Sentences with phrase «estate planning specialist»

Investors should always consult with an estate planning specialist for assistance in planning for and minimizing his estate taxes.

The questionnaire also identifies situations in which the first responder should consult an estate planning specialist.

Once your employees are enrolled into the program, they'll gain access to legal support so they can talk to a traffic lawyer about their speeding ticket or even speak to an estate planning specialist that can help complete their will.

As an Estate Planning Specialist, many people ask me what I think is going to happen with the Estate Tax situation in 2011 and beyond.

For complex or large estates it's best to seek out a cross-border tax and estate planning specialist.

Sandy Cardy, formerly a tax and estate planning specialist for Mackenzie Financial Corp. and now an independent consultant, says a common mistake is not understanding the fees you are paying.

«You may want to look at an irrevocable life insurance trust (ILIT) as an advanced planning technique,» says Rodney Weaver, Estate Planning Specialist at Fidelity.

«They should know they're not just getting a free lunch,» says Sarah Kinnear, a senior tax and estate planning specialist at Investor's Group.

Curtis Kaiser, JD, MBA, is one of a small number of Board Certified estate planning specialists in the Greater Long Beach area.

Not exact matches

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.

«A ruling by a Louisiana appeals court recently stated that the entire death benefit from a single premium annuity plan paid to the beneficiary named in that plan was subject to inheritance tax because it was part of the deceased annuity owner's estate,» says annuities specialist Steven Hart.

Additionally, Ms. Johnson partnered with estate attorneys, accountants and stock plan specialists to deliver holistic guidance around clients» executive compensation, generational wealth transfer needs and charitable giving goals.

With the recognition that estate planning is a cooperative task, the Council started as, and continues to be, a carefully selected group of qualified specialists in their own fields who have the necessary knowledge and experience to accomplish the broad goal of estate planning for the best interest of the client and his or her beneficiaries.

As a (poor) analogy, arguing whether or not it's human - caused feels a bit like planning to develop real estate on a seaside clifftop which some specialists have said might suffer dangerous erosion in the next 70 years unless you put up some seawalls to prevent water action at the base of the cliff - and basing your view whether to build seawalls and other erosion defences upon whether or not there's proof that human activity would be the cause of any future erosion, rather than whether or not erosion is likely and if so how harmful it might be to your interests if nothing is done to reduce it.

YPO, the UK's largest public sector buying organisation, is working with the Roald Dahl Literary Estate to create specialist lesson plans on each of the world - famous author's best - known stories.

The following are provided for illustrative purposes only and depict original floor plans - for more information on a specific unit, contact our team of dedicated Wailea real estate specialists.

Christie's specialist Jonathan Laib said the owner is selling now in part for estate - planning reasons and in part because he believes the painting will appreciate due to the rebounding art market overall.

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.

Increasing the inheritance tax allowance to # 1 million means it has been abolished for most estates, with the exception of the wealthiest who fail to seek out specialist planning advice in good time.

He is a Board Certified Specialist in Estate Planning and Probate Law (North Carolina) and a Certified Financial Planner.

We also have specialist teams in planning, tax, intellectual property, regulatory, property litigation, international arbitration, insolvency and corporate recovery, landed estates, and academy conversions amongst others.

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.

Samuel B. Ledwitz is an Estate Planning, Trust and Probate Law Specialist, certified by the California Board of Legal Specialisation of the State Bar.

Based in Auckland, Wellington and Christchurch, our team can call on environmental, planning, real estate, commercial and litigation specialist expertise within the firm.

Selwyn D. Whitehead Esq. [JD, LLM Tax Law, LLM IP Law, California Bar Bankruptcy Law Certified Specialist] is a San Francisco Bay Area bankruptcy and tax attorney whose practice focuses on helping her clients manage their wealth through effective estate and tax planning and / or manage their debt through debt restructuring or bankruptcy.

Partners from King & Wood Mallesons (KWM), Herbert Smith Freehills (HSF) and Gowling WLG are joining forces to launch a specialist real estate planning boutique.

He is also a certified specialist in Estate Planning, Trust and Probate Law and has extensive experience handling tax, business, and personal planning Planning, Trust and Probate Law and has extensive experience handling tax, business, and personal planning planning matters.

We work regularly with specialist lawyers from our planning, real estate, construction and environmental teams.

The department is divided into specialist teams such as wills and estate planning, court of protection and probate.

None of the attorneys in this firm are certified as a Civil Trial, Criminal Trial, Business Bankruptcy, Consumer Bankruptcy, Creditor's Rights, Medical Malpractice, Legal Malpractice, Accounting Malpractice, Estate Planning or Elder Law specialist by the Tennessee Commission on Continuing Legal Education and Specialization.

1 IP, 1 Real Estate A Top Criminal Content Marketer Blogging from the Top Patent District Young Firm Blogs Its Way to 10 New Clients in 90 Days Generating Business Clients on Quora 2 Firms Using Podcasting A Steady Flow Of Clients Using Techniques From Other Industries Book - Writing As A Business - Getter Divorce Guide Pulls In Clients Interviewing Prospective Clients On Podcasts Great Lessons From A Referral - Based Injury Practice Using Workshops To Market Estate Planning And Small Business Services Attorneys Gain New Business by Educating Clients The «Velvet Hammer» Pulls in 7 - Figure Cases Using 3 Techniques Building a Multi-Specialty Practice with Seminars Niche Blogging by a Contract Attorney Internet Pioneer Has Global Reach Using Op / Eds And Success Stories to Bring In New Clients How One Lawyer Brands Herself Through Content Marketing Food - Contamination Litigator Dominates His Niche with Content and Speaking Business Transaction Firm with Recurring Revenue Blogging to Lawyers and Charging for Consultations Publishing and Speaking Keep This Green - Buildings Practice Thriving Online Brand Protection Lawyer Thrives with Blogging, TV, and Referrals Foreclosure Solo Succeeds with Phone Videos, Ghostwriters, and Networking Group Blogging, Tweeting, and Podcasting Launch This Nashville Sports Law Practice ADA Specialist Builds National Consulting Practice with Blogging

Our real estate investment team comprises experienced partners and lawyers whose skills encompass acquisitions, sales, lettings, joint ventures, finance and receiverships, backed by in - depth market knowledge and support from specialist areas such as planning and construction.

The breadth of our firm's real estate practice allows our real estate finance lawyers to involve specialists in other areas such as construction and planning to complete deals.

Therefore, it's probably a good idea to seek advice with an attorney who is familiar with estate planning, as well as a life insurance specialist, in setting up your estate plan in order to ensure that the plan will work best for you and your specific situation.

Additionally, if you are doing extensive estate planning or financial planning, you should consult a specialist, accountant and attorney in order to get solid advice..

Tags for this Online Resume: Architectural, Planning, Balance, Balance Sheet, Drafting, Forecasting, Geographic Information System, Landscaping, Management, Telecommunications, management, manager, Certified public manager, Six sigma, Streamline operations, Business process improvement, Real estate, Land Use Planning, Government liaison, Regulatory specialist, Public speaker, Leadership, Director of Operations

CORE COMPETENCIES Analysis & Planning • Negotiations • Defaulted Loans • Vendor Management • Contract Negotiation & Preparation • Asset Management • Short Sales Specialist • Market Analysis • Pricing Strategies • Foreclosure Specialist • Real Estate • Customer Service • Brand Management • Strategic Marketing • Market Trends Forecasting • Business Development • Team Leadership • Communications • Territory Development • Account Management • Client Relations • Real Estate Planning • Training & Development

Accountants Attorneys - all types Certified Divorce Financial Analysts Certified Financial Planners Child Specialists Child Representatives Collaborative Practitioners - all types College Fund Experts Couple Counselors Discernment Counselors Divorce Coaches Estate Planning Attorneys Family Law Attorneys Financial Planners Financial Neutrals Insurance Brokers Legal Aid Agencies Mediators - all types Mortgage Brokers Other Nonprofits Pension Fund Experts Professional Organizers Real Estate Agents Real Estate Attorneys Social Service Agencies Therapists

A presentation by Christopher Moore, a specialist in both family law and trust and estate law, before the Central Arizona Estate Planning Council a group of 150 law professiestate law, before the Central Arizona Estate Planning Council a group of 150 law professiEstate Planning Council a group of 150 law professionals.

It is designed to help students identify investments, write a business plan, and approach banks and other real estate specialists.

If it's not, I'd say no,» comments Marc Weissman, a San Francisco attorney with Weiss and Weissman and a certified specialist in estate planning, trust, and probate law.

Bachelor Degree 1979, REOS Specialist, SFR Short Sales and Foreclosure Resource, Environmental Concerns Affecting Real Estate Transaction, Essentials of International Real Estate, Europe and International Real Estate, Asia / Pacific International Real Estate, The Americas International Real Estate, Investment and Financial Analysis of International Real Estate, Standards of Practice, Essential Real Estate Techniques, Real Estate Specialties, Case Studies in Acquisition Analysis, Commercial Contracts, Commercial Real Estate Investment and Development Analysis Course, Code of Ethics, Core Law, Accredited Buyers Representative, Appraising, Contracts, Real Estate Law Contracts, Law of Agency, Real Estate Finance, Real Estate Marketing, Real Estate Investments, Commercial Property Management, Sales Comparison, Cost Depreciation, and Income Approaches, Federal Income Tax Laws Affecting Real Estate, Zoning and Planning Subdividing of Land and Special Issues, Selling Skills and Management (Xerox), working on CCIM and on going Continuing Education.

Things to consider: If buying and selling real estate, being the multifaceted situation that it is, finds itself sometimes even too complex for trained professionals in some situations, requiring the addition of other trained professionals such as lawyers, inspectors, insurance pro's, appraisers, land surveyors, tax specialists, financial planning and estate management people or companies, divorce specialists, grief counsellors, expert witnesses, construction people, builder issues, mortgage fraud professionals, banking backup people, ex pat and non-resident specialists, immigration rules and regs, investment counsellors, to help unravel oddities and eventualities, just imagine the Rubik's cube the journey represents to the average, unrepresented buyer or seller, perhaps even ones in the midst of it while trying to digest a purchase or sale, going through a divorce or dealing with a grieving relative, due to a death in the family, even more especially where English is not that individual's first language.