Sentences with phrase «estate planning practice»

The firm's estate planning practice includes planning for the distribution of an individual's property at his or her death, beneficiary disputes, trust administration, and estate administration.

The competitive pressures and technical complexities of a sophisticated estate planning practice can be daunting.

Adam N. Marinelli is an associate in the Corporate, Tax and Estate Planning Practice Group at BoltNagi PC and concentrates his practice in tax matters.

Venessa G. Capo, Associate Venessa enjoys an active Real Estate & Will and Estate Planning practice which includes residential and commercial real estate transactions, mortgages, Wills, powers of attorney, estate administration and related issues.

I started my own estate planning practice in St. Paul, Minnesota last year and have been able to balance it (mostly) successfully with a family, military service and a developing golf game.

Brannan also has an extensive estate planning practice preparing will, trusts, powers of attorney and other similar documentation.

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.

What is a hypothetical estate planning practice worth?

Steven K. Hardy is an attorney with the Corporate, Tax and Estate Planning Practice Group at Bolt Nagi PC, a full service business law firm assisting clients in the U.S. Virgin Islands.

Mr. Ohanian's estate planning practice includes, among other things, the preparation of wills, various types of trusts and all ancillary documents.

Venessa enjoys an active Real Estate, Will and Estate Planning practice which includes residential and commercial real estate transactions, mortgages, Wills, powers of attorney, estate administration and related issues.

I have a background in tax law that informs my estate planning practice.

That said, it sure looks Estate Map could be a nice component of part of an estate planning practice.

When I first started to grow my estate planning practice, it seemed important to network with financial advisors.

As part of her estate planning practice, Elaine routinely drafts wills, trusts, and ancillary documents.

Douglas John and Shaun Kuter also joined as members of the Tax & Estate Planning Practice Group.

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).

Our estate planning practice includes wills, living wills, revocable and irrevocable trusts, powers of attorney, health care directives, elder law, guardianships and conservatorships, probate and estate administration, estate litigation and more.

With this belief, Forrest takes an educational approach in his estate planning practice.

Estate Planning The 420 + automated forms in this volume are designed to be the cornerstone of an estate planning practice.

My estate planning practice also consists of business succession planning, asset protection planning, special needs planning and annual gifting.

By answering yes, she chose to implement Firm Central, a law practice management software that helps her better manage her document intensive bankruptcy and estate planning practice.

In addition to a robust trusts and estate planning practice, I represent real estate investors, business owners, and day to day folks trying to navigate the legal system.

After trying unsuccessfully to start an estate planning practice, he became a certified financial planner.

Another one that I really think all attorneys can be using, and it's one that I recommend a lot for my clients in my estate planning practice is a password manager app.

Attorney Cynthia Thompson is currently the head of our estate planning practice.

Conventional wisdom has it that there is value in an estate planning practice.

She later joined Schulten, Ward, & Turner where she continued in the estate planning practice area before founding Bettis, Hill, & Vann, LLC (now Hill & Watchko, LLC) with Cleve Hill in 2010.

My estate planning practice includes the preparation of wills, trust agreements, family limited partnerships with planned gifting, powers of attorney, and medical directives.

While you can track all your revenue in a single Fee Income account, you should be able to tell at a glance whether your firm's small - business practice is more profitable than your firm's estate planning practice.

The Estate Planning Management System (or «EPMS») is a Time Matters feature package designed to meet your estate planning practice management needs.

They have transformed my estate planning practice by providing outstanding services in so many ways:

His estate planning practice involves both simple and tax - planned estates, using either will - based or trust - based planning tools.

«Use of Technology in the Estate Planning Practice,» Cleveland Metropolitan Bar Association, March 2015

Adam N. Marinelli is an attorney in Corporate, Tax & Estate Planning Practice Group at BoltNagi PC, a full service business law firm serving the U.S. Virgin Islands.

Our estate planning practice focuses on protecting a client's family and assets, and minimizing potential tax exposure.

Nash Davis is a member of the Corporate, Tax and Estate Planning Practice Group, a full service business law firm serving the U.S. Virgin Islands.

An attorney for more than 30 years, who has handled cases in every county in Michigan, Mr. Malach heads Lipson, Neilson, Cole, Seltzer, & Garin, P.C.'s estate planning practice group and is the founder of the Center For Estate Planning (CEP).

Professional networking isn't always the most enjoyable activity, but it's well worth the effort if you are looking to build an estate planning practice.

Challenge: Wade Law Offices» website showcases their estate planning practice in a modern responsive design.

As part of her estate planning practice, she advises clients on tax minimization strategies at death, and drafts wills, trusts, continuing powers of attorney for property, and powers of attorney for personal care.

«I do personal injury in Pasadena» or «I run an estate planning practice» isn't going to compel someone to sign a retainer agreement.