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Law Firm of Allen T. Ratcliffe, Jr.

Estate, business and tax planning

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ALLEN RATCLIFFE

ALLEN RATCLIFFE

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SAN●●●MON , CA, 94583

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ALLEN RATCLIFFE

ALLEN RATCLIFFE

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at●@ratcliffelaw.com

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Law Firm of Allen T. Ratcliffe, Jr. | ratcliffelaw.com Reviews

https://ratcliffelaw.com

Estate, business and tax planning

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1

Law Firm of Allen T. Ratcliffe, Jr.

http://www.ratcliffelaw.com/mediation.html

3150 Crow Canyon Place, Suite 250. San Ramon, CA 94583  925-806-9008.

2

Law Firm of Allen T. Ratcliffe, Jr.

http://www.ratcliffelaw.com/business_succession.html

160; Ownership Succession. 160; Management Succession. Your specific situation dictates which of the above referenced disciplines should be engaged.  Too often the business owner buys a solution in the hope that the solution will fit their problem.  We are uniquely qualified to uncover the clients specific objectives, facilitate the. Nd respond to the legal issues during implementation of a comprehensive plan. See our business succession website at:. LINK TO:  Business Succession Website. Making the righ...

3

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http://www.ratcliffelaw.com/archive.html

1 INTRODUCING THE NEW ERA OF ADMINISTRATION OF. TRUST OWNED LIFE INSURANCE. 2 SUMMARY OF 2010 TAX RELIEF ACT RELATING TO ESTATE, GIFT, and GENERATION SKIPPING TAX. 3 2010 ESTATE TAX REPEAL. A 2010 discussion of the uncertainty of the estate tax laws. INTRODUCING THE NEW ERA OF ADMINISTRATION OF TRUST OWNED LIFE INSURANCE. QUESTIONS THE TRUSTEE SHOULD ASK. The trustee concerned with the appropriate management of life insurance policies owned by the trust should ask the following questions:. A Change Premi...

4

Law Firm of Allen T. Ratcliffe, Jr.

http://www.ratcliffelaw.com/resources.html

Code of Federal Regulations. California Secretary of State, Business Entities. California Franchise Tax Board. California Board of Equalization. The California Employer Advisory Council. Thomas (Library of Congress). Hoovers Directory of Companie. 3150 Crow Canyon Place, Suite 250. San Ramon, CA 94583  925-806-9008. Basic Estate Planning Definitions. Advanced Estate Planning Definitions. Three Spheres of Business Succession. University of the Pacific, Eberhardt School of Business - Family Business Library.

5

Business Succession Blog

http://www.ratcliffelaw.com/estate_planning_process.html

3150 Crow Canyon Place, Suite 250. San Ramon, CA 94583  925-806-9008. FAMILY CONSIDERATIONS; EQUALIZATION. By ALLEN RATCLIFFE on 05/28/11. FAMILY CONSIDERATIONS; EQUALIZATION. Do you have an equalization plan for children who do not participate in the business? When children are involved in the business, family involvement can interfere with business ownership decisions. If the business owner is fortunate. There will not be a conflict between or among the spheres. Years ago, Joe consulted me regarding th...

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LINKS TO THIS WEBSITE

business-successioncal.com business-successioncal.com

Law Firm of Allen T. Ratcliffe, Jr.

http://www.business-successioncal.com/questionnaire.html

Assumed or other names:. Date of Death if Deceased:. Assumed or other names:. Date of Death if Deceased:. Are you a U.S. Citizen. If no, country of citizenship:. Name (address and telephone numbers if not living with you) and birth dates of your children. Child’s Full Name:. MALE   FEMALE   Date of Birth:. Child’s Full Name:. MALE   FEMALE. MALE   FEMALE. Child’s Full Name:. Any living issue of this child? Child’s Full Name:. Any living issue of this child? 160; If so, please provide me with a copy.

business-successioncal.com business-successioncal.com

Law Firm of Allen T. Ratcliffe, Jr.

http://www.business-successioncal.com/advanced_estate_planning_definitions.html

The estate tax is a separate expense from income taxes and probate expenses, which also reduce the value of the estate passing to loved ones.  A married couple can reduce or eliminate estate taxes through use of a Revocable Trust.  The Revocable Trust, allows a married couple to take full advantage of the lifetime exemptions for both husband and wife. . STEP UP (OR DOWN) IN BASIS. This method of accounting, however, is not true if the stock was a gift made during David’s life, the recipient’s...By struct...

business-successioncal.com business-successioncal.com

Law Firm of Allen T. Ratcliffe, Jr.

http://www.business-successioncal.com/estate_planning.html

Three Spheres:  Participants. Three Spheres:  Legal - Contingent. Three Spheres:  Legal - Long Term. Three Spheres:  Management. Three Spheres:  Psychological. 3150 Crow Canyon Place, Suite 250. San Ramon, CA 94583  925-806-9008. South Fork of the Yuba River.

business-successioncal.com business-successioncal.com

Law Firm of Allen T. Ratcliffe, Jr.

http://www.business-successioncal.com/about.html

ALLEN T. RATCLIFFE, JR. is an estate planning and business attorney, with offices in San Ramon, California. Allen is a graduate of the University of Cincinnati (Ohio), 1969, with a Bachelor's Degree in International Affairs.  He holds a Doctor of Jurisprudence degree from the University of Denver (Colorado), 1972, studied post-graduate courses in estate planning and taxation, receiving an LL.M in Taxation from the University of Miami (Florida) in 1978. . In addition to the 28, plus, years of practicing l...

business-successioncal.com business-successioncal.com

Law Firm of Allen T. Ratcliffe, Jr.

http://www.business-successioncal.com/mediation.html

3150 Crow Canyon Place, Suite 250. San Ramon, CA 94583  925-806-9008.

business-successioncal.com business-successioncal.com

Law Firm of Allen T. Ratcliffe, Jr.

http://www.business-successioncal.com/resources.html

Code of Federal Regulations. California Secretary of State, Business Entities. California Franchise Tax Board. California Board of Equalization. The California Employer Advisory Council. Thomas (Library of Congress). Hoovers Directory of Companies. 3150 Crow Canyon Place, Suite 250. San Ramon, CA 94583  925-806-9008. University of the Pacific, Eberhardt School of Business - Family Business Library.

business-successioncal.com business-successioncal.com

Law Firm of Allen T. Ratcliffe, Jr.

http://www.business-successioncal.com/business_succession.html

Please see the side bar for links to charts illustrating examples of business succession services performed by various disciplines.   The charts break down your world into three spheres:  family, business ownership and business management, then overlays the services typically performed by each of the consultants within each sphere. . Frequently, the issues are entangled and objectives muddled.  We are uniquely qualified to facilitate the process of uncovering your specific objectives. Respond to the legal.

business-successioncal.com business-successioncal.com

Law Firm of Allen T. Ratcliffe, Jr.

http://www.business-successioncal.com/index.html

As baby boomers enter retirement, a substantial number of privately-owned businesses, farms, and ranches will experience a transition in ownership and management.  This web site is structured to assist a business owner in navigating the dynamic business succession process. . Business Succession Planning:  You are unique. 3150 Crow Canyon Place, Suite 250. San Ramon, CA 94583  925-806-9008. Business Succession Planning:  When and where do you start? Contingency planning is necessary when the business is f...

business-successioncal.com business-successioncal.com

Law Firm of Allen T. Ratcliffe, Jr.

http://www.business-successioncal.com/approach.html

We utilize a practical decision making procedure modeled after techniques utilized by successful business owners when making difficult, strategic decisions, and designed to keep you in control of the process, the solutions, and the timing of implementation. Six Step Decision Making Process:. Determine your core planning team.  Who is essential to a successful decision? 160; Your spouse? 160; Your son who is being groomed to succeed you in the business? 160; The CPA, attorney, financial advisor? Implement...

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Law Firm of Allen T. Ratcliffe, Jr.

San Ramon estate and business planning firm of Allen T. Ratcliffe, Jr. focuses on providing estate, business and tax planning services to individuals and small to medium sized businesses. 160; The estate planning process involves providing for management of assets during your life, selecting guardians for minor children and directing the disposition of assets upon death, and includes preparation of:  . 160;  *. 160;  * . 160;  *. Durable powers of attorney. 160;  *. 160;  *. 160;  * Special purpose.

ratcliffelaw.info ratcliffelaw.info

ABOUT US

ESTATE, BUSINESS AND TAX PLANNING. Our law firm focuses on providing estate, business and tax planning services to individuals and small to medium sized businesses. 160; The estate planning process involves providing for management of assets during your life, selecting guardians for minor children and directing the disposition of assets upon death, and includes preparation of:  . 160;   * . 160;   * . 160;   * . Durable powers of attorney. 160;   *. 160;   *. 160;   * Special purpose. 160;   *. 160; Whil...

ratcliffelearning.com ratcliffelearning.com

Tony Ratcliffe

1 780 756 4354 (office). Time for a change! It is time to change this website. Let’s see where it goes. Thanks for visiting the site! Two favourite photos this month. March 1, 2015. Same lens for a month. February 17, 2015. Travel to southeast Asia and Hong Kong. November 17, 2014. Sometimes face-to-face beats online: A live cooking class. September 20, 2014. Researching how security management professionals use online communities. December 13, 2013. MSc in Learning Innovation. November 25, 2013.

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Attorney Service Mobile, AL ( Alabama ) - David L. Ratcliffe

Mobile, AL Attorney Service. David L. Ratcliffe. If you're in need of debt relief, family law or other legal services, contact the law office of David L. Ratcliffe in Mobile, AL. I've been in practice and serving Mobile and the surrounding area for over 30 years. I'm willing to go the extra mile for you in those times when winning really counts, so turn to me as your legal representative. David L. Ratcliffe's Services Cover:. Estates, divorce and custody settlements. Contact David L. Ratcliffe.

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Ratcliffe condos charlotte nc, the ratcliffe condos for sale, Charlotte penthouse, Ratcliffe penthouse, luxury condos charlotte, condos for sale 28202, The skye condos, skye condos for sale charlotte nc 28202. Where is the Ratcliffe? Down-sizers" looking for larger square footage, prime location and accessibility everything Uptown. The direct connection to shops in the Overstreet mall, enabling you to walk 6 blocks without ever hitting the street. The Green" park just outside your door. The neon . On th...

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