Search for: "Investment of Trust Funds"
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20 May 2015, 7:15 am
Under trust law, a trustee has a continuing duty, separate and apart from the duty to exercise prudence in selecting investments at the outset, to monitor trust investments and remove imprudent ones. [read post]
5 Feb 2010, 1:19 pm
State Street offered investments in certain collective trust funds to institutional investors, including pension funds, employee retirement plans, and charities. [read post]
29 Apr 2011, 12:58 pm
A Financial Industry Regulatory Authority arbitration panel says that Lincoln Financial Advisors Corporation must pay the Wright Family Trust $1.6M over securities claims related to investments that were made in a number of funds. [read post]
27 Dec 2008, 1:08 pm
State laws have historically imposed conservative investment standards upon endowed care funds to ensure preservation of the trust corpus. [read post]
24 Aug 2013, 9:30 am
The US Attorney argued that the fund manager had duties beyond providing investment advice. [read post]
6 Jul 2016, 4:00 am
Not only does appointing a professional trustee avoid any unwanted tax issues, but a professional trustee also ensures that the trust will be professionally managed, the funds invested by an expert, and any potential conflicts with the beneficiaries avoided. [read post]
2 May 2008, 8:13 pm
The CEO was also held liable for the trust fund recovery penalty since he invested several million dollars in the business, owned 80% of the stock, had unlimited hiring and firing ability and check writing authority, and served as the CEO with day to day involvement in the business. [read post]
6 Sep 2023, 9:20 pm
This settlement arises from allegations of improper expense reimbursements made to external advisors of Lodging Opportunity Real Estate Investment Trust and Lodging Fund REIT III Inc. [read post]
28 Oct 2013, 7:58 am
If a pooled fund strays outside of 12 CFR Part 9, the fund will trigger the SEC’s jurisdiction under the Investment Company Act and its registration requirements. [read post]
12 Jul 2019, 4:05 am
A Pew Charitable Trusts survey reports that poorly funded pension plans for state and local public employees experienced "financial erosion" in recent years despite strong investment returns.These findings are presented in a new report from The Pew Charitable Trusts that surveys the health of state-run public pension systems.Based on Governmental Accounting Standards Board criteria, in 2017 only 8 states were at least 90% funded. [read post]
14 Jan 2022, 8:02 am
Some additional examples of complex and high-risk investment products that can be dangerous for individual investors include: Closed-End Funds Convertible Notes and Reverse Convertible Notes Delaware Statutory Trust (DST) Investment products Equity-Indexed Annuities Equity-Linked Notes (ELNs) Like-Kind Exchanges (LKEs or “1031 Exchanges”) Microcap Stocks (or “Penny Stocks”) Municipal Bond Funds Real Estate Investment… [read post]
6 Sep 2011, 6:30 am
Exchange-traded funds started in 1993 when State Street sponsored the first ETF in the form of the SPDR Trust. [read post]
1 May 2017, 6:22 am
The REIT structure was designed to provide a real estate investment structure similar to the structure mutual funds provide for investment in stocks. [read post]
2 May 2017, 8:00 am
A trust can be funded using almost anything of value, including cash, securities, and/or real property. [read post]
19 May 2010, 5:04 am
TITLE TRANSFERS (FUNDING THE TRUST). [read post]
31 Aug 2012, 5:21 am
The Curacao Trust could serve as an important tool for various financial and commercial transactions: as a security agent, for tax and estate planning, as a pension or investment fund, asset protection, voting structures, promoting cultural, academic and charitable objectives, etcetera. [read post]
16 Oct 2023, 3:20 am
Gift Tax Considerations Funding certain types of trusts may trigger gift tax implications. [read post]
27 Jun 2024, 3:11 pm
This includes ongoing investment management, tax filings, and distributions to beneficiaries as required. [read post]
28 May 2010, 9:20 pm
Some of the fund transfers were disguised as fictitious investments made for the cemeteries. [read post]
25 Jul 2023, 12:32 pm
For example, if your sister-in-law is knowledgeable about investments and experienced in making financial decisions, but is not as skilled at handling potentially difficult interpersonal interactions, it may be beneficial to name her as your investment trustee, which is a trustee whose sole duty is to make discretionary decisions about the investment of funds held by the trust. [read post]
