Search for: "Investment of Trust Funds"
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28 Dec 2023, 8:30 pm
By using your assets to fund a living trust, you can bypass the probate process. [read post]
28 Dec 2023, 12:59 am
The assets you don’t have to report on the FBAR or Form 8938 include: Types of Foreign AssetsForm 8938FBARFinancial accounts in US branches of foreign financial institutionsNoNoDomestic mutual fund investing in foreign stocks & securitiesNoNoForeign real estate held directlyNoNoForeign real estate held through a foreign entityNo, but the foreign entity itself is a specified foreign financial asset & its maximum value includes the value of the real estateNoForeign… [read post]
27 Dec 2023, 6:09 pm
The programs included the following investments, Strategic Storage Trust Inc.; Griffin-American Healthcare REIT III Inc.; FS KKR Capital Corporation III; American Realty Capital Trust V Inc.; American Realty Capital Healthcare II Inc.; Walton US Land Fund 3 LP; NorthStar Healthcare Income; CION Investment Corp; and Griffin Capital Essential Asset REIT II. [read post]
27 Dec 2023, 2:17 pm
Belief here is not merely the exercise of a rational faith, but the eruption of passions and lusts which, in their own way, assert the sort of control that in its 21st century manifestation is increasingly played by our rich investment in pharmacopeia of the body and of the mind--that cornucopia now provides the ambrosia in the service of which and in the expectation of uninterrupted access to that sustaining elixir, some sectors of the human collective have sworn fealty. [read post]
24 Dec 2023, 2:10 pm
On trust in corporate governance, see, e.g. [read post]
18 Dec 2023, 10:00 pm
Reg. 77922 (Nov. 14, 2023) (Taxes on Taxable Distributions from Donor Advised Funds under Section 4966). [read post]
18 Dec 2023, 2:48 pm
SEC Issues Risk Alert Clarifying Exam Selection Process for Registered Investment Advisers. [read post]
18 Dec 2023, 8:20 am
Long was appointed by the Washington, DC Court of Appeals as a Trustee for the Client Security Trust Fund, overseeing the safe investment of clients’ funds held in trusts in the District of Columbia. [read post]
15 Dec 2023, 9:53 am
For gifts and inheritances, wills, trust documents, or gift records are helpful, as is a clear intent for the property to remain separate. [read post]
13 Dec 2023, 11:00 pm
Lightstone Value Plus REIT II, a non-traded real estate investment trust (REIT), invests and manages a portfolio of commercial real estate. [read post]
13 Dec 2023, 3:06 pm
Department of Justice alleged that he had sought to deceive and defraud customers and lenders of FTX and his crypto hedge fund, known as Alameda Research. [read post]
13 Dec 2023, 12:53 pm
The IP Suite, a robust set of software solutions and analytics that offer competitive data analytics, streamline innovation workflows from ideation to application, and maximize costs, delivers all of the secure, trusted, and comprehensive innovation, ideation, and analytics power to meet your needs. [read post]
13 Dec 2023, 10:16 am
In the offering materials by which PE funds raise investment to establish a med-tech roll-up platform company, it will be interesting to see what caveats are included for investor evaluation. [read post]
13 Dec 2023, 2:16 am
Well-Groomed Trust Fund Beneficiary. [read post]
11 Dec 2023, 1:18 pm
Entities subject to significant U.S. government regulation, specifically securities reporting issuers; governmental authorities; banks, credit unions, bank holding companies, and money service businesses; securities brokers/dealers, securities exchanges/clearing agencies, other entities registered under the Securities Exchange Act of 1934, investment companies and investment advisors, venture capital fund advisers, and insurance companies as defined under the… [read post]
11 Dec 2023, 8:34 am
Designating an individual or individuals on retirement accounts like IRAs or workplace 401ks, investment accounts, and even some checking/savings accounts passes funds directly, avoiding probate. [read post]
6 Dec 2023, 2:35 am
If a firm fails to meet this requirement, it shall make contributions to the disabled employment security fund (which is used to support the employment and livelihood of disabled persons). [read post]
5 Dec 2023, 11:10 am
Funds are deposited into the estate bank account, and transactions are recorded. [read post]
4 Dec 2023, 7:20 am
Background Sandpiper Group (Sandpiper) and Artis Real Estate Investment Trust (Artis) are both significant unitholders of First Capital. [read post]
4 Dec 2023, 6:31 am
Outside funding: No outside funding. [read post]
