Sentences with phrase «estate and trust documents»

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.

Not exact matches

Steven Roth, the chairman and CEO of Vornado Realty Trust, has resigned from J.C. Penney's board, days after the real estate company told investors it planned to sell all of its stake in the struggling department store chain, according to regulatory documents filed Friday.

Sonja Panajotovic's estate planning services include the preparation of documents ranging from simple wills to advanced health care directives, asset transfers and living trusts.

Ensure their estate planning documents are up - to - date, and clarify which estate planning documents (wills, trusts, power of attorneys, etc.) would be beneficial for the client to have

Usually, the last will and testament and / or trust documents will emphasize your estate planning goals that are most important.

An estate planning attorney can help you determine how the property should be titled and help you create any appropriate documents, such as a will or a trust.

Reviewing one's estate planning documents, such as a will, trust, and medical directive is very important.

February 15, 2018 Generally, this document includes mutual funds, certain unit investment trusts (UITs), real estate investment trusts (REITs) and certain equities that were not included in the phase one.

First, the estate planning documents such as the revocable living trust and powers of attorney need to specify who will have the authority to operate the business in the event of disability.

Estate planning for everyone starts with certain estate planning documents such as a last will and testament, durable power of attorney AND revocable and irrevocable tEstate planning for everyone starts with certain estate planning documents such as a last will and testament, durable power of attorney AND revocable and irrevocable testate planning documents such as a last will and testament, durable power of attorney AND revocable and irrevocable trusand testament, durable power of attorney AND revocable and irrevocable trusAND revocable and irrevocable trusand irrevocable trusts.

When most people think about estate planning, they think about setting up legal documents like wills, trusts and durable powers of attorney.

Such documents include, but are not restricted to, stock powers, trust instruments, certificates of death, appointments as executor, certificates of corporate authority and waiver of tax required in some states when settling estates.

Filed Under: Life Tagged With: Estate Planning, Preparing a Trust, Preparing a Will, Setting Up A Trust, Setting Up a Will, Trust Documents, Will, Will and Trust Editorial Disclaimer: Opinions expressed here are author's alone, not those of any bank, credit card issuer, airlines or hotel chain, or other advertiser and have not been reviewed, approved or otherwise endorsed by any of these entities.

Your will plays a big part, but a complete estate plan includes other documents, like a power of attorney that lets a family member make financial and medical decisions on your behalf, or a living trust to provide for your children without the hassles of probate court.

Larry guides clients through the complexities of estate planning; the preparation of wills, trusts and related documents; and planning for closely held businesses, including corporate restructurings and recapitalizations, gift planning, income tax planning, and charitable planning.

Pennsylvania Bar Institute «Drafting Fundamental Estate Planning Documents» (October 1996; May 1999; April 2001; May 2002) «How to Draft for the Marital Deduction» (July 1998) «Using the Web for Research» (Transact 1999: Technology Transforms Transactions; September 1999) «The Internet for Pennsylvania Lawyers» (4th Annual Solo and Small Firm Practice Conference, March 1997) «Internet Resources for Estate Practitioners» (Estate Law Institute; November 2003, November 2004, January 2006) «Abrogating Common Law Marriage» (Estate Law Institute, November 2004) «How2 Practice Estate and Trust Law» (March 2008)

Assisting clients with estate planning, essential documents (POA, Last Will and Testament), special needs trusts, probate, and Medicaid eligibility for nursing home residency.

My estate planning practice includes drafting documents including wills, revocable trusts, powers of attorney, health care directives, pre - and post-marital agreements, irrevocable life insurance trusts (ILITs), intentional defective grantor trusts (IDGTs), grantor retained annuity trusts (GRATs), all types of partnership agreements and documents related to the formation and operation of limited liability companies (LLCs).

If you want to avoid costly probate proceedings and minimize your estate tax liability, we can draft trusts and other documents to help you.

InterActive Legal Co-Founder, Editor in Chief, and legendary trusts and estates planning attorney, Jonathan Blattmachr, speaks to how your clients and your practice will benefit from an automated document drafting system such as InterActive Legal... as well as the consequences of ignoring the opportunity.

Will and Trust Litigation: We handle disputes over the meaning of estate planning documents, arguments involving personal representatives or trustees, and challenges to documents based on lack of capacity or undue influence.

Managing an estate, compiling all the necessary forms and documents, and figuring out the finances and assets that the deceased had - there's a lot to keep track of, even if your loved one had a living trust and an up to date will.

Ms. Glazier has represented contestants and proponents of estate planning documents, as well as fiduciaries, in significant trust litigation proceedings.

Carefully crafted trusts and estate planning documents may minimize the publicity and expense of the probate process.

The document gives the estate to the Michael Jackson Family Trust Fund and names his mother, Katherine Jackson, as legal guardian of his children, with Diana Ross serving as backup if Jackson's mother predeceased him.

She went over once again, and two times now line by line, word by word in places, the trust document she had created for Gladys Tremaine to deal with the possibility that Jared Willoughby had survived and, consequently, that there would be profits due her estate.

Particularly in estates, trusts and other areas of family law, where the preparation of documents is increasingly automated, individual clients can frequently obtain services for a fixed fee.

Unlike Wills, which most people think as the be-all and end - all of Estate Planning, Living Trusts help keep your private documents private.

«We handle divorces, child custody disputes, and draft wills, trusts, medical directives, and other estate planning documents.»

A basic estate plan is an estate plan that includes legal documents which, together with proper nonprobate asset beneficiary designations, are likely to address the estate planning needs of most people, but which avoid the complexities of drafting and enforcing a trust.

Rachel E. Radspinner concentrates her practice in the administration of trusts and estates, which includes advising fiduciaries regarding their powers and responsibilities, guiding fiduciaries through the intricacies inherent in those tasks, and protecting executors, trustees and conservators from liability by ensuring full compliance with their statutory duties and their obligations under the governing will or trust document.

«Legal Topics to Have on Your Radar: Crowdfunding» Annual Montana Brewers Conference, presenter (2015) «Overview of Drafting Estate Planning Documents,» BETTR Law Section Trust and Estate Practice Basic CLE, presenter (2014) «Distribution Contracts,» Annual Montana Brewers Conference, presenter (2012)

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.)

While the majority of our practice is devoted to the administrative and litigation aspects of Trust and Estate law, we also help our clients plan for the future by drafting and reviewing Estate planning documents.

Over the years, the firm has prepared a wide variety of wills, trusts, and related estate planning documents for its many clients.

A Power of Attorney is an estate planning document that lets you appoint a trusted person to make legal and financial decisions on your behalf.

We can create and design personalized wills, trusts, advanced medical directives, and other estate planning documents to maximize wealth preservation for you and your beneficiaries.

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.

She has represented contestants and proponents of estate planning documents, as well as fiduciaries, in significant trust litigation proceedings.

Our practice includes, preparing wills, trusts and related estate planning documents and much more.

In the trust and estate administration area, our attorneys advise trustees, executors and beneficiaries on matters such as the interpretation of documents, tax issues (including the preparation of gift and estate tax returns), and disagreements between beneficiaries and fiduciaries.

Estate / Power of Attorney Administration including the passing of accounts for trusts, estates and attorneys under powers of attorney, asset inventory, distribution of estate assets, filing of estate documents, interpretations of wills and trusts, and executorship dEstate / Power of Attorney Administration including the passing of accounts for trusts, estates and attorneys under powers of attorney, asset inventory, distribution of estate assets, filing of estate documents, interpretations of wills and trusts, and executorship destate assets, filing of estate documents, interpretations of wills and trusts, and executorship destate documents, interpretations of wills and trusts, and executorship duties;

Otherwise, know as «Inter Vivos,» a living trust is a private document that spells out your desires regarding your estate and healthcare.

All of these laws can affect your business, and only lawyers who specialize in that particular type of law (business law, trusts and estates planning, personal injury, etc.) can advise you — and draft your unique documents — appropriately given those recent changes.

LegalZoom allows consumers to create wills and trusts, real - estate documents, the paperwork for divorces, and such.

Here are four things to consider when creating an estate plan: life insurance, a master document, a will, and a living trust.

When most people think about estate planning, they think about setting up legal documents like wills, trusts and durable powers of attorney.

Estate planning for everyone starts with certain estate planning documents such as a last will and testament, durable power of attorney AND revocable and irrevocable tEstate planning for everyone starts with certain estate planning documents such as a last will and testament, durable power of attorney AND revocable and irrevocable testate planning documents such as a last will and testament, durable power of attorney AND revocable and irrevocable trusand testament, durable power of attorney AND revocable and irrevocable trusAND revocable and irrevocable trusand irrevocable trusts.

Usually, the last will and testament and / or trust documents will emphasize your estate planning goals that are most important.

Real Estate Attorney work with trust documents, deeds, lease agreements, real estate purchase contracts and mortEstate Attorney work with trust documents, deeds, lease agreements, real estate purchase contracts and mortestate purchase contracts and mortgages.