Search for: "Matter of Interest on Trust Accounts"
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20 May 2011, 9:43 am
Law Lessons from IN THE MATTER OF THE ESTATE OF ALBERT SAUER, Deceased, Honorable Peter E. [read post]
4 Apr 2012, 12:21 pm
Trust and Estate law firms in New York should be consulted by persons and organizations who have an interest in an estate to obtain advice as to whether appropriate estate litigation should be commenced to protect their rights. [read post]
22 Apr 2013, 10:36 am
Which is why I keep up with their rules and was interested to learn that effective June 1, 2012 they'd been amended and re-published. [read post]
28 Jun 2010, 2:30 am
They truly want to believe you have their best interests at heart and will follow your advice accordingly if you’ve earned their trust. [read post]
15 Mar 2023, 1:52 pm
The lawyer you choose should also have the ability to hire qualified subject-matter experts to strengthen your case, such as medical experts and forensic accountants. [read post]
2 Dec 2009, 2:56 pm
Fortunately, the statute provides a sample clause in F.S. 736.1008(3)(c): A limitation notice may but is not required to be in the following form: "An action for breach of trust based on matters disclosed in a trust accounting or other written report of the trustee may be subject to a 6-month statute of limitations from the receipt of the trust accounting or other written report. [read post]
4 Jan 2014, 12:21 pm
A Westchester County Probate Lawyer said as a matter of convenience and in the interest of avoiding additional expense, it has become customary for the Surrogates to accept the values fixed in the estate tax proceeding as the valuations for fixing receiving commissions on assets that fall immediately to the fiduciaries. [read post]
2 Jun 2009, 5:25 am
In Northern Trust v. [read post]
15 Dec 2014, 7:14 am
This section authorizes the wife, after the husband’s death, to appoint a trust protector “to protect … the interests of the beneficiaries as the Trust Protector deems, in its sole and absolute discretion, to be in accordance with my intentions…. [read post]
Did You Know that Notice Regarding Surrogate’s Court Proceedings Must be Given to All Proper Parties
26 Feb 2020, 1:43 pm
In each of these matters, the estate laws which are contained in the Surrogate’s Court Procedure Act (SCPA) and the Estates, Powers and Trusts Law (EPTL) require that notice of the proceeding and Court dates must be provided to interested parties. [read post]
24 Jul 2014, 4:29 pm
The Standard provides for annual automatic exchange between governments of financial account information, including balances, interest, dividends, and sales proceeds from financial assets, reported to governments by financial institutions and covering accounts held by individuals and entities, including trusts and foundations. [read post]
16 Jul 2024, 6:50 am
However, he emphasized, “The integrity of the claims process in this matter remains essential. [read post]
16 Mar 2015, 8:39 pm
QUAD CITY BANK & TRUST v. [read post]
14 Dec 2020, 2:22 pm
Surrogate’s Court matters typically involve statutes that are part of the Surrogate’s Court Procedure Act (SCPA) and the Estates, Powers and Trusts Law (EPTL). [read post]
9 Mar 2009, 11:00 am
On the last day of 2007, President Bush signed the Sudan Accountability and Divestment Act (SADA), 50 U.S.C. [read post]
11 Oct 2022, 5:58 am
” The laws might also hint at the priorities of legislators, by protecting business interests over public health. [read post]
9 Mar 2019, 5:45 am
The same is true here, the argument goes: it doesn't matter if you sell the Rothko "stock" as long as you replace it with other artist stocks.It's an interesting move, and probably the only way to salvage anything of the "public trust" argument, but ultimately I think it's not persuasive. [read post]
18 Feb 2021, 8:14 am
” “The issue is a matter of contract. [read post]
13 Apr 2014, 6:47 pm
This is an accounting with respect to the sub-trust for the benefit of the child. [read post]
28 Sep 2011, 2:42 am
Might we trust our attorneys? [read post]