Sentences with phrase «estate and trust issues»

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

Brian J. McSweeney has over 30 years» experience in representing corporations and businesses in all legal matters, including transactional and litigation, real estate litigation and transactional matters, estate and trust issues, and insurance litigation and coverage.

We know that estate and trust issues are emotional, and we are committed to providing clear guidance and ensuring that our clients understand their options and make fully - informed decisions through some of the most stressful and emotional periods in their life.

These people are going to require advice regarding taxes, portfolio withdrawal strategies, estate and trust issues and social security payouts in addition to investment management in a fairly tricky market environment with extremely low interest rates.

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.

She'll cover visa and legal issues, including buying real estate, importing your household goods, estate taxes, corporations and family trusts, and more.

Other legal issues she'll address will include buying real estate, importing your household goods, estate taxes, corporations and family trusts, and much more.

When market conditions favor wider diversification in the view of Hussman Strategic Advisors, Inc., the Fund's investment manager, the Fund may invest up to 30 % of its net assets in securities outside of the U.S. fixed - income market, such as utility and other energy - related stocks, precious metals and mining stocks, shares of real estate investment trusts («REITs»), shares of exchange - traded funds («ETFs») and other similar instruments, and foreign government debt securities, including debt issued by governments of emerging market countries.

US - based Real Estate Investment Trusts (REITs)(once again, some small - and mid-cap issues appear attractive; also, some retail - exposed REITs look deeply undervalued)

Brookfield plans to create a new real estate investment trust under the ticker «BPR,» which will qualify as a REIT for tax purposes and issue shares in this transaction.

He has served on the investment committee for a family office and has first - hand experience in the issues facing a family office such as managing an in - house accounting team, maintaining relationships with various third parties such as brokers, bankers, custodians, tax and trusts and estates consultants.

He is also a Partner at HPM Partners where, with his 32 partners and 50 associates in six offices, he works with owners of businesses on their growth strategies, M&A, financing, liquidity, wealth management, cross - border / multi-national issues, estate planning and tax strategies; and for his multi-generational and family clients, he brings several lifetimes of dealing with family dynamics, trusts, business - ownership, family charters and youth education as a member of two large, historic business families.

A Canadian T3 tax slip, or Statement of Trust Income Allocations and Designations, is prepared and issued by financial administrators and trustees to tell you and the Canada Revenue Agency (CRA) how much income you received from investment in mutual funds in non-registered accounts, from business income trusts or income from an estate for a given tax year.

I am pretty comfortable with equities and stocks though, having been a stock investor for 2 decades, so rebalancing into stocks has never been an issue for me; it's more to do with trusting how other asset classes are expected to behave in the long term (e.g. precious metals, real estate, commodities).

The fund may invest in securities issued by domestic or foreign companies; in fixed - income securities that are investment grade and below investment grade, but limits its investments in below - investment - grade securities to no more than 10 % of its net assets; may include real estate investment trusts, investments that provide exposure to commodities (such as ETFs or natural resources companies), and derivatives, including futures and options.

Among the equity issues included in the index are common stocks, real estate investment trusts (REITs), and master limited partnerships.

Brian Vnak is Vice President, Wealth Enhancement Group, advising clients on income, gift, trust and estate tax issues.

Many issues can arise when creating a trust, and each state has different laws that can affect trusts as well, so work with an attorney experienced in estate planning to be sure it's properly constructed.

In simpler estate plans where there is no federal estate tax issue, it may just be easier to designate your spouse as a primary beneficiary and perhaps your trust or adult children as a contingent beneficiary.

The Fund offers a portfolio of real estate companies and real estate investment trusts (REITs) representing a broad range of geographic regions, property types and individual issues.

Hull, who was passionate about rescued cats and dogs during her lifetime, left one - third of her estate to the animal shelter to ensure that passion lived on through their work, according to a statement issued by the executor of the Mabel Pearl Hull Trust.

He is a universally recognized leader in the fields of elder law and trusts and estates, having helped thousands of families to resolve challenging issues and achieve security.»

Attorney Mark Heffner is a certified elder law specialist, and his firm provides compassionate, expert advice on managing nursing home costs, estate planning, wills and trusts, and all other elder care issues.

Armine Bazikyan's channel discussing issues with trusts and estates law is a good example.

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.

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

Recent mandates for Blake Morgan LLP include advising on intestate estates, deed of variations, mental capacity issues and multi-jurisdictional trusts.

Tags: BC estate lawyer, breach of fiduciary duty, Executor Administrator, Executor Issues, Executor Removal, Executors and Fiduciaries, Fiduciary, Fiduciary Issues, Fiduciary Relationships, power of attorney, probate, Trustee Issues, Trustee Removal, trusts Posted in Executors & Fiduciaries, Technical Legal

We know that estate, trust, guardianship, and elder law issues are emotional, and can be distressing and confusing.

Lisette, who also works in Harrison Clark Rickerbys» private client team, is adept at handling legal issues concerning estate planning, tax and trusts, as well as dealing with Court of Protection and power of attorney issues.

Written by lawyer and legal - marketing consultant Michael L. Goldblatt, the 22 pamphlets cover business and personal legal issues and range in topics from protecting intellectual property to estate planning with a living trust.

Rule of Law is written by a Canadian lawyer who posts about trusts and estates issues he encounters in his practice, as well as other legal issues that interest him.

Ms. Pratt's previous experiences include the National Association of Real Estate Investment Trusts in Washington, D.C., where she worked as the Policy Issues Coordinator, and the Foreign Policy Research Institute in Philadelphia, PA, where she researched post conflict reconstruction, state - building initiatives and democratic transitions, specifically in Eastern Europe.

Chris has appeared on television and radio programs to discuss estate planning and probate issues, is a frequent lecturer regarding probate, trusts and elder law, and is a member of the Trusts & Estates sections of the Los Angeles County and Pasadena Bar Associations, and the chair of the planned giving committee for the Cancer Support Community of Pastrusts and elder law, and is a member of the Trusts & Estates sections of the Los Angeles County and Pasadena Bar Associations, and the chair of the planned giving committee for the Cancer Support Community of PasTrusts & Estates sections of the Los Angeles County and Pasadena Bar Associations, and the chair of the planned giving committee for the Cancer Support Community of Pasadena.

He advises clients on a broad range of basic and sophisticated estate planning strategies, estate and trust administration issues, probate, estate and trust dispute resolution matters, and the preparation of gift and estate tax returns.

Joshua Eisen is now in his fourth year of practice dedicated solely to estate, trust, and guardianship litigation issues.

His new book, according to information on this site, addresses common legal issues such as real estate, wills and trusts, bankruptcy, divorce, litigation and business.

Real estate law Foreclosure defense Landlord and tenant issues Loan modifications Social Security benefits Wills, living wills, probate and trusts

Our real estate transaction services factor in your personal circumstances such as certain matters in family law, land transfer tax, survivorship, trusts, and the early resolution of property issues to ensure a smooth closing.

As a boutique estate planning practice, Kaiser Law Group is exceptional in handling the intersection of legal and emotional or other sensitive issues that are often identified by a client's trusted advisor.

Elder Law is not just about wills, trusts and estate issues.

Learn about Estate Planning, Special Needs Trusts, and other elder law issues from Certified Elder Law Attorneys around the country.

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.

The team at Linder Myers is adept at handling the full array of trusts and estates work and regularly advises on tax planning and estate matters for farmers and landowners, in addition to handling issues affecting the elderly.

Colorado Attorneys, Longmont, CO Accidents and Personal Injury, Motorcycle Injury, Worker's Compensation, Water Law, Real Estate, Conservation Easements, School Districts, Government Issues, Contract Negotiations, Business Entities and Transactions, Business Litigation, Liquor Licensing, Employment, Wills, Trusts and Estates, Family Law, Civil Litigation Lawyers

We have been trusted with many estate issues and bring that long experience to your particular needs.

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.

The accreditation requires demonstration of expertise across all legal and other issues which affect farmers and landed estate owners, including farming business structures, trusts, taxation, land law, agricultural holdings, town and country planning and the Common Agricultural Policy.

(3.1) Where the trustee applies to the court for the determination of an issue as to the construction of the trust instrument or arising in the administration of the trust, its costs (and the costs of the beneficiaries) are incurred for the benefit of the trust and all parties are entitled to an indemnity out of the trust estate.