Sentences with phrase «as estate protection»

If the need is one that never goes away, whether as simple as final expenses or as complicated as estate protection, the universal life is the appropriate product.

The policy can be even further customized by adding riders such as the estate protection rider — which increases the amount of the death benefit by up to 100 percent should both of the insured individuals pass away before the fourth anniversary of the policy — and / or the guaranteed policy split rider — which allows the policy to be split into two individual policies should the insured individuals divorce each other, or if the tax laws change.

Not exact matches

His departure as chairman marks the end of an era in Canadian business during which his empire included the auto parts company, MI Developments Inc., which owns the real estate under many of Magna's plants, and Magna Entertainment Corp., a racetrack and gambling company that went into Chapter 11 bankruptcy protection in 2009.

When it comes to fighting inflation, typical destinations for investors include Treasury Inflation Protection Securities (TIPS) and hard assets, such as gold or real estate.

The firm has become one of the leading immigration law firms in Panama and the practice includes relocation related services such as legal assistance on the purchase and sale of real estate, setting up foundations and corporations for asset protection and estate planning.

The companies that own hard assets like pipeline master limited partnerships (MLPs) and real estate investment trusts (REITs) are a good addition for inflation protection though they can pay off in other ways as well.

Our increased allocations to global equities, inflation - protection securities and simultaneous reduction of interest - rate - sensitive assets, such as real estate investment trusts, support such an outcome.

The coastal California gnatcatcher's status as a distinct subspecies makes it eligible for federal protection to keep the bird's shrub - land as habitat rather than a real estate development.

Laurelee Blanchard, Founder and President of Leilani Farm Sanctuary, left a lucrative career as Senior Vice President at the national firm of Lee and Associates Commercial Real Estate Services to devote her life to animal protection and humane education.

Some advantages include having one of the screens act as a touch screen keyboard, multi-tasking (e.g. reading and surfing the internet), additional protection with the screens folded, and obviously more screen real estate.

The findings: Traditional defensive sectors such as utilities, telecommunications, real estate and consumer staples provided minimal protection when nominal yields moved higher.

Almost all clients view variable universal life as similar to whole life and universal life, buying these policies for family protection or associated with estate planning.

People who need permanent life insurance protection but wish to take advantage of possible cash accumulation via an equity index might use IULs as key person insurance for business owners, premium financing plans or estate - planning vehicles.

We provide: • Retirement Services, such as plan rollover options, ** traditional and Roth IRAs, and small business plans • Financial Management, including financial planning, asset and debt management, and estate planning • Insurance Solutions, made up of life, long - term care, and disability protection • Investments, including diversified solutions to help manage and grow assets with stocks, bonds, and mutual funds • Retirement Planning, such as income strategies, pensions, and social security

However, for long term estate tax planning for liquidity, a guaranteed universal life policy should be considered as minimum protection due to the rising cost of term insurance over a lifetime.

He offers his clients a full range of financial and estate planning services such as fee - based planning, investment advisory and management, wealth management, asset protection planning, and debt reduction and management.

As a former partner of Doan Law Firm, LLP, I have years of extensive bankruptcy and consumer protection law experience, which enables me to provide you with sound and practical advice as to both your debt and real estate matterAs a former partner of Doan Law Firm, LLP, I have years of extensive bankruptcy and consumer protection law experience, which enables me to provide you with sound and practical advice as to both your debt and real estate matteras to both your debt and real estate matters.

Staying aware of tax laws, such as the current federal estate tax exemption limit, are vital to any proper estate and asset protection plan.

The largest allocations are to core property types such as residential, office, and industrial due to their strong track record of delivering the stable income, inflation protection and growth investors seek in real estate.

The reality is that an LLC doesn't quite provide as much protection as people think it does, especially for real estate investing (as there are so many other ways to incur liability).

Not covered: in - person transactions using PayPal are not covered by its purchase protection policy, as well as transactions involving real estate, motor vehicles, or money sent to family and friends.

Revocable living trusts offer many estate planning benefits as discussed in our previous article, but they DO NOT provide asset protection for the person or couple who set up the Living Trust.

Two asset protection benefits are, one, that an irrevocable trust may be set up for the employee to own the policy, such as an irrevocable life insurance trust OR another type of grantor trust, and this can assure that the policy will not be included in the employee's taxable estate for split dollar estate planning purposes.

The about - face on MSAs comes after the Consumer Financial Protection Bureau issued major enforcement actions against companies accused of violating the anti-kickback provisions of the Real Estate Settlement Procedures Act, known as Respa.

It is not even good enough to say developers must provide protection as a housing estate on a flood plain that is protected from flooding will merely push the water elsewhere on to existing homes that never previously had a problem.

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.

For example, it might be possible to transfer assets into a family limited partnership that has both estate planning and asset protection benefits however, if moving such assets into a Family Limited Partnership or Trust is designed to remove the asset out of the marital estate in contemplation of divorce in order to defraud the soon to be ex-spouse, the transfer may be rescinded by the court as being a fraudulent conveyance.

While the standard run - off protection would not cover such services provided by you after retirement, you may apply for increased run - off coverage that could cover such work as an estate trustee, etc. during retirement.

In my previous employment I also undertook will drafting, inheritance tax planning, court of protection applications, registering enduring powers of attorney and lasting powers of attorney, as well as estate administration.

Business Development: Brokering various business dealings that further the diversification of Indian economies Developing and accessing commercial financial programs and services for tribal governments, including tax - exempt offerings and federally - guaranteed housing loans Serving as issuer or underwriter's counsel in tribal bond issuances Ensuring tribal compliance with Bank Secrecy Act and other federal financial regulatory requirements Handling federal and state income, excise, B&O, property and other tax matters for tribes and tribal businesses Chartering tribal business enterprises under tribal, state and federal law Registering and protecting tribal trademarks and copyrights Negotiating franchise agreements for restaurants and retail stores on Indian reservations Custom - tailoring construction contracts for tribes and general contractors Helping secure federal SBA 8 (a) and other contracting preferences for Indian - owned businesses Facilitating contractual relations between tribes and tribal casinos, and gaming vendors Building tribal workers» compensation and self - insurance programs Government Relations: Handling state and federal regulatory matters in the areas of tribal gaming, environmental and cultural resources, workers» compensation, taxation, health care and education Negotiating tribal - state gaming compacts and fuel and cigarette compacts, and inter-local land use and law enforcement agreements Advocacy before the Washington State Gambling Commission, Washington Indian Gaming Association and National Indian Gaming Commission Preparing tribal codes and regulations, including tribal court, commercial, gaming, taxation, energy development, environmental and cultural resources protection, labor & employment, and workers» compensation laws Developing employee handbooks, manuals and personnel policies Advocacy in areas of treaty rights, gaming, jurisdiction, taxation, environmental and cultural resource protection Brokering fee - to - trust and related real estate and jurisdictional transactions Litigation & Appellate Services: Handling complex Indian law litigation, including commercial, labor & employment, tax, land use, treaty rights, natural and cultural resource matters Litigating tribal trust mismanagement claims against the United States, and evaluating tribal and individual property claims under the Indian Claims Limitation Act Defending tribes and tribal insureds from tort claims brought against them in tribal, state and federal courts, including defense tenders pursuant to the Federal Tort Claims Act Assisting tribal insureds in insurance coverage negotiations, and litigation Representing individual tribal members in tribal and state civil and criminal proceedings, including BIA prosecutions and Indian probate proceedings Assisting tribal governments with tribal, state and federal court appeals, including the preparation of amicus curiae briefs Our Indian law & gaming attorneys collaborate to publish the quarterly «Indian Legal Advisor ``, designed to provide Indian Country valuable information about legal and political developments affecting tribal rights.

Our attorneys also handle commercial and residential real estate transactions as well as criminal defense, consumer protection, employee rights and bankruptcy filings.

The department is divided into specialist teams such as wills and estate planning, court of protection and probate.

I specialise in Court of Protection work, but I have dealt with other Private Client work, such as Wills, Probate and estate planning.

Samantha Dammer is an attorney licensed in Florida and Illinois, concentrating her practice in bankruptcy law, general and real estate litigation, foreclosure solutions, family law, business law as well as comprehensive asset protection and debt restructuring.

He's currently serving a six - year term as an appointed member of the Texas Real Estate Broker - Lawyer Committee — an advisory body to the Texas Real Estate Commission responsible for developing standard real estate contract forms to bring consistency to transactions, increase protection for transaction principals and minimize controveEstate Broker - Lawyer Committee — an advisory body to the Texas Real Estate Commission responsible for developing standard real estate contract forms to bring consistency to transactions, increase protection for transaction principals and minimize controveEstate Commission responsible for developing standard real estate contract forms to bring consistency to transactions, increase protection for transaction principals and minimize controveestate contract forms to bring consistency to transactions, increase protection for transaction principals and minimize controversies.

Mr. Hafen's practice includes advice regarding sophisticated tax, estate, asset protection, and business planning strategies, including the preparation of documents such as wills, living trusts, durable powers of attorney, healthcare directives, asset protection trusts, irrevocable life insurance trusts, gift programs, grantor retained annuity trusts, education trusts, family limited partnerships and limited liability companies, generation - skipping transfers, charitable giving, charitable remainder trusts, private foundations, property agreements, and prenuptial and postnuptial agreements.

Outside a few contexts such as immigration, foreclosures, and trusts and estates, it is rare for customers to assert injury, or for suits to be filed by consumer - protection agencies.

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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.

Attorney Wolf is also a member of the American Bar Association, Milford Bar Association, West Haven Bar Association, and Connecticut Bar Association, including Family Law, Estates and Probate and Young Lawyers Sections, as well as serving as co-chair for the Children in the Law Committee of the Young Lawyers Section Executive Committee and the National Academy of Jurisprudence Family Law Trial Attorneys Association Kristen Wolf is also a participating attorney for the Connecticut Women's Education and Legal Fund and serves as Assigned Counsel for the Office of the Chief Public Defender at the Bristol and Hartford Geographical Area (GA) courts and he Hartford Juvenile court for child protection and delinquency matters, as well as guardian ad litem in the Meriden and Middlesex Judicial Districts.

Exempt lawyers can apply to increase Run - Off coverage protection to include protection for services yet to be performed as estate trustee, trustee for inter vivos trust, or attorney for property, as follows:

Experienced solicitor, Natalie Payne, has been selected by the judges, at the publication, for her work assisting people with Private Client matters, such as the preparation of Wills, Estate Administrations, creation and management of Trusts and Charitable Trusts, Inheritance Tax planning and Lasting Powers of Attorney and Court of Protection applications and management of affairs of the donors..

Mary is a frequent writer and speaker on tax, benefits, asset protection planning, and estate planning topics as well as on law practice related topics including improving the delivery of legal services, technology in the practice of law, building sustainable law firms, and alternative fee structures.

While the cases have not yet examined whether the Macdonald Estate principles apply with equal vigour to litigation privileged information as to solicitor - client privileged information, one would think that the same result would apply despite the greater protection applied to solicitor - client information as the integrity of the administration of justice requires that the opposing party not have access to either type of privileged information.

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.

While many people believe that advanced age is a reason to drop life insurance, needs such as final expenses, estate tax payment, and income replacement for a surviving spouse are all situations that make this important protection even more essential during this time in a person's life.

This provides basic insurance protection as well as mortgage protection, estate preservation, retirement funding, college tuition and charitable funding.

There are reasons to consider a permanent policy, such as for estate planning purposes, however for most people term is significantly more doable in terms of pricing, and provides protection during the years you need it most.

It is the ideal solution for clients looking at estate protection, as well as for optimising the cash surrender value within a 20 year duration.

The company offers innovative life insurance and annuity products that are created to target the individual needs of protection, as well as estate preservation and wealth creation.