Sentences with phrase «trust administration»
With an estate or trust administration matter, usually the initial meeting includes a mix of lawyers, a CPA, and a paralegal.
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Compliance audits are common for attorneys who work under strictly regulated area such as trust administration.
In addition to creating and funding trusts of all types, I assist trustees with trust administration and help individuals navigate the probate process.
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.
Be a transparent advocate of your own situation but then trust your administration, your students, and your parents to surprise you and teach you about compassion and touch your soul.
I am also involved in the estate and trust administration practice of our firm.
It includes trust administration, the preparation of federal estate tax returns, and selected contested probate litigation matters.
Practice Areas: Trust Law, Fiduciary Law, Trust Administration Law, Estate Planning Law, Tax Law, Probate Law, Estate Administration Law, Trusts and Estates Law, Tax Planning Law
Users that create Trust Administration Worksheet sometimes need additional documents.
But, «We are one of a few firms in our business that will accommodate what is known as unique assets or non-traditional assets,» says Jim Wagner, CEO of Trust Administration Services Corporation, a subsidiary of First Regional Bank.
By combining direct communication with clients and beneficiaries through a local financial advisor with services provided by specialists in trust administration, fiduciary law, taxation and portfolio management at our firm's North American headquarters, we provide a truly unique combination of personal service and dedicated resources.
Monthly Investor Reports for securitization trusts for which Goal Structured Solutions provides Trust Administration services or performs administration services as an agent for the Trust Administrator are available online.
Prior to her role at McKesson, she was the Chief Financial Officer and Chief Information Officer for HealthCare Benefit Trust, and the Vice President of Trust Administration for the Alderwoods Group.
Konsulati is a fiduciary services company providing estate trust administration, conservatorship, mobile notary public, trust business and property administration based in California and New Brunswick, Canada
In addition to running her own financial planning firm, Nancy was a Managing Director and Chief Operating Officer for several Legg Mason Inc. affiliates, most recently Legg Mason Investment Counsel and Trust, N.A., where she served on the Executive, Operating, Investment and Trust Administration committees.
One - day Belize IBC & Trust Formation - Belize IBC & Trust Administration Referrals to International Banks
Legal Teams: A Trusting Team — Frequent and direct communications keep estate planning and trust administration projects moving.
Our step - by - step interview process makes creating a printable Trust Administration Worksheet easy.
Collas Crill Group also includes a Guernsey trust administration and corporate management firm, Collas Crill Trust, a unique intellectual property management company, Collas Crill IP Management Limited and a licensed company management business Collas Crill Corporate Serviced Ltd..
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.
Additionally, Jackie has extensive experience in advising clients in probate and trust administration after the death of a loved one.
CosmoLex has all the time tracking, billing and trust administration features an attorney needs, but you need other tools for your practice.
«Bringing Beneficiaries to the Mediation Table: Drafting Enforceable Trust Provisions Requiring Mediation of Disputes During Post-Death Trust Administration,» California Trust and Estates Quarterly, 2014
Marina also advises on Inheritance (Provisions for Family and Dependants) Act 1975 claims, general trust administration, will drafting and onshore estate and tax planning for individuals.
CosmoLex includes the ability to generate the three - way reconciliation reports required by most state trust administration regulations.
Advising trustees and beneficiaries in relation to trust assets and trust administration such as seeking disclosure of information regarding a trust or an account of the trust's finances;
The value to practitioners of focusing on the administrative and compliance aspects of running a nil rate band discretionary trust at the outset lies in, first, reminding trustees that they need to manage these arrangements actively, and, second, avoiding the problem of funding trust administration costs in the future.
It deals with complex estate and trust administration work (as well as acting as professional executors and trustees) and frequently advises on cross-jurisdictional matters.
Practice Areas: Tax Law, Charitable Giving Law, Tax Planning Law, Trust Administration Law, Fiduciary Law, Trusts and Estates Law, Estate Planning Law, Probate Law, Estate Administration Law, Trust Law
Estate and trust administration matters, including claims by and against fiduciaries, and contested accountings;
Compliance Officer for My Solo 401k Financial with over 20 years of experience in the IRA and 401 (k) fields having worked as compliance officer / manager at self - directed IRA custodians such as Trust Administration Services Corporation (now Equity Trust) and IRA Services Trust Company.
We also assist clients with trust administration, certified financial planning and prenuptial agreements.
Hayes will focus on estate and trust administration for individuals, banks, trust companies, and professional fiduciaries.
Legal Experience 1986 — Present The Sanderson Law Firm, Archbald and Wilkes Barre, Pennsylvania Estate Planning, Estate Trust Administration, Corporate Law, Tax Planning, Pension Planning, Business Planning, Real Estate, and Sports Law Partner 1980 — 1...
He acts for settlors, trustees and beneficiaries (including minors), with a particular expertise in trusts administration and litigation issues, especially:
Vanguard established Vanguard National Trust Company to provide trust administration and investment management services customized to meet your needs, as well as those of your family and other beneficiaries.
Boutique Pasadena law firm seeks a Trusts and Estates Paralegal with 1 year of trust administration, estate planning, and probate experience.
Trust Administration Services, for example, managed $ 250 million in self - directed IRAs in 2001; that grew to more than $ 1.3 billion in 2006.
At three of the major trust companies — Entrust Group, Equity Administrative Services, and Trust Administration Services — entrepreneurs who put their own retirement money into their own start - ups make up fewer than 1 percent of all the self - directed IRA holders who invest in private companies.
She is currently co-chairwoman of the STEP Swiss & Liechtenstein Federation and has qualifications in company law and practice, international trust management, trust administration and accounts, and trust creation.
Regular communication with mutual clients, along with their attorneys and CPAs, helps all parties efficiently handle legal and tax concerns related to trust administration.
Currently, Marcus advises institutional trustees, family offices and wealthy families on all aspects of private wealth and trust administration, including the appropriate use of offshore jurisdictions.
It is in the business of retail and commercial banking, comprehensive financial planning, full - service brokerage and trust administration and a full range of personal and corporate insurance products.
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.
She aids her clients with estate and trust administration to efficiently transfer assets from decedent's trusts or estates to intended beneficiaries at death.