PPT-Probate and Tax Planning for

High Net Worth Clients Alaina Spec 400 1565 Carling Avenue Ottawa Canada K1Z 8R1 T 6132369442 F 6132367942 TF 888 9099442 Overview Estate Planning who what where when why. Leon J. Teichner is a Chicago Probate Lawyer specializing in probate law which includes probate and wills; estate planning and revocable trusts; healthcare power of attorney; real estate transactions including closings, development, leases, tax exchanges and zoning; business and corporate representation including contracts, business restructuring, acquisitions and partnership disputes. © 2012 The Darren Findling Law Firm, PLC. PROBATE ADMINISTRATION PROCESS. TIMELINE. © 2012 The Darren Findling Law Firm, PLC. TIMELINE. Commence Probate Estate. Today. PROBATE ADMINISTRATION PROCESS. Why is Estate Planning Important?. It allows you, while you are still living, to ensure that your property will go to the people you want, in the way you want, and when you want. .. To control your personal and financial affairs after you no longer can because of death or incapacity (for yourself and your family). Presented by Roberta . Larvingo. Appeal Period (First 45 days). Probate order is issued by Administrative Law Judge. BIA Probate staff reviews the probate order.. Establishes new TAAMS accounts and scans probate order into . Lew Dymond, Jr., Esq.. Control my property while I’m alive and well.. Provide for myself and my loved ones if I become disabled.. Give what I have:. To whom I want;. The way I want;. When I want.. Minimize the impact of taxes, professional fees, and court costs.. Probate Of�ce Court & Tribunal Services Division CONTACrobate Of�ceSupreme Court of Western AustraliaLevel 14, 111 St Georges Terraceusiness hours supremecourt.probate@justi April 21, 2016. Estate Planning Basics. . Robert D. Pentimonti. Harlowe & Falk LLP. One Tacoma Avenue North, Suite 300. Tacoma, WA 98403. Planning for the Eventuality of Death. Last Will & Testament. What is Estate Planning?. Passing left over property and assets to the people or . charities you desire . upon death.. It is also known as developing an estate . p. reservation plan or family wealth planning. Professor Payne, Finance 4100. Learning Objectives. Understand the importance and the process of estate planning. Draft a will and understand its purpose in estate planning. Avoid probate. 2. Introduction. Estate . Planning 101. Kurt W. Mears, CRPC®, NSSA™. ACM Retirement University. Dream big. Invest smart. .. Disclaimer. The information presented herein is not a comprehensive analysis of the topic presented, and the viewer should consult tax and legal advisors to understand all the ramifications of the topics discussed. . The passing of a close family member is always a challenging time. At a moment when you may wish only to focus on the grieving process, an array of administrative demands can suddenly appear if you must act as a personal representative of a will, commonly known as a will executor, in Alberta.. While some estates are simple and easy to administer, that’s not always true—and you may need to engage with the courts to navigate the probate process. jzmac@udel.edu. Director of Trust Management Minor | Instructor. Probate. – Legal process of transferring asset from deceased person ownership to beneficiary ownership. Trusts. – Tax efficient Structure created to control wealth during life or after death to defer and minimize taxes, protect wealth, avoid probate, create generational wealth. Separation between legal and equitable ownership.. When someone passes away, they may leave behind an estate. An Estate comprises the deceased’s debts and assets. Though this is a difficult time for many families, the law may require you to take specific steps. When your loved one leaves behind a Will, probate may be a process you need to engage with. What Every Landman Needs to Know. By: Daniel Franklin. Cowan Hubbert & Franklin . What is Probate?. “Probate” generally refers to the court-supervised process of legally transferring property from a dead person to a living person .