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Trusts & Estates Law/Experts

ExpertAverage RatingsExpertise

Shahram Miri

U.S.
Available
I am a licensed California attorney.

David Disraeli

U.S.
Available
I can answer general questions about estate planning and trusts. I can also answer questions about estate tax reduction and advanced charitable giving, family partnerships and asset protection. I may have already answered your question here: www.lifeplanblog.com or here www.pcfo.net

Prof Swapan Garain

India
Available
legal, investment, retirement planning, personal investment, nonprofit investment, social and ethical investment and related issues focusing on India

Richard Fritzler

U.S.
On Vacation
returns 06/18/2013
Comparing the advantages and requirements of traditional estate practices, and unconventional methods? Are Trusts a viable asset protection vehicle? Is there an alternative to buying life insurance to reduce the impact of the estate tax. Is the elimination of the estate tax during the next decade good for everyone? I can review the benefits and misinformation that exists.

Janet Brewer

U.S.
On Vacation
returns 05/26/2013

BE CAREFUL about taking legal advice from non-lawyers.

I am a licensed attorney in California. I am available to answer questions about probating estates, preparing wills and trusts, administering estates and trusts, forming family limited partnerships and limited liability companies, and establishing a wide variety of estate and gift tax-sensitive trusts (charitable trusts, children's trusts, irrevocable life insurance trusts, etc.).

I can also answer questions regarding the preparation of estate tax returns (Form 706) in taxable estates. Please note that I do not prepare trust income tax returns and cannot provide you with any information about that type of return.

Please note: I am only able to practice law in the State of California. I cannot answer specific questions about other states' laws; I can only provide some "general" information that may or may not apply to your situation.

Dr. Joseph de Beauchamp

U.S.
On Vacation
returns 05/28/2013
I am an MBA professor and have published in this area. I am able to help individuals and companies in the transfer process.

Recent Answers

2013-04-25 Mothers Will:

Thanks for your question.  I don't know what kinds of assets your mother owns but, for example, let's assume she has a bank or brokerage account.  If your mother were to add your sister's name to the account

2013-04-25 Mothers Will:

Good question.  It depends on whether you are co-executors or either or.  Co means it requires both.  Can you send me the exact language?    OK since you are co-executors my understanding is that both

2013-04-18 Life Insurance:

Thanks for your question.  You'll need to go back and ask the insurance company how they handle that situation.  You'll most likely need a copy of your mother's death certificate.  Then, if there are "contingent

2013-04-17 Widow's ability to recover share of late husband's estate:

Thank you for your question.  As you state, I am not admitted to practice in Florida and do not know the laws there.  Having said that, it might be possible to file a suit against the insurance company

2013-04-10 Will Probate:

Hello,    Since he never signed the POA, your brother was never your mom's agent. Still, you might be able to argue breach of contract. Realistically, you have to weigh the cost of litigation (minimum

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