Search for: "In the Matter of the Trusts"
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6 Nov 2015, 9:38 am
The Office of Medicaid has put many trusts through contortions of logic to be able to claim they were countable, but now the Office of Medicaid is simply taking the position that a MassHealth applicant’s former home in any trust is automatically a countable asset, no matter what the trust says. [read post]
22 Feb 2011, 8:33 pm
Since Attorney Klyman focuses part of her practice in the area of estate and trust litigation, her article describes a total of eleven mistakes people make that can cause their private family and financial matters to end up in court. [read post]
6 May 2016, 4:01 pm
A short summary of the facts: (a) in 2002, the assets of the subject trust are moved into two trusts, (b) on October 11, 2011, accountings for the old trust and the two new trusts are given to a beneficiary who was a beneficiary of the old trust but not the two new trusts, which accountings included a limitations notice that warned that an action for breach of trust for matters disclosed in the accountings may be barred unless… [read post]
1 Sep 2022, 1:35 pm
The post IN THE MATTER OF THE ESTATE OF JAMES BRADLEY CURTIN, JR. first appeared on Maryland Daily Record. [read post]
24 Aug 2015, 6:30 am
If you are incapacitated without an effective and accepted general durable power of attorney or die with assets passing through your will, then your personal and financial information becomes as matter of public record ... and open to all. [read post]
8 Mar 2010, 11:21 am
However, once you have passed away your will no longer remains private, it now becomes a matter of public record, available to anybody who would like to view it, and overseen by the court in a sometimes lengthy and expensive process called probate. [read post]
24 May 2018, 4:40 pm
§ 14-1304 states that the Arizona Rules of Probate Procedure now apply to all probate matters. [read post]
7 Apr 2015, 11:22 am
Revocable Living Trusts have become popular because when compared with a Last Will and Testament, a Revocable Living Trust offers the following advantages: A Revocable Living Trust protects your privacy by keeping your final wishes a private family matter, since only your beneficiaries and Trustees are entitled to read the trust agreement after your death. [read post]
28 Jul 2016, 2:00 am
One of the most common reasons that people choose to use a trust in New Jersey is because they have matters associated with their estate that they would prefer to keep private. [read post]
9 Jun 2022, 10:21 am
If you have any questions or would like advice related to the matters set out in this post, or if you have questions in relation to matters of real estate, business law, intellectual property and trust and estate matters, please contact us at 604-688-4900 or by email to Paul Barbeau at paul@barbeau.co or to Morgan Best at morgan@barbeau.co [read post]
14 Jun 2024, 5:47 am
Based in Salem, Litowich Law provides clients throughout Oregon with compassionate counsel for estate and incapacity planning matters. [read post]
21 Aug 2017, 3:21 pm
In Matter of Sinzheimer, 2017 NY Slip Op 31379(U) (Sur Ct, New York County 2017), the Court held a corporate co-trustee that had been “removed” pursuant to the terms of the trust agreement was not required to deliver the trust’s assets to the sole individual trustee where the individual defied the instruction in the trust instrument to appoint a successor corporate co-trustee. [read post]
21 Aug 2017, 3:21 pm
In Matter of Sinzheimer, 2017 NY Slip Op 31379(U) (Sur Ct, New York County 2017), the Court held a corporate co-trustee that had been “removed” pursuant to the terms of the trust agreement was not required to deliver the trust’s assets to the sole individual trustee where the individual defied the instruction in the trust instrument to appoint a successor corporate co-trustee. [read post]
3 Feb 2022, 12:30 pm
In addition, here are a few tips on how to talk about trust-related matters tactfully. [read post]
5 Nov 2008, 9:55 am
We will explain the "Irrevocable Trust" at the end of the article.Transferring Property Into The TrustThe transfer of title to property into the Trust is a relatively simple matter. [read post]
6 Nov 2015, 9:38 am
The Office of Medicaid has put many trusts through contortions of logic to be able to claim they were countable, but now the Office of Medicaid is simply taking the position that a MassHealth applicant’s former home in any trust is automatically a countable asset, no matter what the trust says. [read post]
16 Nov 2017, 9:31 am
Details are Many in Matters of Trust Administration Much of the process of estate planning is concerned with transferring your assets to your heirs smoothly, without conflict, and with the minimum taxation allowed by law. [read post]
13 Jun 2022, 10:23 pm
As is the case with many questions regarding legal matters, this depends on some different factors. [read post]
27 Feb 2023, 5:23 am
The post Layoffs, Anxiety and Trust appeared first on Mike McBride Online. [read post]
18 May 2023, 5:18 am
This Matters to Your Business Consider the following: I was associate general counsel at a Fortune 500 corporation. [read post]
