Search for: "Matter of Interest on Trust Accounts"
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22 Jul 2009, 11:48 pm
The court ordered that the funds be held in trust and set out a timeline for when the trustees would be required to pass accounts. [read post]
29 Aug 2012, 11:30 am
The Trust Advisor then directs the Trustee to vote its LLC interest to appoint the child as Manager of the LLC. [read post]
20 Jul 2011, 3:30 pm
It also features trust accounting to ensure compliance with ethical rules when handling retainer fees, including interest tracking and warnings when disbursements exceed the available balance. [read post]
15 Aug 2011, 10:25 am
Section 196 provides that when a trust authorizes or directs a trustee not to provide an accounting, a procedure exists where the trustee provides the account to one or more reviewers who will determine whether the beneficiary’s interest in the trust is being properly administered without revealing the details of the account to the beneficiary. [read post]
11 Jan 2016, 9:07 pm
And I recognize full well that, no matter how interesting the itinerary, final arrival there must be. [read post]
10 Feb 2008, 9:45 pm
(e) Accountability and Reporting- (1) REPORT- (A) IN GENERAL- Not later than April 30 of each year, the Director of the Center shall prepare a report for the preceding fiscal year that contains the information described in subparagraph (B). [read post]
4 May 2019, 12:39 pm
There is good reason to conclude that the alteration does matter here. [read post]
29 May 2018, 12:44 pm
The statutory claim was another matter. [read post]
28 Aug 2023, 4:59 am
And in Matter of Brandt (81 AD2d 268 [1st Dept 1981]), the Appellate Division ruled that Surrogate’s Court had subject matter jurisdiction to compel accountings from two trustees who were also the 50% general partners of a limited partnership in which the trusts had a 50% limited partnership interest. [read post]
11 Jan 2022, 5:00 am
[Sidebar: client trust accounts: The GAO explains that "lawyers may use a type of client trust account, called an Interest on Lawyer Trust Account. [read post]
10 May 2014, 6:37 pm
Limited letters, however, have also been issued with respect to conflicts of interest relating to tax matters. [read post]
11 Jul 2010, 9:03 pm
Assets in a living trust can include cash, bank accounts, investment accounts, stock, land, homes, vehicles, collectibles and any other personal property. [read post]
25 May 2022, 4:19 pm
You must pass your legacy to them in a way that serves their best interests. [read post]
2 Sep 2013, 7:33 pm
With respect to accountants' fees, normally, an accountant's services are not compensable out of estate assets unless there exist unusual circumstances that require the expertise of an accountant. [read post]
23 Dec 2024, 3:17 am
The duty of loyalty requires fiduciaries to avoid elevating the interests of any other person or entity (including their own) above the interests entrusted to their care. [read post]
19 Feb 2015, 10:11 am
Investments matter. [read post]
21 Dec 2016, 3:52 pm
Though that account at the bank is held with our law firm’s name on it, it’ll say “Clear Counsel Law Group” on the account statement as a designation IOLTA interest on lawyers’ trust account, it’s not our money. [read post]
21 Dec 2016, 3:52 pm
Though that account at the bank is held with our law firm’s name on it, it’ll say “Clear Counsel Law Group” on the account statement as a designation IOLTA interest on lawyers’ trust account, it’s not our money. [read post]
21 Dec 2016, 3:52 pm
Though that account at the bank is held with our law firm’s name on it, it’ll say “Clear Counsel Law Group” on the account statement as a designation IOLTA interest on lawyers’ trust account, it’s not our money. [read post]
27 Oct 2008, 9:26 am
To acquire the remaining undivided interest in an estate or trust asset in which the fiduciary, in his fiduciary capacity, holds an undivided interest; c. [read post]
