Archived
Could not find a limited scope attorney experienced in securities, investments and contract law. Is there a resource?
Robert's answer
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Answered on April 20, 2013
You might want to invest in hiring a private investigator to ascertain what assets are out there to satisfy a judgment. It is money well-spent.
Archived
Do I have a case against my financial advisor who never took out required minimum distribution from an inherited IRA for 10 yrs?
Robert's answer
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Answered on April 17, 2013
You will need to check the statements from American Funds to fully ascertain who the rep of record is and the broker/dealer with whom he/she is...
Archived
Can an AXA financial advisor be a recipient of a clients estate as well as the executor of that estate in Georgia?
Robert's answer
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Answered on April 14, 2013
I am surprised that AXA let the financial advisor do this. If anything, you should confirm with AXA in writing that the financial advisor has...
Archived
Brokerage firm has sued for a returned ACH
Robert's answer
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Answered on April 14, 2013
You should have a securities attorney look at this for you. There should have been some extensions given what was known to be a banking...
Archived
I want to invest in a small business in another country
but can i get partnership rights if we're in different counties?
Robert's answer
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Answered on April 14, 2013
You will need not only a corporate attorney to assist, but also a tax lawyer who can ascertain what treaties with certain countries would be most...
Archived
My name is RH. I am victim of fraud. I am seeking a refund of $36,621.65.
Robert's answer
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Answered on April 14, 2013
If you were "investing" in something through requests to take out loans, you need to contact the Ohio Securities Commission and your local district...
Archived
Are there legal issues in purchasing cars for export.
Robert's answer
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Answered on April 14, 2013
There are numerous issues. I would surmise that you have cargo insurance for the transport of the vehicles, but if not you need to get that. You...
Archived
Will I need an Attorney for accusations of Academic Dishonesty?
Robert's answer
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Answered on April 14, 2013
You need an attorney. The filing of these charges after your graduation raises a red flag in my view as to their veracity. My colleague Ian...
Archived
Do I need a lawyer to appeal with me to the Court of Common Pleas concerning business taxes?
Robert's answer
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Answered on April 14, 2013
You need an attorney to address this matter and proceeding pro se is not a wise decision. My colleagues in my firm's offices Philadelphia handle...
Archived
Can a family member contest the beneficiary of brokerage accounts?
Robert's answer
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Answered on April 14, 2013
Yes, you will need an attorney. There are many good ones here on AVVO, and some of my colleagues in my firm's Philadelphia office handle such...
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