Search for: "MATTER OF TRUST B UNDER LAST WILL"
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8 Feb 2015, 7:32 pm
Dm for the construction of Clause Second of the Last Will and Testament of his mother, Mrs. [read post]
19 Aug 2011, 2:19 pm
” RSA 564-B:8-814(b). [read post]
23 Feb 2011, 4:49 pm
Betty Tamposi declined to comment on the case by e-mail, writing that while the court case is public, “I view this as a private matter among my family. [read post]
20 Feb 2022, 5:01 am
So held the New Jersey Appellate Division last week in In the Matter of Application of T.I.C. [read post]
15 Dec 2014, 7:14 am
See generally Peter B. [read post]
20 Jan 2017, 7:58 am
Pursuant to the provisions of Uniform Trust Code §602(c), a settlor’s agent acting under a power of attorney can revoke or amend a revocable trust, when authorized by the terms of the trust or the terms of a power of attorney.[1] New York has no comparable statute under the EPTL or the SCPA, or, for that matter, under the General Obligations Law. [read post]
20 Jan 2017, 7:58 am
Pursuant to the provisions of Uniform Trust Code §602(c), a settlor’s agent acting under a power of attorney can revoke or amend a revocable trust, when authorized by the terms of the trust or the terms of a power of attorney.[1] New York has no comparable statute under the EPTL or the SCPA, or, for that matter, under the General Obligations Law. [read post]
1 Apr 2020, 5:33 am
Michael is a middle school teacher and has a 403(b) valued at $50,000. [read post]
11 Jun 2012, 1:00 am
In last week's blog, I wrote about the Toronto Estates List, and how it is one of the unique characteristics of practicing in the field of estates, wills, and trusts in Toronto. [read post]
23 Oct 2013, 8:01 am
Bank of America tendered a claim to Fidelity under the title insurance policy, and Fidelity hired attorneys who, two days before the trustee sale, filed suit to subrogate B of A to the deed of trust it had paid off, putting B of A's deed of trust in first place. [read post]
30 Jan 2015, 8:30 pm
and, finally, (4) Whether B shares in the remainder interest of the article Sixth Trust as issue of M? [read post]
31 Jan 2015, 8:32 pm
and, finally, (4) Whether B shares in the remainder interest of the article Sixth Trust as issue of M? [read post]
7 May 2018, 10:25 pm
IN THE MATTER OF THE NATIONAL COLLEGIATE STUDENT LOAN TRUSTS 2003-1, 2004-1, 2004-2, 2005-1, 2005-2 and 2005-3.C.A. [read post]
9 Nov 2022, 4:00 pm
A plan sponsor of an individually designed plan (whether a 401(a) or 403(b) plan) may submit a determination letter application to the IRS for an initial plan determination no matter how long the plan has been in existence, provided that the plan has not (i) previously been submitted for IRS approval on Form 5300 and (ii) received an IRS determination letter as an individually designed plan. [read post]
4 Mar 2014, 6:07 pm
In Matter of Singer, the decedent's will and lifetime trust substantially favored the decedent's daughter over the decedent's son. [read post]
23 May 2017, 12:40 pm
He asserted that Judge Pohl should decide, as a matter of law, that “there is no legally cognizable conflict of interest under the law at this time. [read post]
10 May 2021, 3:56 am
Writing for his Wealth Matters column (5/7/21), Matt Sullivan of the NY Times reports that “[s]o far this year, nearly 300 SPACs have been created and taken public, more than the 248 offerings in all of last year and up from 59 in 2019. [read post]
17 Dec 2015, 1:38 pm
Trust and verify? [read post]
4 Jul 2014, 5:27 am
The matter then went to the Supreme Court of Ohio. [read post]
8 Nov 2023, 9:05 pm
”[4] The cost differences matter because even seemingly small differences are compounded over decades in retirement savings accounts. [read post]
