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Trusts & Estates Law/Expert Profile

David Disraeli

U.S.

Available

Expertise

I can answer questions about living trusts, why you would or would not want one. 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
Jerry	10/19/11	10	10	10	Thanks
Helen	10/16/11	10	10	10	Thank you so much. The answer is .....
Jerry	10/11/11	10	10	10	Thank you Mr. Disraeli
Lisa	09/04/11	10	10	10	Thank you, I will let my brother .....
Peter	07/23/11	10	10	10

Recent Answers from David Disraeli

2012-01-21 trust worthy trustee, or questionable acts:

Hi Robert, There are way too many variables to answer this question via email so yes an attorney would be a great option. For example you are asking for an opinion about a trust agreement to sone who

2012-01-17 taxes on dissolved trusts:

Hello Mike, You need a second opinion, in writing. I do not believe that a CRT can ever be dissolved until all the provisions are met. There would be serious tax consequences because your father took

2012-01-04 Executor of my brother's will in Oregon:

Hi Peggy, I'm so sorry for the delay. I don't know Oregon law and each state is different. Of course you should have been given the will a long time ago. Now your choice are to ask nicely, then threaten

2011-12-30 will/trust/estate:

HiVerna, This is normally very simple by I know nothing about Colorado. Generally you do a deed transfer through the county by showing them a copy of the trust. I would just go down their or hire

2011-10-12 irrevocable living trust:

Hi, It is not important where the money came from and no it does not matter when the trust was created. Of the trust must permit this type of purchase but I have not seen one that didn't. Regards

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