Sentences with phrase «of estate planning matters»

Since 1983, our attorneys have assisted clients with a wide variety of estate planning matters, including the following:

We also handle all types of estate planning matters including probate, Wills and Estate planning, Will contests, Trusts, and Trust disputes.

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.

AARP: Retirement Planning CFA Institute: Retirement Security Choose to Save: Ballpark E$ timate ® Edelman Financial Services LLC: Retirement & Estate Planning Financial Mentor ®: Retirement Calculators How to Save Money for Retirement (retirement savings guide) IRS: Adding Automatic Enrollment to Section 401 (k) Plans — Sample Amendments IRS: Changes in Your Life May Affect Retirement Planning IRS: Help with Choosing a Retirement Plan NEFE Financial Workshop Kits Retirement Series Preparing for Retirement from DOL Save it Like You Mean It: The (Non-Scary) Guide to Retirement Planning Saving Matters from DOL U.S. Department of Labor: Taking the Mystery Out of Retirement Planning WISER: What Women Need to Know About Retirement

We are qualified to assist our clients when they are in need of qualified legal advice or representation, in such legal matters concerning contracts, business formation, litigation, intellectual property including (trademarks and copyrights), real estate, taxes, estate planning, asset protection, and if the need should arise, reorganization in bankruptcy.

Rosenstein & Associates provides legal services to its clients in all business related matters, including: business formations; business & corporate litigation; transactional matters (contractual matters); wills, trusts and estate planning; assistance with filing for copyrights and trademarks; real estate transactions; asset protection; assistance with tax audits and litigation, asset protection and if necessary, reorganization of a business including providing for protection by filing of a business Bankruptcy.

Only a matter of months later, though, the nationwide real - estate bust put a hold on those plans.

She represents private entities and public interest groups on a variety of land use, planning and entitlement matters throughout various stages of the real estate development and environmental regulatory process.

No matter who the beneficiary of an RESP is, it's important for the subscriber to understand how RESPs factor into their estate planning (or lack thereof).

By planning the listing of your home well in advance, you can set goals with your real estate agent and avoid having to take the first offer that comes your way, no matter the financial repercussions.

As a practical matter, this amounts to advising clients on how everything from mortgages, estate planning, life insurance and even tax preparation fit into the broad picture of their financial lives.

AARP: Retirement Planning CFA Institute: Retirement Security Choose to Save: Ballpark E$ timate ® Edelman Financial Services LLC: Retirement & Estate Planning Financial Mentor ®: Retirement Calculators How to Save Money for Retirement (retirement savings guide) IRS: Adding Automatic Enrollment to Section 401 (k) Plans — Sample Amendments IRS: Changes in Your Life May Affect Retirement Planning IRS: Help with Choosing a Retirement Plan NEFE Financial Workshop Kits Retirement Series Preparing for Retirement from DOL Save it Like You Mean It: The (Non-Scary) Guide to Retirement Planning Saving Matters from DOL U.S. Department of Labor: Taking the Mystery Out of Retirement Planning WISER: What Women Need to Know About Retirement

Of course, there are other financial matters to be aware of: for instance, having enough insurance, knowing how to optimize your taxes and creating an estate plan should also belong in a basic plan, but most people starting out don't occupy themselves with these matters right away, especially if they already receive medical insurance from their employeOf course, there are other financial matters to be aware of: for instance, having enough insurance, knowing how to optimize your taxes and creating an estate plan should also belong in a basic plan, but most people starting out don't occupy themselves with these matters right away, especially if they already receive medical insurance from their employeof: for instance, having enough insurance, knowing how to optimize your taxes and creating an estate plan should also belong in a basic plan, but most people starting out don't occupy themselves with these matters right away, especially if they already receive medical insurance from their employer.

The Family Defender legal insurance plan is designed to defend you and your family with a wide array of services, including divorce, child support and custody, traffic violations, debt matters, lawsuits, estate planning, real estate transactions and more.

Its form is derived from the plan of a London housing estate, whose architects were themselves the distant inheritors of a utopian ideal, no matter how debased that ideal became.

Kim Kimbell Charles D. (Kim) Kimbell is a founding partner of the Santa Barbara law firm of Allen & Kimbell, LLP, a medium - size firm specializing in real estate matters, estate planning, general business, and litigation relating to those fields.

Older Rhode Islanders and their families are well served by Mr. Heffner and his team of four paralegals, who guide them every step of the way with Medicaid applications, guardianship matters, special needs planning, nursing home asset protection, and wills, trusts and estate planning.

He is based in the firm's Wymondham office and specialises in private client matters, spanning estate administration and planning, will drafting, and Court of Protection issues.

As noted, I don't handle estate planning matters, so my understanding of knowledge of that practice area is fairly limited.

Our Family Law Practice Group attorneys understand the delicate nature of Family Law matters and offer a unique combination of experience in business litigation, trust and estate planning, taxation, business valuation, trial practice and alternative dispute resolution, along with a depth of knowledge in family law... Learn More

Jamie McHenry is an associate attorney in Schneider Smeltz Spieth Bell LLP's Trusts & Estates practice group, focusing in the areas of probate, estate planning, and tax matters.

Patton and Patton offers a wide range of professional legal services from estate planning, handling a probate matter, to writing your will.

Her work includes advising on tax, probate and estate planning via Wills and Trusts; the administration of estates, Court of Protection matters, including Deputyships, Lasting Powers of Attorney and Enduring Powers of Attorney (upto 2007).

Founder of popular estate planning law firm, Hartney Law, and Hart of the Matter Transformational Coaching; mother, lawyer, commentator, coach for professionals and parents who want the live the life they came here to live.

In some private law firms, workload standards may be set for measuring the more routine work that is performed for non-business client matters, such as real estate closings, bankruptcies, personal injury matters and preparation of simple estate plans.

We advise clients on estate planning, estate and trust administration and related tax matters, and handle will contests and other types of probate litigation.

Located in Sacramento County, California the Law Office of Joan Medeiros assists clients with estate planning and elder law matters.

If it is an estate planning matter, for example, after the initial meeting with two lawyers, one lawyer will prepare a draft of the will or trust.

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

«A reality of construction and real estate is we get a lot of referral requests for collateral legal matters — divorce, estate planning, etc.,» said Spencer.

It advises on high - value estate administration and tax planning matters, as well as a variety of trust work including trust administration, insolvency and restructuring matters.

She regularly advises her clients across a breadth of private client matters, from estate planning to mitigate the incidence of inheritance tax to controlling the devolution of estates using lifetime gifts and trusts.

The Eleff Law Group, in Bethesda, Silver Spring and Frederick, Maryland, provides skilled legal counsel in matters of estate planning, business transactions, commercial real estate and more.

Recent highlights include acting for Cooper Estates Strategic Land in a High Court appeal against Wokingham Borough Council concerning refused planning permission for a major housing development, and advising Telereal Services on a range of matters with regards to a residential unit scheme in Ealing.

A set might be for a type of matter — a divorce, for example — or a set might be created around a task, such as a simple estate plan.

Alan Sackrin and Lawrence Tolchinsky have over four decades of combined legal experience in real estate, estate planning, probate, business law, personal injury, and civil litigation 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.

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.

We counsel our clients through all phases of a business transaction, including business planning, financing, tax strategy, intellectual property and real estate matters.

Notable mandates: Successfully represented Toronto mayor Rob Ford in a libel and defamation action; representing former Liberal MP Borys Wrzesnewskyj in litigation proceeding contesting election in Etobicoke Centre; acting on the establishment of a large residential real estate private equity fund; a complex reorganization of an existing real estate private equity fund into private REIT, the investors in which include several of Canada's largest pension plans and mutual funds; acted for the purchaser in excess of 230 quick service restaurants in Ontario, B.C., and Quebec; acted for management in a proxy dispute involving an interlisted TSX and ASX company, involving various interest holders in several international jurisdictions; represented Pharmascience Inc. at Federal Court of Canada; represented clients such as Apotex Inc. in trademark dispute; represented Canadian Generic Pharmaceutical Association in matters before the Trademark Opposition Board.

Christopher has experience in advising UK resident and non-domiciled clients on a range of personal matters, from the creation of wills and trusts, through to estate planning.

This focus allows us to effectively address all types of matters, from straightforward Estate Planning issues to sophisticated wealth transfer techniques, tax planning strategies, Estate Litigation and any other issue surrounding our Planning issues to sophisticated wealth transfer techniques, tax planning strategies, Estate Litigation and any other issue surrounding our planning strategies, Estate Litigation and any other issue surrounding our clients.

A person making a simple will should also consider preparing other basic estate plan documents, including durable powers of attorney for financial and health care matters, as well as a health care directive.

He has extensive experience representing lenders, businesses, and real estate entities in a wide range of transactional and business matters including commercial and asset - based lending, floor plan lending for the automobile industry, real estate financing, project and construction financing, bond financing, letters of credit, and loans for Employee Stock Ownership Plans (ESOPs).

Our personal services team advise on a diverse range of personal property matters including all types of conveyancing, preparation of wills, administration of estates, estate and trust planning, relationship property and the law relating to the elderly.

While the emphasis of the real estate group is on transactional and planning matters, it is supported by our team of litigation attorneys, proficient in resolving disputes concerning real estate, creditors rights, and permit matters.

He advises clients on a broad range of basic and sophisticated estate planning strategies, estate and trust administration issues, probate, estate and trust dispute resolution matters, and the preparation of gift and estate tax returns.

She has also lectured at seminars for other attorneys and for paralegals on topics in areas of family law and estate planning and related matters.

Estate - planning attorney and guest contributor Rania Combs discusses why estate planning is important no matter the size of your eEstate - planning attorney and guest contributor Rania Combs discusses why estate planning is important no matter the size of your eestate planning is important no matter the size of your estateestate.

While not the most thrilling of topics, estate planning is an important part of financial wellness no matter your age — it is a useful tool for ensuring that your last wishes are followed should the unthinkable happen — you pass away or become incapacitated.