Sentences with phrase «own estate planning practice»

Estate planning practices often produce future revenue, despite the departure of the lawyer who originally opened the files.

Just like the situation with the estate planning practice, however, the amount of future revenue is unpredictable.

When I first started to grow my estate planning practice, it seemed important to network with financial advisors.

Douglas John and Shaun Kuter also joined as members of the Tax & Estate Planning Practice Group.

My estate planning practice includes drafting documents including wills, revocable trusts, powers of attorney, health care directives, pre - and post-marital agreements, irrevocable life insurance trusts (ILITs), intentional defective grantor trusts (IDGTs), grantor retained annuity trusts (GRATs), all types of partnership agreements and documents related to the formation and operation of limited liability companies (LLCs).

Our estate planning practice includes wills, living wills, revocable and irrevocable trusts, powers of attorney, health care directives, elder law, guardianships and conservatorships, probate and estate administration, estate litigation and more.

Estate Planning The 420 + automated forms in this volume are designed to be the cornerstone of an estate planning practice.

My estate planning practice also consists of business succession planning, asset protection planning, special needs planning and annual gifting.

Another one that I really think all attorneys can be using and it's one that I recommend a lot for my clients and my estate planning practice is a password manager app.

Estate planning practices may well produce future revenue despite the departure of the lawyer who first opened the files.

In addition to a robust trusts and estate planning practice, I represent real estate investors, business owners, and day to day folks trying to navigate the legal system.

I started my own estate planning practice in St. Paul, Minnesota last year and have been able to balance it (mostly) successfully with a family, military service and a developing golf game.

Aaron Street: Yeah I mean I think this can be taken too far, so if you had an example like Brad where he only represents criminal defendants and therefore there's no risk of him having a conflict come through the site when he's getting actual information about actual cases, but you could see in a litigation, let's say a family law lawyer, if their website were trying to collect information to provide tools as both an intake and access to justice solution that you potentially run into tremendous conflicts of interest problems there and I think obviously any lawyer considering pursuing this for their firm should think through the implications of their particular situation, but I think what Brad's doing is awesome in the context of his criminal law practice and I think there are versions of a similar model that could be used in something like your debt collection defense practice or a small business startup practice or an estate planning practice, but that doesn't mean that it's a model that should be replicated by every lawyer in every practice.

After trying unsuccessfully to start an estate planning practice, he became a certified financial planner.

HotDocs (formerly a Lexis Nexus product, recently sold to Capsoft) is used for document automation and assembly, and greatly enhances the productivity in our estate planning practice, in particular.

Brannan also has an extensive estate planning practice preparing will, trusts, powers of attorney and other similar documentation.

Attorney Cynthia Thompson is currently the head of our estate planning practice.

Conventional wisdom has it that there is value in an estate planning practice.

As a boutique estate planning practice, Kaiser Law Group is exceptional in handling the intersection of legal and emotional or other sensitive issues that are often identified by a client's trusted advisor.

She later joined Schulten, Ward, & Turner where she continued in the estate planning practice area before founding Bettis, Hill, & Vann, LLC (now Hill & Watchko, LLC) with Cleve Hill in 2010.

Venessa G. Capo, Associate Venessa enjoys an active Real Estate & Will and Estate Planning practice which includes residential and commercial real estate transactions, mortgages, Wills, powers of attorney, estate administration and related issues.

My estate planning practice includes the preparation of wills, trust agreements, family limited partnerships with planned gifting, powers of attorney, and medical directives.

While you can track all your revenue in a single Fee Income account, you should be able to tell at a glance whether your firm's small - business practice is more profitable than your firm's estate planning practice.

The Estate Planning Management System (or «EPMS») is a Time Matters feature package designed to meet your estate planning practice management needs.

The firm's estate planning practice includes planning for the distribution of an individual's property at his or her death, beneficiary disputes, trust administration, and estate administration.

Venessa enjoys an active Real Estate, Will and Estate Planning practice which includes residential and commercial real estate transactions, mortgages, Wills, powers of attorney, estate administration and related issues.

They have transformed my estate planning practice by providing outstanding services in so many ways:

His estate planning practice involves both simple and tax - planned estates, using either will - based or trust - based planning tools.

«Use of Technology in the Estate Planning Practice,» Cleveland Metropolitan Bar Association, March 2015

Adam N. Marinelli is an associate in the Corporate, Tax and Estate Planning Practice Group at BoltNagi PC and concentrates his practice in tax matters.

Steven K. Hardy is an attorney with the Corporate, Tax and Estate Planning Practice Group at Bolt Nagi PC, a full service business law firm assisting clients in the U.S. Virgin Islands.

Our estate planning practice focuses on protecting a client's family and assets, and minimizing potential tax exposure.

Nash Davis is a member of the Corporate, Tax and Estate Planning Practice Group, a full service business law firm serving the U.S. Virgin Islands.

An attorney for more than 30 years, who has handled cases in every county in Michigan, Mr. Malach heads Lipson, Neilson, Cole, Seltzer, & Garin, P.C.'s estate planning practice group and is the founder of the Center For Estate Planning (CEP).

Professional networking isn't always the most enjoyable activity, but it's well worth the effort if you are looking to build an estate planning practice.

As part of her estate planning practice, she advises clients on tax minimization strategies at death, and drafts wills, trusts, continuing powers of attorney for property, and powers of attorney for personal care.

«I do personal injury in Pasadena» or «I run an estate planning practice» isn't going to compel someone to sign a retainer agreement.

What is a hypothetical estate planning practice worth?

Demand from those businesses has driven large growth in the firm's tax and estate planning practices, according to King.

Clark Wilson LLP welcomed Geoffrey White as counsel with its tax and estate planning practice, in Vancouver

She mostly does family law but wanted to expand her estate planning practice, so she hired me.

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.

With more than 100 lawyers, the office has well - established practices in corporate law, financial services, labor and employment, litigation, real estate and taxation and wealth planning.

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.

A continued practice of listening to the clients, defining their needs and wants, and constructing customized, flexible wealth management solutions that adapt with the client's evolving goals, including tax and estate planning.

Learn best practices to help identify what you seek to achieve with your wealth; educational approaches to engage and prepare the next generation; and trust and estate planning strategies that will help bring your goals to fruition.

Many other segments of the practice were trader strongholds as well: small - town counselors and specialized areas like conveyancing, estate planning, and most aspects of business law.

Stefanie's practice focuses on comprehensive estate planning for high net worth individuals, family business succession planning, probate and trust administration and the law of tax exempt organizations.

At the law firm, Mr. Thiele will be engaged in a general practice, including real estate, estate planning, litigation, municipal and environmental law, and will work primarily in the law firm's Riverhead office, according to a press release from the law firm.

The firm is recognized for their expertise in the areas of real estate, business formation, estate planning, and municipal practice.