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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 |
|---|---|---|---|---|---|---|---|
| 2010-11-16 | Lisa | Dad's bank account | 10 | 10 | 10 | Yes | Good answer, just what I thought. Thanks for taking the time to answer my question. I liked where you wrote about my brother not liking the idea because that brought some truthfulness to it in that he is trying to "bully" me while my sister is guilt-tripping me, although they admitted to having no legal recourse. |
| 2010-11-07 | Eugene | Terminal Ill. Want to | 10 | 10 | 10 | Yes | Thank you very much for your time, advice and help! It is greatly appreciated! I sincerely appreciate it, and will follow up on the advice given. Again, thank you! |
| 2010-10-20 | sarah | per stirpes | 9 | 10 | 10 | No | It WAS a tough question. Thanks. |
| 2010-10-20 | Roisin | trusts and tax liability | 10 | 10 | 10 | Yes | Thanks so much for the help! |
| 2010-10-08 | Betty | Ignore IRS? | 10 | 10 | 10 | Yes | Thank you so much for answering so quickly. Not having to wait several days means a lot. Very good of you. ~~Betty |
| 2010-09-20 | Sherry | No will all assets | 10 | 10 | 10 | Yes | He was excellent both in the way he handled my problem and with getting back to me so fast. I must say ya'll do a great service especially for people like me, who are young widows and really need help but also on disability and have very little money. I can't thank David enough for all he did. Thanks again, Sherry |
| 2010-09-16 | Leonard | Gifts and inheritances question | 10 | 10 | 10 | No | Thanks for your kind assistance |
| 2010-08-17 | leonard | estate taes | 10 | 10 | 10 | No | Many thanks for your prompt response. It is appreciated. |
| 2010-08-12 | Philip | safety deposit box | 7 | 10 | 10 | Yes | $100,000 in box sister only one with access |
| 2010-07-28 | Maddie | Father died intestate | 8 | 8 | 10 | No | It might have been helpful as to have a little more direction on what to do,or how to proceed (ie., "You should contact..." or "It is recommended that..." |
| 2010-07-27 | Linda | estate planning - divorce | 10 | 6 | 10 | No | |
| 2010-07-21 | leo | will and CD | 10 | 10 | 10 | No | |
| 2010-07-20 | leo | will and CD | 10 | 10 | 10 | Yes | Thanks once again, David |
| 2010-07-20 | leo | will and CD | 10 | 10 | 10 | Yes | Thank you David, for your response........Leo |
| 2010-07-04 | Chuck | Taxability of IRA | 10 | 10 | 10 | Yes | Wow David. Thanks for the quick, clear response. Very helpful! |
| 2010-06-17 | sherrie | phone number as requested | 10 | 10 | 10 | No | i think this service is awesome and i have only praise |
| 2010-06-17 | sherrie | california trust | 10 | 10 | 10 | No | thank you again |
| 2010-06-16 | sherrie | california trust | 10 | 10 | 10 | No | thank you i have learned more from you than a year and half of research. |
| 2010-06-16 | sherrie | california trust | 10 | 10 | 10 | Yes | thank you for your prompt answer. i now know what state and that helped |
| 2010-06-09 | Jennife | Will | 10 | 10 | 10 | Yes | David thank you so much! |
| 2010-06-06 | anthony | irrevocable trust | 10 | 10 | 10 | No | |
| 2010-06-03 | Stephan | Questioning How Dad's Will | 10 | 10 | 10 | Yes | Thank you very much for your prompt and helpful answer. Sincerely, Stephanye |
| 2010-05-27 | Irving | E | 10 | 10 | 10 | Yes | Dear Mr Disraeli, Thank you, thank you so much for your rapid and well thought out response. I sincerely apologize for my not being nearly as prompt and courteous as you. Your answer was received just as things "hit the fan here," and demanded my full time and attention. I suspect that I will have a follow up question once I have reread and fully comprehend your answer. Thank you again. Irv Gerber |
| 2010-05-25 | Kym | lifetime live in rights | 10 | 10 | 10 | Yes | |
| 2010-05-25 | jacquel | revocable trust | 10 | 10 | 10 | Yes | So Fast. |
| 2010-05-25 | jacquel | revocable trust | 10 | 10 | 10 | Yes | thanks for the fast response. |
| 2010-05-19 | Sandi | Do we have to | 10 | 10 | 10 | Yes | |
| 2010-05-19 | Lisa | Estate | 10 | 10 | 10 | No | Thank You for your time. Knowing that there is no estate tax in 2010 is helpful even though we are under the threshold. I read that in some other articles and thought "no, that can't be; they've surely fixed that". Your right about working it out with the other siblings, which we will do. Honestly the passing of my mother has been only a little over a week and I think I tried to bury myself in the executor duties to avoid dealing with it. Again, thank you for your answer. |
| 2010-05-15 | Jim | probate | 10 | 10 | 10 | No | thank you so much for the prompt, clear response to my question. you read me correctly and your comment was much appreciated. good job. high marks for your reply. jim |
| 2010-05-14 | Geraldi | Wills and Stepchildren | 10 | 10 | 10 | Yes | I received a very quick reply and good advice. I will definitely use this excellent service that this lawyer has provided to me. Will be back with further questions. Polite gentleman. |
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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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