Search for: "Trustee Management Company"
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5 Sep 2012, 12:25 pm
Generally, that’s going to be a bank or trust company. [read post]
22 May 2009, 3:15 pm
I regularly come across articles discussing how to manage the unique fiduciary risks inherent to ILITs (click here for example), so this new legislation seems like a good idea. [read post]
14 Aug 2015, 2:50 am
Next, you must appoint someone (a person or a company) to be the trustee. [read post]
23 Jun 2011, 10:17 pm
In this case, the trustee of two trusts was a trust company incorporated in Barbados, and the trustee argued that the trusts were exempt from capital gains tax in Canada on the sale of certain assets persuant to a tax treaty between Canada and Barbados. [read post]
7 Nov 2007, 10:01 pm
The estate trustee has to then manage the asset. [read post]
19 Apr 2018, 6:14 am
Since joining the company in 1995, Chris has served in a number of roles, including law firm account manager, regional manager and director of academic account management. [read post]
4 Jun 2012, 10:58 am
The trustee deferred to their directions, and did not have a large role in the management of the trust. [read post]
13 Aug 2014, 2:31 pm
Bankruptcy Law Preference avoidance BOTTOM LINE: Chapter 11 litigation trustee for estate of debtor company was not entitled to avoid and recover premium payments that debtor company transferred to its insurer’s managing general underwriter, which later transferred them to the insurer, because underwriter was a mere conduit for the premium payments, and a party cannot ... [read post]
9 Jan 2014, 5:30 am
If you are going to be choosing an individual to act as trustee you should select someone who is a trustworthy and knowledgeable money manager. [read post]
25 Apr 2008, 5:00 pm
In my opinion if a trust is large enough to warrant professional management, appointing a corporate trustee is usually a good idea. [read post]
27 Jun 2020, 6:50 am
We call on filers to utilise the proposal mechanism to raise material sustainability risks that a company is managing inadequately, and not as a tool for micro-managing company operations or drawing attention to tangential issues. [read post]
11 Apr 2012, 10:33 am
In addition, independent trustees may be in a better position to manage the complex recordkeeping responsibilities that are associated with some trusts. [read post]
27 Jul 2019, 5:24 pm
I then, on behalf of the trust company applied to the court to resume the trust company’s handling of the mother’s finances. [read post]
13 Aug 2007, 4:00 pm
Risk management: The best way to reduce the risk of getting sued as a trustee is to make sure the trust beneficiaries consent to your actions. [read post]
10 Oct 2007, 5:01 am
These disputes can be between employees and employers, companies and their suppliers, Personal representatives and beneficiaries, guardians and wards, Trustees and beneficiaries, or officers, directors, managers and the company they work for. [read post]
9 Mar 2010, 5:22 pm
The Trustees can operate the pool or they can select a management team to oversee the management duties of the pool. [read post]
18 Jan 2020, 6:42 am
A common concern among companies, investors, asset managers and other stakeholders considering voluntary ESG-related disclosures is the lack of a uniform standard that would permit reliable and consistent comparability. [read post]
5 Jun 2013, 9:06 am
The establishment and maintenance of these arrangements with limited review or oversight by the sponsoring company or its management team can be risky. [read post]
6 Jul 2009, 3:20 pm
The company serves as manager of foreign LLCs or as trustee of foreign trusts. [read post]
22 Apr 2008, 5:15 am
"The Fidelity Funds Board of Trustees recognizes and respects that investors, including those investing in this Fund, have other investment opportunities open to them should they wish to avoid investments in certain companies or countries. [read post]
