Sentences with phrase «trusted estate planning attorney»

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Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.

Fox Rothschild's Taxation & Wealth Planning attorneys not only provide clients with sophisticated estate planning advice to help preserve wealth, but we also assist trustees and executors with the administration of trusts and decedent's estates, helping them navigate the often complicated system of intestacy laws and providing advice regarding fiduciary responsibPlanning attorneys not only provide clients with sophisticated estate planning advice to help preserve wealth, but we also assist trustees and executors with the administration of trusts and decedent's estates, helping them navigate the often complicated system of intestacy laws and providing advice regarding fiduciary responsibplanning advice to help preserve wealth, but we also assist trustees and executors with the administration of trusts and decedent's estates, helping them navigate the often complicated system of intestacy laws and providing advice regarding fiduciary responsibilities.

Attorney General Bob Ferguson filed a consumer protection lawsuit today against CLA Estate Services, Inc. and CLA USA, Inc. for operating a «trust mill» by misleading hundreds of Washington seniors about estate planning, and persuading them to purchase high - commissEstate Services, Inc. and CLA USA, Inc. for operating a «trust mill» by misleading hundreds of Washington seniors about estate planning, and persuading them to purchase high - commissestate planning, and persuading them to purchase high - commission...

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.

Find an attorney who specializes in estate planning and ask about a revocable living trust, particularly if you have an estate of $ 300,000 or more.

Wasatch Peaks Credit Union has teamed up with Attorney Jonathan Pace from the law firm of Allen, Paceand Willliams to offer Wills, Trusts and Estate Planning services for our members.

You should always consult with your attorney to assure proper drafting and that the uses of tax advantaged trusts are correctly integrated into your estate plan.

Typically an ILIT (trust) agreement is drafted by a competent estate planning attorney.

An experienced estate planning attorney can prepare an irrevocable life insurance trust to meet your specific needs and objectives.

An irrevocable life insurance trust is a trust agreement that should be drawn up by an experienced estate planning attorney.

Ensure their estate planning documents are up - to - date, and clarify which estate planning documents (wills, trusts, power of attorneys, etc.) would be beneficial for the client to have

If you have drafted a will or trust, you can consult your attorney or financial planner who assisted you with your estate planning.

An estate planning attorney can help you determine how the property should be titled and help you create any appropriate documents, such as a will or a trust.

Learn whether you need a will, living trust or an estate plan and find out the importance of establishing a Power of Attorney.

An estate planning attorney can work with you to help determine if a trust is an appropriate tool for your situation and can help you to establish one.

A trust should be drafted by an attorney with experience dealing with estate planning and trusts.

Caring for Your Heirs - Planning Strategies See what experts have to say about estate planning, powers - of - attorney, wills, and a livinPlanning Strategies See what experts have to say about estate planning, powers - of - attorney, wills, and a livinplanning, powers - of - attorney, wills, and a living trust.

Many issues can arise when creating a trust, and each state has different laws that can affect trusts as well, so work with an attorney experienced in estate planning to be sure it's properly constructed.

First, the estate planning documents such as the revocable living trust and powers of attorney need to specify who will have the authority to operate the business in the event of disability.

Estate planning for everyone starts with certain estate planning documents such as a last will and testament, durable power of attorney AND revocable and irrevocable tEstate planning for everyone starts with certain estate planning documents such as a last will and testament, durable power of attorney AND revocable and irrevocable testate planning documents such as a last will and testament, durable power of attorney AND revocable and irrevocable trusts.

When most people think about estate planning, they think about setting up legal documents like wills, trusts and durable powers of attorney.

Wills, estates, trusts and powers of attorney are all common tools used in estate planning.

Estate Planning Attorney Richard Gershberg of Gershberg & Associates, LLC, in Owings Mills, MD explains, «The majority of our clients who set up pet trusts are single with no children; their pets being their children, they want to ensure that their pets will be well cared for in the event of the client's death or inability to care for the pet due to mental incapacity.

If you wish to leave a gift to the OCSPCA in a revocable trust or will, it is important that you provide your estate planning attorney with the correct information to identify our organization.

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.

We suggest that you consult an estate planning attorney to incorporate your digital assets into your Digital Asset Trust.

Joining us are two experts in the field, Lawrence H. Heller, an international tax and estate planning attorney at the firm Bryan Cave, and Thomas Featherston, the Mills Cox professor of law at Baylor Law School and a leading scholar in probate and trust law.

A Digital Asset Trust can help, but it's still a smart move to work with an attorney, as the area of digital estate planning is a relatively new field of law and there is no guarantee that your wishes can be fully implemented.

With over 28 years of legal experience, she mostly practices in estate planning with an emphasis on Medicaid, VA Benefits, and special needs planning, including revocable, irrevocable and special needs trusts, wills, durable power of attorneys, and living wills.

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.

Rather than trying to figure this out all yourself, the best idea is to talk to an attorney who specializes in estate planning or trust litigation so you can get a clear picture on what you need to do next.

This week, our guest attorneys fielded a question about estate planning, specifically, what happens a trust executor isn't doing their job.

Our Family Law Practice Group attorneys understand the delicate nature of Family Law matters and offer a unique combination of experience in business litigation, trust and estate planning, taxation, business valuation, trial practice and alternative dispute resolution, along with a depth of knowledge in family law... Learn More

Jamie McHenry is an associate attorney in Schneider Smeltz Spieth Bell LLP's Trusts & Estates practice group, focusing in the areas of probate, estate planning, and tax matters.

The Private Client team provides a wide range of services, advising on wills, estates, tax planning, Power of Attorney, Court of Protection, trusts and asset protection.

Her work includes advising on tax, probate and estate planning via Wills and Trusts; the administration of estates, Court of Protection matters, including Deputyships, Lasting Powers of Attorney and Enduring Powers of Attorney (upto 2007).

I have focused my practice on estate planning, wills, trusts, and probate administration while many other attorneys «also» practice estate matters.

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.

Drafting wills, lasting powers of attorneys and lifetime trusts to mitigate tax or carry out estate or succession planning.

InterActive Legal Co-Founder, Editor in Chief, and legendary trusts and estates planning attorney, Jonathan Blattmachr, speaks to how your clients and your practice will benefit from an automated document drafting system such as InterActive Legal... as well as the consequences of ignoring the opportunity.

Highly skilled tax, trusts and estate planning attorneys and paralegals handling from complex to basic estate planning, estate administration, including wills, trusts, powers of attorney, and living wills.

Lisette, who also works in Harrison Clark Rickerbys» private client team, is adept at handling legal issues concerning estate planning, tax and trusts, as well as dealing with Court of Protection and power of attorney issues.

If you are in need of an estate planning, probate, trust, special needs, or trust attorney please contact our Sacramento County regional estate planning firm.

Nicole acts for many high net worth individuals and her work includes advising on inheritance tax and estate planning via wills and trusts; the administration of estates, often with an international element; Court of Protection matters, including deputyships, lasting powers of attorney and enduring powers of attorney; elderly client matters; and declarations of trust.

In addition, she has presented on estate planning and probate litigation related topics for the American Bar Association, Notre Dame Tax and Estate Planning Institute, Kansas City Estate Planning Symposium, Michigan's Institute of Continuing Education, Oakland County Bar Association, Wayne County Probate Court appointed attorney training, Wilmington Trust's New York Trust Symposium and the Bloomberg BNA Estate and Gift Tax Advisory estate planning and probate litigation related topics for the American Bar Association, Notre Dame Tax and Estate Planning Institute, Kansas City Estate Planning Symposium, Michigan's Institute of Continuing Education, Oakland County Bar Association, Wayne County Probate Court appointed attorney training, Wilmington Trust's New York Trust Symposium and the Bloomberg BNA Estate and Gift Tax Advisorplanning and probate litigation related topics for the American Bar Association, Notre Dame Tax and Estate Planning Institute, Kansas City Estate Planning Symposium, Michigan's Institute of Continuing Education, Oakland County Bar Association, Wayne County Probate Court appointed attorney training, Wilmington Trust's New York Trust Symposium and the Bloomberg BNA Estate and Gift Tax Advisory Estate Planning Institute, Kansas City Estate Planning Symposium, Michigan's Institute of Continuing Education, Oakland County Bar Association, Wayne County Probate Court appointed attorney training, Wilmington Trust's New York Trust Symposium and the Bloomberg BNA Estate and Gift Tax AdvisorPlanning Institute, Kansas City Estate Planning Symposium, Michigan's Institute of Continuing Education, Oakland County Bar Association, Wayne County Probate Court appointed attorney training, Wilmington Trust's New York Trust Symposium and the Bloomberg BNA Estate and Gift Tax Advisory Estate Planning Symposium, Michigan's Institute of Continuing Education, Oakland County Bar Association, Wayne County Probate Court appointed attorney training, Wilmington Trust's New York Trust Symposium and the Bloomberg BNA Estate and Gift Tax AdvisorPlanning Symposium, Michigan's Institute of Continuing Education, Oakland County Bar Association, Wayne County Probate Court appointed attorney training, Wilmington Trust's New York Trust Symposium and the Bloomberg BNA Estate and Gift Tax Advisory Estate and Gift Tax Advisory Board.

Tax and estate planning, including advising on wills, powers of attorney and planning using trusts (whether new or existing) and alternative vehicles such as companies or partnerships.

These include: whether the practice should be wound up or preserved for sale, compensation for the replacement lawyer, making arrangements for the replacement lawyer's access to trust and general accounts, creation of a power of attorney to support the transition, and the appointment of the replacement lawyer as estate trustee for the planning lawyer's practice.

Whether you have questions about planning for your own estate or trust or you need help in a will dispute or probating an estate, contact the experienced attorneys at theS trom Law Firm, in Columbia today for a free consultation.