Estate planning

Top San Luis Obispo Trust Attorney Klaus Gottlieb Receives Prestigious Peer Recognitions

Retrieved on: 
Thursday, February 15, 2024

SAN LUIS OBISPO, Calif., Feb. 15, 2024 /PRNewswire-PRWeb/ -- Klaus Gottlieb, a dedicated Estate Planning Lawyer based in San Luis Obispo, has recently been acknowledged for his exceptional contributions and expertise in the legal field through two distinguished accolades early this year.

Key Points: 
  • Klaus Gottlieb, an Estate Planning Lawyer based in San Luis Obispo, has been honored with two significant recognitions early this year.
  • SAN LUIS OBISPO, Calif., Feb. 15, 2024 /PRNewswire-PRWeb/ -- Klaus Gottlieb, a dedicated Estate Planning Lawyer based in San Luis Obispo, has recently been acknowledged for his exceptional contributions and expertise in the legal field through two distinguished accolades early this year.
  • Klaus Gottlieb, of Wealth Care Lawyer, awarded a prestigious LLM scholarship and named a 'Rising Star' by Super Lawyers, exemplifies excellence in Estate Planning Law.
  • WealthCare Lawyer, led by Klaus Gottlieb, Esq., offers a unique and empathetic approach to estate planning from San Luis Obispo.

National Family Law Firm, WhitbeckBennett, Continues Expanding with Manassas, Virginia Partner

Retrieved on: 
Monday, February 5, 2024

MANASSAS, Va., Feb. 5, 2024 /PRNewswire-PRWeb/ -- National Family Law Firm, WhitbeckBennett continues to expand its nationwide reach with the addition of a new partner, Bethzabet Chavez, at their Manassas, VA office.

Key Points: 
  • MANASSAS, Va., Feb. 5, 2024 /PRNewswire-PRWeb/ -- National Family Law Firm, WhitbeckBennett continues to expand its nationwide reach with the addition of a new partner, Bethzabet Chavez, at their Manassas, VA office.
  • Beth studied law at Thurgood Marshall School of Law.
  • WhitbeckBennett is the first national family law firm to serve both men and women.
  • This means we have focused our practice around the areas of law that affect everyone in your family.

Silicon Valley Business Attorney Jorge Martins Joins Structure Law Group, LLP

Retrieved on: 
Tuesday, January 30, 2024

SAN JOSE, Calif., Jan. 30, 2024 /PRNewswire-PRWeb/ -- Structure Law Group, LLP, a leading full-service business law firm with offices in San Jose, Los Angeles, and Austin, is thrilled to introduce business attorney Jorge Martins as the newest member of its transactional and litigation team. Mr. Martins, a dedicated business attorney with a proven track record, will further enhance the firm's capabilities in meeting the diverse legal needs of its clients.

Key Points: 
  • Silicon Valley Business Law Firm, Structure Law Group, LLP, Welcomes Attorney Jorge Martins
    SAN JOSE, Calif., Jan. 30, 2024 /PRNewswire-PRWeb/ -- Structure Law Group, LLP, a leading full-service business law firm with offices in San Jose, Los Angeles, and Austin, is thrilled to introduce business attorney Jorge Martins as the newest member of its transactional and litigation team.
  • Mr. Martins, a dedicated business attorney with a proven track record, will further enhance the firm's capabilities in meeting the diverse legal needs of its clients.
  • We are excited to welcome Jorge to our Silicon Valley office.
  • Before joining Structure Law Group, Mr. Martins gained valuable experience as a legal intern, focusing on Estate Planning, Bankruptcy, and Business Formation.

Bloomberg Tax Announces 2023 Recipients of Outstanding Author Awards for Estates, Gifts, and Trusts

Retrieved on: 
Wednesday, January 24, 2024

ARLINGTON, Va., Jan. 24, 2024 /PRNewswire/ -- Bloomberg Tax & Accounting today announced the 2023 honorees of its awards for outstanding authorship in estates, gifts, and trusts and the recipient of the 2022 Leonard L. Silverstein Award for Distinguished Service in Estates, Gifts, and Trusts Taxation. The awards were presented at a dinner during the 58th Annual Heckerling Institute on Estate Planning, which took place in Orlando from January 8-12.

Key Points: 
  • Carol A. Harrington of McDermott Will & Emery was the 2023 recipient of the Silverstein Award, named after the founder of the Tax Management Portfolios.
  • She has not only been the long-term author of 850 T.M., Generation-Skipping Transfer (GST) Tax, but is also considered the national authority on generation-skipping transfer tax.
  • Carol has authored numerous Bloomberg Tax Portfolios and has consistently demonstrated dedication to ensuring that this Portfolio remains the leading authority on the generation-skipping transfer tax.
  • "Bloomberg Tax & Accounting is proud to honor these leading practitioners for their work that greatly benefits Bloomberg Tax customers as well as the estate, gifts, and trusts field," said Lisa Fitzpatrick, president, Bloomberg Tax & Accounting.

Sheppard Mullin Lands Estate Planning, Private Wealth and Fiduciary Litigation Team in San Diego

Retrieved on: 
Tuesday, December 12, 2023

“We are delighted to welcome Jenny, Matt and their team to Sheppard Mullin,” said Luca Salvi, chair of Sheppard Mullin.

Key Points: 
  • “We are delighted to welcome Jenny, Matt and their team to Sheppard Mullin,” said Luca Salvi, chair of Sheppard Mullin.
  • “Our Private Wealth and Fiduciary Litigation and our Estate Planning and Wealth Transfer practices are nationally and internationally recognized for their successes in the courtroom and their innovative approach to estate, tax and succession planning.
  • Owens joins Sheppard Mullin’s Business Trial practice group where he will be a part of its renowned Private Wealth and Fiduciary Litigation team.
  • Paschoal is an associate in the Tax practice group and Estate Planning and Wealth Transfer team practicing in the areas of estate planning, trust and estate administration, charitable giving and tax-exempt organizations.

Kim Kamin Inducted into NAEPC Estate Planning Hall of Fame® and Honored as an Accredited Estate Planner® (Distinguished) Designee

Retrieved on: 
Tuesday, December 12, 2023

NAEPC leadership presented Kamin with the award during a ceremony in Fort Lauderdale, Florida, on November 14, 2023.

Key Points: 
  • NAEPC leadership presented Kamin with the award during a ceremony in Fort Lauderdale, Florida, on November 14, 2023.
  • “Kim Kamin's induction into the NAEPC Estate Planning Hall of Fame® and her Accredited Estate Planner® (Distinguished) designation not only honors her leadership but highlights Gresham’s commitment to providing distinctive wealth management services,” said Ted Neild, Partner, Chief Executive Officer, and Chief Investment Officer at Gresham.
  • “In wealth and estate planning, Kim and her colleagues excel in bringing structure and simplicity to our clients' lives.”
    As Gresham’s Chief Wealth Strategist, Kamin leads the development and implementation of activities related to wealth transfer planning, fiduciary planning, estate and trust administration, philanthropy, and family education and engagement.
  • A frequent speaker and writer nationally, Kamin is the co-executive editor and co-author of Leimberg Library’s The Tools & Techniques of Estate Planning for Modern Families.

Freestone Capital Management Hires Lizzie Hollis, JD as New Director of Wealth Strategy and Estate Planning

Retrieved on: 
Monday, November 27, 2023

SAN FRANCISCO, Nov. 27, 2023 /PRNewswire/ -- Freestone Capital Management ("Freestone") today announced that Lizzie Hollis has joined the firm's San Francisco office. As Managing Director, Wealth Strategy and Estate Planning, Hollis will report to Christine Opp, who leads the firm's financial planning efforts, and play a pivotal role in advancing Freestone's strategic vision. She will play a key role in expanding the firm's capabilities in supporting 26 advisors and their affluent clients.

Key Points: 
  • SAN FRANCISCO, Nov. 27, 2023 /PRNewswire/ -- Freestone Capital Management ("Freestone") today announced that Lizzie Hollis has joined the firm's San Francisco office.
  • As Managing Director, Wealth Strategy and Estate Planning, Hollis will report to Christine Opp, who leads the firm's financial planning efforts, and play a pivotal role in advancing Freestone's strategic vision.
  • Hollis brings more than 10 years of trust and estate planning experience to the position.
  • "Many of our client situations are incredibly complex," said Christine Opp, Managing Director, Client Advisor and Head of Financial Planning at Freestone.

Seven MBM Attorneys Included in 2024 Best Lawyers in America®

Retrieved on: 
Tuesday, October 31, 2023

PITTSBURGH, Oct. 31, 2023 /PRNewswire/ -- Maiello Brungo & Maiello, LLP (MBM), is pleased to announce that seven of the firm's lawyers are recognized in the 2024 U.S. edition of Best Lawyers ®.

Key Points: 
  • PITTSBURGH, Oct. 31, 2023 /PRNewswire/ -- Maiello Brungo & Maiello, LLP (MBM), is pleased to announce that seven of the firm's lawyers are recognized in the 2024 U.S. edition of Best Lawyers ®.
  • He represents public and private entities on employment matters including hiring practices, progressive discipline, and defending discrimination claims.
  • She works extensively with taxing bodies throughout Pennsylvania handling tax assessment and exemption appeals for residential and commercial real estate.
  • MBM is a full-service law firm specializing in: Business Law, Construction Law, Education Law, Employment Law, Estate Planning, Human Resources Law, Litigation, Municipal Law, Real Estate Law, and Real Estate Tax Assessment.

The Inner Circle Acknowledges, James R. Cooper as a Most Trusted Attorney for his contributions to the field of Business Law

Retrieved on: 
Friday, October 27, 2023

GRANVILLE, Ohio, Oct. 27, 2023 /PRNewswire/ -- Prominently featured in The Inner Circle, James R. Cooper is acknowledged as a Most Trusted Attorney for his contributions to the field of Business Law.

Key Points: 
  • GRANVILLE, Ohio, Oct. 27, 2023 /PRNewswire/ -- Prominently featured in The Inner Circle, James R. Cooper is acknowledged as a Most Trusted Attorney for his contributions to the field of Business Law.
  • Mr. Cooper earned his undergraduate degree from the University of Notre Dame and a Doctor of Jurisprudence from Ohio State University.
  • A partner at the private law firm Morrow Gordon & Byrd, he specializes in Corporations Law, Taxation Law, and Insurance Law.
  • With more than 51 years of experience, Mr. Cooper provides his expertise in Business Law; Profit & Nonprofit Organizations; Oil & Gas Law; Business Planning; Probate; Federal; State and Local Tax Practice; Estate Planning; and Real Estate Law.

Philly Phinancial Literacy Week Returns for its Sixth Year

Retrieved on: 
Tuesday, October 17, 2023

Philly Phinancial Literacy Week INC (PPLW), a non-profit organization dedicated to expanding access to economic resources and education to underserved communities throughout the US, today announced its programming for Philly Phinancial Literacy Week 2023.

Key Points: 
  • Philly Phinancial Literacy Week INC (PPLW), a non-profit organization dedicated to expanding access to economic resources and education to underserved communities throughout the US, today announced its programming for Philly Phinancial Literacy Week 2023.
  • These resources aim to enhance financial literacy and empower individuals to make informed decisions that positively impact their financial well-being.
  • Kicking off Philly Phinancial Literacy Week is a fundraiser cocktail hour, setting the stage for a two-day volunteer-led initiative.
  • The final day of the event will comprise the sixth annual Philly Phinancial Literacy Week conference, which will feature panel-led discussions, workshops, resources from local organizations, and pro bono financial planning sessions on the spot from CERTIFIED FINANCIAL PLANNERS™.