Jennifer Martin of Jarratt Martin Law explains why estate planning is important for families. Her practice includes estate planning and estate planning litigation in Pleasanton, California.
Debra Cherney represents corporate clients and individuals in connection with all aspects of corporate, commercial and real estate transactions. Ms. Cherney graduated from the New York University School of Law in 1983. She is admitted to practice law in New York State.
Estate and business planning lawyer, Melanie McDonald walks people through the top things they should be aware of when doing their estate and business planning.
Marvin Action and #palimony issues. Examples of how experts such as appraisers and forensic accountants can provide great value in these unique palimony cases.
Debra Cherney represents corporate clients and individuals in connection with all aspects of corporate, commercial and real estate transactions. Ms. Cherney graduated from the New York University School of Law in 1983. She is admitted to practice law in New York State.
Estate and business planning lawyer, Melanie McDonald walks people through the top things they should be aware of when doing their estate and business planning.
Marvin Action and #palimony issues. Examples of how experts such as appraisers and forensic accountants can provide great value in these unique palimony cases.
Kelvin Leibold - Intergenerational Transfer and Estate PlanningJohn Blue
Intergenerational Transfer and Estate Planning - Kelvin Leibold, ISU E&O Farm Management, from the 2014 Iowa Cattle Industry Convention, December 8 - 10, 2014, Des Moines IA, USA
More presentations at http://www.trufflemedia.com/agmedia/conference/2014-iowa-cattle-industry-convention
Hoarders, Board Member Hostility & Controlling Rental Tenantsmarkpetrie1
Sandra Gottlieb's January 2014 presentation for the Greater Los Angeles Chapter of Community Associations Institute regarding hoarders, board member hostility and controlling rental tenants in California
S Corporation Shareholders: Protecting What is Near and DearJones Walker
Jonathan R. Katz, a partner in Jones Walker LLP's Tax & Estates Practice Group, presented at the Tulane Tax Institute on October 23, 2015, in New Orleans, Louisiana. Mr. Katz discussed the use of trusts, estates, minors, and others as S corporation shareholders and strategies to protect against direct and indirect transfers to ineligible shareholders. The Tulane Tax Institute presents a forum for attorneys, CPAs, and estate planners to hear nationally recognized tax and estate planning legal practitioners, law professors, and accountants present in-depth reviews of recent tax statutes, regulations and decisions, learn practical tax and estate planning tips, and discuss the current issues impacting their practice.
At Price & Kelway we get the job done, expertly.
Our clients are businesses and individuals who value clear advice and affordable solutions. They trust our team of specialist solicitors to provide the best legal support, whenever and wherever it is needed.
And we deliver, every time
Our philosophy is simple. Clients deserve legal support which is clear, within budget and effective. So we promise three things:
- Solicitors who speak your language
- Value for money and no hidden charges
- Solutions
Basics of Estate Planning and Special Needs Trusts with special guest speaker...mitoaction
Please join MitoAction as we welcome Annette Hines, Esq., founding partner of the Special Needs Law Group of Massachusetts. Ms. Hines will be speaking Wednesday, May 27, 2015 at 12 p.m. on the basics of estate planning and special needs trusts laws in the U.S.
Have you ever wondered how search works while visiting an e-commerce site, internal website, or searching through other types of online resources? Look no further than this informative session on the ways that taxonomies help end-users navigate the internet! Hear from taxonomists and other information professionals who have first-hand experience creating and working with taxonomies that aid in navigation, search, and discovery across a range of disciplines.
More Related Content
Similar to EBBE Member Presentation - Jarratt Martin Law
Kelvin Leibold - Intergenerational Transfer and Estate PlanningJohn Blue
Intergenerational Transfer and Estate Planning - Kelvin Leibold, ISU E&O Farm Management, from the 2014 Iowa Cattle Industry Convention, December 8 - 10, 2014, Des Moines IA, USA
More presentations at http://www.trufflemedia.com/agmedia/conference/2014-iowa-cattle-industry-convention
Hoarders, Board Member Hostility & Controlling Rental Tenantsmarkpetrie1
Sandra Gottlieb's January 2014 presentation for the Greater Los Angeles Chapter of Community Associations Institute regarding hoarders, board member hostility and controlling rental tenants in California
S Corporation Shareholders: Protecting What is Near and DearJones Walker
Jonathan R. Katz, a partner in Jones Walker LLP's Tax & Estates Practice Group, presented at the Tulane Tax Institute on October 23, 2015, in New Orleans, Louisiana. Mr. Katz discussed the use of trusts, estates, minors, and others as S corporation shareholders and strategies to protect against direct and indirect transfers to ineligible shareholders. The Tulane Tax Institute presents a forum for attorneys, CPAs, and estate planners to hear nationally recognized tax and estate planning legal practitioners, law professors, and accountants present in-depth reviews of recent tax statutes, regulations and decisions, learn practical tax and estate planning tips, and discuss the current issues impacting their practice.
At Price & Kelway we get the job done, expertly.
Our clients are businesses and individuals who value clear advice and affordable solutions. They trust our team of specialist solicitors to provide the best legal support, whenever and wherever it is needed.
And we deliver, every time
Our philosophy is simple. Clients deserve legal support which is clear, within budget and effective. So we promise three things:
- Solicitors who speak your language
- Value for money and no hidden charges
- Solutions
Basics of Estate Planning and Special Needs Trusts with special guest speaker...mitoaction
Please join MitoAction as we welcome Annette Hines, Esq., founding partner of the Special Needs Law Group of Massachusetts. Ms. Hines will be speaking Wednesday, May 27, 2015 at 12 p.m. on the basics of estate planning and special needs trusts laws in the U.S.
Have you ever wondered how search works while visiting an e-commerce site, internal website, or searching through other types of online resources? Look no further than this informative session on the ways that taxonomies help end-users navigate the internet! Hear from taxonomists and other information professionals who have first-hand experience creating and working with taxonomies that aid in navigation, search, and discovery across a range of disciplines.
This presentation by Morris Kleiner (University of Minnesota), was made during the discussion “Competition and Regulation in Professions and Occupations” held at the Working Party No. 2 on Competition and Regulation on 10 June 2024. More papers and presentations on the topic can be found out at oe.cd/crps.
This presentation was uploaded with the author’s consent.
Sharpen existing tools or get a new toolbox? Contemporary cluster initiatives...Orkestra
UIIN Conference, Madrid, 27-29 May 2024
James Wilson, Orkestra and Deusto Business School
Emily Wise, Lund University
Madeline Smith, The Glasgow School of Art
0x01 - Newton's Third Law: Static vs. Dynamic AbusersOWASP Beja
f you offer a service on the web, odds are that someone will abuse it. Be it an API, a SaaS, a PaaS, or even a static website, someone somewhere will try to figure out a way to use it to their own needs. In this talk we'll compare measures that are effective against static attackers and how to battle a dynamic attacker who adapts to your counter-measures.
About the Speaker
===============
Diogo Sousa, Engineering Manager @ Canonical
An opinionated individual with an interest in cryptography and its intersection with secure software development.
Acorn Recovery: Restore IT infra within minutesIP ServerOne
Introducing Acorn Recovery as a Service, a simple, fast, and secure managed disaster recovery (DRaaS) by IP ServerOne. A DR solution that helps restore your IT infra within minutes.
4. Member Presentation
Who Are JML?
• Amanda Jarratt, Partner
• Sara Raymond, Of Counsel
• Jodi Altizer, Paralegal
5. Member Presentation
My Practice
• Estate planning
– Creating comprehensive estate plans
– Revising existing estate plans
– Gifting property
• Estate litigation
– Probate (uncontested and contested)
– Beneficiary/heir challenges
– Trust administration
– Trust challenges
– Conservatorships
6. Member Presentation
Estate Planning
• Comprehensive estate plans
– Revocable trusts
– Irrevocable trusts – i.e. GRATs, Charitable Remainder
Trusts, others
• Revising existing estate plans
– Getting rid of the dreaded A/B trust
– After death of first spouse as well
• Gifting property
– Working with accountant and financial advisor to
structure
– Transferring real property
7. Member Presentation
Estate Litigation: Probate
• Uncontested
– Died without trust or assets left outside or no
beneficiary designated
– if you have only a will or have no plan in place
• Contested
– Defending executors accused of
misconduct/negligence
8. Member Presentation
Estate Litigation: Heir Challenges
• Help heirs resolve conflicts with executor:
– Problems with accountings, inventories
– Questions regarding proposed distribution
– Actions to force executor to act
– Actions to remove executor
• Help unnamed heirs challenge questionable
documents
– Claims of undue influence or fraud or mistake
– Reform wills
9. Member Presentation
Estate Litigation: Trust Administration
• Administering trust post-death (or sometimes
if incapacity of settlor)
– Help successor trustee give notice, manage
responsibilities, communicate with beneficiaries
– Facilitate sale of real property
– Facilitate distributions
– Facilitate winding up of trust
• But, important note: I am not the trustee
10. Member Presentation
Estate Litigation: Trust Challenges
• Help concerned beneficiaries challenge actions of
trustee
– Accounting and documentation
– Sale of trust property or management
– Action to force trustee to act
– Action to remove trustee
– Action to reform trust
• Defend trustees whose actions are challenged
• This may be in or out of court
11. Member Presentation
Estate Litigation: Conservatorships
• Help concerned family members establish
conservatorships of the person and/or estate
– Guide conservators in completing reporting
requirements
– Only if necessary, first we explore all alternatives
• Contested conservatorships
– Filing competing petitions
– Challenging actions of conservator
13. This was an East Bay Business Exchange (EBBE) member presentation.
To learn more about this member and EBBE, please visit:
https://eastbaybusinessexchange.com/