Search for: "Matter of Interest on Trust Accounts"
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17 Aug 2017, 8:27 am
The matter of the grant of letters of administration shall be wholly within the jurisdiction of the court.3B:10-14. [read post]
4 Jan 2016, 12:05 pm
The matter of the grant of letters of administration shall be wholly within the jurisdiction of the court.3B:10-14. [read post]
31 Oct 2013, 12:02 pm
What's left is a group of trusted customer accounts, who are delivering reviews in both volume and with higher quality scores. [read post]
13 Feb 2008, 4:42 pm
In the interim, the funds from the settlement are in a trust account earning interest that will ultimately benefit the plaintiff" Fact: A 468(b) trust is NOT used to facilitate the creation of a qualified settlement fund (QSF) or any of the things that Upchurch Financial says. [read post]
24 Sep 2017, 2:47 pm
The writ will issue as a matter of course, and when served on the financial institution, will typically freeze all money in the account except possibly money that the bank can identify as protected by federal law.Texas does not allow wage garnishment directly (except for child and spousal support), but it allows seizure of money deposited into a bank or a credit union accounts. [read post]
16 May 2019, 12:25 pm
Conversely, in Klatt v Klatt Estate, the Court denied the applicant beneficiary’s request for an order requiring a passing of accounts, in part because the applicant’s financial interest in the trust in question was contingent in nature and the relief sought could negatively affect the interests of other potential contingent beneficiaries given the modest size of the trust. [read post]
24 Jul 2017, 7:00 am
In 2016, the New York Legislature enacted a version of the Uniform Law Commission’s Revised Uniform Fiduciary Access to Digital Assets Act in Article 13-A (“Article 13-A”) of the Estates, Powers and Trusts Law (“EPTL”) (see Matter of Serrano, 2017-174, NYLJ 1202790870327 [Sur Ct, New York County June 14, 2017]). [read post]
24 Jul 2017, 7:00 am
In 2016, the New York Legislature enacted a version of the Uniform Law Commission’s Revised Uniform Fiduciary Access to Digital Assets Act in Article 13-A (“Article 13-A”) of the Estates, Powers and Trusts Law (“EPTL”) (see Matter of Serrano, 2017-174, NYLJ 1202790870327 [Sur Ct, New York County June 14, 2017]). [read post]
2 Aug 2017, 3:29 pm
An interesting aspect of these types of matters was recently discussed by Manhattan Surrogate Rita Mella in a decision dated July 14, 2017 in the case of Matter of Tong. [read post]
24 Nov 2023, 10:03 pm
In fact, the trust can continue to own the membership interest after your death, which you can include in the trust’s instructions, along with a provision allowing a successor trustee to step in for you and handle LLC matters on behalf of the trust’s beneficiaries. [read post]
22 Dec 2023, 3:52 am
In fact, the trust can continue to own the membership interest after your death, which you can include in the trust’s instructions, along with a provision allowing a successor trustee to step in for you and handle LLC matters on behalf of the trust’s beneficiaries. [read post]
7 Jan 2016, 1:33 pm
The probate court will sometimes require a public accounting of the estate assets. [read post]
6 Jun 2016, 6:25 am
In the interest of brevity (as well as maintaining a presumption in favor of Clinton), I will focus only on the latter. [read post]
6 Oct 2010, 3:00 pm
There’s a procedure called passing of accounts where the estate trustee or attorney under Power of Attorney for Property issues an application, attaches an Affidavit with the accounts attached and circulates them to all persons with a financial interest, who then have an opportunity to scrutinize the accounts, right Rick? [read post]
16 Jun 2016, 11:56 am
., “doubled down on his deception by falsely telling investors their investments were growing while his companies were not even repaying the loans,” according to Stephen Cohen, Associate Director of the SEC’s enforcement division.Davis targeted many of his own clients, convincing them to roll over their IRA accounts into custodial trust accounts. [read post]
2 Mar 2012, 8:22 pm
Furthermore, it is a fundamental principle of equity concerning parties that all persons interested in the subject matter and the relief granted shall be made parties. [read post]
24 Jul 2012, 8:35 pm
Feel free to contact me if you're interested in learning how to protect your heirs' inheritances from divorce using trusts. [read post]
19 Aug 2012, 8:04 pm
(The company couldn’t blame performance because he was, by all accounts, a great employee.) [read post]
24 Jul 2017, 11:39 am
The notion that the Federal Government is putting too much land into trust without regard to local interests is #fakenews. [read post]
26 Sep 2023, 5:00 am
These essential matters can include:Applying for public benefits, such as Medi-Cal Accessing your financial accounts in order to pay housing and healthcare bills Collecting on your debts Managing your property or properties Filing your taxes Directing your medical care Managing your investmentsWithout appointing a trusted designated POA, you may end up vulnerable to the consequences of decisions that you wouldn’t have made for yourself, had you been able to. [read post]
