Sentences with phrase «estate planning matters as»

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.

He has helped start - up businesses, resident and non-resident business owners and corporations with their tax affairs, and over the years, he has assisted numerous corporations and individuals with simple and complex tax and estate planning matters as well as tax amnesty and tax litigation issues.

Not exact matches

It also discusses such practical matters as estate and financial planning fora gifted grandchild.

As an estate planning matter, non-qualified annuities lack rollover options AND, although they may offer some survivorship benefits, generally are characterized by unfavorable tax treatment for beneficiaries.

As a practical matter, this amounts to advising clients on how everything from mortgages, estate planning, life insurance and even tax preparation fit into the broad picture of their financial lives.

As noted, I don't handle estate planning matters, so my understanding of knowledge of that practice area is fairly limited.

In some private law firms, workload standards may be set for measuring the more routine work that is performed for non-business client matters, such as real estate closings, bankruptcies, personal injury matters and preparation of simple estate plans.

It advises on high - value estate administration and tax planning matters, as well as a variety of trust work including trust administration, insolvency and restructuring matters.

He can help you with questions regarding divorce, custody and support as well as estate planning, tax and contractual matters.

A set might be for a type of matter — a divorce, for example — or a set might be created around a task, such as a simple estate plan.

In addition, Edmund also advises high net worth individuals, private banks and trust companies in personal tax, as well as in trust and estate planning matters.

Certified as a Real Estate Specialist by the State Bar of Arizona, his practice involves the full range of real estate entitlements including zoning, general plan amendments, specific area plan approvals and amendments, interpretations, variances, use permits, subdivision and site plan approvals, annexation, development agreements, construction permits, development impact fees, real estate transactions, right - of - way abandonments and other development - related maEstate Specialist by the State Bar of Arizona, his practice involves the full range of real estate entitlements including zoning, general plan amendments, specific area plan approvals and amendments, interpretations, variances, use permits, subdivision and site plan approvals, annexation, development agreements, construction permits, development impact fees, real estate transactions, right - of - way abandonments and other development - related maestate entitlements including zoning, general plan amendments, specific area plan approvals and amendments, interpretations, variances, use permits, subdivision and site plan approvals, annexation, development agreements, construction permits, development impact fees, real estate transactions, right - of - way abandonments and other development - related maestate transactions, right - of - way abandonments and other development - related matters.

While Mr. Allen's practice is primarily focused within the family law arena he also provides legal services in many other areas including, but not limited to, corporate and business representation, civil medical malpractice claims, municipal court and traffic offense matters as well as estate planning.

Notable mandates: Successfully represented Toronto mayor Rob Ford in a libel and defamation action; representing former Liberal MP Borys Wrzesnewskyj in litigation proceeding contesting election in Etobicoke Centre; acting on the establishment of a large residential real estate private equity fund; a complex reorganization of an existing real estate private equity fund into private REIT, the investors in which include several of Canada's largest pension plans and mutual funds; acted for the purchaser in excess of 230 quick service restaurants in Ontario, B.C., and Quebec; acted for management in a proxy dispute involving an interlisted TSX and ASX company, involving various interest holders in several international jurisdictions; represented Pharmascience Inc. at Federal Court of Canada; represented clients such as Apotex Inc. in trademark dispute; represented Canadian Generic Pharmaceutical Association in matters before the Trademark Opposition Board.

A person making a simple will should also consider preparing other basic estate plan documents, including durable powers of attorney for financial and health care matters, as well as a health care directive.

As an aside, it is important to recite that the court heard no evidence from the vendor; from the vendor's solicitor; from Cs» architects who advised Cs on planning matters; or the estate agent who had sold the property, as to the likely attitude of the vendor to, for example, any attempt to introduce a «call - in» clausAs an aside, it is important to recite that the court heard no evidence from the vendor; from the vendor's solicitor; from Cs» architects who advised Cs on planning matters; or the estate agent who had sold the property, as to the likely attitude of the vendor to, for example, any attempt to introduce a «call - in» clausas to the likely attitude of the vendor to, for example, any attempt to introduce a «call - in» clause.

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.

Mark Kmiecik is a corporate attorney in the Milwaukee office of Davis & Kuelthau where he advises clients on international, federal, state, and local tax matters, as well as represents clients in the areas of estate planning, probate and trust administration, business succession planning, marital property, and tax planning.

As a fellow lawyer, I have relied on her abilities in several areas of the law, including business matters, corporate matters, SEC matters and estate planning matters.

Notable mandates: Successfully represented former Toronto mayor Rob Ford in a libel and defamation action; representing former Liberal MP Borys Wrzesnewskyj in litigation proceeding contesting election in Etobicoke Centre; acting on the establishment of a large residential real estate private equity fund; a complex reorganization of an existing real estate private equity fund into private REIT in a matter involving investors such as Canada's largest pension plans and mutual funds; acted for the purchaser in excess of 230 quick - service restaurants in Ontario, B.C., and Quebec.

Complex legal matters such as drafting an estate plan or resolving a trust dispute can not be properly handled by filling out a form or applying a one - size - fits - all approach.

The Estate Planning Management system is so as a base package for the firm, with a unit charge for each authorized user of Time Matters.

She advises individual and corporate fiduciaries with respect to probate matters, trust accountings and the ongoing administration of trusts and estates, as well as post-mortem tax planning and income tax planning.

We represent clients in all types of civil litigation as well as bankruptcy, estate planning, and family law matters.

From predictable needs such as estate planning and taxes, to family - speci c matters such as marital concerns or adversarial issues, sound and coordinated counsel o ers a steadying presence.

Based in Nixon Peabody's Los Angeles office, Bryan represents private and public entities in planning, land use, energy and infrastructure as well as other real estate development matters.

I represent individuals in civil litigation matters (such as money disputes), family law cases (such as divorce, child custody, and paternity), probate matters (including estate and guardianship matters, estate litigation administration, and estate planning) as well as personal injury and other civil litigation.

The middle ground consists more complex estate planning, family, and criminal law matters (often for upper class clients); intellectual property, bankruptcy, litigation, and other corporate work for small and medium businesses; as well as personal injury, employment, and other contingency based cases.

We're good at this because we're sensitive and diligent at managing all matters of estate planning and administration as well as probate applications.

If you are currently facing a complex family law matter, are seeking to legally dissolve your marriage, are planning your will or estate or are currently facing a probate matter, we strongly advise you to retain our supportive assistance as soon as possible.

Now qualified as a solicitor, she undertakes a varied caseload and advises on a range of matters including wills and estate planning, probate and trust administration.

Notable mandates: successfully represented former Toronto mayor Rob Ford in a libel and defamation action; representing former Liberal MP Borys Wrzesnewskyj in litigation proceeding contesting election in Etobicoke Centre; acting on the establishment of a large residential real estate private equity fund; acted on a complex reorganization of an existing real estate private equity fund into private REIT in a matter involving investors such as Canada's largest pension plans and mutual funds; acted for the purchaser in excess of 230 quick - service restaurants in Ontario, B.C. and Quebec.

Experienced solicitor, Natalie Payne, has been selected by the judges, at the publication, for her work assisting people with Private Client matters, such as the preparation of Wills, Estate Administrations, creation and management of Trusts and Charitable Trusts, Inheritance Tax planning and Lasting Powers of Attorney and Court of Protection applications and management of affairs of the donors..

The firm now concentrates its practice in the representation of law enforcement officers, law enforcement unions and private security employees as well as real estate, estate planning and assorted civil matters.

We are experienced in dealing with tax and estate planning, wills and lasting powers of attorney, capacity issues and other Court of Protection matters, as well as trust formation and management, probate for both UK and overseas clients, and matters relating to people with physical or learning disabilities.

We regularly represent public and private companies in matters involving labor & employment, real estate, environmental, land development, corporate, health care, intellectual property, bankruptcy & creditors» rights, public finance, and tax law, as well as in other business planning and transactions.

Our group is recognized globally for its forward - thinking approach on tax matters as well as precedent - setting firsts in tax planning for transactional matters including M&A, private equity, capital market, project finance, family office, and real estate as well as for executive compensation, transfer pricing, tax dispute resolution, competent authority, and investigative matters.

They act as consultants on taxations, financial matters, estate planning, accounting and computer systems, and management reporting procedures.

In the second video in our series on financial planning for real estate professionals, called Your Money Matters, Gillespie, the credit union's director of business development and a former banker and real estate practitioner, says smart money managers set aside 30 percent of each commission check for taxes and 20 percent for reserves, with the goal of creating a six - month reserve fund as soon as possible.