Sentences with phrase «complex estates and trusts»

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.

«Wedlake Bell LLP has «a very strong and experienced practice that is accustomed to dealing with high - value and complex estates and trusts».

The team provides wealth and estate planning advice for high - net - worth clients and regularly advises on complex estates and trusts as well as on the establishment of family investment companies.

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.

Not exact matches

To begin with the REIT Mutual Funds are really Real Estate Investment Trusts that deal mostly with the larger manufacturing sector such as nursing homes, schools, shopping malls, hotels, large conglomerate office buildings, apartment complexes, and industrial warehouses to name a few.

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.

Distribution rules become more complex when multiple beneficiaries are designated and when the IRA is left to an estate or a trust.

Knights 1759 is also highly regarded for its specialist private client work in the areas of family finance, agricultural and rural affairs, landed estates, property sales and purchases and complex wills, probate, tax and trusts.

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 clEstate 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 clestate plan for clients with modest estates to a complex estate plan involving family limited partnerships and tax - driven trusts for more wealthy clestate plan involving family limited partnerships and tax - driven trusts for more wealthy clients.

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.

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.

At Eisen Law, we handle mediations for all manner of trust and estate disputes, no matter how complex.

She argues cases involving shareholder and partnership disputes, duties of directors and employees, trusts and estates, product liability and other complex commercial cases.

Erin Maddocks — Litigation Practice Group, West Palm Beach Erin Maddocks focuses her practice on complex commercial litigation, fiduciary dispute resolution and contested wills, trusts and estates matters.

He sees it as his personal mission to demystify the process of handling an estate or trust and to help people by making the complex estate process simple and accessible.

Jamie McGonigal — focuses on complex commercial litigation and business torts; estate and trust litigation; securities litigation; and general civil litigation.

Rick Harrison — focuses on complex commercial litigation; estate and trust litigation; intellectual property disputes, professional malpractice cases; employment law; and general civil litigation.

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.

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.

We frequently work on matters that involve the highly complex intersection of family law and other areas of law, including business, tax, trust and estate matters and criminal proceedings.

Mr. LeVeque regularly counsels businesses and individuals in complex commercial and trust and estate disputes ranging from breach of contract and fiduciary claims to fraud and embezzlement.

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.

Our experienced lawyers have handled complex litigation for estates and trusts of many different sizes.

We also represent corporate and individual clients in complex business transactions and commercial disputes, and provide venture financing, securities fraud, white collar defense, privacy and data security, employment, ethics, tax, trusts and estates, and real estate advice.

Tom specialises in advising business owners and their families on a wide range of complex succession issues including Will drafting and Estate planning, the formation of Trusts, administration of Estates and Powers of Attorney.

The estate litigation lawyers at Eisen Law in Toronto can help you resolve your most complex trust and estate disputes and help you obtain the best possible outcome.

Our many years of experience in complex business, accounting and fiduciary litigation enable us to provide our clients with the insight and confidence to deal with the multi-faceted issues often central to estate and trust litigation and disputes.

Practice Areas: Toxic and Mass Torts Product Liability Complex Litigation Professional Liability Estate and Trust Litigation Construction

We provide legal news on the most recent litigated business and commercial cases including antitrust, banking and financial institutions, construction, complex disputes / class actions involving multi-parties and multi-jurisdictions, communications, employment law, environmental actions, government enforcement defense, insurance, intellectual property, mergers and business combinations, products liability, professional liability, real estate and development, environmental, securities enforcement, white collar criminal actions, and trust and estate litigation.

Her practice covers a wide range of trust, probate and private wealth management work for both large, complex estates and smaller settlements.

I will work with you to navigate the complex legal issues you and your family may face in any phase of life, from adoption and real estate matters to estate planning and trust preparation, and I will honor your family's budget to the best of my abilities.

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

As such, Rick has extensive experience representing public and private corporations and real estate investment trusts (REITs) in connection with complex acquisitions, dispositions, restructuring and joint venture transactions.

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.

He has particular expertise in asset protection and succession planning and deals with the creation and administration of trusts, lifetime and post death tax planning and the administration of complex and frequently cross border estates.

Sheppard Mullin has a wide range of experience in all aspects of estate planning, complex trust and estate administration, and fiduciary litigation.

Jennifer Odom is a civil litigation attorney with a focus on business disputes, complex financial, commercial, and corporate litigation, fiduciary litigation, trust and estate litigation.

Estate and trust planning has rapidly moved beyond being a domestic matter and increasingly involves cross-border, often complex, issues that impact upon a growing number of people.

Knights 1759 is also highly regard - ed for its specialist private client work in the areas of family finance, agri - cultural and rural affairs, landed estates, property sales and purchases and complex wills, probate, tax and trusts.

Life Can Be Easier When You Have a Plan From wills and trusts, to taxes and powers of attorney, estate planning can be complex.

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.

As you can see, an irrevocable life insurance trust is a multi-pronged and complex system of estate management.

Tax laws are complex, and only an attorney who specializes in tax law or estate planning can determine how best to utilize life insurance when establishing a trust or legacy for heirs.

Legal Secretary 130 Needed for Westshore Corporation supporting 1 attorney in estate and trust... Transcription, including revisions, tracking and version control of complex contracts and documents

Since trusts are flexible, varied and complex with each type having its advantages and disadvantages, you should discuss your desires and goals thoroughly with your estate - planning attorney before setting one up.

She researches complex family law issues, prepares client disclosures, drafts Requests for Orders and Memorandums of Points and Authorities, and prepares trusts, wills, and estate planning and family risk management documents.

Those heady days when real estate investment trusts seemed to be gobbling up every apartment building, office complex, and retail center in sight have become a distant memory since their stock prices plunged last year.

An educated consumer understands that a real estate transaction is complex and requires a specific skillset; therefore, the role of the trusted advisor will remain as important as it's ever been.

In the U.S., notable coups since the financial crisis have included the $ 5.3 billion acquisition of Stuyvesant Town - Peter Cooper Village, Manhattan's biggest apartment complex, and the launch of a nontraded real estate investment trust that targets individual investors.