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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

Experience in the area

I have worked for 23 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.

Publications

I am an expert in the college planning section of this website

Education/Credentials

Certified Financial Planner 1994

Average Ratings

Recent Reviews from Users

User	Date	K	C	T	P	Comments
Elva	11/21/09	10	10	10	10
Jan	11/18/09	10	10	10	10
John	11/18/09	10	10	10	10	Thank you for the information. You were .....
Anna	11/14/09	10	10	10	10
MARIE BAYEH	11/13/09	10	10	10	10

Recent Answers from David Disraeli

2009-11-23 INHERITANCE FRUAD:

Hi Syeta, This is very complex. Have you sought an attorney? Can you afford one? Many will work on the basis of being paid upon recovery. Please reply directly to david@lifepln.com I will help

2009-11-23 SALE OF HOUSE AS SOON AS POSSIBLE AFTER DEMISE:

OK, I understand more clearly now. Remember I am not an attorney. Honestly - for your brother to force you to hand over his share of the equity would cost him more than his share. I can't advise

2009-11-22 trust:

I am not sure about this. Technically they'd have to sue the estate which no longer has any assets according to you. Sounds like a moral question more than a legal one. Just my opinion. I can't give

2009-11-21 SALE OF HOUSE AS SOON AS POSSIBLE AFTER DEMISE:

Hi Bernadette, I am sorry for your loss. Unfortunately you need legal advice. One way or the other you will need income to keep the house. I don't know of any time limits but I am not a lawyer and

2009-11-20 TRUST:

Hi Trina, I'm sorry about I don't understand your question. Did the father die and leave the money? How did the brother get it if your daughter is the beneficiary? You said he took "the money"

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