Tag Archives: Beneficiary

EB-3 I-140 Approval for Chinese Associate Accountant Beneficiary and Accounting Company Petitioner in Akron Ohio

CASE: EB-3 I-140    EMPLOYER:  Accounting Company in Akron, OHBENEFICIARY: Chinese Associate Accountant   Our client is from China. His current employer was willing to do an immigration petition for him, third-preference. Our client has a Bachelor’s degree in Accounting. After talking … Continue reading

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A trust beneficiary is not a “named legatee”

The testator’s will disposed of part of the residue in trust for a daughter and her descendants, and gave the rest of his estate outright to his spouse and other named children.The will included a no-contest clause applicable to any… … Continue reading

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I140 Priority Date Retention (EB3) Approval for Filipina Elementary School Teacher Beneficiary and Public School Petitioner in New Mexico

CASE: I-140 / Old Priority Date Retention EMPLOYER: Public School BENEFICIARY: Filipina Elementary School Teacher LOCATION: New Mexico Our client had an employer willing to petition her for a third-preference petition (I-140).  Our client has a Bachelor’s degree in English, … Continue reading

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Naming a Trust as Beneficiary of an IRA

Whom should you name as the beneficiary of your IRA or Qualified Plan? Sometimes, it can be best to name a trust for your intended beneficiary. Read on to see the protections a trust can offer that a direct designation … Continue reading

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EB-3 I-140 Approval for Chinese Architectural Designer Beneficiary and Architecture Company Petitioner in Cleveland Ohio

CASE: EB-3 I-140    EMPLOYER:  Architecture Company in Cleveland, OHBENEFICIARY: Chinese Architectural Designer   Our client is from China. His current employer was willing to do an immigration petition for him, third-preference. Our client has a Bachelor’s degree in Architecture. After talking … Continue reading

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