art in America; Christopher Wagstaff is co-trustee of the Jess Collins Trust, which administers the estates of Jess and Robert Duncan.

Tax Strategy and Benefits We focus on succession planning for business owners, estate planning, charitable giving, and estate and trust administration, including designing personal estate plans and business succession plans for business owners, and designing trusts and administering estates for US and non-US families.

Although she is not a lawyer, Jackie wrote a book to help survivors cope with paperwork titled Administering Wills and Trusts: A Layperson's Guide for Executors and Trustees of Mid-Size Estates.

In general, death does not end a contract - the rights and obligations of the contract pass to the estate of the deceased, administered by the executor in trust for the beneficiaries.

Estate Law involves the practice of preparing wills and trusts, enduring powers of attorney and personal directives, administering estates and resolving differences and conflicts regarding estates.

Stokes McMillan Antúnez P.A. has extensive experience in administering complex estates and trusts, enabling us to assist clients in the most tax - efficient and beneficial ways to fulfill the terms of the particular will or trust at issue.

On 4 November 2002 Sister Joseph had made a will which left the residue of her estate to the Westminster Roman Catholic Diocesan Trust (the diocese) and other trust funds administered by the dioTrust (the diocese) and other trust funds administered by the diotrust funds administered by the diocese.

Cousins Properties Incorporated is a fully integrated, self - administered and self - managed real estate investment trust (REIT).

The Group is a self - administered and self - managed real estate investment trust, referred to as a «REIT».

EdR is a self - administered and self - managed real estate investment trust.