Search for: "Investment of Trust Funds" Results 361 - 380 of 7,193
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29 Mar 2010, 6:15 am by Steven Peck
One party, for example a corporate trust company or the trust department of a bank, holds a fiduciary relation or acts in a fiduciary capacity to another, such as one whose funds are entrusted to it for investment. [read post]
9 May 2017, 7:40 am by Renae Lloyd
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]
1 Jun 2023, 5:29 am by Unknown
Notably, however, the survey also asked participants to select their three most trusted sources. [read post]
19 Oct 2022, 2:26 pm by Law Offices of Daniel A. Hunt
  #3: Tax Exempt: Any investment income to the trust is tax exempt, although the named income beneficiary will pay income tax on the income stream received. [read post]
25 Jan 2023, 8:57 am by Law Offices of Daniel A. Hunt
Loaning trust funds to another person Overcharging the trust for legitimate services (like CPA or house repairs) Commingling personal funds with trust funds Selling trust assets and keeping some or all of the profits for themselves Stealing money from trust bank or investment accounts How can I tell if a trustee has stolen from a trust? [read post]
13 Sep 2017, 6:21 am by Renae Lloyd
Compared to traditional investments, such as stocks, bonds and mutual funds, non-traded REITS, such as American Finance Trust are considerably more complex and involve a high degree of risk. [read post]
27 Feb 2015, 1:33 pm by D. Daxton White
Recent news regarding the real estate investment trust, United Realty Trust, may be of concern to some investors. [read post]
17 Aug 2017, 8:05 am by Renae Lloyd
Compared to traditional investments, such as stocks, bonds and mutual funds, REITs are significantly more complex and often better suited for sophisticated and institutional investors. [read post]
12 Jan 2014, 2:12 pm by Bill Stalter
For reasons discussed in “Preneed Fund Manager: Is your O&E coverage current? [read post]
5 Aug 2017, 10:35 am by Renae Lloyd
Non-traded REITS, such as NexPoint Multifamily Capital Trust, are considerably more complex and involve a high degree of risk compared to traditional investments, such as stocks, bonds and mutual funds. [read post]
17 Jan 2014, 7:13 am by Bill Stalter
 Our recent experiences are that regulators equate the public interests in a care trust as being those of lot owners, and assume a very conservative interpretation of cemetery laws that impact investment policies, the definition of income and principal, and the amendment or termination of care fund trusts. [read post]
18 Aug 2015, 4:00 am by Gerry W. Beyer
A corporate trustee was found to have violated the duty of care in investing trust funds in a single commercial building and to have engaged in self-dealing by arranging loans from its affiliates to the trust and receiving loan fees... [read post]
10 Apr 2018, 8:18 am by Renae Lloyd
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]
28 Mar 2012, 4:01 am by Hull and Hull LLP
   Up until 2008, the Trustees had been investing the estate’s assets in the trust company’s common pool of trust funds (the “Common Funds”). [read post]
28 Dec 2009, 6:15 am by Steven Peck
One party, for example a corporate trust company or the trust department of a bank, holds a fiduciary relation or acts in a fiduciary capacity to another, such as one whose funds are entrusted to it for investment. [read post]
10 Mar 2011, 6:41 am by By AZAM AHMED
The hedge fund Elliott Management is pushing the company to change itself into a real estate investment trust. [read post]
SunTrust Investment Services, which is owned by Trust Bank, agreed to the sanctions but without denying or admitting to the self-regulatory organization’s (SRO’s) findings. [read post]
29 May 2015, 3:25 pm by SELadmin
On the other hand, a house, investment fund, savings, and other assets not required to fund living expenses can be perfect for asset protection using a trust. [read post]
25 Sep 2009, 8:48 am
O’Toole, who are also planning legislation to require investments of future governors be placed in blind trusts. [read post]