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26 Jan 2016, 6:46 am by Stephen D. Rosenberg
This may mean, for instance, bringing an immediate action for reimbursement just as soon as the participant brings suit against a tortfeasor or starts discussing settlement with a tortfeasor, and may require seeking to have a constructive trust placed over the settlement fund -or other equitable relief preventing the dissipation of the settlement fund - until resolution of the plan administrator’s claim for reimbursement. [read post]
20 Jan 2016, 6:41 am by Patrick A. Malone
.), a ranking member of the Health, Education, Labor, and Pensions committee that investigated the dirty scopes’ outbreaks, including one at a Seattle hospital, observed:  “Patients should be able to trust that the devices they need for treatment are safe and effective. [read post]
20 Jan 2016, 4:05 am by Howard Friedman
In Nashville (TN), an important charitable foundation, the Baptist Healing Trust Fund, last week filed a declaratory judgment action against the U.S. [read post]
19 Jan 2016, 1:44 pm by Sarah Atkinson
Foreign Pension Exemption FIRPTA (and its related withholding tax) no longer apply after December 18, 2015 to dispositions of USRPIs held directly (or indirectly through one or more partnerships) by, or to distributions received from a real estate investment trust (“REIT”) by, a qualified foreign pension fund or by a non-U.S. entity wholly owned by a qualified foreign pension fund. [read post]
18 Jan 2016, 4:11 pm by Kenneth Vercammen Esq. Edison
         Also set up a Trust in the Will so children and grandchildren receive funds when they are 21, 25 and 30. [read post]
14 Jan 2016, 10:18 am by Mark Astarita
  “DeBaggis corruptly influenced the steering of pension fund custody contracts to State Street through bribes and campaign donations. [read post]
8 Jan 2016, 11:41 am 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]
8 Jan 2016, 11:23 am by Kenneth Vercammen Esq. Edison
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]
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]
7 Jan 2016, 1:14 pm by Kenneth Vercammen Esq. Edison
It is suggested that your Will include a clause which provides that in the event your spouse predeceases you, or is unsuitable or ceases to act as Guardian of the person and property of your minor children, you appoint a trusted family member or close friend to act as successor Guardian of the person and property of your minor children.TrusteeSelect a trusted person, a close relative or friends, who will invest and hold your children's money. [read post]
7 Jan 2016, 12:31 pm by Kenneth Vercammen Esq. Edison
There shall also be excluded from the augmented estate any life insurance, accident insurance, joint annuity or pension payable to a person other than the surviving spouse.3B:8-6. [read post]
7 Jan 2016, 12:29 pm by Kenneth Vercammen Esq. Edison
There shall also be excluded from the augmented estate any life insurance, accident insurance, joint annuity or pension payable to a person other than the surviving spouse or domestic partner.Amended 2005, c.331, s.10.3B:8-6. [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]
5 Jan 2016, 8:01 am by Kenneth Vercammen Esq. Edison
Certificate of Pension Membership.Upon filing of the Affidavit of Domestic Partnership and payment of the appropriate fee the local registrar shall immediately complete a Certificate of Domestic Partnership.Terminating A Domestic PartnershipThe Superior Court of New Jersey shall have jurisdiction over all proceedings relating to the termination of a domestic partnership. [read post]
4 Jan 2016, 6:48 am by Joy Waltemath
Further, it was bound to make employee contributions to the funds under the applicable trust documents. [read post]
28 Dec 2015, 1:52 pm by Krause Donovan Estate Law Partners
Provided your retirement funds remain in a protected account (i.e. 401k account, most pensions, Individual Retirement Accounts, etc.), you may be able to eliminate your unsecured debts while you protect retirement funds for your future. [read post]
21 Nov 2015, 4:00 am by The Public Employment Law Press
utm_source=weeklynews20151122&utm_medium=email&utm_campaign=111915arelease Niagara County Court and Trust – Financial controlshttp://www.osc.state.ny.us/localgov/audits/candt/2015/niagaraco.pdf? [read post]
19 Nov 2015, 5:24 pm
The complaint consisted of four causes of action, as follows: (1) To impress a constructive trust upon certain real property located at 141 Forest Green, Staten Island; (2) To void the right of election filed by defendant second wife under section 5-1.1 of the Estates, Powers and Trusts Law as surviving widow of the husband; (3) To impress a constructive trust upon the proceeds of a pension plan of the deceased husband had with the City of New York, which were… [read post]