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8 Sep 2014, 9:01 pm
Courts Find That Bitcoin Is Money In 2013, Trendon Shavers, the founder of Bitcoin Savings & Trust (BTCST), an online investment fund, was accused of defrauding his customers out of $4.5 million worth of Bitcoin. [read post]
8 Sep 2014, 6:39 am
Examples of reasons to decant include to: Correct a drafting mistake; Clarify ambiguities in the trust agreement; Correct trust provisions, due to mistake of law or fact, to conform to the grantor’s intent; Update trust provisions to include changes in the law, including new trustee powers; Change situs of trust administration for administrative provisions or tax savings; Combine trusts for efficiency; Allow for appointment or removal of trustee without court approval; Allow for… [read post]
7 Sep 2014, 6:10 pm
There is no financial incentive for the doctor or the deputy to invest extra time in investigating a case. [read post]
6 Sep 2014, 7:51 am
At the time the investors paid their initial premiums on these VULs, they had no other investments or savings. [read post]
5 Sep 2014, 5:00 am
We formed a three-person teaching team: Margaret Hagan, a legal designer based at Stanford’s d.school; Alex Gavis, in-house counsel at Fidelity Investments with expertise in consumer and financial regulations and product design; and Kursat Ozenc, an interaction designer trained at Carnegie Mellon’s Design School and working at Autodesk. [read post]
5 Sep 2014, 5:00 am
We formed a three-person teaching team: Margaret Hagan, a legal designer based at Stanford’s d.school; Alex Gavis, in-house counsel at Fidelity Investments with expertise in consumer and financial regulations and product design; and Kursat Ozenc, an interaction designer trained at Carnegie Mellon’s Design School and working at Autodesk. [read post]
3 Sep 2014, 5:28 am
Julian was probably wise to settle when he did, allowing him to get on with his life and save a small fortune in legal fees. [read post]
3 Sep 2014, 4:14 am
Every year just after Labor Day, I take a step back and survey the most important current trends and developments in the world of Directors’ and Officers’ liability and D&O insurance. [read post]
31 Aug 2014, 7:00 am
Editor’s Note: The United States plans to draw down its military forces in Afghanistan at the end of this year, and for most Americans, this move will put the conflict behind us. [read post]
27 Aug 2014, 2:32 pm
If care is needed, those that did not plan for this type of event rapidly deplete their savings and homes are sold in order to cover the costs. [read post]
25 Aug 2014, 8:39 am
With a stock sale, Sellers will typically save taxes, and will be able to leave any existing liabilities with the company. [read post]
24 Aug 2014, 9:48 am
However, until that day, the fund will more closely resemble a savings plan (search this blog for “MyPA”). [read post]
23 Aug 2014, 10:09 am
Plan Administrator for DuPont Savings and Investment Plan, et al. makes clear the importance of keeping on top of estate planning matters. [read post]
21 Aug 2014, 6:30 am
Keep track of their bank and investment information, such as PINs, savings and checking account numbers, investment accounts, CDs, and stock and bond information. [read post]
20 Aug 2014, 2:11 pm
Some 401(k)-type plans offer participants access to brokerage windows in addition to, or in place of, specific investment options chosen by the employer or another plan fiduciary. [read post]
17 Aug 2014, 1:38 pm
Regardless of whether ISS is reacting to criticism and trying to save their business model or maintaining their “commitment to transparency and accuracy” as ISS claims, the change is an improvement. [read post]
13 Aug 2014, 7:02 am
You can save through your employer’s retirement or pension plan. [read post]
12 Aug 2014, 6:30 am
If you are a twenty-something, you have plenty of time to think about investing, right? [read post]
11 Aug 2014, 4:32 pm
The article outlines the mechanics of 401(k) accounts and rollover IRAs in the post-retirement period and presents questions about the ability of retirees to successfully address the complex issues relating to investment choices including, what entity they entrust their savings to, the volume and source of distributions, and long-term sufficiency planning. [read post]
11 Aug 2014, 4:30 pm
Additionally, cash on deposit in a checking or savings account at a U.S. [read post]
