Sentences with phrase «sophisticated estate planning practice»

Not exact matches

As counsel in the Firm's Wealth Management Practice Group, Renat Lumpau will continue to focus his practice on providing sophisticated tax and estate planning advice for U.S. and international Practice Group, Renat Lumpau will continue to focus his practice on providing sophisticated tax and estate planning advice for U.S. and international practice on providing sophisticated tax and estate planning advice for U.S. and international clients.

She began her law practice in 2005 at The Bowden Law Firm, focusing in sophisticated estate planning strategies for high net worth families.

Mr. Hafen's practice includes advice regarding sophisticated tax, estate, asset protection, and business planning strategies, including the preparation of documents such as wills, living trusts, durable powers of attorney, healthcare directives, asset protection trusts, irrevocable life insurance trusts, gift programs, grantor retained annuity trusts, education trusts, family limited partnerships and limited liability companies, generation - skipping transfers, charitable giving, charitable remainder trusts, private foundations, property agreements, and prenuptial and postnuptial agreements.

As both an attorney and a CPA, Murphy's practice includes sophisticated estate planning approaches as well as corporate transactions and advice in mergers and acquisitions, buy / sell agreements, corporate structuring, and real estate transactions for small to medium - sized businesses.

Frasca focuses his practice on sophisticated estate and business succession planning for high net - worth individuals and families, with an emphasis on tax - efficient planning and philanthropic giving, and on assisting tax - exempt organizations, including with respect to nonprofit formation, governance, and various tax - related issues.