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21 Mar 2022, 12:56 pm by Cari Rincker
Some prefer a professional or corporate trustee (e.g., a bank trust department or trust company) for the experience and investment skills these entities offer. [read post]
21 Mar 2022, 6:04 am
Bebchuk and Roberto Tallarita (discussed on the Forum here); Companies Should Maximize Shareholder Welfare Not Market Value by Oliver Hart and Luigi Zingales (discussed on the Forum here); and Reconciling Fiduciary Duty and Social Conscience: The Law and Economics of ESG Investing by a Trustee by Max M. [read post]
14 Mar 2022, 1:59 pm by Kevin LaCroix
As an underwriting company, we assess, assume, and manage risk with insight and discipline. [read post]
10 Mar 2022, 11:11 am by Cari Rincker
Second, there’s the Trustee who manages the assets owned by the trust (usually you during your life and then anyone you select when you are no longer able to manage the assets). [read post]
8 Mar 2022, 11:07 am by Cari Rincker
In many revocable living trusts, you will serve as the initial trustee and will continue to manage the trust assets as you had in the past. [read post]
5 Mar 2022, 11:03 am by Cari Rincker
In this new plan, you will need to think about who to name as the trustee and beneficiary. [read post]
28 Feb 2022, 10:00 pm
The bill will grant the Monetary Authority of Singapore additional regulatory powers to address misconduct, cryptoassets, and technology risks and to deal with various financial institutions, including banks, insurers, financial advisers, virtual asset service providers, trustees for collective investment schemes, trustee-managers of business trusts, licensed trust companies, and operators of payment services. [read post]
28 Feb 2022, 10:00 pm
The bill will grant the Monetary Authority of Singapore additional regulatory powers to address misconduct, cryptoassets, and technology risks and to deal with various financial institutions, including banks, insurers, financial advisers, virtual asset service providers, trustees for collective investment schemes, trustee-managers of business trusts, licensed trust companies, and operators of payment services. [read post]
28 Feb 2022, 10:00 pm
The bill will grant the Monetary Authority of Singapore additional regulatory powers to address misconduct, cryptoassets, and technology risks and to deal with various financial institutions, including banks, insurers, financial advisers, virtual asset service providers, trustees for collective investment schemes, trustee-managers of business trusts, licensed trust companies, and operators of payment services. [read post]
28 Feb 2022, 10:00 pm
The bill will grant the Monetary Authority of Singapore additional regulatory powers to address misconduct, cryptoassets, and technology risks and to deal with various financial institutions, including banks, insurers, financial advisers, virtual asset service providers, trustees for collective investment schemes, trustee-managers of business trusts, licensed trust companies, and operators of payment services. [read post]
28 Feb 2022, 10:00 pm
The bill will grant the Monetary Authority of Singapore additional regulatory powers to address misconduct, cryptoassets, and technology risks and to deal with various financial institutions, including banks, insurers, financial advisers, virtual asset service providers, trustees for collective investment schemes, trustee-managers of business trusts, licensed trust companies, and operators of payment services. [read post]
28 Feb 2022, 10:00 pm
The bill will grant the Monetary Authority of Singapore additional regulatory powers to address misconduct, cryptoassets, and technology risks and to deal with various financial institutions, including banks, insurers, financial advisers, virtual asset service providers, trustees for collective investment schemes, trustee-managers of business trusts, licensed trust companies, and operators of payment services. [read post]
28 Feb 2022, 8:14 am by Amanda Dorio
This step is crucial for ensuring that the trustee has the authority to manage and ultimately sell or transfer the property should the trustmaker become incapacitated or die. [read post]
28 Feb 2022, 8:14 am by Amanda Dorio
This step is crucial for ensuring that the trustee has the authority to manage and ultimately sell or transfer the property should the trustmaker become incapacitated or die. [read post]
28 Feb 2022, 6:01 am
Bebchuk and Roberto Tallarita (discussed on the Forum here); Companies Should Maximize Shareholder Welfare Not Market Value by Oliver Hart and Luigi Zingales (discussed on the Forum here); and Reconciling Fiduciary Duty and Social Conscience: The Law and Economics of ESG Investing by a Trustee by Max M. [read post]
22 Feb 2022, 4:20 am by Shawn Barnett (ZA)
To remind readers, section 93(1) of CISCA states that the following amounts may be deducted from a portfolio: charges payable on buying or selling assets for the portfolio such as brokerage, marketable securities tax, value-added tax (VAT) or stamp duties; auditor’s fees, bank charges, trustee and custodian fees and other levies or taxes; share creation fees payable to the Registrar of Companies for the creation of authorised capital or, in the case of a collective investment… [read post]
9 Feb 2022, 6:03 am
Bebchuk and Roberto Tallarita (discussed on the Forum here); Companies Should Maximize Shareholder Welfare Not Market Value by Oliver Hart and Luigi Zingales (discussed on the Forum here); and Reconciling Fiduciary Duty and Social Conscience: The Law and Economics of ESG Investing by a Trustee by Max M. [read post]
8 Feb 2022, 3:35 am by Rincker Law
If the real estate is in a revocable trust, then you will have the utmost freedom to manage and use the real estate if you appoint yourself as the trustee and name yourself as a beneficiary. [read post]