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Trusts & Estates Law/David Disraeli

All Reviews from Users

Column Headings:

K = Knowledgeability C = Clarity of Response P = Politeness N = Nominated for Expert of the Month

Date	User	Subject	K	C	P	N	Comments
2011-10-19	Jerry	Will/trust	10	10	10	Yes	Thanks
2011-10-16	Helen	irrevocable living trust	10	10	10	Yes	Thank you so much. The answer is clear.
2011-10-11	Jerry	Will	10	10	10	Yes	Thank you Mr. Disraeli
2011-09-04	Lisa	Any way to transfer	10	10	10	Yes	Thank you, I will let my brother know the info you supplied.
2011-07-23	Peter	Simple probate questions	10	10	10	No
2011-07-20	David	Life Insurance w TWO	10	10	10	No
2011-07-19	David	Life Insurance w TWO	10	10	10	No	A 10 also for speed of response!! Thanks a lot. I'll go looking. David
2011-07-19	Daniell	questions about wills	10	10	10	No	Thanks
2011-06-20	clem	non prototype keogh	10	10	10	Yes
2011-05-31	Pamela	estate planning	10	10	10	Yes
2011-05-20	Vanessa	divorce	6	5	10	No
2011-04-22	William	Annuity	10	10	10	Yes	Thank you. Sorry for not getting back sooner.
2011-04-19	Bob Lin	Revocable or Irrevocable LIVING	10	9	10	Yes
2011-04-18	Celia	trustee removal	5	5	5	No	Unfortunately Expert asked for more information, (which was given twice) and never responded.
2011-04-10	Ed	Closing Another's Bank Account	10	10	9	No	Thanks for your response.
2011-04-09	angela	Dad's Trust	10	10	10	Yes
2011-04-06	Bill	Dissolving irrevocable trust	10	10	10	No
2011-04-05	William	revocable living trust {income	10	10	10	Yes	Thank you. I suspected that was the case.
2011-04-02	Dee Wam	Loan as asset of	10	10	10	Yes	Thank you so much. You have answered a huge concern for me !!
2011-03-09	Jack	Tactfully Modifying Open-Ended Retainer	10	10	10	Yes	Thank you, David, for sharp, right-on, and supportive advice!
2011-03-04	Robert	Condo Voting Rights w/respect	10	10	10	No
2011-02-22	Jill	Getting A Copy of	10	10	10	Yes	I so appreciate your guidance. Thank you!
2011-02-21	Glen	Attachment to Will	10	10	10	No	Thank you so much for answering my question, David. I sincerely appreciate it. Glen
2011-02-21	Robert	Executor of estate	10	10	10	Yes	A very quick and helpful answer. Thank you.
2011-02-05	chris	planning for the inevitable	10	8	10	Yes
2011-01-08	Audrey	wages or non-taxable gift	10	10	10	Yes	I appreciate you so much. You confirmed what I was thinking.
2010-12-31	Dan	Putting Partner Share of	10	10	10	Yes	Thank you. I had my attorney look at and agreed with you. Happy New Year.
2010-12-31	larry	late dads estate	10	10	10	Yes	Dear Mr, Disraeli thank you
2010-12-31	Darcy	Living Trust-real property	10	10	10	No	Thank you so much for your knowledge. I will talk to the family and see what they want to do. Thank you for your prompt response
2010-12-27	concern	nevada trust beneficiary rights	10	10	10	No

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Trusts & Estates Law

Answers by Expert:

David Disraeli

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

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

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