VAT on Property Transactions

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Even though someone has a will when they die, the probate process is necessary for several reasons and just having a will isn't sufficient by itself to deal the process. Estate planning is about more than money or possessions or property or simply deciding who gets what. Contact the office today to learn more about how you can structure security and tax savings into your estate plan. Again, normally better to just have one individual in this position.
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Asset Protection for Physicians and High-Risk Business

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We are also members of Praxity, a global alliance of international accounting firms, so we can help and give guidance on setting up a trust or managing estates from abroad and non-resident trusts. The Survivor’s Trust is generally designed to hold the Surviving Spouse’s assets. Similar to a power of attorney, a health care directive allows you to name someone you trust to make decisions about your health care when you are not capable yourself.
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A Will Is Not Enough in Connecticut

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Then browse the index on the left to go to the next issue. If the decedent is survived by a spouse, and if all of the decedent’s descendants are also the surviving spouse’s descendants, the surviving spouse is entitled to all of the property that passes under the rules of intestacy. Our staff has worked with us for many years and assists our firm in representing our client’s legal needs. If you don’t have a plan, your state has one for you, but you probably won’t like it.
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Federal Estate & Gift Taxes - Code & Regulations: Including

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You thought income splitting was out after the Tax Reform of 1986. If you have further questions, we invite you to call our office at 412-391-2226 and ask to speak with Howard Davis about our accounting, tax planning, and advisory services for estates and trusts. The North Carolina State Bar has certified all the attorneys in our Group as specialists in Estate Planning and Probate Law. We shall have no responsibility or liability for your visitation to, and the data collection and use practices of, such other sites.
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Basic Wills, Trusts, And Estates for Paralegals

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Trust amendments often have terms authorizing defense of the terms of the amendment at the expense of the trust. More than 60 percent of current forestland owners are age 55 or older and about half of them have already retired. A Risk Primer for Investment Fiduciaries: With Special Attention to the Management of Endowment Funds Our fiduciary clients handle signficant investment responsibility, including the need to assess risk in evaluation investment alternatives.
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Money Matters: Planning for Retirement

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Whether you need help for yourself or a loved one, we can help you locate other professionals with the experience and compassion to address your concerns and help you minimize costs. Pay legal fees and any outstanding fees related to administering the estate, including compensation for personal representative(s). An analysis of the charitable conservation easement and its surprisingly beneficial tax consequences. We advise our clients on various trustee, investment advisor and family advisor structures to ensure that the best qualified persons are assigned the various roles involved in trust administration.
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The Executor's Guide: Settling a Loved One's Estate or Trust

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You should include a will and possibly a trust in your estate plan. The original will is an extremely important document. We provide coverage opinion letters to insurers, and prosecute and defend declaratory judgment actions. Apply to the court for Letters of Probate. File income tax returns for year of death and any outstanding from former years. You should contact a trust & estate (T&E) attorney (me) to help with preparation of the affidavit to provide to the financial institution.
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The Complete Guide to Planning Your Estate In Massachusetts:

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For questions regarding section requirements or how to become more involved in section activities, please contact the section's staff administrator or chair. We almost always do document work by flat fees. If there are mismatches, it may be necessary to change your birth certificate (for a summary of name change rules and procedures in the U. She also assists clients with estate and gift tax issues, and probate and trust administrations.
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The Law of Trusts (Butterworths Core Texts)

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Aside from the preservation of wealth, a trust can also be incorporated with a guardianship strategy to ensure a person receiving government assistance due to disability and dependency will not be disqualified in the event you want to provide additional funds to a person in need. This includes property ownership, landed estates, pensions and trusts. As a result, the mother's estate planning goals were met transfer tax-free and the trustee obtained full releases for its actions and remained as trustee.
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The Survivor's Guide

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In "finding" the trust, you essentially change the name or title on existing assets to the name of the trust. Because a living trust addresses so much more than just tax issues. Our staff has worked with us for many years and assists our firm in representing our client’s legal needs. Administering a trust and settling an estate can be very complicated. Vanek, Attorney At LawMary graduated from Valparaiso University in 1984, and DePaul University College of Law in 1988.
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