Search for: "Matter of Interest on Trust Accounts"
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6 May 2022, 7:25 am
Further, with respect to her role as co-trustee, the Court found that the respondent placed her own interest above her fiduciary duty to act in the best interests of the GST trusts and their beneficiaries. [read post]
7 Feb 2010, 1:06 pm
Nevertheless, regardless of the high standards and accountability to which a fiduciary is held, if you do not seek legal counsel to address these matters and compel answers, the Georgia Probate Courts will not likely hold accountable these Georgia Estate Fiduciaries. [read post]
7 Nov 2011, 5:00 am
Over two weeks Scammell purchased 659 call options for Marvel using an Ameritrade account. [read post]
23 Aug 2019, 5:14 pm
The Domicile Test Domicile means main center of interests, which can be personal or economic. [read post]
6 Jul 2022, 7:01 am
In practice, generally speaking, the child would be presumed to hold such assets in trust for the testator’s estate. [read post]
29 Jun 2017, 7:30 am
" However, said the Appellate Division, its review of the penalty is extremely limited and it does not have any "discretionary authority or interest of justice jurisdiction in reviewing the penalty imposed. [read post]
11 Jul 2017, 5:40 pm
SUFFICIENCY OF THE EVIDENCEIn their second issue, the Gillespies assert that the evidence was legally insufficient to show that the Trust was an assignee of Bank One's interest in the Gillespies' note or that the Gillespies breached a contract with the Trust, leading to the Trust's damages. [read post]
15 Jun 2016, 9:04 pm
The executor must act in your best interest. [read post]
25 Aug 2020, 8:03 am
The answer is easy to jump at, but not easy to arrive at when you take in interests of all. [read post]
15 Sep 2022, 6:14 am
She was later hired by White & Case, which represented the trust and is where her husband also works. [read post]
1 Sep 2016, 11:49 am
After over 20 years as an estate planning attorney I feel pretty well qualified in giving people advice on estate planning matters. [read post]
8 Jan 2018, 3:29 am
The plaintiff argued, and the lower court agreed, that under a “nominee agreement” with the trust produced by the plaintiff he maintained an interest in the stock and therefore remained entitled to seek a fee award. [read post]
7 Apr 2023, 8:24 am
In today's competitive business environment, it is essential to have trust and confidence in the people you work with. [read post]
8 Jul 2017, 9:30 pm
ALF, died on May 21, 1956, and that by reason of her death that trust is terminated, and it appearing that Louis Lee Stanton and the said Bank of New York as trustees, have submitted to the Court an account of their proceedings in respect to said trust so terminated, and it further appearing that a citation was issued to all the parties interested in this proceeding and that ABB, Esq., attorney and counselor at law of Beacon, New York, was designated to receive a… [read post]
28 Mar 2014, 7:30 am
Kehoe testified with credibility that as a business person she would have assumed that if over $1 million was to be held in a bank account for her for an extra couple of months, there would be some interest earned on that money. [read post]
Some Gifts Are Not Forever: Iowa's Rule on Confidential Relationship and Refunding of Lifetime Gifts
12 May 2019, 9:18 pm
Here, mom trusted her son, who was an attorney, to assist her in financial matters and relied upon his advice.Once that confidential relationship is established, then the issue of the gifts to the son take on a new meaning. [read post]
22 Jul 2022, 9:47 am
Horrocks maintains a broad estate litigation practice advising fiduciaries, beneficiaries, dependants, spouses, and other parties on matters pertaining to wills, estates, and trusts, including will challenges, support claims, and passings of accounts, among others. [read post]
23 Jun 2009, 8:27 am
The terms of service governing your Facebook account? [read post]
3 May 2017, 2:04 pm
A recent case decided by Manhattan Surrogate Nora Anderson on May 12, 2017 entitled Matter of Linton reflects the problem of a conflict of interest. [read post]
12 Jul 2017, 12:38 pm
The deed of trust provided how the payments received by NationsBank must be applied to interest, principal, and other amounts due. [read post]
