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6 Jan 2014, 6:19 am
For example, arming a beneficiary with a testamentary power of appointment allows that beneficiary to custom tailor what the next generation receives (if anything), based on the facts as they exist years (or decades) after the trust agreement was first executed. [read post]
29 Apr 2024, 7:00 am
Kohler lacked capacity when she executed her advanced directives (Matter of Goldfein v Kohler, 221 AD3d 500 [1st Dept 2023]). [read post]
27 Jan 2017, 11:15 am
Nevertheless, courts tend to determine appropriate relief on a case-by-case basis because of the various factors to consider (i.e., the good faith or lack thereof of trustees). [read post]
8 Jul 2024, 7:42 am
The panelists were Katie Carey, Head of Growth at Artwork Archives; Mary Engel, Founder and Director at APAG and the Director of Orkin/Engel Film and Photo Archive; and Carol Parkinson, Executive Director at Harvestworks. [read post]
1 May 2012, 12:58 pm
The corporation's failure to give 60-days notice before issuing the dividend did not make it impossible for plaintiffs to comply with the trustee demand exception.Akanthos Capital Management, LLC v. [read post]
12 May 2011, 8:00 am
Call the offices of top bank executives. [read post]
5 Jan 2021, 6:35 am
; Mechanics of a Will; "Living Will"; Powers of Attorney; Selecting an executor, trustee, and guardian; Proper Will execution; Inheritance Taxes, Estate Taxes $14,000 annual gift tax exclusion, Bequests to charity, Why you need a "Self-Proving" Will and Estate Administration/ Probate.Sample materials: Hand-outs on Wills, Living Wills/Medical Advance Directive, Power of Attorney, Probate and Administration of an Estate, Real Estate, Working with your Attorney,… [read post]
4 Mar 2019, 10:29 am
; Mechanics of a Will; "Living Will"; Powers of Attorney; Selecting an executor, trustee, and guardian; Proper Will execution; Inheritance Taxes, Estate Taxes $14,000 annual gift tax exclusion, Bequests to charity, Why you need a "Self-Proving" Will and Estate Administration/ Probate. [read post]
9 Aug 2013, 2:41 pm
Finally, the motion makes the point that these were not haphazard or inadvertent violations, but the product of an animadversion to the court’s injunction which extended from the very top of the Church down to those executing its policies in the State of South Carolina. [read post]
28 Jan 2022, 7:34 am
; Mechanics of a Will; "Living Will"; Powers of Attorney; Selecting an executor, trustee, and guardian; Proper Will execution; Inheritance Taxes, Estate Taxes $14,000 annual gift tax exclusion, Bequests to charity, Why you need a "Self-Proving" Will and Estate Administration/ Probate. [read post]
30 Jan 2017, 1:22 pm
Plaintiffs, trustees of a stockholder of the Company, made a demand to the board of directors to investigate the Modified Awards and institute claims on behalf of the Company against "responsible persons. [read post]
26 Oct 2015, 4:16 pm
; Mechanics of a Will; Selecting an executor, trustee, and guardian; Proper Will execution; Inheritance Taxes, Estate Taxes "Living Will"; Powers of Attorney; $14,000 annual gift tax exclusion, Bequests to charity, Why you need a "Self-Proving" Will and Estate Administration/ Probate. [read post]
23 Jul 2021, 9:54 am
; Mechanics of a Will; "Living Will"; Powers of Attorney; Selecting an executor, trustee, and guardian; Proper Will execution; Inheritance Taxes, Estate Taxes $14,000 annual gift tax exclusion, Bequests to charity, Why you need a "Self-Proving" Will and Estate Administration/ Probate. [read post]
28 Jan 2018, 1:29 pm
; Mechanics of a Will; "Living Will"; Powers of Attorney; Selecting an executor, trustee, and guardian; Proper Will execution; Inheritance Taxes, Estate Taxes $14,000 annual gift tax exclusion, Bequests to charity, Why you need a "Self-Proving" Will and Estate Administration/ Probate. [read post]
7 Aug 2013, 5:39 pm
These strategies also require some legal sophistication and must be executed carefully. [read post]
7 Apr 2015, 7:13 pm
; Mechanics of a Will; Selecting an executor, trustee, and guardian; Proper Will execution; Inheritance Taxes, Estate Taxes "Living Will"; Powers of Attorney; $13,000 annual gift tax exclusion, Bequests to charity, Why you need a "Self-Proving" Will and Estate Administration/ Probate. [read post]
29 Apr 2021, 2:02 pm
; Mechanics of a Will; "Living Will"; Powers of Attorney; Selecting an executor, trustee, and guardian; Proper Will execution; Inheritance Taxes, Estate Taxes $14,000 annual gift tax exclusion, Bequests to charity, Why you need a "Self-Proving" Will and Estate Administration/ Probate. [read post]
30 Sep 2017, 8:31 am
; Mechanics of a Will; "Living Will"; Powers of Attorney; Selecting an executor, trustee, and guardian; Proper Will execution; Inheritance Taxes, Estate Taxes 14,000 annual gift tax exclusion, Bequests to charity, Why you need a "Self-Proving" Will and Estate Administration/ Probate. [read post]
4 Jan 2016, 12:47 pm
; Mechanics of a Will; Selecting an executor, trustee, and guardian; Proper Will execution; Inheritance Taxes, Estate Taxes Living Will; Powers of Attorney; $13,000 annual gift tax exclusion, Bequests to charity, Why you need a Self-Proving Will and Estate Administration/ Probate. [read post]
17 Mar 2020, 8:28 am
; Mechanics of a Will; "Living Will"; Powers of Attorney; Selecting an executor, trustee, and guardian; Proper Will execution; Inheritance Taxes, Estate Taxes $14,000 annual gift tax exclusion, Bequests to charity, Why you need a "Self-Proving" Will and Estate Administration/ Probate. [read post]
