🗣️Okay, listen up, lawyers! Time is RUNNING OUT! ⚠️ July 1 is the last day to pay your annual fees, fill out your pro bono hours, and submit your trust certificate. The easiest and quickest way to pay is at member.floridabar.org. It is essential that you complete all three tasks, or you may be deemed ineligible to practice. Only a few days are left to pay! ❗
The Florida Bar’s Post
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The trust registration process entails creating a trust deed specifying objectives, trustees, and beneficiaries. Required documents are submitted to the appropriate authority. After review, approval is granted, giving the trust legal recognition to function and fulfill its outlined objectives. https://lnkd.in/dYXRE926 #80g #ngoregistration #ngoregistrationprocess #ngoregistrationonline #trustregistration #ngobenefits
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𝙏𝙊𝙋 𝙏𝙄𝙋𝙎 ✅ ❌ Sarah Hope, our Clerk, processes all grant applications and understands what makes a great application and the things to avoid. See her top tips here and visit our website to read the guidelines in full ⬇️ https://buff.ly/3J5SQFq
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There are only 3 reasons you would not have access to the assets in your Trust. 🔵 You’ve died. 🔵 You’re alive, but no longer mentally capable to handle your affairs. 🔵 You voluntarily resign “retire” from your role as Trustee of your Trust. For example: You are late in age, have no desire to worry about maintaining the trust’s assets, paying bills, or filing taxes. You can choose to resign wherein your Successor Trustee will now handle the business and maintain the Trust for your care. Have questions? Reach out to the Lubnau Law team at (307) 682-1313.
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Helping YOU make life easier for your family by drafting wills and lasting power of attorney documents you can all understand.
It can be daunting setting up your own business but I have never looked back since. I've never had a particular financial target in mind other than enough to do the things I want with my family and I never anticipated five years ago my next step. We go VAT registered next month! So I am working this weekend to make sure those individual people I've seen already this month are invoiced before the end of Feb. Never have I been so grateful for the extra day in February 😂 We are now booking for meetings in March whether your ✅️ A business owner wanting to protect your employees and family ✅️A parent/grandparent/carer wanting to secure your inheritance for the next generation We can help. If you want to book a short 1.1 to check on our compatibility to work together, please use this link . https://lnkd.in/e5dtQZwY or call 07920 061946. These meetings are 15 minutes long and are not charged. If you know you want to go ahead with a will/LPA instruction then you can book a meeting and see my availability here https://lnkd.in/gt-eQ2R or call 07920 061946. Please plan for the meeting to be between 1 to 1.5 hours long. The meeting is not charged but any further work agreed to will be chargeable. #ExpectTheUnexpected #WillWriting #LastingPowerOfAttorney #EstatePlanning #WhatsYourPlan
15 min Chat - Rosie O'Hanlon
calendly.com
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Make sure you check out this session with Matthew Rehnelt. Increase your probate Recoveries and more.
I'm so excited to share that we'll be heading to the east coast and speaking at the upcoming NEW ENGLAND ADJUSTMENT MANAGERS ASSOCIATION INC conference April 11th!!! Big thank you to Jason B. for connecting us last week and to Dan Picard for recommending it months ago! I'll be covering one of my favorite topics: Probate Best Practices to Increase Recoveries! If you haven't signed up yet, you can do it with the link below or reach out Karen Stirling for assistance! #credituniondifference #creditunionsrock #creditunion #collections #probate #conference2024
Events
neama.org
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I’ve said it once and I’ll say it again - an Enduring Power of Attorney and Personal Directive are of two of the most important documents you can have. While we have intestate legislation for if you die without a Will, without an EPA/PD, it is a long and difficult process for someone to jump in and assist you if something happens and you become unable to make financial or personal decisions for yourself. Currently, the process in Alberta for a guardian/trustee Order (the alternative if you don’t have an EPA/PD) includes approximately 50 pages of application materials and an 8-12 month wait. The cost of this order is typically more than double the cost of having your own documents done, even with a lawyer. In addition, the article discusses how it is important for your Attorney/Agent/Executor to be able to easily access the personal planning documents, as well as important information such as email access and pertinent information as to where assets and debts are located, and the contact information for important advisors. I’ve heard a lot of young and healthy people indicate that these documents are for older people, but I have personally dealt with many files where the incapacitied person is young and was healthy prior to an incident that caused the need for a guardian/trustee order. Get your documents in order! It is such a good gift to your loved ones in order to allow them to assist you if needed.
Are you someone's power of attorney? Here are the situations you need to prepare for | CBC Radio
cbc.ca
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What if you were in a coma, or otherwise incapacitated such that you were unable to communicate? Or struck with a disease or other tragedy which affected your mind? Who should control your finances, or your assets? These aren’t things anyone likes to think about and the truth is, the more prepared you are the less you have to think about them. Our MyPowerOfAttorney™ service ensures that your wishes in these and other unexpected circumstances are heard, understood, and carried out to your specifications. The MyPowerOfAttorney™ service here at LegalWills ensures that your wishes in these and other unexpected circumstances are heard, understood, and carried out to your specifications. Having a Power of Attorney allows you to specify who should control your legal, financial and business affairs when you are no longer able to do so yourself. Learn more about Power of Attorney here: https://lnkd.in/eQhpN_Gz * Note: In Québec, a Power of Attorney comes into effect while you are still capable, and ceases to be effective when you become incapacitated. #powerofattorney #legalwills #writeawill #willsandestates #wills #estateplanning
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Please join us in Chambers on the afternoon of Tuesday 15th September for what will be a hugely engaging and insightful seminar delivered by expert members of our Junior Financial Remedy Team. Emma Templar, Luke Tallis and Jack Best will be running an interactive group seminar looking at case studies which include: ➡ Disputed issues of separation agreements ➡ Addback/conduct ➡ Legal Services Payment Orders (‘LSPO’) This seminar will not follow the usual seminar structure. Instead, attendees will be split into 2 groups (representing the husband and wife, respectively) to discuss the 3 disputed issues. There will be an opportunity for both groups to analyse the issues from the other spouse’s standpoint at the end. The intention is for the attendees to leave the seminar with an understanding of the different competing arguments, irrespective of which spouse they are instructed by. There will be a practical discussion of effective case strategy, litigation tactics, useful pointers and possible pitfalls. Find out more and register to attend: https://lnkd.in/eNJh4yQc #familylaw #financialremedies
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Discover PIA Managed Co-Ownership in three simple principles: TWO OWNERS: We provide qualified co-owner candidates for you, ensuring security and autonomy in tax and title. #PartnersInAviation #PIAManaged Co-Ownership
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What’s the Lawyer’s Incentive to get you the Highest Recovery Possible? If the lawyer get’s paid on a contingency fee, the short answer is that he gets paid a percentage of what he collects for you. So the more you make, the more I make. Read More: https://lnkd.in/gvuR2R8M
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