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20 Nov 2011, 9:37 am by Liza Weiman Hanks
  A note of caution: if too much property is held outside of the trust, you will need a probate proceeding before you can transfer ownership to the trust (the trigger amount varies from state to state). [read post]
26 Dec 2016, 8:08 am by Kenneth Vercammen, Esq.
  If the wife dies first, the husband has total control of his Trust. [read post]
1 Aug 2018, 3:16 pm by Ettinger Law Firm
DAPT: The Comparative Advantages of Trust Asset Protections appeared first on New York Estate Planning Lawyer Blog. [read post]
5 Nov 2009, 5:02 am by Rick Kabra
Know Your State’s Trust Account Requirements Each state has its own set of rules and regulations for client trust account management. [read post]
14 Oct 2011, 2:58 pm by Jennings, Strouss & Salmon
The last FDIC-insured institution closed in the state was First Choice Bank,Geneva, on August 19, 2011. [read post]
5 Jun 2015, 2:31 pm by Shahram Miri
First, the person may simply forgot to title the asset in the trust's name. [read post]
24 May 2018, 4:40 pm by Dean Brekke
The post 2018 Probate and Trust Legislation Update appeared first on Berk Law Group, P.C.. [read post]
8 Aug 2019, 9:36 am by Robert L. Abell
First, “the government offered no evidence that the banks here in fact had ‘some duty’ or power or authority to ‘guide or manage’ the mortgage companies’ funds. [read post]
15 Feb 2013, 2:56 pm by Shahram Miri
According to state bar, the trust bank account when Ms. [read post]
This being stated, if there are considerable assets in the trust, you may want to consider the utilization of a corporate trustee. [read post]
The post Avoiding Probate without a Trust appeared first on Martin Heller Potempa & Sheppard, PLLC. [read post]
7 Oct 2021, 7:15 pm by Liza Hanks
The post Trust Issues: South Dakota Tax Haven reveals the ugly side of planning appeared first on Life/Death/Law Blog. [read post]
26 Jan 2016, 9:10 am by Suzette Pringle
 The first was with State Street Bank and Trust Company (“State Street” or “the Bank”) – a custodian bank that provides asset servicing to institutional clients, and  the second with Vincent DeBaggis, a former State Street executive. [read post]
9 Mar 2023, 7:56 am by lawjtlg
Step 1: Identify the Assets to be Transferred to the Trust The first step in funding a Living Trust is to identify all of the assets that will be transferred to the trust. [read post]
12 Nov 2022, 6:34 am by karp
For example, a bank account owned by Mary Doe would become a bank account owned by the Mary Doe Revocable Trust. [read post]