Search for: "Estate of Prior"
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15 Dec 2023, 6:29 am
Prior to joining the firm, Mr. [read post]
14 Dec 2023, 6:00 am
In that case the assets will be distributed in accordance with what a prior will or the law of intestacy. [read post]
14 Dec 2023, 1:21 am
Rule 3241 states that a registered person must decline being named a beneficiary of a customer’s estate or receiving a bequest from a customer’s estate unless: The registered person provides written notice and receives written approval from the member firm prior to being named a beneficiary; or The registered person doesn’t receive any financial compensation other than the fees and charges that are reasonable and customary. [read post]
13 Dec 2023, 3:42 pm
On Wednesday, House Republicans voted to open an impeachment inquiry into President Joe Biden. [read post]
13 Dec 2023, 2:42 pm
There are no specific restrictions on gifts, travel or real estate deals. [read post]
13 Dec 2023, 8:17 am
United States – Whether federal bribery laws make it a crime to accept “gratuities” – that is, payment for something a government official has already done, without any prior agreement to take those actions in exchange for payment Connelly v. [read post]
13 Dec 2023, 7:47 am
.,2023) the Automatic Orders that were served action provided: (1) Neither part [sic] shall sell, transfer, encumber, conceal, assign, remove or in any way dispose of, without the consent of the other party in writing, or by order of the court, any property (including, but not limited to, real estate, personal property, cash accounts, stocks, mutual funds, bank accounts, cars and boats) individually or jointly held by the parties, except in the usual course of business, for customary and… [read post]
12 Dec 2023, 7:54 am
In response to this type of inclusion, the potential seller should push for language that this type of disclosure requires the prior written consent of the potential seller. [read post]
12 Dec 2023, 6:42 am
If you do not stand to inherit under intestacy statutes or a prior will, contesting the probated will generally does not benefit you financially. [read post]
11 Dec 2023, 10:00 pm
Also review new private market data for real estate and labor & employment practitioners. [read post]
11 Dec 2023, 8:34 am
Gift Property Prior to Death Who doesn’t enjoy receiving presents? [read post]
11 Dec 2023, 6:08 am
This, of course, means that the home will need to be appraised prior to the sale. [read post]
8 Dec 2023, 11:11 am
The rule addresses potential conflicts of interest that may arise when a broker or financial advisor is named as a Trustee, beneficiary or executor of a client’s estate. [read post]
8 Dec 2023, 3:36 am
What if you are taking medications immediately prior to your death that could impede your understanding? [read post]
7 Dec 2023, 7:37 am
Factual and Procedural Background It is reported that the executor of the decedent’s estate sought the appointment of a guardian for the decedent in January 2021; the defendant was appointed as the guardian. [read post]
6 Dec 2023, 8:30 pm
If the IRA owner passed away in 2023 prior to taking this year’s RMD, the beneficiary, whether an individual or an estate must distribute the RMD by the end of 2023. [read post]
6 Dec 2023, 3:33 am
Blended Families If you have remarried and have children from a previous relationship, you must create a will or trust that ensures that your money and property are distributed in a way that considers both your new spouse and children from the prior relationship. [read post]
5 Dec 2023, 8:50 am
So, a revenue officer usually steps in if there’s a lot of money at stake and/or the IRS has been unsuccessful in prior methods of tax collection and is now ramping up its efforts. [read post]
5 Dec 2023, 3:30 am
Fortunately, the memos are rolling in — like these from Davis Polk, Debevoise, Gibson Dunn and Paul Hastings — with summaries of new requirements & Staff guidance and suggestions of prior year disclosures that are ripe for review. [read post]
4 Dec 2023, 1:15 pm
The will also gave Roberta a power of sale “for the purpose of acquiring money for her health, support, and maintenance” and neither court order nor remainderman consent was necessary prior to the sale. [read post]
