Sentences with phrase «estate management counseling»

Banks have estate management counseling departments, but bear in mind the management costs in estate planning can eat up much of the assets.

Not exact matches

He was more careful in buying his new house, which is owned by an LLC whose registered agent is Audrey Scott, a lawyer at Cooley LLP who specializes in counseling company founders on wealth management and estate planning.
A real - estate executive who received immunity to become a witness in the federal corruption trials of both of the state's former legislative leaders — Glenwood Management VP and counsel Charles Dorego — is also the top «bundler» for NYC Comptroller Scott Stringer.
Records on the state ethics commission website show that Whiteman Osterman & Hanna signed a contract in March 2016 to provide «legislative and regulatory counsel» while lobbying the governor's office, state agencies and the Legislature on issues of real estate development, construction, property management and other matters.
Skelos met with billionaire Leonard Litwin, the founder of real estate giant Glenwood Management, and his chief counsel, Charlie Dorego, to thank them for their support.
Between December 2010 and July 2012, then - Senate majority leader Dean Skelos asked executives at real estate giant Glenwood Management to help find work for his son, Adam, at least half a dozen times, Charles Dorego, the company's executive vice president and general counsel, testified Thursday.
To the surprise of many in the real estate industry, Charles Dorego — the general counsel for Leonard Litwin's Glenwood Management and one of three people who run the company — has found himself at the center of a corruption scandal that has brought down Senate Majority Leader Dean Skelos, a Republican, and Assembly Speaker Sheldon Silver, a Democrat, in recent months.
The attorneys challenged both the statements and the motives of Charles Dorego, executive vice president and general counsel to luxury developer Glenwood Management, about why he helped secure the Skelos scion work at a wastewater treatment start - up firm he and Glenwood's founder owned large stakes in and got the 33 - year - old large payments for selling title insurance for the real estate giant's properties.
Ted Rechtshaffen is President and Wealth Advisor at TriDelta Financial, a boutique wealth management firm focusing on investment counselling and estate planning.
Bank - owned investment counsel services are often part of an overall «wealth management» division and may include access to experts in financial planning, taxes, estate planning as well as investments.
Sherri Marton, President, is a principal and general counsel at Marton Ventures, a New York City based real estate management company and Recast Properties, a Hudson, New York based real estate company.
Being able to serve as General Counsel for HCG Asset and Property Management, LLC has afforded me the opportunity to continue practicing law while participating in the operational side of the real estate business.
As counsel in the Firm's Wealth Management Practice Group, Renat Lumpau will continue to focus his practice on providing sophisticated tax and estate planning advice for U.S. and international clients.
Developer The Crown Estate has announced that Rob Booth, its current head of legal, will be taking up the position of general counsel and company secretary from January 2016 as it shakes up the management of the business.
Counseling real estate developers in disputes concerning the construction, management, and sale of commercial property
Additionally, Mr. Currie has substantial in - house experience, having served as general counsel / chief legal officer for three companies actively involved in commercial real estate, most recently at The Davis Companies, a fully integrated real estate investment, management and development company where he was responsible for all legal matters.
Our lawyers have extensive experience in business litigation and appellate law; class actions; construction defect litigation; corporate law and counsel; directors and officers liability; employment counseling and litigation; entertainment law; environmental, Prop 65 and toxic tort liability; estate planning and wealth management; fidelity and surety bonds; insurance coverage, bad faith, ERISA; intellectual property; litigation management, cost control and fee disputes; maritime; mergers and acquisitions; personal and catastrophic injury litigation; product and premises liability; professional negligence; real estate; startup and emerging - growth companies formation and representation; and taxation.
Michael Nordin counsels clients on business transactions, including the organization, financing, acquisition, and operation of businesses; the acquisition, development, leasing, management, and financing of real estate; and the negotiation of business contracts.
Wealth Management: counsels multiple generations of domestic and international families on all aspects of wealth management, including development and implementation of estate planning strategies designed to minimize taxes and preserve famiManagement: counsels multiple generations of domestic and international families on all aspects of wealth management, including development and implementation of estate planning strategies designed to minimize taxes and preserve famimanagement, including development and implementation of estate planning strategies designed to minimize taxes and preserve family wealth.
As counsel in the firm's Wealth Management Group, Jessica Lambert will continue to focus her practice on estate planning, trusts and estates administration, and related tax and fiduciary issues for individual clients.
Legal Suite's software for in - house counsel addresses the day - to - day needs of legal departments such as: Contracts, Matter Management, Corporate Entities, Litigation, Power of Attorney, Intellectual Property, Real Estate, etc..
On Oct. 1, 2013, Sutherland Partner Michael Koffler is a featured speaker at the Information Management Network's 3rd Annual Real Estate General Counsel Forum in New York City.
Tags for this Online Resume: Real Estate, Business Development, Management, General Practice, Litigation, Litigation Support, Support, Attorney, In house counsel, Business Strategies
Entrepreneurs, accounting, administration, advertising and communication, agriculture, architecture, art and design, automotive (see below), banking, big - box retail, bookkeeping, broadcasting and media, construction, customer service, dentistry, economics, education, engineering, event planning, finance, food & beverage, glass manufacturing, hazardous materials, hospitality, insurance, investment, healthcare, human resources, insurance, law, logistics, maintenance, manufacturing, mechanics, medical devices / durable goods, nursing, sales and marketing, oil & gas, packaged goods, pharmaceutical sales, pharmacy, psychology and counseling, public relations, purchasing, quality, railroad, real estate, retail management, safety, security, science, social work / human services, solar, technology, trades, transportation, utilities, warehouse / distribution, and more.
Approximately 70,000 NAR members specialize in commercial real estate brokerage and related services including property management, counseling and appraisal.
Aydt, vice president and general counsel for Prudential Alliance Realtors ®, is a second - generation REALTOR ® and has been in the management of real estate companies for 35 years.
Smaller shares of real estate firms focus on land development, commercial property management, commercial appraisal, relocation, counseling, international and auction.
From 1998 to 2006, Ms. Wedin worked on the Asset Management team at Kennedy Associates Real Estate Counsel, responsible for assets located across the country.
Property owners, developers, investors, and lenders rely on our counsel for all aspects of real estate matters, including: acquisition, development, planning, management, zoning, and licensing; all types of permitting, including for the Louisiana Department of Environmental Quality (LDEQ), U.S. Environmental Protection Agency (EPA), and U.S. Army Corps of Engineers; disposition, financing, securitization, sale - leasebacks, leasing on behalf of landlords and major tenants, construction contracting, and the acquisition and disposition of distressed properties.
Article 11 The services which REALTORS ® provide to their clients and customers shall conform to the standards of practice and competence which are reasonably expected in the specific real estate disciplines in which they engage; specifically, residential real estate brokerage, real property management, commercial and industrial real estate brokerage, land brokerage, real estate appraisal, real estate counseling, real estate syndication, real estate auction, and international real estate.
Joan Hayden is a Vice President and Corporate Counsel of Prudential Financial, Inc., supporting PREI ®, its investment management firm that advises institutional investors on commercial real estate investing world - wide.
Before joining Westcore Properties in 2011, Romy served as associate general counsel for Md7, LLC, a wireless telecommunications real estate management company.
Mr. Chatham defined Counseling as a real estate practice on a professional level designed to guide a client or customer to a better understanding of his real estate ownership problems and their probably solutions; utilizing modern principals and methods of questioning and listing to establish client management.
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