Sentences with phrase «estate and trust planning»

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.

Jessica is a Partner at Bales Beall LLP whose practice is devoted to estate and trust planning as well as estate administration.

As an articling student at Torkin Manes, Lauren worked closely with the wills and estates group during her partner intensive program, where she gained exposure to estate and trust planning and administration, as well as estate litigation.

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.

Lucy's practice is devoted to estate and trust planning and administration matters and, as such, she advises Canadian and international clients on a wide range of estate, trust and tax matters.

Our personal services team advise on a diverse range of personal property matters including all types of conveyancing, preparation of wills, administration of estates, estate and trust planning, relationship property and the law relating to the elderly.

«Legal commentary about estate and trust planning, taxes, and administration in Pennsylvania and New Jersey.»

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

In addition, Zions Direct affiliates work closely together to meet customer's investment, wealth advisory, and banking needs by providing estate and trust planning services, home and business loans, checking and saving accounts, and other banking services.

Estate and Trust Planning can provide financial security during your retirement years and ensure your intended beneficiaries receive what you planned for them.

The overall purpose of the estate and trust planning process is to have an orderly disposition of asset to individuals or organizations / corporations / charities of your choosing.

Not exact matches

Individuals with a net worth of close to or more than $ 11 million ($ 22 million for couples) can still lower the tax hit to their heirs with the use of trusts and estate - planning strategies.

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.

The retailer says it also plans to open up to 25 Saks Off Fifth discount stores in Canada and is eyeing the possibility of starting a real estate investment trust.

Whatever you decide about the partnerships, you need to sit down at this stage and run through a laundry list of estate - planning trusts that might fit your situation.

«I hear all kinds of excuses from business owners who don't want to get involved in estate planning,» confides Joshua Rubenstein, a partner in the estate and trust department of New York City law firm Rosenman & Colin.

Actions that are considered Centennial Planned Gifts include making estate plans through a will or a living trust; creating a charitable remainder trust and naming the Business School as the remainder beneficiary; entering into a charitable gift annuity agreement with the School; naming Columbia as the beneficiary of a life insurance policy or retirement plan; or establishing a donor - advised fund at Columbia.

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.

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...

He is a Certified Specialist both in Taxation Law and in Estate Planning, Trust & Probate Law (The State Bar of California, Board of Legal Specialization) admitted to practice law in California, Hawai'i and Arizona (inactive), specializing in Federal and state civil tax and criminal tax controversy matters and tax litigation, including tax - related examinations and investigations for individuals, business enterprises, partnerships, limited liability companies, and corporations.

Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.

The office provides legal services in corporate, labor and employment, financial restructuring and bankruptcy, intellectual property, municipal insolvency, litigation, taxation and wealth planning, trusts and estates, business succession planning and real estate.

Fox Rothschild's Taxation & Wealth Planning attorneys not only provide clients with sophisticated estate planning advice to help preserve wealth, but we also assist trustees and executors with the administration of trusts and decedent's estates, helping them navigate the often complicated system of intestacy laws and providing advice regarding fiduciary responsibPlanning attorneys not only provide clients with sophisticated estate planning advice to help preserve wealth, but we also assist trustees and executors with the administration of trusts and decedent's estates, helping them navigate the often complicated system of intestacy laws and providing advice regarding fiduciary responsibplanning advice to help preserve wealth, but we also assist trustees and executors with the administration of trusts and decedent's estates, helping them navigate the often complicated system of intestacy laws and providing advice regarding fiduciary responsibilities.

This discussion also does not consider any specific facts or circumstances that may be relevant to holders subject to special rules under the U.S. federal income tax laws, including, without limitation, certain former citizens or long - term residents of the United States, partnerships or other pass - through entities, real estate investment trusts, regulated investment companies, «controlled foreign corporations,» «passive foreign investment companies,» corporations that accumulate earnings to avoid U.S. federal income tax, banks, financial institutions, investment funds, insurance companies, brokers, dealers or traders in securities, commodities or currencies, tax - exempt organizations, tax - qualified retirement plans, persons subject to the alternative minimum tax, persons that own, or have owned, actually or constructively, more than 5 % of our common stock and persons holding our common stock as part of a hedging or conversion transaction or straddle, or a constructive sale, or other risk reduction strategy.

We are proud to receive these honours, which reflect our unwavering commitment to deliver a consistent, superior client experience that incorporates investment management, estates and trusts, insurance, wealth planning, business owner planning and private banking.»

Attorney General Bob Ferguson filed a consumer protection lawsuit today against CLA Estate Services, Inc. and CLA USA, Inc. for operating a «trust mill» by misleading hundreds of Washington seniors about estate planning, and persuading them to purchase high - commissEstate Services, Inc. and CLA USA, Inc. for operating a «trust mill» by misleading hundreds of Washington seniors about estate planning, and persuading them to purchase high - commissestate planning, and persuading them to purchase high - commission...

He is past president of the Estate Planning Council of Calgary and is a member of the Society of Trust and Estate Practitioners.

If you have a trust or estate plan, Fidelity recommends double - checking your transfer - on - death (TOD) and payable - on - death (POD) designations to ensure they match your will.

Chris is currently working toward the Trust and Estate Planning (TEP) certification.

We provide investment advisory services to individuals, trusts, estates, defined benefit plans, institutions, foundations and endowments.

We recommend you involve your estate lawyer or accountant when purchasing this type of plan to be positive it is set up legally and properly, especially when held in a trust.

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.

It said it would now not proceed with its plan to spin off a 49 per cent interest in some of its Australian hotels and retail property in to a real estate investment trust.

The Charles E. Smith division of global real estate investment trust Vornado attempted to find answers to some of these questions through a pilot project centered on one building in the middle of Crystal City, a planned office and mixed - use neighborhood in Arlington, Virginia just across the Potomac River from Washington, D.C.

FMD offers discretionary investment advisory services to individuals, high net worth individuals, trusts and estates, and individual participants of retirement plans.

Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

Estate planning includes developing strategies for estate taxes, incapacity, avoiding probate, wealth transfer, charitable giving, trusts, business succession, and special Estate planning includes developing strategies for estate taxes, incapacity, avoiding probate, wealth transfer, charitable giving, trusts, business succession, and special estate taxes, incapacity, avoiding probate, wealth transfer, charitable giving, trusts, business succession, and special needs.

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.

She specialises in advising private clients and financial institutions on onshore UK and offshore tax, trusts and estate planning, with particular emphasis on planning for UK resident non-domiciliaries.

Just weeks after Haruhiko Kuroda, governor of the Bank of Japan, surprised the world with a bold plan to inflate Japanese assets and weaken the Japanese yen by buying 80 trillion yen ($ 680 billion) in Japanese bonds, exchange - traded funds and real estate investment trusts, prime minister Shinzō Abe upstaged him by calling a snap election for mid-December, two years ahead of schedule.

Simple, profitable and not subject to market fluctuations, this exceptionally attractive product also offers opportunities for generating fees in tax and estate planning, off shore trusts and more.

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.

Learn best practices to help identify what you seek to achieve with your wealth; educational approaches to engage and prepare the next generation; and trust and estate planning strategies that will help bring your goals to fruition.

Earlaine Klingler joined McQueen, Ball & Associates in 1991 and is responsible for strategic financial planning, trusts, and estate management.

Rosenstein & Associates provides legal services to its clients in all business related matters, including: business formations; business & corporate litigation; transactional matters (contractual matters); wills, trusts and estate planning; assistance with filing for copyrights and trademarks; real estate transactions; asset protection; assistance with tax audits and litigation, asset protection and if necessary, reorganization of a business including providing for protection by filing of a business Bankruptcy.

We are also able to help not only our business clients, but the entire community with their estate planning, including wills and trusts.

Stefanie's practice focuses on comprehensive estate planning for high net worth individuals, family business succession planning, probate and trust administration and the law of tax exempt organizations.

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.

She also counsels many of her clients on the various types of trusts such as the marital deduction trust, special needs trusts, Q - TIP trusts, and charitable remainder trusts and helps her clients coordinate their trusts with their overall estate planning needs.

Find an attorney who specializes in estate planning and ask about a revocable living trust, particularly if you have an estate of $ 300,000 or more.