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31 Mar 2023, 7:53 pm
Upon the trustee’s petition, the Court in the U.S. with jurisdiction over the trust issued an order amending the terms of the trust and requiring that the trustee makes an annual distribution of as much income or property of the trust that represents 4.5% of the total fair market value of the trust as of the last day of the third year preceding the year of the distribution. [read post]
2 Sep 2013, 9:20 am
Over the last week, we have had many people asking as series of questions. [read post]
30 Apr 2023, 6:30 am
Through their day-to-day work, employees have firsthand information about potential blind spots that companies may face regarding trust. [read post]
30 Apr 2023, 6:30 am
Through their day-to-day work, employees have firsthand information about potential blind spots that companies may face regarding trust. [read post]
9 Jan 2023, 4:41 am
Thought For The Day Let’s Make 2023 Our Best Year Ever! [read post]
7 Feb 2011, 8:20 am
Following the jump are the day-by-day arguments, with a summary of the issues involved in each case. [read post]
19 Apr 2011, 5:00 am
The Wills, Trusts & Estates Prof Blog has been selected as one of the LexisNexis Top 25 Estate, Probate and Elder Law Blogs for 2011. [read post]
3 Oct 2011, 4:00 am
Here are the top downloads from August 3, 2011 to October 2, 2011 from the SSRN Journal of Wills, Trusts, & Estates Law for all papers announced in the last 60 days. [read post]
8 Aug 2011, 7:00 am
Here are the top downloads from June 8, 2011 to August 7, 2011 from the SSRN Journal of Wills, Trusts, & Estates Law for all papers announced in the last 60 days. [read post]
10 Oct 2010, 8:00 am
Here are the top downloads from August 10, 2010 to October 9, 2010 from the SSRN Journal of Wills, Trusts, & Estates Law for all papers announced in the last 60 days. [read post]
6 Nov 2006, 11:34 am
The Minister of Finance announced last week changes to the taxation of income trusts that will take effect in 2011 for existing income trusts. [read post]
5 Jun 2023, 8:58 am
Asset Transfers Within a Five-Year Period Can Be Penalized However, the law is intended to prevent people from moving assets one day and applying for Medicaid the next. [read post]
9 Jan 2007, 9:39 pm
Thus, the argument over the last will and testament of the Reverend John Gwyon came to this: did the knickers trust serve a charitable end? [read post]
4 Aug 2015, 6:30 am
They do not want to get locked into decisions that they made on a given day, and this is understandable. [read post]
26 May 2011, 12:34 pm
Often, these accountings are slapped together at the last minute by an overwhelmed trustee. [read post]
22 Sep 2010, 12:19 pm
The insurance policy was performing well – earning more than 7% last year. [read post]
4 Dec 2013, 10:45 am
Is there a tax in Canada (or the US) if the trust is deemed owner from Day 1? [read post]
7 Mar 2024, 8:42 am
Iowa Code § 633A.4701(1) states that a beneficiary’s interest in a trust is contingent on the beneficiary’s survival until the day the beneficiary is “entitled to possession or enjoyment. [read post]
14 Nov 2006, 2:05 pm
With the surprise announcement last week by the Conservative government that distributions by income trusts would no longer be exempt from corporate-level taxation, investors in income trusts have suffered material losses to those investments. [read post]
30 Jan 2013, 3:24 am
Every trust is managed by a trustee. [read post]
