Sentences with phrase «sophisticated planning technique»

Wealth Management: Mr. Cheever represents multiple generations of domestic and international families, focusing on the tax - efficient transfer of wealth from older to younger generations using a variety of sophisticated planning techniques.

Ms. Sherby's practice involves representation of private individuals in all aspects of wealth transfer planning, including the implementation of sophisticated planning techniques involving grantor retained annuity trusts, family limited partnerships / limited liability companies, charitable remainder trusts, charitable lead trusts and other similar wealth transfer techniques.

Not exact matches

Now, collaborating with Emily Lindsey, a paleoecologist at La Brea, Klapper plans to use more sophisticated radiology techniques to diagnose the deformity and possibly deduce clues about the cat's lifestyle.

This focus allows us to effectively address all types of matters, from straightforward Estate Planning issues to sophisticated wealth transfer techniques, tax planning strategies, Estate Litigation and any other issue surrounding our Planning issues to sophisticated wealth transfer techniques, tax planning strategies, Estate Litigation and any other issue surrounding our planning strategies, Estate Litigation and any other issue surrounding our clients.

He sees clients as being more sophisticated in wills and estate planning and tax mitigation techniques.

* Guided the creation and implementation of a behavior - based marketing plan which utilized sophisticated analytic techniques and customized direct marketing communications.