Sentences with phrase «advising estate trustees»

At Eisen Law, we advise both estate trustees and beneficiaries on issues similar to those raised in this case, and have many years of experience in assisting individuals with understanding their rights, protecting their interests, and ensuring that they are being treated fairly.

WEL advises Estate Trustees, Trustees, Attorneys, Guardians and other Fiduciaries on their duties and obligations arising both at common law and legislatively.

Not exact matches

Lucy also advises on distressed business sales including pre-packs and has experience in the recovery of assets into insolvency estates by liquidators and trustees in bankruptcy and advises in relation to recovery procedures for lenders.

Advise the personal representative and trustee on federal and state tax matters so that the estate may be handled at the lowest possible total cost.

As a result, estate trustees are often advised to pay all estate debts, including taxes, before making any payments to the beneficiaries of the estate.

At Eisen Law, our outstanding estate litigation team has significant experience advising trustees on their responsibilities, and guiding them through this complex process.

Advising financial institutions concerning estates, beneficiary claims, estate litigation and their role as trustees pursuant to trusts, wills, dependent adult orders and as attorneys pursuant to enduring powers of attorney.

She advises Trustees and Personal Representatives in all aspects of estate administration.

It deals with complex estate and trust administration work (as well as acting as professional executors and trustees) and frequently advises on cross-jurisdictional matters.

Rachel E. Radspinner concentrates her practice in the administration of trusts and estates, which includes advising fiduciaries regarding their powers and responsibilities, guiding fiduciaries through the intricacies inherent in those tasks, and protecting executors, trustees and conservators from liability by ensuring full compliance with their statutory duties and their obligations under the governing will or trust document.

Private client lawyers advise wealthy families, individuals, trustees and fiduciaries on all aspects of estate planning, including asset management, tax planning, wills and trusts, charitable contributions and various types of estate litigation.

Under the Income Tax Act, it is the responsibility of the legal representative (such as an estate trustee, or the administrator of the estate if probate is not required) to file all required returns for the deceased on a timely basis, pay all tax owing, and advise the beneficiaries whether the amount they receive from... read more

We are a boutique estate litigation firm with many years of collective experience advising trustees and executors on how to comply with their duties and responsibilities, we have a deep understanding of the relevant legislative scheme, are able to identify and manage risk, and can objectively act in the best interests of the estate.

Anthony advises on estate planning for high net worth private clients; the creation and structuring of trusts (both for individuals and professional trustees), family governance and general tax planning work.

We advise executors and trustees of their duties and responsibilities in the administration of an estate, attend to the preparation of the application for the Certificate of Appointment of Estate Trustee, assist with the transfer and disposition of estate assets, their distribution to beneficiaries and the preparation of accestate, attend to the preparation of the application for the Certificate of Appointment of Estate Trustee, assist with the transfer and disposition of estate assets, their distribution to beneficiaries and the preparation of accEstate Trustee, assist with the transfer and disposition of estate assets, their distribution to beneficiaries and the preparation of accestate assets, their distribution to beneficiaries and the preparation of accounts.

She advises trustees on tax and estate management issues and provides advice on UK and foreign succession issues.

Joshua undertook a three - month secondment in the Private Client and Trusts department of Bailhache Labesse (now part of Appleby Global) on Jersey, in which he acted in and advised on a wide range of private client and trust issues, such as a long - running dispute related to the administration of an estate with property in Jersey, France and England, and the replacement of trustees of a Jersey trust of breeder premiums for French racehorses.

MBC advises executors, estate trustees, heirs and beneficiaries who find themselves in a potential dispute concerning an estate.

Ms. Burda also currently advises a national consumer bankruptcy law firm regarding issues of compliance and U.S. Trustee inquiries, as well as a sophisticated commercial real estate and litigation firm regarding bankruptcy issues.

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

In the trust and estate administration area, our attorneys advise trustees, executors and beneficiaries on matters such as the interpretation of documents, tax issues (including the preparation of gift and estate tax returns), and disagreements between beneficiaries and fiduciaries.

John Osgoode Smith practises estates and trusts law: wills, trusts and powers of attorney; estate administration, advising trustees and acting as estate trustee during litigation.