Sentences with phrase «individual estate planning matters»

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.

Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.

«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.

He represents individuals and businesses in a variety of areas, including business and real estate transactions, business succession planning, regulatory matters and commercial litigation.

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.

Nicole acts for many high net worth individuals and her work includes advising on inheritance tax and estate planning via wills and trusts; the administration of estates, often with an international element; Court of Protection matters, including deputyships, lasting powers of attorney and enduring powers of attorney; elderly client matters; and declarations of trust.

At the law firm of Law Office of M. Kent Olsen, our lawyers have experience helping individuals navigate estate planning, administration and litigation matters.

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.

The team continues to act for inter-generational families and regularly advises high - net - worth individuals on complex estate planning issues, wills, trusts, family investment companies and Court of Protection matters.

Finally, we regularly assist individuals and families with delicate estate planning and probate matters, and help families establish estate plans including revocable trusts and wills.

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.

Jaime works with individuals and their families on matters concerning wealth preservation and estate planning through the use of wills, powers of attorney, representation agreements for health care, domestic trusts and committee applications.

With extensive experience in handling tax matters and backed by Casner & Edwards» full range of business counseling and litigation expertise, we provide sound counsel for large and small business entities, individuals and families, estates and trusts, and tax - exempt organizations in tax planning, compliance and controversy.

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.

Schmitt represents businesses and individuals in civil and commercial litigation matters including banking and finance, real estate, condo and homeowners associations, probate, professional liability defense, title disputes, transportation, and pension and retirement plans.

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.

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.

Artem's practice includes assisting businesses and individuals with a broad range of tax issues, including personal tax planning, corporate tax planning and reorganizations, estate planning and general corporate commercial matters.

I understand that once the individual Solo 401k plans are created and funded, we (or rather «they» - the Solo 401k plans) will have to form a new C - Corporation, which will then be able to conduct any real estate business (or any business for that matter).