Search for: "Matter of Interest on Trust Accounts" Results 201 - 220 of 5,278
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21 Nov 2022, 11:18 am by Karen Gullo
It was a way to combat fake accounts and misinformation and garner trust in the platform. [read post]
28 May 2023, 4:46 pm by Russell Knight
” To ensure that a trust is created by a Marital Settlement Agreement the language must specify: “(1) intent of the parties to create a trust, which may be shown by a declaration of trust by the settlor or by circumstances which show that the settlor intended to create a trust; (2) a definite subject matter or trust property; (3) ascertainable beneficiaries; (4) a trustee; (5) specifications of a trust purpose and how the… [read post]
9 Aug 2023, 9:00 am by ocgdev
Estate planning requires a thoughtful balance of various factors and interests. [read post]
11 Jul 2010, 9:03 pm
Assets in a living trust can include cash, bank accounts, investment accounts, stock, land, homes, vehicles, collectibles and any other personal property. [read post]
31 Mar 2015, 5:00 am by Kirk Jenkins
Not making that argument in terms of common interest didn’t matter: “We require parties to preserve issues or claims for appeal; we do not require them to limit their arguments here to the same arguments that were made below. [read post]
4 Apr 2016, 4:00 am by Tracy Coenen
The third big mistake made by lawyers in their law practices is having little proficiency or interest in accounting and financial matters. [read post]
4 Aug 2021, 4:00 am by Tracy Coenen
The third big mistake made by lawyers in their law practices is having little proficiency or interest in accounting and financial matters. [read post]
4 Aug 2021, 4:00 am by Tracy Coenen
The third big mistake made by lawyers in their law practices is having little proficiency or interest in accounting and financial matters. [read post]
27 May 2022, 2:06 am
You may not have the chore of trust account management. [read post]
20 Mar 2015, 7:27 pm
Letters testamentary were issued to the widow and Guaranty Trust Company of New York who were the nominated executors, and letters of trusteeship were issued to the trust company now accounting. [read post]
22 Nov 2023, 7:35 am by David W. Miller
According to this section of the Code, any interested parties in an estate have the right to demand an accounting from the executor. [read post]
31 May 2012, 5:30 am by Susan Cartier Liebel
Without that trust, how good you are may not matter, because you may not get a chance to demonstrate your expertise. [read post]
1 May 2009, 12:15 pm by Shannon Cavers
 Eligible cases include uncontested matters handled by volunteer attorneys through pro bono agencies certified by the Interest on Lawyers Trust Accounts (IOLTA) Program and uncontested pro se cases with a poverty affidavit. [read post]
1 May 2009, 1:15 pm
 Eligible cases include uncontested matters handled by volunteer attorneys through pro bono agencies certified by the Interest on Lawyers Trust Accounts (IOLTA) Program and uncontested pro se cases with a poverty affidavit. [read post]
22 Aug 2016, 7:26 am by Juan C. Antúnez
” Finally, the Court finds that Florida, the forum state, has a strong interest in resolving this matter, as [the Settlor] lived, settled the Trust, and passed away in Florida, Florida law governs the Trust, the Accounting occurred in Florida, and the Trust is administered from the forum. [read post]
23 Jul 2017, 4:53 pm by Wolfgang Demino
And interest rates, of course, but those are already in the accounting system and the loan history is generated from the servicer's computer system to which TSI operatives are given access. [read post]
27 Jul 2015, 9:44 am by Juan C. Antúnez
Here’s what he has to say about the protector-beneficiary exception: The comment to section 808 of the UTC suggests that this exemption is primarily applicable to self-directed accounts such as employee benefit plans and individual retirement accounts. [read post]