People on the move at American River Bank, Spaulding McCulough &amp; Tansil and more ...
Nathan Andreassen has been hired as a client service manager for American River Bank in Santa Rosa. He has worked in banking for 14 years and previously was a business relationship manager for Westamerica Bank.
Carmen D. Sinigiani has joined the Santa Rosa law firm of Spaulding McCullough Tansil. She also is a professor of law at Empire College School of Law, teaching Wills Trusts, and is chairwoman of the Trust Estates Section of the Sonoma County Bar Association.
Phil Cloutier is the new director of sales for Petaluma's Workrite Ergonomics. He has more than 15 years of experience in sales management with companies in the furniture industry.
B|O|S Enhances Estate Planning Capabilities With Appointment of Judith Gordon
/EINPresswire.com/ -- SAN FRANCISCO, CA--(Marketwired - March 24, 2016) - B|O|S, a leading Bay Area independent wealth management firm, today announced that Judith Gordon has joined the firm as an Estate Planning Advisor. Effective immediately, she will provide consulting advice for private clients and advisors on wealth transfer strategies, tax planning opportunities, and trust and estate administration, and facilitate coordination between the firms advisors and its outside legal and tax professionals. Judith joined B|O|S following a 35-year legal career in estate and gift tax planning, charitable planning, and probate and trust administration.
We are thrilled to have Judy contribute her in-depth knowledge of estate planning, passion for client service, and exceptional experience, said Kevin Dorwin, Managing Principal at B|O|S. Judy brings integrity, a disciplined approach, and know-how to support B|O|S advisors in helping clients meet their estate planning goals, determine appropriate wealth transfer strategies and identify planning opportunities designed to protect and grow their assets. We expect Judys addition to add great value to clients as part of our complete picture approach.
Judith Gordon added, Im excited to join B|O|S, which has a very strong reputation serving high net worth families and individuals in the Bay Area. This is a wonderful opportunity to help the firms clients with their long-term goals and estate planning needs.
Most recently, she was a founding partner of Grant amp; Gordon LLP, an estate planning boutique law firm in Palo Alto, which specializes in family tax planning for high net worth individuals. Prior to that, Judith was an Attorney at Gray Cary Ware amp; Freidenrich and Taylor amp; Faust in the Bay Area. She began her career as an Attorney for the US Department of Labor in San Francisco.
She earned her BA degree in psychology from the University of Florida; JD from Georgetown University Law Center; and Tax LLM from New York University School of Law. Shes been rated a Northern California Super Lawyer by Thomson Reuters from 2005 through 2015, and authored a chapter with Robert N. Grant on life insurance trusts in Matthew Benders book, California Wills amp; Trusts. Judith lives in Palo Alto.
For more information on B|O|S, please visit: www.BOSinvest.com
B|O|S is a leading California Bay Area independent wealth management firm with over 30 years of experience serving high net worth clients. B|O|S manages approximately $3.4 billion* in client assets by looking at their complete picture -- their financial lives, and the complex world of investing -- to thoughtfully invest and confidently plan for the future.
*As of February 29, 2016
Don't Fall Victim to Wills and Trusts Cons, Warns Liverpool Solicitor Kristel ...
The case of a con man who targeted pensioners in Runcorn and Widnes shows just how important it is to get legal advice about Wills Trusts from a qualified lawyer.
This press release was orginally distributed by ReleaseWire
Liverpool, UK -- (ReleaseWire) -- 06/16/2015 -- When it comes to drawing up your will, or setting up a trust, using a qualified lawyer who knows what theyre talking about is the best way to ensure you get a legally sound result that actually reflects your wishes. Its a message that carries extra weight after a recent court case involving a businessman who scammed vulnerable pensioners in Runcorn and Widnes out of thousands of pounds in exchange for providing them with poor quality wills and trust deeds.
Businessman Samuel Eaton targeted pensioners in and around Runcorn and Widnes through his bogus companies, The Pensioners Association and The Senior Citizens Advice Centre. From his base of operations in an industrial estate in Wigan, Mr Eaton produced literature which gave the impression his services were affiliated to AgeUK, Macmillan Cancer Support and the charity Sense.
In addition to misleading marketing materials, Mr Eaton also cold called potential victims before visiting them at home and convincing them to hand over hundreds of pounds in exchange for wills and trust deeds. But when these documents were examined as part of his trial at Liverpool Crown Court this week, experts found they were riddled with errors, inconsistencies and ambiguous clauses, making them basically useless.
Finding Mr Eaton guilty of four offences of engaging in a commercial practice which contrived the requirement of due diligence, trial judge Alan Conrad QC said that he had committed serious offences involving a number of different victims, some particularly vulnerable. The judge sentenced Mr Eaton to an 8 month jail sentence and ordered him to pay almost £4000 in legal costs and compensation to his victims.
Wills and Trusts in Runcorn and Widnes from qualified solicitors
When it comes to drafting a will or setting up a trust, many people worry about the potential costs involved. This is why services provided by un-qualified individuals such as Mr Eaton, or un-regulated businesses, can be an attractive alternative.
However there are substantial risks associated with this approach, as was shown in this case. The quality of the legal documents provided is often far lower than if the will or trust deed was drafted by a fully qualified solicitor. This can mean people are left with poorly-worded documents with unenforceable terms that arent worth the paper they are written on.
Kristel Clarke, one of the Wills and Trusts Solicitors at Canter Levin amp; Berg in Liverpool says that for many elderly people, it can be difficult to know who to go to for professional advice about making a will. Kristel and her colleagues from the Wills and Probate department at Canter Levin amp; Berg Solicitors provide legal advice to people looking to draw up a will or who need help setting up a trust.
About Canter Levin amp; Berg Solicitors
Canter Levin amp; Berg Solicitors run legal advice clinics at the Age UK offices in Runcorn, Widnes, St Helens and Warrington, offering local people an easy and convenient way to get face-to-face legal advice concerning wills and probate matters from a fully qualified solicitor. All free appointments at these legal advice clinics are 30 minutes long and come with no obligation to purchase any other legal products.
For more legal advice on Wills, Trusts or Probate Administration, call the team at Canter Levin amp; Berg Solicitors on 0151 239 1064.
For more information on this press release visit: http://www.releasewire.com/press-releases/release-604512.htm
Desert Schools Financial Services: Preparing a will should be on your resolution list for 2016
((SL Advertiser)) To get a free education session on Wills Trusts call Desert Schools at 602-336-5531 or visit, DesertSchoolsFS.com.
Tax Law Legislative Update Given by Denver Tax Lawyer Tyler Murray
IRS Tax Attorney Tyler Murray, of Gantenbein Law Firm in Denver, presented the Annual Tax Law Legislative Update, sponsored by the Colorado Bar Association.
(PRWEB) July 01, 2015
Tax law attorney Tyler Murray, of Gantenbein Law Firm in Denver, presented The Annual 2015 Tax Law Legislative Update at the multi-sectional luncheon held June 10, 2015.
The event, sponsored by the Colorado Bar, was held at the CBA CLE office on Grant Street, Denver and attended by Denver-based attorneys representing Real Estate, Business, Trusts, Estates and Tax areas of law.
Mr. Murray spoke on recent legislation enacted this year involving changes to a wide range of tax subjects including sales and use taxes, real estate taxes, income taxes and retail marijuana taxes.
Of special interest was the elimination of Colorado#39;s income tax withholding requirements for active duty and military pay. Other areas of importance discussed was the creation of secondary education funding by counties through tax credits and the upcoming ballot initiative to alter TABOR (taxpayer Bill of Rights). That particular initiative has high significance in that it would allow Colorado to keep and spend the sales and excises taxes collection from marijuana and lower current tax rates to keep in compliance with TABOR in the future. Colorado voters approved TABOR in 1992, a constitutional amendment designed to restrain growth in government. TABOR limited the amount of revenue governments could collect and spend.
A leading tax and business attorney, Mr. Murray holds a Master#39;s Degree in taxation, is a well-known and published author on taxation and business and has provided House testimony in support of Colorado taxation issues. He sits on the executive council as President of the Colorado Bar Association, Tax Law Section and serves as the editor of the CBA Tax Newsletter as well as the appointed liaison to the Denver Bar Association.
Contact Gantenbein Law Firm#39;s tax attorneys in Denver, Colorado, at 303-618-2122. Gantenbein Law Firm offers a wealth of experience in Real Estate Law, Business Law, IRS and Tax Law, Estate Planning and Wills amp; Trusts. For more information Gantenbein Law Firm#39;s lawyers, accolades and practice areas, visit http://www.gantenbeinlaw.com.
For the original version on PRWeb visit: http://www.prweb.com/releases/2015/07/prweb12820902.htm