Search for: "Investment of Trust Funds"
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18 Jan 2015, 1:21 pm
Key components include: Close the trust fund loophole – the single... [read post]
17 Jan 2014, 6:13 am
Our recent experiences are that regulators equate the public interests in a care trust as being those of lot owners, and assume a very conservative interpretation of cemetery laws that impact investment policies, the definition of income and principal, and the amendment or termination of care fund trusts. [read post]
16 Jan 2023, 9:24 am
In 2022, for estates and trusts, a 37% income tax rate as well as the 3.8% Net Investment Income (NII) tax kicks in at $14,451 of income. [read post]
13 Nov 2018, 12:00 pm
Headquartered in Philadelphia, PA, FSEP was formed as a Delaware Statutory Trust in September 2010, and subsequently commenced its investment operations on July 18, 2011. [read post]
16 Dec 2020, 7:08 am
The claimant contends that LPL Financial and Proctor should have never recommended that he invest in the business development company (BDC), FS Energy & Power Fund (FSEP), and the Northstar Healthcare Real Estate Investment Trust (REIT). [read post]
21 Feb 2008, 4:27 am
That is, stock, bonds, mutual funds, money market funds, etc. [read post]
15 Apr 2009, 8:27 am
The SEC says that the seven church leaders would make false promises of returns as high as 75% in an effort to get the investors to invest in two hedge funds, the Logos Fund and the Donum Fund. [read post]
6 Sep 2021, 6:26 am
Pending the earlier to occur of the completion of a business combination or the failure to complete a business combination within a specified timeframe, almost all of a SPAC’s assets are held in a trust account and limited to short-term treasuries and qualifying money market funds. [read post]
2 Apr 2024, 9:38 am
This underscores the importance of careful consideration and planning before funding the trust. [read post]
24 Aug 2014, 9:48 am
A few weeks ago, we discussed the need to offer to consumers new preneed funding options, and outlined the various administrative hurdles faced by funeral homes that rely upon trust funding. [read post]
4 Apr 2018, 8:46 am
Healthcare Trust is a publicly registered non-traded real estate investment trust sponsored by AR Global. [read post]
17 Jan 2020, 2:30 am
Today, we have options to invest in socially responsible mutual funds and exchange-traded funds (ETFs). [read post]
22 Feb 2018, 7:27 am
Recovery of Investment Losses in American Finance Trust American Finance Trust is a publicly registered non-traded real estate investment trust sponsored by AR Global. [read post]
13 Feb 2016, 12:45 pm
TRUST SETTLOR GIVES UP CONTROL When a settlor creates a trust, he/she passes title of the property or asset to the trust or gives cash money to the trust, wherein the trustee invests the money as a fiduciary or manages the asset or asset in issue for the best interest of the trust beneficiary. [read post]
21 Oct 2015, 3:44 pm
Such a trust will also identify a trustee who will be responsible for managing, investing and distributing those assets, in compliance with your specific instructions. [read post]
31 Jul 2013, 9:50 pm
Don’t just listen to the person who is trying to gain your trust, investigate. [read post]
31 Jul 2013, 9:50 pm
Don’t just listen to the person who is trying to gain your trust, investigate. [read post]
16 Jun 2020, 10:06 am
Concerned about your investment in Oaktree Real Estate Income Trust, Inc.? [read post]
23 Sep 2008, 8:41 pm
After drafting the trust pursuant to a client's wishes, the next step is to fund the trust. [read post]
8 Dec 2022, 7:28 am
A trustee will also need to collect, manage, and invest trust assets. [read post]
