Experienced Camarillo Attorney Kevin Staker Case

Bain’s clients’ portfolios included equities (both common and preferred) as well as fixed income securities and small amounts of cash (typically “parked” on a short term basis before being allocated to fixed income or equities). Typical portfolios were approximately 60% equities and 40% fixed income, 70% domestic and 30% international. Approximately one third of equity investments were through mutual funds. Approximately 25% of client assets were included in tax sheltered Registered Retirement Savings Plans (RRSPs). As of 1991, Bain’s clients were primarily over age 70. As of 1995, his client base had evolved to become much younger, with a median age of around 50. his clients were dominated by professionals.

University of the Incarnate Word campus police reported the death of a student who fell from a 5th floor to her death on Thursday, Nov. 3

Advisor met with the client and brothers Elbert Parker (POA) and John Parker. Overall, from the meeting advisor saw several red flags he deemed as suspicious, he felt that Elbert Parker (POA) and John Parker, her brothers are trying to take advantage of Kate when she passes away by changing the beneficiary to themselves. With changing the beneficiary to Elbert & John they would each receive 50% of her 6915016 account. He felt John was nervous in talking to the advisor while Elbert was confident and directed Kate several times on how to fill out the change of beneficiary forms.

The legal system is complicated and intimidating, and many legal problems have serious, long-term consequences. When you need an experienced professional to represent you, turn to Attorney Tony Liker, a Las Vegas-based lawyer with an impressive track record of success. Whether you're going through a divorce or you've been hurt in an auto accident, you can rely on him to aggressively pursue your case and work hard to win for you.

While grantor trusts are commonly created as part of an estate plan, estate planners may inadvertently be creating income tax issues that trustees and tax preparers must deal with during the administration. When the grantor of a grantor trust dies, or the grantor trust status terminates during the life of the grantor, for the most part the tax consequences are well established. What is unclear is what happens if the grantor trust had an outstanding liability to the grantor at the death of the grantor. This paper addresses the issue and how it may be treated. Part I of this paper will briefly address the history of

The Law Firm of Kevin A. Moore is an injury and disability law firm. They have law offices in Tampa, Florida, Orlando, Florida, Sarasota, Florida, and Nashville, Tennessee. The Law Firm of Kevin A. Moore was established in 1995. Their practice areas include social security disability, workers compensation, personal injury, and motor vehicle accidents. Their mission is to provide their clients with the results through passionate representation and excellence in service.

Barnes Lipscomb Stewart & Ott PLLC is a law firm that is located in Austin, Texas. Their practice areas include probate and estate administration, estate planning fundamentals, guardianship planning, contested matters, charitable planning, special needs, estate tax planning, and more. Barnes Lipscomb Stewart & Ott PLLC has won the Best Law Firm- Best Lawyer award by the U.S. News.

5 Factors To Consider When Choosing an ILIT Trustee It goes without saying, that with an ILIT, Irrevocable Life Insurance Trusts, you can protect one of the largest assets, the proceeds from your life insurance policy, from both federal and state estate taxes. However, the increasing complexity as well as the duration of ILIT, and the sophistication of life insurance products heighten the importance of choosing the right trustee for an ILIT. Moreover, ILIT trustees play a vital role in managing ILIT assets, balancing family harmony with the trust provisions making important investments among many others. However, choosing the right irrevocable life insurance trust trustee is not easy as it sounds, considering the fact that you have to take into account a number of factors before making the

Attorney Jason May (www.azbkpeoria.com) addresses the dynamics, legal dilemmas, litigation issues commonly found in blended families. Every blended family has its own set of challenges. Jason with his vast experience in estate planning services, probate representation, guardianship services and drafting wills & trusts is a trusted attorney to recommend legal directives. He takes into account personal and economic aspects in a blended family while suggesting an ideal solution. In this program, Jason provides guidance to develop an actionable estate plan in accordance with the law, helping you achieve goals without any hassles.

The following is a case study of Blackwell v Blackwell, that is connected to the principle of Secret Trusts and particularly Half Secret Trusts. In order for the principle to be understood, it is significant to expatiate on what secret trusts are and the several laws revolving around them. In general terms, a secret trust arises where a testator, A, tells B that he is leaving property to B on his death, and that he wishes B to hold it on trust for C, even though no trust for C has been set out in any formal will executed by A. If B agrees, when the property passes to B on A's death, the court will enforce the secret trust despite its informality and require B to hold the property for C. In secret trusts, two different types are recognised by the courts, one where the trustee and the terms of the trust are not mentioned in the will, this is a fully secret trust while a half secret trust is subject to a trust obligation which is apparent on the face of the Will, but the terms of the trust and the identity of the beneficiary are not disclosed. The trustee is not in position to deny the trust and can not fraudulently take the property because he is a trustee for someone. Equity will not allow him take the property beneficially. The major difference between both is the extent in which disclosure is made as to the recipient of the gift intends to take the property as a trustee rather than for himself. Secret Trusts can also arise where there is no will, it may be in a case of

Pete Kirtland is Chief Executive Officer at Aspire Financial Services. Before this, Pete held the position of Senior VP of Sales and Marketing at InvestLink Technologies. Earlier, he worked for Larson Allen Benefits Consulting, where he looked at daily valuation services. He was also a part of Coopers & Lybrand, LLP, where he worked as a senior consultant in charge of defined contribution services for Florida.

This week’s discussion is about Mike making a decision on his inheritance. He should use the rational decision making process. There are at least two ways to infer the compilation given to Mike by the financial advisors. If I were Mike, I

Paul Dutton currently is employed by a company he owns a fifty percent share in, Acme Auto Parts, Inc. He has asked us to revise his current will and would like to be able to divide $50,000 of his wealth between several of his long-term employees upon his death.

1. Fund manager are expertise in the technology industry and thus the fund deals with technology driven companies which fund managers are comfortable in prediction of individual stock related risk and return and they are able to evaluate the technology field and pick up outperforming and positive alpha stocks in the technology field accurately.

Every time our Rockland County Estate Lawyers here in Stephen Bilkis and Associates prepare last will and testaments and other documents relative to estate planning of an individual, we try to help them foresee and plan for life changes. Creating a Will is an important step in providing for your loved ones in the manner you intend. However, in case a decedent did not left any will or instrument which shows his intention on how to distribute his estate upon his death, we are here to guide you and inform you of the matters to consider and how the estate shall be distributed. There are many more options these days that a person may choose instead of having a will. There are so many different choices and options which a person may avail. Thus, it is best to consult our Estate Lawyer. We will answer any questions, talk to you about your needs and situation and help