Search for: "Matter of Interest on Trust Accounts"
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12 Jan 2011, 3:02 pm
This all has to be done no matter how you get your trust. [read post]
14 Feb 2014, 3:17 am
Also provided is a handy sheet offering a "snapshot" of many interesting trust and estate tax details. [read post]
25 Jan 2023, 8:57 am
Typically, when a beneficiary sues a trustee for stealing from a trust, the matter is handled as a civil matter in probate court, rather than a criminal matter in a criminal court. [read post]
15 Aug 2010, 5:46 am
A LESSON IN TRUST… We often come across cases in which a Will or a Trust leaves assets equally to all of the Decedent’s children. [read post]
7 Mar 2015, 6:44 pm
Manhattan Probate Lawyers said in this accounting, no objections have been filed to the account or to the distribution of principal and income on hand. [read post]
10 Apr 2014, 6:48 pm
Petitioner subsequently filed an accounting and a supplemental accounting, respectively, with this court. [read post]
7 Nov 2017, 1:43 pm
Ian claimed Victoria’s interest in the RBC account and Brookdale House was held in trust by her for his benefit, whereby he was the sole beneficial owner of these assets. [read post]
16 Aug 2016, 7:51 pm
Additionally, the article would permit the nonjudicial settlement of a trustee’s accounts and other matters related to trust administration, so long as any such settlement does not produce a result contrary to what is allowed in trust law, including, but not limited to, the modification or termination of a trust in an impermissible manner.ARTICLE 2 (3B:31-13 THROUGH 3B:31-17). [read post]
18 Feb 2016, 6:57 pm
Additionally, the article would permit the nonjudicial settlement of a trustee’s accounts and other matters related to trust administration, so long as any such settlement does not produce a result contrary to what is allowed in trust law, including, but not limited to, the modification or termination of a trust in an impermissible manner.ARTICLE 2 (3B:31-13 THROUGH 3B:31-17). [read post]
15 Mar 2007, 3:59 am
No funds from an attorney trust account shall be disbursed if the disbursement would create a negative balance with regard to an individual client matter or all client matters in the aggregate.3. [read post]
17 Apr 2011, 11:04 am
Law Lessons from IN THE MATTER OF THE INTER VIVOS TRUST, JAMES W. [read post]
9 Nov 2011, 3:04 pm
Law Lessons from In The Matter of the Trust Under the Will of Antonia Zanengo, Deceased, App. [read post]
26 May 2022, 8:45 am
While most people will instead put these items in a will, a will becomes a matter of public record, unlike a living trust. [read post]
18 Jun 2020, 10:39 am
Banks and trust companies provide trustee services, and some attorneys, financial advisors, and accountants can be engaged to act as trust administrators. [read post]
2 Dec 2024, 7:05 am
A person’s status as an interested person also determines whether she or he is entitled to receive service of interim accountings (Fla. [read post]
14 Nov 2024, 11:47 am
This privacy benefit matters to many families who want to keep their financial matters confidential. [read post]
17 Mar 2015, 7:29 pm
In an accounting proceeding, the party submitting an account has the ultimate burden of demonstrating that he or she has fully accounted for all of the assets of the estate (see Matter of Tract,284 AD2d 543; Matter of Schnare,191 AD2d 859, 860). [read post]
17 Sep 2018, 11:48 am
Only the beneficiaries hold the ownership interests in the trust, not the settlor. [read post]
10 Feb 2016, 1:11 pm
Trust is a matter of perception as much as reality. [read post]
19 Jan 2023, 3:36 pm
No matter how good the trustee’s intentions are, they are not free to administer the trust in any other manner. [read post]
