ExecConsult Posted December 6, 2010 Author Report Share Posted December 6, 2010 Be careful with who you go through to setup your trust or take tax advice from. Be sure they are qualified in the area of law that they are helping you in. I have heard a few CCs on trusts and some of the experts seem to be avoiding or not directly answering some detailed questions. If you feel that you want to verify their qualifications or want to find other people to discuss anything from trust to tax law (and everything in between) a good website is http://www.martindale.com/. At this website you can find certified lawyers in your area. Good information - I just went to Martindale and built my profile. LOL It should appear with their next update. Link to comment Share on other sites More sharing options...
MovieMaker Posted December 6, 2010 Report Share Posted December 6, 2010 Interesting, & informative post, thanks! Link to comment Share on other sites More sharing options...
Don Paul Posted December 6, 2010 Report Share Posted December 6, 2010 Good information - I just went to Martindale and built my profile. LOL It should appear with their next update. ExecConsult, your email address on your profile isnt accessible Please include me in your list for meeting up post-RV I work offshore but can meet anywhere Link to comment Share on other sites More sharing options...
ExecConsult Posted December 7, 2010 Author Report Share Posted December 7, 2010 ExecConsult, your email address on your profile isnt accessible Please include me in your list for meeting up post-RV I work offshore but can meet anywhere Will do. Link to comment Share on other sites More sharing options...
debbieb40 Posted December 7, 2010 Report Share Posted December 7, 2010 Good evening Mark, thank you for your integrity. It is so hard to find people with it anymore. I have 2 needs 1st: I live near Sacramento . I wish to part of the group post RV to have counsel in the San Diego area. Please add me, thank you 2nd: I have one question. With the D, your understanding is the tax is Ordinary Income correct? please let me know. You can email me thank you Debbieb40 Link to comment Share on other sites More sharing options...
Hawaii K Posted December 7, 2010 Report Share Posted December 7, 2010 Thanks so much for the Post. Very Informative. Tampa group sounds interesting- possible to email me? Link to comment Share on other sites More sharing options...
ExecConsult Posted December 8, 2010 Author Report Share Posted December 8, 2010 (edited) Thanks so much for the Post. Very Informative. Tampa group sounds interesting- possible to email me? There is a link to the Tampa Group listed in post #22 above. Good evening Mark, thank you for your integrity. It is so hard to find people with it anymore. I have 2 needs 1st: I live near Sacramento . I wish to part of the group post RV to have counsel in the San Diego area. Please add me, thank you 2nd: I have one question. With the D, your understanding is the tax is Ordinary Income correct? please let me know. You can email me thank you Debbieb40 That is correct - ordinary income. I am following up an an argument against that point of view. If I "change my tune," I'll make a new topic. However, I don't expect to. I will be happy to add you to the list wishing to see the San Diego firm. Best of Blessings, Mark Edited December 8, 2010 by ExecConsult Link to comment Share on other sites More sharing options...
2DZNRoses Posted March 9, 2011 Report Share Posted March 9, 2011 I have spoken with San Diego law firm - they are going to talk amongst partners to decide how they want to handle and they will get back to me. Mark - please let them know I (Mark Galloway - attorney from Kansas) sent you so they will give me credit for the referral. Not a requirement by any stretch of the imagination, but would be a nice favor. Best of Blessings, Mark ExecConsult: Please add me to your refereal list for the firm in San Diego. Thank you 2DZNRoses 1 Link to comment Share on other sites More sharing options...
C Peltier Posted March 12, 2011 Report Share Posted March 12, 2011 ExecConsult, Please add me to your referral list for the firm in San Diego. Thank you C Peltier 1 Link to comment Share on other sites More sharing options...
ExecConsult Posted April 13, 2011 Author Report Share Posted April 13, 2011 I did finally get a copy of the trust and opinion letters to review. I started a new topic which can be found here: Best of Blessings, Mark Link to comment Share on other sites More sharing options...
Diamond4me Posted June 3, 2012 Report Share Posted June 3, 2012 Thanks Mark. I was going through all the documents they sent me and I was not comfortable with this third party settlor and as a trustee moving my assets I am glad that I found your post in DV. Thanks again for your time. Link to comment Share on other sites More sharing options...
ExecConsult Posted June 25, 2012 Author Report Share Posted June 25, 2012 You are welcome. Best of Blessings, Mark Link to comment Share on other sites More sharing options...
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