Sentences with phrase «estate and trust»

Her core practice encompasses estate, gift and income tax planning, as well as estate and trust administration and charitable giving.

It is a policy that is also often used in estate and trust planning.

He also has experience handling many different types of estate and trust litigation matters including will contests, will and trust construction cases, and claims of breaches of fiduciary duty.

We are familiar with all manner of estate and trust litigation, as well as alternative means of dispute resolution, including negotiated settlements, mediation and arbitration.

He also performs estate and trust planning and administration, as well as fiduciary claim litigation and ancillary administration.

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

The other two areas in which I practice are (1) probate and contested estate and trust matters, and (2) collections, judgment enforcement, and civil litigation.

The seven - lawyer firm has carved out niches in capacity and elder law within its broader estates and trusts practice.

Because of this, these policies are also the most common type of insurance recommended by estate and trust attorneys and there is no risk as long as the premiums are paid.

As the managing attorney in the firm, my job is to make sure we deliver first - rate estate and trust services to our clients.

A senior partner in a large local law firm wrote a book on estates and trusts.

The five - person brokerage does a lot of estate and trust work, and many clients are from out of town.

I also have extensive experience in real estate and trusts and estates.

The Collaborative attorneys and the financial professional can identify areas in which they need to include additional professionals, such as estates and trust attorneys, business valuation experts, or specialized tax experts.

She also advises personal representatives, trustees and beneficiaries in connection with estates and trusts, and advises on the creation of charities.

There may also be estate and trust issues involved as well.

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.

A financial plan to give you insight to your portfolio, manage your money wisely, and even establish a clear path for selecting the appropriate estate and trust documents.

Other noteworthy measures include limiting the length of time during which estates and trusts can access favourable tax rates (down to three years) as well as the elimination of the immigration trusts.

Planning estates and trusts enable you to determine the amount of personal assets you wish to leave to the beneficiaries you have designated.

Our firm offers estate planning, will and trust preparation and estate and trust administration with a wide variety of additional services to the individual.

The first is it's difficult for young lawyers to be adequately trained in estates and trusts.

She is also a frequent speaker at continuing education sessions and has written a number of articles and chapters on topics ranging from evidence in family law, to estates and trust matters.

Thus, I decided to limit the scope of my practice to the law of estates and trusts.

View our Probate, Estate and Trust Loans page for additional information.

When it comes to passing down a family business to the next generation, simply wanting to work together is not always enough to ensure a smooth transition — the successor also needs to have business - specific interests and knowledge, Toronto estates and trusts lawyer Suzana Popovic - Montag tells Succession Planning, a special supplement published by The Bottom Line and Lawyers Weekly.

John practices Estate and Trust Law in Victoria.

Dawn is dedicated and passionate about helping clients who face difficult and stressful times in their lives, particularly when involved in estate and trust disputes.

BLG's Estates and Trusts Group offers you a full range of services to help you implement plans for your protection and the protection of dependent relatives in the event of death or incapacity.

Toronto estates and trusts lawyer Suzana Popovic - Montag will share her expertise on the issue of joint sessions in civil dispute mediation at an upcoming event, presented by the Ontario Bar Association.

She heads up the Wills, Administration of Estates and Trusts Department within Tracey Solicitors.

Please contact your McInnes Cooper lawyer or any member of our McInnes Cooper Estates and Trusts Team to discuss this topic or any other legal issue.

Prior to joining Schwab Charitable ™, Denise served as a senior trust officer, providing estate and trust services for high - net - worth families in Wisconsin.

He is a past Chair of the Canadian Bar Association's National Wills, Estates and Trusts Section.

Stay tuned for part 2 of this mini-series on family law tips for estate and trust practitioners, when Toronto family lawyer Jennifer Samara Shuber explores spousal support, the death of a common - law partner and domestic contracts.

She points out we're in an aging society, which inevitably leads to a greater volume of work for estate and trusts firms.

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

Bellwether Investment Management is a boutique investment manager that offers tailored investment solutions for affluent investors, foundations, estates and trusts utilizing its proprietary «Disciplined Dividend Growth» Investment Process.

Other income includes, but is not limited to, amounts received as prizes and awards, income in respect of a decedent, income from estates and trusts, scholarships and fellowships, residential rental value or allowance paid by your employer, and any taxable income for which a place has not been provided elsewhere on the return.

Your CERTIFIED FINANCIAL PLANNER ™ professional will develop a plan that best suits your immediate as well as anticipated needs and desires with the objective of preparing you to consult with your attorney who will prepare the legal Estate and Trust documents.

Jacob assists clients with will challenges, dependant support claims, guardianship applications, power of attorney disputes and other estate and trust litigation matters.

Toronto Estates and Trusts Monitor A Faulty Settlement and Some Buyer's Remorse The recent decision of the Superior Court of Justice in the Murphy Estate considers what happens when parties to a proceeding settle a matter on the basis of faulty facts and one of the parties suffers from «buyer's remorse».

Practice Areas: Professional Liability Estate and Trust Litigation Construction Business Law and Commercial Litigation

She is actively involved with the Collaborative Estates and Trusts Lawyers Society.

, CDFA ®, is a Certified Divorce Financial Analyst ® professional, A Certified Estate and Trust Specialist

The firm has continuously been ranked as a Best Law Firm for estates and trusts by U.S. News & World Report.

Mac is positioned to assist on matters such as litigating LLC and partnership disputes, handling probate, estate and trust cases and providing general counsel and litigation services to local governments.

«Legal Fees: Getting Paid - Preferably by the Estate, Trust or the Other Guy,» Representing Estate and Trust Beneficiaries and Fiduciaries, American Law Institute / American Bar Association (2012)

Jones & Roth offers its clients a unique, in - house Oregon Estate and Trust Services Team that can provide accounting, tax planning, financial planning, investment advice and insurance analysis all under one roof.