Search for: "Custom Estates, LLC" Results 21 - 40 of 1,045
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24 Feb 2024, 7:33 am by Peter S. Lubin and Patrick Austermuehle
Breaking Media, LLC, where it was established that providing a forum for potentially unlawful content does not incite the posting of such content. [read post]
22 Feb 2024, 10:00 am by Kyle Krull
Business planning is an essential aspect of estate planning for small business owners. [read post]
22 Feb 2024, 10:00 am by Kyle Krull
Business planning is an essential aspect of estate planning for small business owners. [read post]
20 Feb 2024, 11:12 am by Jennifer Brockel
Colo.1997) (finding CCPA civil penalties serve both a punitive and remedial purpose); Lexton–Ancira Real Estate Fund, 1972 v. [read post]
12 Feb 2024, 10:00 pm by Sherica Celine
Also review new private market data for real estate and labor & employment practitioners. [read post]
8 Feb 2024, 1:03 am by Richmond Cariaga
The post Probate Avoidance Strategies for Fast, Efficient Wealth Transfers appeared first on Estate Planning and Elder Law LLC. [read post]
6 Feb 2024, 6:13 am by Staff Attorney
  From January 2019 to December 2020 Lorente was associated with Great Point Capital, LLC. [read post]
30 Jan 2024, 9:50 am by Kevin LaCroix
., the Principal in Catamount Services LLC,  take a look at the ways in which the testimony of these experts can be utilized in these kinds of lawsuits, as well as the related question of who is qualified to serve as a governance expert. [read post]
25 Jan 2024, 6:06 pm by The White Law Group
Blackstone Real Estate Income Trust and Starwood Real Estate Income Trust, two major non-traded REITs, experienced declines in investments. [read post]
22 Jan 2024, 8:14 am by Staff Attorney
Broker Eric Felsenfeld (Felsenfeld), currently employed at Ameriprise Financial Services, LLC (Ameriprise) and formerly registered with Kingswood Capital Partners, LLC (Kingswood) has been subject to at least three customer complaint during the course of his career. [read post]
18 Jan 2024, 1:30 pm by The White Law Group
From August 2012 to February 2016, Cabot Lodge Securities LLC participated in an initial public offering (IPO) of a non-traded real estate investment trust (REIT). [read post]
16 Jan 2024, 6:00 am by Damon Duncan
They must also show that the setoff is in the best interests of the bankruptcy estate. [read post]
9 Jan 2024, 10:10 am by Sherica Celine
Joint Venture Organizational Chart (Real Estate Transaction) Use this chart for understanding a common real estate joint venture structure where a capital member (usually providing the majority of the equity) and an operating member (typically offering their expertise) form a new limited liability company (LLC). [read post]
27 Dec 2023, 6:09 pm by The White Law Group
Independent Financial Group LLC Overview The White Law Group reviews the regulatory history of Independent Financial Group LLC. [read post]
14 Dec 2023, 1:21 am by The White Law Group
  Rule 3241 states that a registered person must decline being named a beneficiary of a customer’s estate or receiving a bequest from a customer’s estate unless: The registered person provides written notice and receives written approval from the member firm prior to being named a beneficiary; or The registered person doesn’t receive any financial compensation other than the fees and charges that are reasonable and customary. [read post]
8 Dec 2023, 11:11 am by The White Law Group
FINRA Rule 3241 FINRA Rule 3241 Registered Person Being Named a Customer’s Beneficiary or Holding a Position of Trust for a Customer:  FINRA rule 3241 requires all member firms to address registered persons being named beneficiaries or holding positions of trusts for customers. [read post]
5 Dec 2023, 10:38 am by The White Law Group
” According to his broker report, Pong reportedly disclosed Other Business Activities, including investment related commercial residual real estate leasing and real estate transactions, among others. [read post]