Sentences with phrase «on estate planning issues»

Unlike many law firms, our team includes private client, personal tax and property estate experts which means we can advise quickly and comprehensively on estate planning issues.

He has advised some of Canada's premier artists on estate planning issues including planning for post mortem administration of their artistic legacies.

Not exact matches

Deciding whether to convert to a Roth IRA hinges on issues like your tax rate now versus later, the tax bill you'll have to pay to convert, and your future plans for your estate.

Marianne works with the Board on strategic issues and with individuals and family groups to facilitate financial and estate planning.

PwC's report suggests that high net worth investors are increasingly relying on financial professionals to offer advice on issues like estate planning, taxation, insurance, healthcare and even basics like spending and budgeting.

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.

He is also a Partner at HPM Partners where, with his 32 partners and 50 associates in six offices, he works with owners of businesses on their growth strategies, M&A, financing, liquidity, wealth management, cross - border / multi-national issues, estate planning and tax strategies; and for his multi-generational and family clients, he brings several lifetimes of dealing with family dynamics, trusts, business - ownership, family charters and youth education as a member of two large, historic business families.

ALBANY — Members of the state Senate said they plan to vote Tuesday evening on the «entirety» of the state budget, even though some issues about taxes and real estate subsidies have still not been resolved.

She is an outspoken liberal who generally aligns herself with tenants on real estate issues and clashed with Somerset Partners and the Chetrit Group over a controversial party they threw in the South Bronx at the site of their planned waterfront project.

Chicago land About Blog Generation Law is an Illinois - based firm focusing on estate planning and elder law issues.

Deciding whether to convert to a Roth IRA hinges on issues like your tax rate now versus later, the tax bill you'll have to pay to convert, and your future plans for your estate.

But as even he has discovered, many of these investors may still need some help or guidance in choosing ETFs, settling on an appropriate asset allocation, rebalancing or even with financial issues that go well beyond managing investment portfolios — more holistic challenges like tax - efficient withdrawal strategies, insurance and estate planning, debt management and the like.

These plans are available to real estate professionals on a guaranteed issue basis.

My Journey to Millions is an 8 year old personal finance blog focused on topics including basic personal finance issues, advanced insurance planning, high net worth estate planning.

Seeking advice on complex estate planning issues to pass along your bazillion dollar estate to your heirs and favored charities in the most tax - efficient manner

My Journey To Millions About - My Journey to Millions is an 8 year old personal finance blog focused on topics including basic personal finance issues, advanced insurance planning, high net worth estate planning.

Long Island, New York About Blog My Journey to Millions is an 8 year old personal finance blog focused on topics including basic personal finance issues, advanced insurance planning, high net worth estate planning.

Phil is a frequent speaker at seminars and conferences across the country on tax, estate planning, and business life ‐ cycle issues.

Within this region, there is a diversity of practicing attorneys who focus on everything from Criminal Defense, Personal Injury and DUI cases to those with a background in Corporate Law, Estate Planning, Family and Tax issues.

After he builds rapport with the clients on the leases, it's not rare for the rancher to ask Josh to review the estate planning and generational transfer issues.

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.

Rocket Lawyer offers free legal help and information on a wide variety of topics, including business formation, estate planning, family issues, and many more.

Sukhminder's trust and estate practice focuses on working with clients and their families to address all aspects of estate planning and ensuring a smooth succession, including complex tax, estate, and family issues.

Beatrice also specialises in cross-border estate planning issues with a particular focus on all issues arising from Roman Law and Common Law application.

The firm represents clients throughout Dakota County on a variety of legal issues; including: divorce, family law, estate planning, and probate.

Chris has appeared on television and radio programs to discuss estate planning and probate issues, is a frequent lecturer regarding probate, trusts and elder law, and is a member of the Trusts & Estates sections of the Los Angeles County and Pasadena Bar Associations, and the chair of the planned giving committee for the Cancer Support Community of Pasadena.

For example, I wrote a student note on non-tax issues in international estate planning.

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.

However, for the those who have put off estate planning because they don't have a lawyer (17 percent) or think it costs too much (14 percent), Rocket Lawyer can solve both issues by offering free Will creation and access to qualified attorneys at significantly discounted prices though the On Call ® network.

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.

The team at Linder Myers is adept at handling the full array of trusts and estates work and regularly advises on tax planning and estate matters for farmers and landowners, in addition to handling issues affecting the elderly.

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.

«Developments and in - depth articles on estate planning and taxation, asset protection, business succession planning, fiduciary issues, high - net - worth families and family offices, insurance, investments, marketing, multigenerational values, philanthropy and retirement benefits.»

His practice areas include corporate transactions, private placements of securities and venture capital financing, commercial litigation, commercial and residential real estate, employment issues and executive compensation agreements, intellectual property issues focusing on patent licensing, copyright, and trademark, and estate planning.

Our firm counsels more mature businesses and individuals on a range of issues including tax and estate planning, shareholder arrangements and corporate transactions.

Tom specialises in advising business owners and their families on a wide range of complex succession issues including Will drafting and Estate planning, the formation of Trusts, administration of Estates and Powers of Attorney.

In total, we have advised on issues regarding oil and gas leases, surface use agreements, family limited partnerships, title issues, complex estate planning, and more.

We are able to deliver practical and commercial legal advice to our clients by drawing on the expertise of other practice areas within the firm, including property, tax and estate planning and the challenging issues of passing property to the next generation.

With our focused and extensive experience on the issues surrounding trust and estate planning and administration, elder law, fiduciary litigation (trust and estate disputes) and related areas, the attorneys at Hill & Watchko, LLC can help you plan and address these challenges.

(8) of 2007 On the Matter of Escrow Accounts for Real Estate Development (the Escrow Law) was issued to regulate developers and safeguard purchasers» money in respect of off - plan property purchases in Dubai.

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.

The law firm's focus is on criminal defense, divorce, child support / child custody and family law issues, personal injury law, as well as real estate, estate planning, traffic law, and civil litigation.

Family legal issues can be complex and tensions run high, which means there is often increased urgency on the client's side compared to estate planning.

The opinion issued on Sept. 29, 2016, in the case of Estate of Edward G. Beyer v. Commissioner of Internal Revenue was the culmination of an estate planning exercise that had an unfortunate ending for everyone involved (other than theEstate of Edward G. Beyer v. Commissioner of Internal Revenue was the culmination of an estate planning exercise that had an unfortunate ending for everyone involved (other than theestate planning exercise that had an unfortunate ending for everyone involved (other than the IRS).

Giannasca & Shook, PLLC provides personalized, hands - on legal service to tackle estate planning and elder law issues.

As counsel in the firm's Wealth Management Group, Jessica Lambert will continue to focus her practice on estate planning, trusts and estates administration, and related tax and fiduciary issues for individual clients.

«I think it's a move in the right direction,» says Jeremy Richler, a Toronto corporate, immigration, real estate, and estate planning lawyer who regularly writes on political issues and identifies with the Liberal party.

He works with ultra and high - net - worth individuals advising on Wills, succession planning, tax mitigation and the taxation and administration of trusts and estates, together with charity law and probate issues, both contentious and non-contentious.

They provide advice on complicated legal issues, particularly in the areas of trusts, estate planning, tax disputes, and business tax law.

Mark C. Metzger is an attorney in solo practice in Naperville, Illinois (west suburban Chicago), where his practice is focused on three areas: advising businesses on Internet and technology - related contracts and issues; estate planning up to and including Medicaid spend down avoidance; and real estate transactions.