Search for: "Matter of Interest on Trust Accounts"
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6 Feb 2016, 9:12 pm
The purpose of these sections is to ensure that there is a trustee to protect the interests of the child, whether that is the guardian as trustee or another person does not matter. [read post]
18 Jun 2024, 4:00 am
Practical Guidance Updates Featuring the latest updates from your Practical Guidance account. [read post]
20 Jul 2023, 9:00 am
Make sure that one of the trust bank accounts is a checking account which has your name on the account as trustee–e.g., “John Smith, Trustee of the Jane Smith Trust. [read post]
10 May 2024, 7:04 am
A demand for a formal accounting is not considered a challenge to a will or testamentary trust. [read post]
5 Aug 2016, 2:17 pm
He or she could be deceased, incapacitated, or simply not interested in serving as trustee. [read post]
13 Sep 2011, 7:46 am
It strikes me as obvious that Sarratt wouldn’t have sufficient funds in his trust account to reimburse these clients because he never deposited these funds into his trust account. [read post]
6 Oct 2017, 6:39 pm
Courts in New York have the power to state and settle accounts, or to compel an accounting, and it is exercised in a great variety of cases involving fiduciary and trust relationships. [read post]
7 Apr 2015, 6:19 am
Does tech savvy matter to you? [read post]
7 Apr 2015, 6:19 am
Does tech savvy matter to you? [read post]
2 Jan 2019, 2:55 pm
In 2011, Robert filed a petition for resignation as Trustee of the Deborah Patterson Howard Trust (DPH Trust), approval of accountings, judicial discharge, and appointment of a Successor Trustee. [read post]
4 Jun 2010, 8:17 am
Matters Affecting Probate Administration or Trust Administration Creditors' Claims Litigated matters in a probate estate may relate to creditors' claims. [read post]
2 Jan 2014, 2:45 pm
Estates, Powers and Trusts Law ("EPTL") Section 4-1.6 provides that a joint tenant of a bank account forfeits rights of inheritance as to the joint account if convicted of murder in the first or second degree. [read post]
8 Mar 2022, 5:00 am
(I express no view on the merits of this matter; I merely cite it as an example of FTC-DOD cooperation in considering a merger challenge.) [read post]
22 Sep 2013, 6:08 am
The loan provided for an adjustable rate interest in which the interest only was paid until the loan matured on June 1, 2004. [read post]
7 Jul 2014, 2:51 pm
The attorney deposited the money into her personal checking account, instead of her Interest on Lawyer’s Trust Account (“IOLTA”), as required by the Massachusetts Rules of Professional Conduct. [read post]
5 Apr 2018, 7:55 pm
It additionally departs from the most on-pointcase that can be cited for the proposition that other states’ judicial decisions on matters of evidence should be disregarded in favor of home-grown decisional law. [read post]
14 May 2014, 2:09 pm
The Court can resolve controversies regarding these claims in the estate accounting proceeding or in separate proceedings. [read post]
27 Feb 2024, 2:39 pm
Prior to the decedent’s death he directed Stamper, his attorney, to ensure that a specified sum of monies from his trust account be paid to Mary Donahue and Sundy McClung upon his death. [read post]
7 Oct 2008, 9:06 pm
Paul Trudelle: Right, and the matter came before the Court by way of a passing of accounts. [read post]
2 Oct 2011, 2:48 pm
As a practical matter, it would be very difficult to track and account for trust distributions during the Chapter 13 case to determine if the trustee is supplementing expenses that the wife claimed on her expense schedules. [read post]
