Sentences with phrase «other estate planning attorneys»

His blog, South Florida Estate Planning Law, strikes a balance between educating potential clients while remaining relevant for other estate planning attorneys.

Not exact matches

Personal property is something that people often fail to consider when drawing up wills and other estate planning documents, attorney John J. Scroggin told an audience of financial planners last week at the FPA Be conference in Nashville.
«In estate planning, frankly, one of the major goals might be to keep your children out of court with each other, or out of court with your surviving spouse,» said Lehmann, who is also an attorney based in New Orleans.
Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Under Schneiderman's plan, the attorney general's existing Real Estate Finance Bureau, which currently polices real estate transactions, will be tasked to investigate cases of tenant harassment and other civil housing fEstate Finance Bureau, which currently polices real estate transactions, will be tasked to investigate cases of tenant harassment and other civil housing festate transactions, will be tasked to investigate cases of tenant harassment and other civil housing frauds.
This list can include life insurances, long - term care plans, joint accounts, power of attorney documentation, IRAs and other investments, and any estate planning documents like a will.
Although there may still be other reasons to use a CST, you might consider reviewing your estate planning documents with your attorney to determine whether allowing more flexibility in the funding of a CST, or the use of portability, is appropriate in your current situation.
This column isn't long enough to detail all the other ways transfer - on - death arrangements can misfire, so you'll want to make an appointment with an experienced estate - planning attorney soon.
Consult with your independent attorney, tax consultant or other professional advisor for final recommendations and before changing or implementing any financial, tax or estate planning advice.
Since there is one state in which a pet trust is not valid, and other states where enforcement is discretionary, it is advisable to set up a trust with the help of an attorney who specializes in estate planning.
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.
Your will plays a big part, but a complete estate plan includes other documents, like a power of attorney that lets a family member make financial and medical decisions on your behalf, or a living trust to provide for your children without the hassles of probate court.
While flat fee and other non-hourly arrangements have been commonplace in cut - and - dried legal areas like tax and estate planning, they're becoming more common across the practice areas of «Main Street» firms and attorneys.
I have focused my practice on estate planning, wills, trusts, and probate administration while many other attorneys «also» practice estate matters.
Prior to joining Carr Maloney, Ashley drafted appellate briefs in the Court of Special Appeals and litigated personal injury, estate planning, guardianship, conservatorship, landlord - tenant, and other civil litigation proceedings as an Associate Attorney at Cohen & Hertz, P.C.
If one person does high risk / high reward contingency cases, and the other attorney handles more «cash - flow» cases like family law or estate planning, that can be a great financial combination.
Here is what I've done to market my expertise in my niche area, international estate planning, to other attorneys in an effort to expand my rural practice to global clients.
If you'd like an attorney to review your Will and other estate planning documents, you can find a lawyer on our website to give you a legal review.
It's wise to see an estate planning attorney if you want to shield your assets from others» claims, or keep your assets a family - matter.
While the firm's focus is on criminal defense and family law representation, attorneys are available to assist with estate planning, personal injury & bankruptcy filings among many other areas of practice.
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.
Brannan also has an extensive estate planning practice preparing will, trusts, powers of attorney and other similar documentation.
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.
For this area he may consider conducting an estate planning seminar, networking with other attorneys for referrals or investigating court appointments.
Our attorneys are well versed in a wide range of practice areas, including estate planning and estate litigation, accidents and personal injury, criminal defense, commercial litigation and many other areas of the law.
Learn about Estate Planning, Special Needs Trusts, and other elder law issues from Certified Elder Law Attorneys around the country.
By measure of her legal services — a split between business law and estate planning & probate — it might be easy to miss one important distinction that sets her firms apart from many others: Stacey L Romberg, Attorney at Law, is a virtual law firm.
Each state has specific requirements for probate matters, and consulting with an estate planning attorney in your state will ensure your trust is properly drafted, funded, and that all other considerations are accounted for in compliance with your state's laws.
Available documents relate to estate planning, living wills, domestic partnerships, financial and healthcare powers of attorney, co-parenting agreements, and other topics.
Older Adults and the Law: A discussion of many areas of the law as it relates to seniors: powers of attorney; guardianship; financial and other forms of abuse; and estate planning.
It can be used in conjunction with a rollout of the OMS - 64 Office Management System where user license EPMS for their Estate Planning attorneys and staff and OMS for the other attorneys and staff in their firm.
A comprehensive estate plan should also include the appointment of a power of attorney, appointing a guardian for your minor children, and taking advantage of other tools to safeguard your wealth.
Because Brinkley Morgan is a full - service law firm, our South Florida real estate attorneys have the advantage of drawing upon the in - house support and knowledge of the Firm's other related practice groups, such as Corporate Law and Business Development; Local Government Law and Relations; Administrative Law and Practice; Business Litigation and Appellate Practice; Taxation; Bankruptcy and Creditors» Rights; Wills, Trusts and Estate Planning; Marital and Family Law; andestate attorneys have the advantage of drawing upon the in - house support and knowledge of the Firm's other related practice groups, such as Corporate Law and Business Development; Local Government Law and Relations; Administrative Law and Practice; Business Litigation and Appellate Practice; Taxation; Bankruptcy and Creditors» Rights; Wills, Trusts and Estate Planning; Marital and Family Law; andEstate Planning; Marital and Family Law; and more.
Even in 2006, LegalZoom had already captured significant market share from solo practitioners and small firm attorneys by handling estate planning, divorce, business formation and other bread and butter fare.
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He also helps commercial landlords and commercial tenants with their lease negotiations and other leasing issues Jonathan enjoys assisting clients with their estate planning needs, such as drafting Wills, Powers of Attorney, and Representation Agreements.
Our firm also handles a variety of other legal challenges facing people in the Hudson Valley, such as estate planning and taxation, probate, civil appeals and attorney ethics.
Her particular areas of expertise are wills, covering areas such as tax planning, providing for disabled beneficiaries and other complex or unusual circumstances, administration of estates, including high net worth cases involving agricultural and business property, deeds of variation and elderly client issues, including community care, asset protection trusts, powers of attorney and court of protection.
Under the close supervision of clinical instructors, students represent clients in cases that are related to the client's health condition, including: estate planning (wills, living wills, health care powers of attorney, powers of attorney); government benefits (Medicaid, Medicare, Social Security Disability); permanency planning for children; health and disability insurance; guardianship; health - related discrimination in employment, housing and public accommodations; health information privacy; and other civil cases related to health.
We are experienced in dealing with tax and estate planning, wills and lasting powers of attorney, capacity issues and other Court of Protection matters, as well as trust formation and management, probate for both UK and overseas clients, and matters relating to people with physical or learning disabilities.
Estate planning is an intricate process and should be finished with the guidance of your life insurance agent, attorney, and also other experts you might deal with (e.g. accounting professionals, trust officers, etc.).
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Tax Returns are an essential element of Divorce Planning — Not only do they show how much money you and your spouse make, but they also can help an attorney to find pension plans, retirement accounts, investment accounts and other assets (real estate, businesses, etc.).
If you are a stepfather, you can use various legal procedures to strengthen your rights to a stepchild, including obtaining a power of attorney from your stepchild's biological father, putting your stepchild into your will and other estate planning documents, and legally adopting your stepchild.
Other team members can include business valuation experts, appraisers, estate planning attorneys and actuaries.
What impact will the divorce have on existing estate plans, wills, trusts, Powers of Attorney, medical directives, beneficiary designations, gifting strategies, legal title to assets, and any other applicable items?
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Based on the complexity of our cases, the attorneys not only handle divorce matters, but work with other experts on business and property valuations, professional and celebrity goodwill, tax, trust and estate planning matters as well as investment and pension issues for our clients.
We can revise and draft the estate planning documents you need to feel confident in the future, including wills, trusts, powers of attorney and other estate documents.
It's unlikely, however, that if someone were to advertise that employment discrimination issues or estate planning could be done by nonlawyer «equal professionals» who would recruit a «team lawyer» to represent the nonlawyer's client, attorney licensing regulators and UPL committes would not immediately recognize and respond to the unlicensed practice of law, the facilitating by lawyers of the unlicensed practice of law, and the advertising free - for - all that («appearance of impropriety») implies multiple other possible ethical violations.
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