Sentences with phrase «estate and trust cases»

Not exact matches

In some cases, Laboe says, that assistance should come from a trusted advisor, whose job it is to create financial plans that address complicated issues like taxes, estate planning and income distributions during retirement.

And because the trust is irrevocable and is the owner and beneficiary of your policy, the proceeds escape estate taxes in most casAnd because the trust is irrevocable and is the owner and beneficiary of your policy, the proceeds escape estate taxes in most casand is the owner and beneficiary of your policy, the proceeds escape estate taxes in most casand beneficiary of your policy, the proceeds escape estate taxes in most cases.

Trust services that guarantee your wealth is protected and transferred from generation to generation — protection in case of incapacity, trust administration and estate settleTrust services that guarantee your wealth is protected and transferred from generation to generation — protection in case of incapacity, trust administration and estate settletrust administration and estate settlement.

In some cases, parents will establish a trust in their will that will hold some or all of their estate and simply pay an income to their children without paying out the capital.

In case you didn't know, after basic things like wills are all in order, estate planning is basically nothing but using trusts, life insurance, and other strategies to «give your money away without really giving it away,» just so you won't have to pay Federal estate taxes when you die.

An additional 3.8 % Medicare tax is imposed on certain net investment income (including ordinary dividends and capital gain distributions received from the fund and net gains from redemptions or other taxable dispositions of fund shares) of U.S. individuals, estates and trusts to the extent that such person's «modified adjusted gross income» (in the case of an individual) or «adjusted gross income» (in the case of an estate or trust) exceeds a threshold amount.

Annapolis trusts & estates lawyer Frederick R. Franke, Jr. serves as an expert witness in cases involving estates and trusts.

Our Private Wealth and Fiduciary litigators represent clients in cases involving claims of breach of fiduciary duty, fiduciary misconduct and fraud, misfeasance and malfeasance in estate administration, investment mismanagement, financial elder abuse, and will and trust contests.

He has litigated, arbitrated and mediated cases involving banking (workouts, foreclosures, «lender liability,» and other aspects of loan enforcement and collection), real estate (developer disputes, landlord / tenant litigation, broker commission disputes, boundary disputes and adverse possession), partnerships and family - owned businesses (issues involving company control, buyouts and valuation), real estate finance (default resolution, servicing and lien priority, trust disputes and guardianships), intellectual property (prosecution and defense of cases involving trade secrets, trademarks, copyrights and patents) and other matters involving various contract and business tort claims.

December 2013 (Orange County Superior Court, Honorable Kirk Nakamura) Case: trust contest, estate tax allocation and fiduciary accountings issues Role: Second Chair Verdict: Defense Verdict

Access Legal Care offers the most common legal services, at affordable rates, including family law (divorce, custody, etc), guardianships, probate estates, wills and trusts, deeds, landlord / tenant, criminal cases, small business & non-profits.

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

Attendees at the Legal Week Trust and Estates Litigation Forum discuss mental capacity concerns in succession cases

The Toronto Estate Law Blog carries estate planning information and case updates in Canadian trusts and estateEstate Law Blog carries estate planning information and case updates in Canadian trusts and estateestate planning information and case updates in Canadian trusts and estates law.

Mr. Tufts is also known for his expertise in obtaining successful results in cases involving the Federal Truth - in - Lending Act (and Regulation Z), the Federal Real Estate Settlement Procedures Act (and Regulation X), the Utah One - Action Rule, the Utah Trust Deed Act, and similar laws that govern the relationships between lender, borrower and guarantor.

A Society of Trust and Estate Practitioners (STEP) survey found three - quarters of its members have encountered cases of «incompetence or dishonesty» in the will writing market in the past 12 months.

For example, Mr. Klamann was lead counsel in a commodities churning case which was tried to a $ 700,000 punitive damages verdict, a securities fraud case which produced a seven - figure confession of judgment involving a Real Estate Investment Trust (REIT), a successful consolidated case of more than 140 plaintiff investors in varying combinations of six commercial real estate syndications, several individual securities churning cases, a fraudulent energy conservation limited partnership of 75 investor / plaintiffs, a successful consolidated case involving 124 investors in forty diverse limited partnerships, and a successful case involving scores of investor / plaintiffs in a series of fraudulent oil and gas limited partnerEstate Investment Trust (REIT), a successful consolidated case of more than 140 plaintiff investors in varying combinations of six commercial real estate syndications, several individual securities churning cases, a fraudulent energy conservation limited partnership of 75 investor / plaintiffs, a successful consolidated case involving 124 investors in forty diverse limited partnerships, and a successful case involving scores of investor / plaintiffs in a series of fraudulent oil and gas limited partnerestate syndications, several individual securities churning cases, a fraudulent energy conservation limited partnership of 75 investor / plaintiffs, a successful consolidated case involving 124 investors in forty diverse limited partnerships, and a successful case involving scores of investor / plaintiffs in a series of fraudulent oil and gas limited partnerships.

Our Florida attorneys frequently represent businesses and high - net - worth individuals in these and other accountant malpractice cases; we also serve corporate board members and officers, trustees of non-profits and philanthropic organizations, shareholders, creditors, bankruptcy trustees, and estates and trusts.

By keeping this tight focus and by not handling other types of cases such as wills, trusts, estates, criminal defense or family law we are able to best serve our personal injury clients.

As I also practice estates and trusts law, I assist individuals who may find themselves in the untenable position of being both a successor trustee and / or beneficiary of a loved one's trust and also a debtor in a bankruptcy case.

So they will need to set up an estate plan to ensure these assets are managed by people they can trust and distribute to beneficiaries in case of death or disability.

Another income tax statute in 1894 was overturned in Pollock v. Farmers» Loan & Trust Co. in 1895, where the Supreme Court held that income taxes on income from property, such as rent income, interest income, and dividend income (however excepting income taxes on income from «occupations and labor» if only for the reason of not having been challenged in the case, «We have considered the act only in respect of the tax on income derived from real estate, and from invested personal property») were to be treated as direct taxes.

It is a long, thoughtful, well - supported post, delving fairly deeply into the factors leading to the relative paucity of female arbitrators and mediators outside the «Pink Ghetto,» which is not a lesbian bar, but, in the context of the ADR world, a term used to refer to the kinds of cases that are commonly thought to require more emotion than reason — family law, employment law and trusts and estates.

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

Lucy is John O'Sullivan's «go to» resource for cases involving issues of taxation of trusts and estates, and all aspects of the administration of estates and other trusts.

Both sides cited cases which stand for the same basic proposition: A beneficiary has a proprietary interest in and is entitled to production of documents relating to advice sought and obtained by a trustee in connection with the administration or management of, for instance, a pension plan, or an estate (see Froese v. Montreal Trust Co. of Canada [1993] B.C.J. No. 1529 (S.C.), aff'd [1993] B.C.J. No. 1847 (C.A.); Re Ballard Estate [1994] O.J. No. 2281 (Gen.estate (see Froese v. Montreal Trust Co. of Canada [1993] B.C.J. No. 1529 (S.C.), aff'd [1993] B.C.J. No. 1847 (C.A.); Re Ballard Estate [1994] O.J. No. 2281 (Gen.Estate [1994] O.J. No. 2281 (Gen. Div.)

The court referred to the 2007 Supreme Court of Canada decisions re Pecore v Pecore, and Madsen Estate, and stated that it now appears that a presumption of resulting trust applies in all cases of gratuitous transfers, with some very narrow exceptions, such as transfers between parents and minor children.

Successfully tried a case between two factions of an extended family involving two wills, four trusts, three consolidated lawsuits and eighteen legal claims, including the proper allocation of trust and estate expenses; misappropriation of trust assets; distribution of insurance proceeds; and the effect of the testator's lifetime gifts and gifts of equity

Our skilled attorneys represent individuals, businesses, and municipal and county governments throughout the state in cases of auto accidents, slip - and - fall accidents, personal injury, estate litigation, brain injury, wrongful death, workers» compensation, Social Security Disability, civil litigation, product liability, wills, trusts, estates, business law, taxation and government matters.

Because we specialize in personal injury litigation, we frequently refer cases to lawyers in other practice areas, such as family / divorce, bankruptcy, trusts and estates, criminal, real estate, corporate, and commercial law.

Chicago's Kreisman Law Offices offers a wide range of legal services, including Illinois commercial litigation, estate and trust planning, personal injury law, Illinois medical negligence cases, Illinois nursing home abuse litigation, Illinois wrongful death law and Illinois business litigation.

This includes real estate and personal property, and, in some cases, trusts.

Argued over 200 cases in the Maryland appellate courts; named Best Lawyers 2015 and 2012 Baltimore Appellate Practice «Lawyer of the Year» and Best Lawyers 2014 Baltimore Trusts & Estate Litigation «Lawyer of the Year;» Fellow of the American College of Trial Lawyers; played a critical role in shaping Maryland law.

She has also been involved in litigating small business break - ups, construction litigation, insurance coverage disputes, product liability cases, personal injury matters and disputes arising from trusts and estates.

Lawyers with Winstead's Business Divorce Practice Group work closely with Texas family law attorneys in marital divorce cases that involve sizable marital estates, which include ownership interests in Texas private companies and private trusts.

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.

Reported cases include Darnley - Croydon hospitals NHS Trust, Peters v University of Wales NHS Trust, Wilson v Best Tour Operators, Rawlinson v North Essex Health Authority and Garth v Grant and the MIB, Bowden v BMI hospitals, Chapman v Estate of Dr Moss deceased.

His trademark and passing off cases have pushed the edges of the law and, as a result, he has acquired the trust of clients such as The Walt Disney Company, GlaxoSmithKline, Orange, Numatic (the makers of HENRY), Penguin Random House and the Estate of Michael Jackson.

Lawyers who practice environmental law do not handle the same kinds of cases as attorneys who handle trusts and estates matters.

We focus on litigation of personal injury cases, medical malpractice cases, real estate, corporate and transactional business matters, estate planning, and trust administration.

The Ontario government's All Families are Equal Act will resolve some legal questions in cases involving frozen reproductive material, but with reproductive technology still in its infancy, estate planners will be charting new territory for years to come, says Toronto trust and estate lawyer Jessica Feldman.

Think privity of contract, then get used to the idea that this requirement's been basically eliminated in most malpractice cases arising in the trusts - and - estates context (see here, here).

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.

In Solloway v Hampshire County Council (1981) 79 LGR 449, 258 Estates Gazette 858 Lord Justice Dunn said that, in Leakey v National Trust for Places of Historic Interest or Natural Beauty [1980] QB 485, [1980] 1 All ER 17, Lord Justice Megaw had placed nuisance by tree roots and branches into the same category as any other nuisance not brought about by human agency, and had imported into tree root cases, as conditions of liability, the requirement of knowledge of the encroachment and the requirement of a reasonably foreseeable risk that the encroachment would cause damage.

Now I can also distinguish myself with some of my experience but what a lot of folks seem to be saying is that in addition to that you want to look at how can you distinguish what type of personal injury practice you are building, and so, then it gets to, okay, well then how do I do that, if you accept that and say, okay, well finding your little area, finding a niche is good, so estate and trust attorneys don't want to be just estate and trust attorneys, they have to find a little niche and if you are PI attorney don't want to just be a general, I take every PI case.

In this case the beneficiary will receive a return free of all federal and state taxes (also estate taxes if properly set up with a irrevocable trust).

Based on the complexity of our cases, the attorneys not only handle divorce matters, but work with other experts on business and property valuations, professional and celebrity goodwill, tax, trust and estate planning matters as well as investment and pension issues for our clients.

Brad Case, vice president of research and industry information for the National Association of Real Estate Investment Trusts, observed that it would be tricky to apply this sort of outlook across all properties.

«The importance of the GICS change is going to be felt over the next several years, not over the first few months following the change,» says Brad Case, senior vice president of research and industry information with the National Association of Real Estate Investment Trusts (NAREIT).

The recent $ 86 million sale by North American Properties of Atlanta metro area power centers MarketPlace at Mill Creek and Stonecrest MarketPlace to Inland Retail Real Estate Trust is a case in point.