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26 Jul 2016, 3:24 pm
Consult your estate planning attorney for further information. [read post]
18 Aug 2016, 5:00 am
If you have never served as a Trustee before, it is definitely in your best interest to retain the services of an experienced estate planning attorney as well as a financial adviser to assist you in the performance of your duties and responsibilities. [read post]
28 May 2011, 4:24 am
This situation often occurs in our area, as living trusts and the designation of a family member trustee are common components of a New York estate plan. [read post]
15 Jun 2016, 3:15 pm
The post What to Do If You Need to Stop a Trustee appeared first on Probate, Bankruptcy, Estate Planning, Personal Injury Attorneys. [read post]
15 Jun 2016, 3:15 pm
The post What to Do If You Need to Stop a Trustee appeared first on Probate, Bankruptcy, Estate Planning, Personal Injury Attorneys. [read post]
18 Sep 2014, 9:51 am
You will certainly benefit from understanding your options and obtaining good, sound advice from an estate planning attorney. [read post]
23 Jun 2022, 3:58 pm
There are several advantages to this approach: It can prevent family infighting over who should serve as trustee; a corporate trustee will likely have plenty of expertise in this area; and a corporate trustee may offer investment management, tax planning, and other services as part of their fee. [read post]
31 Jul 2020, 11:06 am
Many people come to realize that a trust should be a big part of their estate plan. [read post]
20 Jun 2011, 11:47 am
"A bankruptcy trustee is searching for 80 pieces of artwork once owned by a Dickson retirement plan manager who was sent to jail for embezzlement in the hopes of recovering money for his creditors. [read post]
27 Mar 2022, 12:27 pm
Your successor trustee plays an important role in the effective implementation of your estate plan. [read post]
20 Jul 2023, 9:00 am
The post How to Succeed as Successor Trustee appeared first on Connecticut Estate Planning Attorneys Blog. [read post]
28 Aug 2014, 4:00 am
Candidate, Texas Tech University School of Law, May 2014) recently published a comment entitled, Action in the Chasm: Defining Duties of the Trustee’s Delegates, Estate Planning and Community Property Law Journal, Vol. 6 Bk. 2, Summer... [read post]
4 Feb 2010, 5:38 pm
And, if a trustee asks these debtors (as they often do) if they expect any tax refunds the debtors would have to lie in order to hide their planned amended tax returns. [read post]
3 Feb 2021, 9:23 am
Special Needs Planning: Choose a Trustee with a Network The post 10 Things You Must Ask When Choosing a Trustee for a Special Needs Trust appeared first on Connecticut Estate Planning Attorneys Blog. [read post]
6 Sep 2010, 12:47 pm
When a Chapter 13 case is dismissed the Chapter 13 trustee may be holding money from the debtor’s previous plan payment which money the Chapter 13 trustee has not yet distributed to the creditors. [read post]
16 Jun 2009, 5:24 am
Many plans subject to ERISA have an independent, third party trustee. [read post]
9 Apr 2014, 5:56 am
Trustees and executors face a laundry list of administrative tasks to address... [read post]
9 Oct 2007, 7:20 am
My fear is that at 7-10% commission, routing mortgage payments through the plan is just another barrier to a successful Chapter 13 plan. [read post]
17 Jan 2012, 8:27 am
In Chapter 13, where there are a lot of technicalities that have to be addressed, and trustees see a constant stream of debtors with no clue about how to get a Chapter 13 plan approved. [read post]
16 Mar 2011, 4:02 pm
Everybody gets it that a Chapter 13 Bankruptcy Trustee in Arizona works for the life of the case; he supports or objects to the confirmation of the Chapter 13 Plan, he reviews the terms of the plan to determine whether it meets the requirements of the Code, and monitors the payments during the (usually) five years of the Plan. [read post]
