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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 |
|---|---|---|---|---|---|---|---|
| 2009-12-04 | Linda | Probate Loans | 8 | 10 | 10 | No | |
| 2009-12-01 | Connie | Wills & Trusts | 10 | 10 | 10 | Yes | David was very timely in answering my question. |
| 2009-11-28 | Patrick | revocable trust beneficiary's | 10 | 10 | 10 | No | Thank you so much. You were a big help. |
| 2009-11-26 | Robert | Tax Inplications of a | 10 | 10 | 10 | No | Thank you. I will call the city tax office. |
| 2009-11-21 | Elva | government seizure? | 10 | 10 | 10 | Yes | |
| 2009-11-18 | Jan | executors of will | 10 | 10 | 10 | Yes | |
| 2009-11-18 | John | House sale closing date | 10 | 10 | 10 | No | Thank you for the information. You were very helpful |
| 2009-11-14 | Anna | Father | 10 | 10 | 10 | Yes | |
| 2009-11-13 | MARIE B | BUSINESS TAXES | 10 | 10 | 10 | Yes | |
| 2009-11-09 | Jim | Discretionary powers of trustee | 10 | 10 | 10 | Yes | Dear Attorney Disraeli, Thank you for your quick response. She is the only trustee unless she shifts it to me. I was reminded by my wife about the more flies with honey saying. I called her and am trying to nudge her toward action as much as she fights it and me. The cost of suing my little sister, both monetarily and emotionally, seems too great, at this time anyway. She's the younger sibling, so doesn't want to get advice from her older brother. Jim |
| 2009-11-06 | Stacey | Life insurance / husband's | 10 | 10 | 10 | Yes | Thank you for getting back to me so quickly. I am going to contact an attorney and I am considering submitting a congressional inquiry. My husband's sister is fighting for this money and I highly doubt she plans on helping us out when she gets it. She wouldn't even buy my son a pack of diapers when we went without income for 2 months after my husband died. I am thankful my son and I had my family to help us, they have been really good to us through all of this. Thank you again, it was nice talking to you and I appreciate the time you took to read my email. Best Wishes- Stacey |
| 2009-10-30 | joan ca | crummy trust | 10 | 10 | 10 | Yes | yes hs nswer makes sense |
| 2009-10-26 | susan | dissolving a family trust | 7 | 10 | 10 | No | |
| 2009-10-20 | Francin | finalizing 706 | 5 | 7 | 10 | No | |
| 2009-10-19 | April | Irrevocable trust | 10 | 10 | 10 | Yes | rating: 7 |
| 2009-10-17 | Shelley | Father's Estate | 10 | 10 | 10 | Yes | Thank you for your information and email. I will be in touch. This is very overwhelming for me and confusing. |
| 2009-10-14 | Teri No | checking account proceeds | 10 | 10 | 10 | Yes | |
| 2009-10-12 | cherly | contesting a trust | 10 | 10 | 10 | No | thank you. There is no conflct between my sister and I so we will share her attorney. |
| 2009-10-09 | Jane | Dissolving a trust | 10 | 10 | 10 | Yes | Thanks for your help. The trust was given to a lawyer that was a relative of my husband. My died in April and he did nothing. Finally got all papers back from him and I am trying to take care of it myself. Thank you so much. |
| 2009-10-02 | Geeter0 | sole and separate property | 8 | 9 | 10 | Yes | |
| 2009-10-01 | nicole | letter to beneficiaries | 10 | 10 | 10 | Yes | |
| 2009-10-01 | Zach | Estate Tax | 10 | 10 | 10 | Yes | |
| 2009-09-10 | Leslie | irrevocable trust | 10 | 10 | 10 | No | Thank you very much for your quick and clear response. |
| 2009-09-10 | Richard | Trusts and Estrangements of | 10 | 8 | 10 | Yes | Thank you for your fast and unbiased reply. I will follow the advise you have provided and should I decide to explore further avenues, I would be confident in the counsel you provide. Once again, Thank you |
| 2009-09-09 | Trish | trust | 8 | 10 | 10 | No | |
| 2009-09-08 | sherri | trust and pour over | 10 | 10 | 10 | No | Thanks we retained an attorney. |
| 2009-09-06 | Claudia | request a copy of | 10 | 10 | 10 | Yes | Attentive, thorough and very helpful. Excellent |
| 2009-08-24 | Maureen | Homestead Act, Question. | 10 | 10 | 10 | Yes | Thank you for your response, it helped clarify the needed information about the Homestead Act after the owners of the home are deceased. |
| 2009-08-21 | Zach | Trust Fund Question | 10 | 10 | 10 | Yes | Very helpful I had asked around on a bunch of message boards and finally I get the answers to all the questions I was asking. |
| 2009-08-13 | Elizabe | trust/will | 10 | 10 | 10 | No |
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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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