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7 Jan 2016, 1:33 pm by Kenneth Vercammen Esq. Edison
This gives the executor the authority to deal with the IRS on the estates behalf.Often it is necessary to hire an appraiser to value certain assets of the estate, such as a business, pension, or real estate, since estate taxes are based on the fair market value of the assets. [read post]
5 Jan 2016, 8:06 am by Kenneth Vercammen Esq. Edison
The parties shall contribute funds to this checking account as they from time to time may agree in light of the available resources and income of each party.The funds in this checking account, and property purchased using these funds, shall be the joint property of the parties. [read post]
7 Nov 2011, 9:39 am by Laura Sandwell, Matrix
Secretary of State for Work and Pensions v Payne & Anor, heard 4 November 2011. [read post]
22 Apr 2023, 7:16 pm
In early April 2023, Kansas "approved a bill that would prevent the state, its pension fund for teachers and government workers and its cities, counties and local school districts from using ESG principles in investing their funds or in awarding contracts. [read post]
16 Jul 2022, 8:25 am by Russell Knight
Retirement accounts which haven’t vested are still treated as marital property even though the employee has no rights or control over those funds during the marriage. [read post]
3 Feb 2015, 1:16 pm by Allison Tussey
  To date, Attorney General Harris has recovered over $900 million for California’s public pension funds. [read post]
20 Feb 2024, 12:59 am by Lara Jayne Davies
Creating a trust fund can ensure that assets are protected for children from previous marriages. [read post]
14 Jun 2012, 9:13 am by Guest Blogger
He's also expressed doubts about the future soundness of the retirement system.Which is odd because according to the Pew Center on the States, Florida "is one of only three states to have more pension assets than accrued liability - funding 101 percent of its total pension obligation, well above the 80 percent benchmark the U.S. [read post]
17 Apr 2009, 11:11 am
In broad outline, the objective is to increase the number of individuals participating in employer-financed plans; to make sure to the greatest extent possible that those who do participate in such plans actually receive benefits and do not lose their benefits as a result of unduly restrictive forfeiture provisions or failure of the pension plan to accumulate and retain sufficient funds to meet its obligations; and to make the tax laws relating to qualified retirement plans fairer… [read post]
1 Aug 2011, 6:51 am by tracey
Court of Appeal (Civil Division) Faith Stewart v Secretary of State for Work and Pensions [2011] EWCA Civ 907 (29 July 2011) Suckrajh, R (on the application of) v The Asylum & Immigration Tribunal & Anor [2011] EWCA Civ 938 (29 July 2011) Iqbal v Ahmed [2011] EWCA Civ 900 (29 July 2011) Hayes v Merseyside Police [2011] EWCA Civ 911 (29 July 2011) Austin & Ors v Miller Argent (South Wales) Ltd [2011] EWCA Civ 928 (29 July 2011) Modi & Anor v Clarke [2011] EWCA Civ 937 (29… [read post]
1 Jun 2020, 8:12 pm by Jonathan H. Adler
Only by overruling, ignoring, or misstating centuries of law could the Court hold that the Constitution requires beneficiaries to watch idly as their supposed fiduciaries misappropriate their pension funds. [read post]
25 Feb 2010, 12:28 am
DISTRICT COURTSOUTHERN DISTRICT OF NEW YORKBusiness LawNo Preemption When Hedge Fund Shares Not Covered By SLUSA But Fund Portfolio Holds 'Covered Securities'Pension Committee of the University of Montreal Pension Plan v. [read post]
10 Feb 2011, 4:08 am by Greg Herman-Giddens
How it works: The insurance proceeds are paid out upon the death of the second spouse when the funds are often needed to pay taxes. [read post]
30 Sep 2009, 11:37 am by Bonny Rafel
Further, the court held the Johnson & Johnson Pension Committee, the claims administrator is walled off from any conflict of interest since a trust funds the LTD program. [read post]
13 Jun 2022, 10:33 pm by Liz Dunshee
Now, BlackRock is expanding the program to cover clients representing 47% of its index equity assets – including public & private pension plans serving more than 60 million people, insurance companies, endowments, foundations and sovereign wealth funds. [read post]
25 May 2012, 8:52 am
On April 20, 2012, the Nortel Networks UK Pension Trust Limited (the “Trustee”), as Trustee of Nortel Networks UK Pension Plan, and the Board of the Pension Protection Fund (the “Board,” together with the Trustee, the “Petitioners”) petitioned the United States Supreme Court to review the Third Circuit’s ruling in In re Nortel Networks Inc., 669 F.3d 128 (3d Cir. 2011), that the “police power”… [read post]
22 Apr 2011, 7:00 am by Lucas A. Ferrara, Esq.
Investors and pension plan participants must remain diligent in following their money. [read post]