Search for: "Contract Administration Trust Fund" Results 141 - 160 of 1,242
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10 Jun 2014, 12:50 pm by Bill Stalter
  For one fiduciary client, such circumstances prompted the implementation of a common trust fund. [read post]
20 Mar 2019, 10:00 am by Site Admin
I’m happy to announce a couple of things, the first is that our contract with WCTC has been renewed for another six months. [read post]
25 Feb 2020, 3:00 pm by Debra A. McCurdy
Medicare Payment Policies The Administration estimates that its proposed Medicare legislative package would result in $756 billion in Medicare Trust Fund savings over 10 years (net impact after offsets of $450 billion/10 years). [read post]
Ann Sec. 5/3-1.2 and because the trusts were structured such that trust funds could pass to decedent's children rather than being used to pay funeral expenses). [read post]
8 Jan 2016, 11:23 am by Kenneth Vercammen Esq. Edison
Estate/Will/Trust Inheritance ContestsDo you think youre entitled to money or might be entitled to money from an estate or trust? [read post]
8 Mar 2015, 9:02 am by Kenneth Vercammen Esq. Edison
For the purposes of [Article] III, in the case of a devise to an existing trust or trustee, or to a trustee or trust described by will, the trust or trustee is the devisee and the beneficiaries are not devisees. (12) “Distributee” means any person who has received property of a decedent from his [or her] personal representative other than as creditor or purchaser. [read post]
29 Jan 2023, 11:10 am by Bill Stalter
  Are trust expense distributions for administrative services provided by a firm independent of the seller? [read post]
2 Jul 2020, 11:49 am by John Jascob
Gerold emphasized that retail investors will be much more likely to participate in the securities marketplace if they trust it. [read post]
5 Apr 2018, 7:55 pm by Wolfgang Demino
The Indiana court summarized TSI’s failures to lay a proper predicate as follows: Here, the Jefferis affidavit provided no testimony to support the admission of the contract between Holmes and Charter One Bank or the schedule of pooled loans sold and assigned to National Collegiate Funding, LLC, and then to NCSLT, as business records pursuant to Evidence Rule 803(6). [read post]
18 Apr 2016, 8:57 am by Bill Stalter
 With second round exams now being scheduled, we will explore over the next several weeks the recordkeeping proposal in greater detail: Adequate records for a seller to maintain shall include, at a minimum: (1) receipt and disbursement journals containing a record of deposits to and withdrawals from both preneed trusts and preneed joint accounts, specifically identifying the date, source, and description of each item deposited as well as the date, payee, and purpose of each… [read post]
9 May 2011, 2:09 pm by Bill Stalter
Another issue regards the administration fees charged the master trust subsequent to the collapse of the bond fund. [read post]
12 Aug 2022, 6:34 am by Dan Bressler
‘We’ve put together a good government bill that takes steps to eliminate these potential conflicts of interest to rebuild public trust in our contracting process.'” “The new legislation aims to increase transparency in the federal contracting process by requiring Federal contractors to disclose other business relationships with entities that conflict with the specific work that an agency has hired them to do. [read post]
23 Oct 2010, 9:44 am by Lori Paul
 Clients and heirs of California attorneys who die or become disabled can be left with the same sorts of issues faced by families of an individual who does not leave a will or living trust behind: what happens to client files and any funds that may be on deposit in a trust account? [read post]
25 Aug 2008, 5:30 pm
Expanding the use of structured settlement annuities as funding alternatives for Medicare set-aside arrangements (MSA) and special needs trusts (SNT) represents a strategic industry priority for growing the structured settlement market. [read post]
29 Dec 2013, 12:17 pm
IA New York Will Lawyer said certain of the latter have objected to this allocation of the settlement figure and they assert that the payment to the husband under the settlement agreement should have been deducted, in the manner of an administration expense, from the full residuary estate prior to the computation of the amount of the residuary trust. [read post]
21 Feb 2014, 2:44 pm by Bill Stalter
Trust funded preneed programs have many of the same administrative costs of a 401(k) plan. [read post]
7 Nov 2017, 1:30 pm
But CCA/CoreCivic is not betting entirely on federal contracts from its friends in the Trump administration. [read post]
6 Mar 2014, 2:26 pm by Holland & Hart
  Whistleblowers Reported Potential Fraud In Mutual Fund Operations  Two former employees of private companies that contracted to advise and manage mutual funds filed separate administrative complaints alleging retaliation under 18 U.S.C. [read post]