Search for "Plan Administrator of the Raytheon Excess Pension Plan"

Born and raised in Honolulu, Hawaii, Samuel K.L. Suen is a graduate of Punahou School, New York University and University of Hawaii, William S. Richardson School of Law. Prior to forming his own law practice, Mr. Suen externed with the Honorable Michael D. Wilson in the First Circuit Court, State of Hawaii while in law school. Upon graduating from law school, Mr. Suen served as a law clerk to the Honorable Randal G.B. Valenciano, Chief Judge of the Fifth Circuit Court, State of Hawaii. Mr. Suen then became an associate attorney with Kawashima Law Group where his...

Frank K. Mulhern, Esq., CPA, NY & NJ Bar, received his B.S in Accounting from Fordham University and his Juris Doctorate degree from New York Law School and is an experienced and successful Attorney/CPA for over 25 years specializing in the following areas:

• Real Estate and Commercial Purchases and Sales – Planning & Administration of Closings.
• Taxation - Audits/Controversies, Planning, Compliance for businesses and individuals.
• Estate Planning/Administration, Wills, Wealth Preservation & Business Succession.
• Business Law

Real Estate – Successful closing representation and planning as to the legal, tax and accounting aspects of the sales and purchases of residential real estate and...

In an increasingly complex and specialized world, it is important to keep a specific focus. Our focus is the law involving estates and trusts. Within this practice area, however, we do it all: planning, administration, and litigation. We have over 30 years of experience advising individuals, families and closely held businesses on a variety of matters related to wealth accumulation, preservation and transfer. We prepare wills, trusts, powers of attorney, business planning documents, estate tax returns, and many other documents to address our clients’ estate planning and administration needs. We also litigate estate and trust matters and serve as the...

Attorney Greg Carlson has worked at both large and small law firms in Nevada and California, including one of California’s premier estate planning firms, and in the estate planning department of one of Nevada’s largest law firms. Greg previously operated his own estate planning practice, and most recently worked as a legal director for Charles Schwab Trust Company in Nevada. As a legal director with Charles Schwab Trust Company, Greg advised Schwab’s trust administration team and worked with estate planning attorneys across the country to draft various types of trusts. Greg has also worked as a law clerk for the...

J. Anthony Bradley is a VA Accredited Attorney – With offices in Germantown, Tennessee, and Southaven, Mississippi, he practices in the area of estate planning, including wills, trusts, special needs planning, elder care planning & protection, VA pension planning (including the VA Aid & Attendance Improved Pension), Medicaid planning & probate administration. He represents clients in Tennessee, Mississippi, Arkansas, and Kentucky. He is also a CPA (inactive). He earned his Bachelor of Accounting, Master of Accountancy, and Juris Doctor from the University of Mississippi. He earned his LL.M in Taxation from the University of Miami....

Regina advises clients in the areas of Probate, Estate & Trust Administration, Estate Planning, Contested and Uncontested Guardianship matters, Will Contests, Contested Accounting, and Special Needs Planning.
To this end, Regina:
Prepares estate planning documents (from basic to complex), including, but not limited to: Wills, various Trusts (e.g.: Revocable, Irrevocable, Life Insurance, Charitable, and/or Personal Residence), and Advance Directives;

Prepares Petitions for Probate and/or Estate Administration to help fiduciaries obtain Letters Testamentary, Limited Letters Testamentary, Letters of Administration, or Letters of Administration, C.T.A;

Counsels fiduciaries (e.g.: executors, administrators, trustees, and guardians) on the administration and taxation of their (or...

Hi! I’m Tiffany Ballenger Floyd - I help clients with estate planning, business planning, + asset protection. By integrating my bespoke planning philosophy with efficient systems + technology, our ultimate goal is to provide a warm, authentic, + seamless planning experience for our amazing clients. One-size does NOT fit all: No cookie-cutter form documents here! Rather, we serve as a trusted advisor, providing conscious counsel + effective solutions based on your particular needs + goals, helping with: ESTATE PLANNING: Wills + Trusts (+ all the rest)... whether you’re brand-new to estate planning, or need to make updates to...

Brian Boys brings his professionalism and significant legal skills to his clients and our community. Brian’s primary practice areas include Elder Law, Estate Planning, Estate and Trust Administration, Guardianships and Conservatorships, Special Needs Planning, and Personal Injury Settlement Consulting and Litigation in support of each of these areas. Brian is also qualified to serve as a guardian ad litem for incapacitated adults.

Andrew H. “Andy” Hook is the president of Hook Law Center, where he practices in the areas of elder law, estate and trust administration, estate, tax, retirement and financial planning, long-term care planning, asset protection planning, special needs planning, business succession planning and personal injury settlement consulting. A 1975 graduate of the University of Virginia School of Law, Mr. Hook is a Fellow of the American College of Trust and Estate Counsel (ACTEC), and a Fellow of the National Academy of Elder Law Attorneys (NAELA). Mr. Hook is certified as an Elder Law Attorney (CELA) by the National Elder Law...

Attorney Natalia Ouellette-Grice’s real estate, business, and estate planning practice focuses on helping families and business owners who choose to protect their loved ones from the State’s plan for their business, death and incapacitation. With her expert guidance, Natalia and her team ensure that clients create specific, intentional, and planned actions from running their business to their death and incapacitation based on what the Client wants to happen with their family, assets, and businesses. Everyone is born with an Estate Plan and a Business Plan, the State’s Plan! The default State Plan is expensive, time-consuming, public, and on a...

Donna Stefans is the founder and lead attorney at Stefans Law Group, PC. She has over 23 years of experience in elder law, estate and asset protection planning, estate administration, geriatric care management, special needs planning, guardianship, elder law abuse and neglect, retirement income planning and Medicaid optimization. Ms. Stefans is also the President of Stefans Associates, Inc., a full service personal, business, and Trust, Income Tax and Accounting practice. The third major part of Ms. Stefans’ practice is capital management and investments. She has over 30 years of experience in retirement planning, asset protection planning, and wealth management. She...

"Serving the community as an estate planning & elder law attorney is extremely rewarding, both professionally and personally. It is a uniquely challenging practice. The laws, regulations and informal policies, both state and federal, are many, complex and ever changing. My clients come to me with a unique problem and deserve an innovative solution tailor-made to achieve their desired result. Hearing stories about old times, repairing family rifts, or even enabling a client to fulfill a goal and leave their legacy is immensely satisfying to me as both an attorney and as an individual. There is nothing more fulfilling than...

"I grew up immersed in a family business which supplied goods & services to restaurants and institutions throughout the Midwest. The youngest of three brothers, as an attorney, I worked closely with my parents and siblings to design a succession plan for the business and an estate plan to maximize our parents’ financial legacy. It is a legacy which now will endure for years to come. It was the satisfaction from this experience, together with a natural passion for client service, that has led me to focus my practice on Estate Planning, so that clients may enjoy the peace...

Lisa, a director at Ferry Joseph, P.A., concentrates her practice on the areas of estate planning, estate and trust administration and litigation, elder law, including but not limited to guardianship actions, commercial bankruptcy and business formation and documentation. Lisa routinely represents individuals, businesses, executors/personal representatives, trustees, Chapter 7 trustees, litigation/liquidation trustees, plan administrators and municipalities in various matters throughout Delaware. Additionally, Lisa often serves as a court appointed attorney ad litem in guardianship actions and represents clients through Delaware Volunteer Legal Services. Lisa has been certified as a mediator by the Superior Court for the State of...

Nick is a Trust and Estate Attorney in Denver. He specializes in probate, wills and trusts, irrevocable trust law and business law in Denver and Colorado in whole. He credits his career growth to his focus on superior client service. Retaining Nick is a relationship as he aims to assist his clients in every facet of their lives, not just their immediate legal needs. Whether that be advising a family through the Denver probate process or formalizing a Revocable Trust for avoiding probate, Nick is there to advise his clients in every area of estate work. In addition to his experience...

________________________________________________________________________________
...

Jessica Peraza is Counsel working with the firm’s Trusts & Estates Department. She focuses her practice on Estate Planning and Administration, Medicaid and Long-term Care Planning, and Wealth Management. As a law student, she interned for the Hon. Barbara Howe in Erie County Surrogate’s Court and worked in the Public Benefits Unit of Neighborhood Legal Services. Her previous experience includes residential foreclosures, public and private sector labor law, contract negotiations, probate matters, third party credit collections, and representation of clients in administrative hearings and arbitrations. Ms. Peraza attended St. Lawrence University in Canton, New York where she graduated with a...

The focus of my law practice is helping people develop a thoughtful estate plan to better protect their loved ones in the event of death or disability. I want to use my knowledge and experience to help families avoid problems and disputes during normal life transitions. I also handle a variety of probate and trust matters, including estate administrations, guardianships and conservatorships.

General business planning is usually a part of estate planning for business owners. I often help clients get their business house in order during the estate planning process, ensuring that the proper documents are in place...

Janet L. Brewer is the principal of the Law Office of Janet L. Brewer, which has its headquarters in Los Altos, California. Janet serves clients throughout the Bay Area and Silicon Valley. She is certified by the California State Bar Board of Legal Specialization as an estate planning and probate specialist – one of fewer than 100 practicing in Santa Clara County and fewer than 1,100 practicing in California (out of over 250,000 lawyers statewide). Janet has deep experience with complex estate planning situations. In her international estate planning practice, she helps non-resident aliens, visa holders, “green card” holders and other international...

Chuck has practiced in Winchester and throughout northern Virginia since 2007. He is both a lawyer and a Certified Public Accountant (with an LL.M in Tax and Estate Planning) and worked in public accounting before attending law school. Chuck’s practice focuses on complex estate planning and administration matters, resolving tax disputes, business planning, choice of entity, conservation easements and other business matters. Chuck has extensive training in complex estate and business matters and his practice focuses primarily on business owners and families with more than $1 million in liquid assets. Chuck regularly works to resolve family disputes, establish business...

George Gray is a partner in the law firm of Gray & Feldman LLP, where his practice concentrates in the areas of special needs planning, estate planning and administration, business and tax law. He is a member of the Monroe County and New York State Bar Associations and is active in the Tax and Trust and Estates Sections of these associations. He serves as a member of the Executive Committee of the Monroe County Estate Planning Council and is active on its Program Committee. SPECIAL NEEDS PLANNING: Through his long association with the...