Sentences with phrase «leading estate planning»
Inna Fershteyn is Brooklyn leading estate planning lawyer who received education from the top schools and practiced law in several major law firms before opening Law Offices of Inna Fershteyn and Associates, P.C..
https://www.justia.com/ Not exact matches
VanEck plans to be at the forefront of the next generation of digital assets, leading efforts in the tokenization of everything from real estate to stocks.
But it doesn't take a financial wizard to figure out that the family's all - encompassing trust in the frothy Toronto real estate market may be leading them to a steep fall if any part of their plan falters.
The firm has become one of the leading immigration law firms in Panama and the practice includes relocation related services such as legal assistance on the purchase and sale of real estate, setting up foundations and corporations for asset protection and estate planning.
The most common forms of planned giving are trusts or annuities that pay income or a lead trust, which pays money to HGSE from your estate, lowering the tax burden of your heirs.
Kelly joins Brooklyn Prospect after completing the Broad Residency in Urban Education at Democracy Prep Charter Schools, where he led projects related to expansion strategy, real estate planning and acquisition, HR systems implementation, and teacher certification.
Here at Sprinter of Hoffman Estates, a leading Sprinter dealer serving Schaumburg, we know that it's not easy to set up a maintenance plan that provides the service that your fleet of commercial vehicles requires.
To be produced with the same range of gasoline and diesel engines as the second - generation CLS sedan and boasting more luggage space than key rivals such as the Audi A6 Avant and the BMW 5 - series Touring, the CLS shooting brake is the first of at least two new style - led estate models planned to be added to the Mercedes - Benz lineup by the middle of the decade.
A charitable lead trust (CLT) designates a rate of return or income to be paid to the charity over a specified time period and is more commonly used for estate tax planning because the balance of the estate assets will pass to beneficiaries free of estate taxes upon expiration of that time period.
Another way for a living trust to maximize estate tax planning is to create a charitable lead trust or charitable remainder trust.
It is very important to cover all aspects of your split dollar plan in detail, because a poorly conceived plan can be «unwound» under the IRS rules and this can lead to major tax consequences for the estates of either the employer or employee.
Charitable lead trusts («CLT») and charitable remainder trusts («CRT») are often used to obtain significant tax benefits in estate planning.
Examples of estate and planned giving instruments include wills and living trusts, life insurance or retirement beneficiary designations, charitable gift annuities, charitable remainder trusts, charitable lead trusts and life estate in personal residence or farm.
New York, New York (May 12, 2017)-- Delos ™, a wellness real estate and technology firm, today announces the first landmark alliance in Japan with Shimizu Corporation, a leading construction, architectural, engineering and property services, offering an integrated, comprehensive planning, design and build solutions for a broad range of construction and engineering projects worldwide to accelerate the transformation of indoor environments into spaces that promote human health and wellness.
Joining us are two experts in the field, Lawrence H. Heller, an international tax and estate planning attorney at the firm Bryan Cave, and Thomas Featherston, the Mills Cox professor of law at Baylor Law School and a leading scholar in probate and trust law.
There are three areas to consider are: 1) the Headline should include your core selling points and the keywords that trigger it, (i.e. «Minnesota Estate Planning»); 2) the Description should detail specific benefits that your company offers as well as a clear call - to - action that your customers should take (i.e. «Avoid Probate, and Save Estate Taxes»), and finally the Display and Destination URLs where the Destination URL should lead to a page on your website related specifically to the ad (it is not necessary to type the whole thing on the Display URL).
Zia Bhaloo QC A leading silk for property and commercial real estate, whose social housing practice primarily involves high - value planning and development issues, as well as landlord and tenant disputes.
Attorneys Michael Gilfix and Mark R. Gilfix will lead the seminars titled: «The New Trump Tax Reform and Your Tax and Estate Planning.»
For example, bouncing a question about criminal procedure off an estate planning attorney is probably not going to lead to brilliant insights.
Jim is recognized as a leading automotive franchise attorney throughout New England and has successfully handled the purchase and sale of numerous car dealerships and related real estate, franchise negotiations, floor plan and real estate financing and all types of litigation arising from the operation of a dealership.
Judge Conte's long and extensive experience in real estate, land use, planning boards, and boards of adjustment has established him as a leading authority which remains a focus of his private practice of law.
Simpson Thacher also has leading innovative practices in the areas of antitrust, IP, tax, bankruptcy, real estate, executive compensation and employee benefits, exempt organizations and personal planning.
Tim's experience in the field of High Court planning challenges will add further strength and depth to Winckworth Sherwood's leading planning team and more broadly to the firm's 20 partner real estate development practice.
We are dedicated in supporting the region as Bristol has overtaken London as the UK's leading «smart city», to support this we have strong ties in the development of fintech, transport, and developments in planning for real estate.
Whether you are starting a new business, need help with real estate or writing an estate plan, Carmody Holliday Legal Services, PLLC, has the experience and the knowledge to lead you through these sometimes difficult legal processes.
Durham Jones & Pinegar is a leading law firm in Utah and Nevada, offering a spectrum of services in various practice areas including: Business & Finance, Commercial Litigation, Intellectual Property, Estate Planning, Real Estate, Environmental, Bankruptcy, Employment Law and more.
Your relationship manager will develop and lead a team of professionals, based on your unique needs, who can provide access to services including wealth planning, private banking, investment management, trust, estate, credit, and integrated wealth management services.
Our representation of the noteholders in bankruptcy court litigation led to a confirmed plan under which our clients received (i) the opportunity to buy Energy Future Holdings» regulated utility Oncor and convert its parent into a real estate investment trust (REIT), and (ii) a down - side recovery, along with other unsecured creditors, of US$ 550 million in the event the transaction did not close.
Preparation and advisement regarding complex estate planning vehicles including: grantor retained annuity trusts, private foundations, self - canceling installment notes, charitable remainder and lead trusts, family limited partnerships, defective grantor trusts, irrevocable trusts, and revocable trusts
With a clear focus on inheritance law, estate planning, foundation law and commercial aspects, JSP Jakob Studen Partner has quickly established itself as a leading legal brand in complex cross-border cases and legal wealth advisory in Switzerland.
A lawyer with 26 years» worth of experience in private practice, George Valentini made his move in - house in July 2013 to oversee the legal function at Dream Unlimited, a leading Canadian real estate company that manages urban intensification, master planned communities and income properties.
BC Estate Planning & Wealth Preservation KN122.B74 - By leading estate and tax practitioners, this multidisciplinary title will help you determine a sensible approach for each client's needs, and to create trusts and other tools to minimize taxes and preserve wEstate Planning & Wealth Preservation KN122.B74 - By leading estate and tax practitioners, this multidisciplinary title will help you determine a sensible approach for each client's needs, and to create trusts and other tools to minimize taxes and preserve westate and tax practitioners, this multidisciplinary title will help you determine a sensible approach for each client's needs, and to create trusts and other tools to minimize taxes and preserve wealth.
For grandparents whose responsibilities lie mainly in pot roast - cooking and joke - telling, life insurance is important for estate and legacy planning, but for those grandparents who are also raising grandchildren, life insurance is important to make sure those children lead happy, healthy lives, even if one or both of their grandparents pass away.
It is very important to cover all aspects of your split dollar plan in detail, because a poorly conceived plan can be «unwound» under the IRS rules and this can lead to major tax consequences for the estates of either the employer or employee.
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Sometimes the best thought out estate planning can still lead to disaster.
Polymath plans to announce its first batch of Polymath - powered issuers, which currently include a top Canadian venture capital fund, a leading tech private equity firm and a high yielding Real Estate Investment Trust.
EXPERIENCE August 2008 — Present Asset Property Management — Kailua, HI Commercial Real Estate Agent • Understand client needs and provide appropriate commercial real estate plans • Show properties after thorough research and examination • Prepare collaborating and specific documentation • Indentify new commercial sites opportunities • Monitor and control relevant real estate transactions • Maintain liaison with other brokers • Make cold calls and develop and follow up onEstate Agent • Understand client needs and provide appropriate commercial real estate plans • Show properties after thorough research and examination • Prepare collaborating and specific documentation • Indentify new commercial sites opportunities • Monitor and control relevant real estate transactions • Maintain liaison with other brokers • Make cold calls and develop and follow up onestate plans • Show properties after thorough research and examination • Prepare collaborating and specific documentation • Indentify new commercial sites opportunities • Monitor and control relevant real estate transactions • Maintain liaison with other brokers • Make cold calls and develop and follow up onestate transactions • Maintain liaison with other brokers • Make cold calls and develop and follow up on leads
Extensive expertise in budgeting / forecasting, audit lead, pricing / sales support, real estate selection, capital expenditure planning, strategic planning, operations dashboard reporting, and revenue assurance.
Tags for this Online Resume: Management, Integrate, Networking, Systems Analyst, Buying, Real Estate, Enterprise Software, Infrastructure, Pricing, Software, agile, software, Supervise, motivate and lead employees, workforce planning, HRIS, PMO, Scrum, Project Management, Program Managment, Reporting, Finance Manager, scope, budget and schedule, Implementation, Improve Efficiency, Presentations, Portfolio Management, Cross-functional teams, Resource Management, Vendor Management
Looking for a challenging career in the early development and presentation of plans towards real estate developers.Keen on personal developing to a lead role in the preliminary stage of development until the point of realization.
Financial Advisor / Consultant • Identified and developed leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients as well as maintaining high - quality customer service, growing client base organically • Developed investment policy statements and strategy guidelines for individuals and corporations, utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Performed needs - based assessments to derive appropriate solutions for individual and corporate clients, generating genuine rapport and establishing productive relationships with clients, colleagues, and staff • Promote high - quality client service with extensive research and the quality presentation and communication of complicated market - and investment - related data • Utilized tools in estate planning, tax planning, investments, retirement, and asset protection to create financial plans and develop investment allocation strategies for high net worth clients
Professional Experience Waddell & Reed (Naperville, IL) 2009 — Present Financial Advisor • Identify and develop leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients and maintaining high - quality customer service • Establish investment policy statements for individuals utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Employ tools in tax planning, investments, retirement strategies, education savings, asset protection, and heath care needs to address client concerns • Provide comprehensive estate planning services, including the drafting of wills and other legal documents
• Exceptionally skilled professional with demonstrated excellence in building and driving superior operation success, leading procurement, real estate, and strategic planning.
Through this, the financial professional can provide practical and realistic options for dividing the marital estate and (when necessary) creating a support plan, leading to a financial resolution that both spouses can live with after the divorce.
And, while smart city planning and development is often led by municipalities and development in response to pressures such as increased urbanisation, city management, challenges, rising population and climate change, amongst other, role - players such as commercial real estate developers, investors and facility managers through smart commercial real estate planning, development, investment and upgrading, should also take part in laying the foundation of future cities.
O'Connor, who has been at the helm of the company since its founding in 1997, is stepping down with plans to remain active in the industry in a consultative capacity, including joining the Leading Real Estate Companies of the World (LeadingRE) Board of Directors.
One of the most important parts of a real estate business plan is determining how many touches you need to make each month in order to reach your lead conversion goals.
A joint venture, led by U.S. real estate investment firm Heitman, plans develop a $ 135 million portfolio of retail centers across Poland.
If you have a plan of action and know what's appropriate, using text messaging for real estate marketing can be an incredibly effective means of lead generation.