Search for: "In the Matter of the Trusts"
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15 Aug 2015, 12:59 pm
If incentives matter in these areas, shouldn’t they matter in designing trusts that maximize successful outcomes for descendants? [read post]
21 Dec 2018, 7:00 am
But there’s two instances where you may not be entitled to a trust accounting, no matter what type of beneficiary you are. [read post]
8 Jun 2012, 5:35 am
Course Highlights: Firearms Trusts / Gun Trusts - David M. [read post]
26 Dec 2016, 3:10 pm
One county superior court may view probate matters differently than other county superior courts. [read post]
28 Dec 2009, 6:15 am
" A fiduciary is someone who has undertaken to act for and on behalf of another in a particular matter in circumstances which give rise to a relationship of trust and confidence. [read post]
26 Feb 2020, 5:30 am
Most notably, whereas Rocket Matter’s former trust accounting functioned solely on a client level, it now allows firms to track trust deposits on a matter-by-matter level. [read post]
2 May 2011, 8:34 am
And, while their main job is still to oversee the trustee and make sure your intentions are followed after unforeseen changes in the law and other matters, they can be given additional duties that will provide you and your beneficiaries with added flexibility, security and peace of mind. [read post]
5 Feb 2007, 7:20 am
As a practical matter, what this means is that a person (the Grantor) creates a document (the Irrevocable Trust) outlining how his or her beneficiaries should receive any assets that are placed into the trust.The Irrevocable Trust document itself has provisions which state that the Grantor may not make changes or modifications to the trust. [read post]
12 Jan 2021, 6:53 am
The matter page provides an overview of both the trust and operating ledgers.The TrustBooks dashboard provides an at-a-glance overview of a firm’s trust and operating accounts. [read post]
22 Nov 2018, 3:03 pm
In the New York Surrogate’s court ruling of the Evelyn Seiden (Hogan) estate, the 2014 taxation of marital trust rule was overturned to allow for refund on $530,000 in assets, Matter of Seiden (Hogan), 2018 NY Slip Op 32541 (U),. [read post]
25 Oct 2006, 7:01 am
Our next subject matter for the research canons project is Trusts and Estates. [read post]
13 May 2010, 9:08 am
This may include divorce papers, creating trusts, drawing wills, making legal separation documents, drawing statutes for companies and corporations and so on. [read post]
10 Apr 2013, 10:51 am
In the recent case of Matter of Wheaton Galentine Trust, decided by Manhattan Surrogate Nora Anderson on April 8, 2013 and reported in the New York Law Journal on April 12, 2013, a Trust provided for a distribution to St. [read post]
17 May 2016, 9:15 am
Property rights are a matter of state law so the analysis began with a determination of the beneficiary’s rights in and to the trust assets. [read post]
13 Apr 2009, 2:51 pm
The only relationships that matter, then, are the organizational/business ones--do you trust who you work with, the people you work for, etc. [read post]
23 Sep 2016, 1:51 pm
When it comes to Jacksonville estate planning and Florida Probate matters most things must be in writing to be effective. [read post]
9 May 2013, 7:51 am
After an en banc Court of Appeals affirmed the trial court’s decision, Rachal appealed the matter to the Supreme Court of Texas. [read post]
4 Nov 2015, 4:21 pm
It's just a matter of time. [read post]
18 Dec 2023, 12:48 am
Trust Structuring and Estate Planning Trust structuring is key in protecting assets. [read post]
18 Mar 2024, 8:15 am
Seriously, if they can’t even read your LinkedIn profile to see what type of work you do, are you really going to trust them with something that matters? [read post]
