Sentences with phrase «estate planning structures»

A major element of his role is to understand the family's needs and concerns and to design and put in place estate planning structures to meet those requirements.

«Cantor & Webb has a team which has a vast knowledge of estate planning structures in jurisdictions such as Mexico, Venezuela and the United Kingdom, are invaluable to private clients who seek financial security for their families.

Not exact matches

If YES, here is a sample attention grabbing real estate management business plan executive summary, goals, mission and vision statements, product / service description and management structure that will surely attract investors.

Mark's primary areas of expertise include: assisting clients with substantial private businesses manage the growth from a financial and strategic perspective advising high net worth clients on succession and estate planning issues helping clients achieve the optimal value for their business upon disposal on an after tax basis analysis of business performance assisting clients with debt raising issues structuring client's affairs for maximum tax benefits.

These forward - looking statements include, but are not limited to, statements regarding the anticipated timing, structure, benefits and tax treatment of the proposed separation of NHF's multifamily real estate assets and its other investments, and future financing plans, growth prospects and operating and financial performance.

Although temporary, the estate tax would be a boon to insurance professionals who have been trying to help clients with tax planning without any clarity on the future tax structure.

People just want a way to structure those passions in the context of financial and estate planning.»

It's crucial to create a properly - structured estate plan that addresses your family's needs.

Then, after we gather the details of your personal financial information, we analyze your asset structure, ownership, performance, tax situation and estate plan.

They can handle the details and tax consequences of estate planning, gifting, trust and other tax structures to help individuals avoid overpaying on their taxes.

We take great pride in helping our clients make their wealth building efforts more efficient through properly structuring the mortgage financing for their real estate investment portfolios (always putting client long - term estate and financial goals at the core of the plan).

If a gift is to take effect after your lifetime, it may be contained in either your will or your trust, depending upon the structure of your estate plan

A tax planning method is defined as «any plan, strategy, technique, or structure designed to affect Federal income, estate, gift, generation skipping transfer, employment, or excise taxes.»

Practice Areas: General Practice Law, Debtor and Creditor Law, Eminent Domain Law, Corporate Restructuring Law, Corporate and Transactional Law, Corporate and Business Advisory Law, Contracts Law, Construction Law, Real Estate Law, Probate Law, Zoning, Planning and Land Use Law, Local Counsel, Mortgage Law, Litigation, Leases and Leasing Law, Homeowners Association Law, Guardianship and Conservatorship Law, Commercial Real Estate Law, Wills Law, Trusts and Estates Law, Company Formation Law, Commercial Dispute Resolution Law, Business Structuring Law, Civil Practice Law, Business Law, Banking Law

«Camilla Wallace's private wealth practice includes estate and tax planning for UK individuals, and she also advises clients with assets in multiple jurisdictions on wealth - structuring matters.

U.S structuring, planning, and compliance for Canadian investment in U.S. real estate, including related reporting and withholding advice;

Drawing on expertise from across the firm, we can advise single family offices and multi-family offices on a wide range of legal services including tax planning, estate planning, wealth structuring, asset protection and disputes.

Buchalter's Tax Practice Group provides tax planning and business structuring for corporations (both public and private), pass - through entities, individuals, trusts and estates.

Our tax lawyers are adept at structuring real estate holding entities, acquisitions, sales and exchanges of real estate, tax credit maximization, REITs, planning U.S. real estate holdings for non-U.S. investors, and limiting unrelated business income for tax - exempt owners of real estate.

We focus on a gamut of legal issues ranging from litigation, corporate structuring and tax planning, mergers and acquisitions, securities offerings, real estate transactions and immigration, to labor and employment and intellectual property matters.

ConductLaw lawyers work with clients on a wide range of matters from establishing business structures, financing operations, re-organizations, shareholder and security agreements and estate planning matters.

The accreditation requires demonstration of expertise across all legal and other issues which affect farmers and landed estate owners, including farming business structures, trusts, taxation, land law, agricultural holdings, town and country planning and the Common Agricultural Policy.

His work involves representing and advising private clients on the structuring of assets (trusts, foundations, international business corporations, international and domestic estate planning, matrimonial property rights and taxation).

«Whether your need involves a simple incorporation or a more complicated corporate structure, we have the knowledge and skills to take on your business and personal estate planning needs.

We help you use estate planning tools such as wills, enduring powers of attorney, personal directives, and trusts to structure what will happen with your estate and your personal care.

Recent highlights include advising the Borough of Wandsworth on an estate renewal scheme, which involves structuring contractual agreements with the private sector, site assembly issues, including buying residential and community assets in preparation for the regeneration, advice on CPO strategy, planning issues and technical housing law issues.

Anthony advises on estate planning for high net worth private clients; the creation and structuring of trusts (both for individuals and professional trustees), family governance and general tax planning work.

As both an attorney and a CPA, Murphy's practice includes sophisticated estate planning approaches as well as corporate transactions and advice in mergers and acquisitions, buy / sell agreements, corporate structuring, and real estate transactions for small to medium - sized businesses.

Bradley S. McCann has structured and implemented hundreds of estate and gift tax planning strategies.

Our international private wealth team regularly advises high net worth individuals and family offices in relation to personal tax and private wealth matters, residence, succession planning, real estate structures, trusts, foundations and similar arrangements.

Jamie's practice is focused on corporate and commercial law, mergers and acquisitions, cross-border business structuring, and trusts and estates planning.

Clients ranging from individuals to entire multi-generation families turn to Cate for help in planning their wills and powers of attorney and structuring their estates to ensure that their loved ones will be protected after they pass away.

James provides legal services to individuals, private corporations, partnerships, sole proprietors and other entities on the establishment of business structures, corporate reorganizations, purchase and sale transactions, estate planning, business succession planning, corporate financing and other matters.

She provides her clients with guidance on the establishment of business structures, tax - efficient corporate reorganizations, purchase and sale transactions, business financing, estate planning, business succession planning and other commercial transactions.

Helena advises on tax and estate planning and structuring for families, individuals and business owners.

Mary is a frequent writer and speaker on tax, benefits, asset protection planning, and estate planning topics as well as on law practice related topics including improving the delivery of legal services, technology in the practice of law, building sustainable law firms, and alternative fee structures.

International wills, tax and estate planning, including transnational structuring where family members or assets are located in multiple jurisdictions

Her practice includes structuring and drafting estate plans, handling complex estate administration...

Especially under estate planning situations, it is important to carefully structure SPLI plans.

If you happen to fall into this category, please seek out advice from a financial planner and an estate planning attorney on how you can structure your life insurance to benefit your estate and not add additional taxable assets.

Las Vegas, NV About Blog Anderson Business Advisors has been a leader for asset protection planning, tax advice, tax preparation, estate planning and business entity structuring.

ConductLaw lawyers work with clients on a wide range of matters from establishing business structures, financing operations, re-organizations, shareholder and security agreements and estate planning matters.

I think qualified plans are a good part of the overall financial plan and can be used to great advantage for RE investing along with correctly structured life insurance to provide adequate liquidity since most real estate is not very liquid and credit is not always available to obtain the access to capital that you may need (tailored to RE investor audience) especially in an emergency when your credit tanks or borrowing guidelines are constantly changing.

Estate Planning should be aimed at the establishment, maintenance and sustained development of the investor's estate and structures to reduce tax while increasing the property's liquidity and disposable iEstate Planning should be aimed at the establishment, maintenance and sustained development of the investor's estate and structures to reduce tax while increasing the property's liquidity and disposable iestate and structures to reduce tax while increasing the property's liquidity and disposable income.

I'm starting to plan for my future real estate investments and need to assemble and structure my team and business plan.

After analyzing countless real estate websites, I'd have to say my # 1 piece of advice would be to take the time to PLAN the site structure - meaning the navigational flow, and the hierarchy of community pages and related content.

She advises real estate investors and business owners with entity structuring, tax and business planning and asset protection.

Prior to joining Lubert - Adler, Mr. Faucett formed Faucett Consulting, which advised real estate clients in equity and financing transactions as well as strategic planning and business structures.

RCLCO provides real estate economics and market analysis, strategic planning, management consulting, litigation support, fiscal and economic impact analysis, investment analysis, portfolio structuring, and monitoring services to real estate investors, developers, home builders, financial institutions, and public agencies.

Her areas of federal income tax practice include advising on the structuring and unwinding of partnerships and joint ventures; the taxation of partnership operations; REIT tax compliance and due diligence; like - kind exchange planning; and general tax accounting for real estate entities and operations.