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9 Aug 2020, 6:00 am by Charles (Chuck) Rubin
That primary annuitant is the individual beneficiary (not the grantor), so distributions after the death of that beneficiary are not subject to the 10% addition to tax.Code § 72(u)(1) nondeferral to trust owners. [read post]
11 Jan 2012, 7:53 am by John Palley
A California revocable living trust package should include: 1) A California revocable living trust; 2) A “pour over” will; 3) A durable power of attorney for financial affairs; 4) An Advanced Health Care Directive or Health Care Power of Attorney or Living Will; 5) A General Transfer; 6) A Certified Extract or Abstract of Trust; 7) A Grant or Quitclaim deed for real estate; Letters to financial institutions to get accounts transferred into the… [read post]
21 May 2011, 6:42 am by Lawrence B. Ebert
But if it does pass the vote, that would be interesting because plagiarism is now considered a betrayal of public trust," he said. [read post]
12 Nov 2009, 5:51 am
Trust Provision Satisfactory Needs Attention N/A 1 Trust Name Does the trust document identify the formal and abbreviated names of the trust at the beginning of the document? [read post]
6 Nov 2015, 9:38 am by Brian E. Barreira
  In Appeal 1402188, decided on November 10, 2014, in approving an irrevocable trust, Hearing Officer Christopher S. [read post]
6 Nov 2015, 9:38 am by Brian E. Barreira
  In Appeal 1402188, decided on November 10, 2014, in approving an irrevocable trust, Hearing Officer Christopher S. [read post]
5 Mar 2008, 8:57 am
There are many unique issues with Class 3 ownership and the typical trust does not deal with these issues. [read post]
16 Aug 2016, 7:51 pm by Kenneth Vercammen Esq. Edison
 A-2915/S-2035 (Lagana, McKeon, Ciattarelli/Bateman, Barnes) - "Uniform Trust Code"ARTICLE 1 (3B:31-1 THROUGH 3B:31-12): This article provides the definitions and general provisions to be used throughout the bill, which would largely comprise a new chapter in Title 3B of the New Jersey Statutes. [read post]
18 Feb 2016, 6:57 pm by Kenneth Vercammen Esq. Edison
 A-2915/S-2035 (Lagana, McKeon, Ciattarelli/Bateman, Barnes) - "Uniform Trust Code"ARTICLE 1 (3B:31-1 THROUGH 3B:31-12): This article provides the definitions and general provisions to be used throughout the bill, which would largely comprise a new chapter in Title 3B of the New Jersey Statutes. [read post]
6 Jul 2012, 11:55 am by David M. Goldman
6) Does you trust support authorized users in other states? [read post]
8 Oct 2012, 9:43 am by Peyton Biddle
Effective October 1, 2012, Virginia has “self-settled spendthrift trusts. [read post]