Sentences with phrase «on estate planning matters»

She gives regular presentations on estate planning matters at financial institutions» private client events and to area retirement homes.

He has also presented seminars on estate planning matters to serve various senior centers and organizations around Franklin County.

Not exact matches

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

Stefanie's studies at NYU focus on estate, gift and income tax matters relating to wealth succession planning and family business ownership.

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.

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.

«Credit card debt has a high interest rate by its very nature and it's unlikely no matter how well you do in your RRSP or TFSA you'll beat [the rate on your debt],» says Jamie Golombek, managing director, tax & estate planning with CIBC.

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).

Jamie also contributes to the Trusts & Estates group by providing assistance to clients on legal matters involving estate planning and administration, estate and gift tax planning, nonprofit law, and trust administration.

He focuses on general corporate, business and tax planning matters and regularly represents real estate and affordable housing development clients.

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

I have focused my practice on estate planning, wills, trusts, and probate administration while many other attorneys «also» practice estate matters.

«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.

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.

Our law practice concentrates on Estate Planning, Elder Law, Business and Corporate matters, Real Estate, Divorce, Probate matters, and Personal Injury.

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.

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.

The firm will handle personal and business legal matters with a focus on estate planning, probate administration and business planning.

Advising developers on various planning, environmental permitting and real estate matters relating to proposed onshore conventional and unconventional gas projects.

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.

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.

As an aside, it is important to recite that the court heard no evidence from the vendor; from the vendor's solicitor; from Cs» architects who advised Cs on planning matters; or the estate agent who had sold the property, as to the likely attitude of the vendor to, for example, any attempt to introduce a «call - in» clause.

Lucy's practice is devoted to estate and trust planning and administration matters and, as such, she advises Canadian and international clients on a wide range of estate, trust and tax matters.

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.

In her practice Andrea advises clients on a wide range of matters pertaining to estate planning and administration, international and domestic trusts, guardianship, and succession planning.

She advises on all aspects of non-contentious private client work including powers of attorney, estate administration, trusts, wills and estate planning and Court of Protection matters.

Our Private Client team can advise on the full spectrum of private client matters including: Wills and Lasting Powers of Attorney; succession planning; UK and international trusts; planning for non-UK domiciliaries; obtaining probate, estate administration and post-death variations; taxation; charities; heritage property; landed estates; and tax litigation.

Mark Kmiecik is a corporate attorney in the Milwaukee office of Davis & Kuelthau where he advises clients on international, federal, state, and local tax matters, as well as represents clients in the areas of estate planning, probate and trust administration, business succession planning, marital property, and tax planning.

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 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.

Acting for the John Lewis Partnership on all aspects of its day to day operation, including real estate and planning, employment, commercial contracts and regulatory matters.

A 1978 graduate of Cornell University and a 1982 graduate of the Widener University School of Law, in Wilmington, Delaware, attorney Mark S. Pinnie focuses his practice on two primary areas — litigation - related matters, usually involving personal injury, and estate planning and administration.

We use the term «basic estate plan» on this website to mean an estate plan made up of some or all of the following documents: a simple will, a durable power of attorney for financial matters, a durable power of attorney for health care, and a health care directive.

As a fellow lawyer, I have relied on her abilities in several areas of the law, including business matters, corporate matters, SEC matters and estate planning matters.

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.

Notable mandates: Successfully represented former 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 in a matter involving investors such as 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.

The successful candidate will be taking on a full and varied Private Client caseload which will include: Wills, Probate, LPAs, deputyships, Tax, Trust and Estate Planning matters.

Anna also worked on estate litigation files and estate planning matters, and co-authored a chapter on Physician Assisted Dying for Key Developments in Estates and Trusts Law in Ontario, 2015 - 2016 edition.

Frank also maintains an estate practice advising clients on wills, powers of attorney and estate planning matters.

Beth focuses on estate planning, probate matters, guardianships and conservatorships, estate and trust administration and small business entity formation.

Edward A. Gramigna assists clients with all areas of taxation, with a particular emphasis on estate planning, estate administration and probate litigation matters.

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.

In all these matters and many more, including strategic estate planning and probate and our work for businesses, we constantly strive to relieve pressure and burdens on our clients, identify creative solutions and deliver favorable, sustainable results.

Sheri Elliott, the principal of the firm, focuses her practice on real estate conveyancing, municipal and planning law, environmental law and real estate conveyancing / development matters.

(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.

Amy advises on all aspects of non-contentious private client work including powers of attorney, estate administration, trusts, wills and estate planning and Court of Protection matters.