Sentences with phrase «complex estate planning»

Tim Slating, Assistant Executive Director, Communications of the ISBA stated, «The new Estate Planning system and accompanying forms on IllinoisBarDocs were designed specifically for use with clients who don't need complex estate planning — the vast majority under the new tax law.

For families who don't require particularly complex estate planning, electronic wills will likely become the norm in the not too distant future, as recognized by the Uniform Law Commission, which recently formed a drafting committee to work on a uniform electronic wills act.

Preparation and advisement regarding complex estate planning vehicles including: grantor retained annuity trusts, private foundations, self - canceling installment notes, charitable remainder and lead trusts, family limited partnerships, defective grantor trusts, irrevocable trusts, and revocable trusts

Even if a client gets a basic will online for free, an expert will always be needed for more complex estate planning.

The middle ground consists more complex estate planning, family, and criminal law matters (often for upper class clients); intellectual property, bankruptcy, litigation, and other corporate work for small and medium businesses; as well as personal injury, employment, and other contingency based cases.

In total, we have advised on issues regarding oil and gas leases, surface use agreements, family limited partnerships, title issues, complex estate planning, and more.

We also strive to help families plan for the future by counseling those who are working their way through both simple and complex estate planning, including decisions related to wills, trusts and powers - of - attorney for both medical and financial concerns.

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.

screen you to make sure you do not continue if you are ineligible to use a simple will in place of more complex estate planning tools;

Seeking advice on complex estate planning issues to pass along your bazillion dollar estate to your heirs and favored charities in the most tax - efficient manner

For people with complex estate plans, or who have maxed out certain tax - advantaged accounts, whole life insurance may be a good option as part of a larger diversified portfolio.

Estate plans may range from a simple will - based estate plan for clients with modest estates to a complex estate plan involving family limited partnerships and tax - driven trusts for more wealthy clients.

He also assists individuals with the creation and implementation of complex estate plans for the purpose of achieving both tax and non-tax objectives.

From basic coverage to complex estate plans, Americo has a wide range of products to cover virtually any need for a consumer in most situations.

For people with complex estate plans, or who have maxed out certain tax - advantaged accounts, whole life insurance may be a good option as part of a larger diversified portfolio.

If you need something like complex an estate plan created, stop and think twice because the quality of company will really make a difference based on what you need to accomplish.

For over 70 years now, Vantis Life Insurance Company has continued to meet the needs of families across the nation by providing effective, simple, and affordable life insurance policies.From basic term policies to complex estate plans, Vantis has solutions.

Not exact matches

With years of experience serving business owners and ultra-high net worth families, Atlas advisors address every aspect of complex financial situations, including intergenerational wealth transfer, philanthropy, real estate, concentrated stock, business ownership, retirement plan design, and more.

Toronto — Manulife Real Estate today announced plans for a $ 100 million redevelopment of Manulife Centre, its premier mixed use complex in the heart of Toronto's Yorkville.

In plain English, our members are fearful that with these new complex tax regulations family businesses — the «golden goose» of Canada's economy — will be hit with higher taxes, fewer retirement and estate planning options, compensation restrictions for family members, and significant compliance costs.

Estate planning is complex, so be sure to consult with an estate planning advisor and an attorney before making any deciEstate planning is complex, so be sure to consult with an estate planning advisor and an attorney before making any deciestate planning advisor and an attorney before making any decisions.

In many cases, a Roth IRA has legacy and estate planning benefits, but you need to consider the pros and cons — which can be subtle and complex.

If an investor's situation involves complex financial planning issues that extend beyond allocating investments and related services, they might be better served with a more traditional advisor who provides advice in areas such as estate planning.

The union head who represents Rikers Island corrections officers slammed plans to close the jail complex as nothing more than a «political con game» and a «land grab» that would enrich well - connected real estate developers.

Keep in mind, however, that if you have a complex financial life that includes stock options, sophisticated tax planning, or estate planning issues, or if you value the ability to interact with a human advisor, a digital advisor may not be able to provide the personalized financial planning help you need.

While you might want to use a more traditional professional for estate planning and more complex situations, for many people robo - advisors work well because they offer a level of customization at an affordable rate.

Annuity buyouts as investments can as well be used as estate planning instruments for seniors, specifically those who don't like or are unable to sufficiently pay for complex planning tools and trusts.

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.

The other thing you forgot to mention about apartment complexes, if you need money from the bank, it's not so easy with commercial properties, the bank want's more then just a simple 20 % down payment to give you the loan, they want prior real estate investing experience, including a past portfolio, business plan, etc..

For complex or large estates it's best to seek out a cross-border tax and estate planning specialist.

Prior to joining Pure Financial Advisors, Peter worked for a large Broker - Dealer in the Financial Planning Group where he helped advisors with complex estate and tax strategies.

Special needs or pre-Medicaid estate planning is a complex area of estate planning because beneficiaries may be disqualified from public benefits due to improper planning around an estate distribution.

The project proved to be her largest and most complex, as Hearst's vision for his estate grew ever grander over the decades of planning and construction.

The resort complex is situated in regulated real estate 7901 m2 big, according to the plan of Sunny Beach — West, Nesebar municipality.

An estate planner may dislike the business development aspect of private practice (this story could apply to the employment lawyer as well), but still enjoys the nitty gritty of the complex planning that trust departments do.

Sukhminder's trust and estate practice focuses on working with clients and their families to address all aspects of estate planning and ensuring a smooth succession, including complex tax, estate, and family issues.

Our adherence to that motto transcends the legal services we provide, whether in complicated business law, complex litigation, family law or estate planning.

Highly skilled tax, trusts and estate planning attorneys and paralegals handling from complex to basic estate planning, estate administration, including wills, trusts, powers of attorney, and living wills.

It is also considered an overly complex regime that favours those who are able to take advice and plan their estate in advance.

Estate planning is a complex area of the law, with regulations and directives that are changing from year to year,...

Estate planning is another complex area of law.

With a love of estate planning that goes back to his years in law school, Rob Smith has spent more than 30 years guiding clients in the complex transactions and tax consequences of wealth transfer planning, business succession and charitable transfers.

Estate planning needs to be taken seriously no matter how simple or complex the plan.

The firm's 23 attorneys focus in areas of insurance defense, financial institution litigation, environmental law, construction and contract litigation, surety and fidelity law, lawyer and professional liability, complex civil litigation, personal injury, employment, family law and domestic relations, probate and estate planning, and municipal risk litigation for businesses and individuals.

You will receive the benefit of our team having years of expertise and experience to deal with the most complex of situations and, in addition, we can draw on advice from our employment, wills and tax planning and real estate dispute teams to ensure that you receive full support in all aspects of the transaction.

Notable mandates: Successfully represented Toronto mayor Rob Ford in a libel and defamation action; representing former Liberal MP Borys Wrzesnewskyj in litigation proceeding contesting election in Etobicoke Centre; acting on the establishment of a large residential real estate private equity fund; a complex reorganization of an existing real estate private equity fund into private REIT, the investors in which include several of Canada's largest pension plans and mutual funds; acted for the purchaser in excess of 230 quick service restaurants in Ontario, B.C., and Quebec; acted for management in a proxy dispute involving an interlisted TSX and ASX company, involving various interest holders in several international jurisdictions; represented Pharmascience Inc. at Federal Court of Canada; represented clients such as Apotex Inc. in trademark dispute; represented Canadian Generic Pharmaceutical Association in matters before the Trademark Opposition Board.

Elder law attorneys typically have their roots in estate planning and estate administration, but they have built and maintained the specialized knowledge required to address the increasingly complex legal issues facing senior clients and their families.

Betsy Stotler: Okay, well we are a boutique firm and we specialize in complex collections for healthcare facilities, so longterm care, assisted living, anything related to that, and complex just means more than just go get a judgement and have 10 judgements in the basement of a courthouse, it's kind of like think tank brainstorming about ways to get nursing homes paid when there are Medicaid issues rather than just dementia who don't know much about their finances or can't communicate and it's another way I describe it is it's when estate planning has gone wrong or didn't exist and we need to fix it retroactively to make sure it doesn't ruin the nursing homes chances of ever getting paid for a resident, and then it often usually helps the resident in the process.

Our attorneys help families address complex and, oftentimes, emotional issues when planning for the future of their estate or during the probate process after the death of a loved one.

A will — whether a simple will or one that is more complex — is just one part of a complete estate plan.