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Trusts & Estates Law/Expert Profile

David Disraeli

U.S.

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Expertise

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

Experience in the area

I have worked for 24 years with clients and their attorneys to formulate estate plans to meet client goals. I have found many mistakes made by client attorneys and were able to have them corrected. I focus on making sure that beneficiaries are protected from current or future spouses and lawsuits so the wealth stays in the family. I have also published a book on Aging Parents which can be found on Amazon https://www.amazon.com/dp/B003VP9WTG

Organizations

President and founder of The Personal CFO Inc.

Publications

www.pcfo.net www.lifeplanblog.com

Education/Credentials

Certified Financial Planner 1994

Average Ratings

Recent Reviews from Users

User	Date	K	C	P	Comments
Herb	04/30/12	10	10	10	Couldn't ask for more. Many thanks.
Mark	04/05/12	10	10	10
Ken	03/30/12	9	10	10
Tony	03/22/12	10	10	10
Jerry	03/14/12	10	10	10	Thanks Mr. Disraeli

Recent Answers from David Disraeli

2012-05-10 Trust Info:

Hi Leroy, There really is no way to protect the assets but still have access to them via a trust. May I ask what makes you so concerned? There are a list of exempt assets in every state that can't

2012-04-30 Protecting IRA assets:

Hi Herb, You are correct the norm is that IRA assets become fully taxable when placed in trust. However I can show you how to create a trust that qualifies under the Internal Revenue Code to continue

2012-04-28 Paying out/ending a trust:

Hi Frank, No as far as I know nothing is required. Although I'm in Texas I have never heard of such a thing - in answer to both issues. Do you have reasons to believe something more is required?

2012-04-28 NH APT vs Irrevocable Income Only Trust:

Wow Craig you know how to ask some hard questions. First, I am not a CPA or attorney so I can't give you legal or tax advice. However after 25 years I know a few things about trusts. The answers, in

2012-04-24 Trust:

Larry first of all a minor cannot be a trustee. Secondly the trustee should and almost always does have a lot of latitude. Lastly you need to see what the trust says because that is what rules. Can

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