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1 Sep 2010, 12:52 pm
Planning Tip: Make sure the installment note is handled just like an installment sale to a non-family member or to a bank. [read post]
24 Feb 2020, 8:25 am
In Re: Estate of John E. [read post]
1 Jul 2010, 2:00 am
The GOP dream of estate tax repeal would cost between $20 and $30 billion; just lowering the amount of tax collected from estates that do-nothing heirs inherit as a windfall would cost about $15 billion. [read post]
3 May 2009, 7:41 pm
Sponsors hoped that would give banks an incentive to modify loans to give relief to borrowers facing foreclosure.An "oddity"? [read post]
15 Feb 2011, 9:00 am
Marty is an expert at ADA defense and counseling having defended more than 400 ADA claims with many clients from financial institutions like Bank of America, Union Bank, and City National Bank. [read post]
15 Feb 2011, 9:00 am
Marty is an expert at ADA defense and counseling having defended more than 400 ADA claims with many clients from financial institutions like Bank of America, Union Bank, and City National Bank. [read post]
26 Mar 2010, 7:00 am
Probate assets: Assets such as real estate, vehicles, and bank accounts which are owned exclusively by a decedent which contain no provision for automatic succession of ownership at death. [read post]
11 Mar 2010, 7:30 pm
My recent post that floated the idea for federal legislation that would permit community banks to amortize losses on commercial real estate and commercial real estate loans over a 10-year period, as opposed to current GAAP accounting rules that require an immediate, full hit to capital, struck a nerve in community banking circles. [read post]
27 Nov 2020, 11:33 am
Exercising the power to adjust most frequently occurs with estate planning situations where the bank and its attorneys are more comfortable. [read post]
16 Apr 2008, 4:30 am
The settlements occurred as follows: July 2005, The Royal Bank of Scotland, $20 million July 2005, Royal Bank of Canada, $49 million August 2005, Canadian Imperial Bank of Commerce, $274 million August 2005, The Toronto-Dominion Bank, $130 million August 2005, JP Morgan Chase, $982 million May 2006, Credit Suisse, $94 million July 2006, Merrill Lynch, $29.5 million October 2006, Fleet Bank, $10.4 million November 2006, Barclays, $144 million … [read post]
27 Nov 2020, 11:33 am
Exercising the power to adjust most frequently occurs with estate planning situations where the bank and its attorneys are more comfortable. [read post]
14 Nov 2011, 6:38 pm
A lot of property can be distributed without an executor or an administrator distributing it, e.g. joint bank accounts, any account that names a death beneficiary, and even individual bank accounts that are less than $50,000 so long as you have a small estate affidavit that complies with Virginia Code Section 64.1-132.2. [read post]
7 May 2011, 4:55 am
In one specific transaction on May 20, 2010, Tolz caused a one million dollar wire transfer from the Bank of America Trust Account of Buchanan, Ingersol, and Rooney PC into the Sun American Bank Marika Tolz General Trust Account. [read post]
5 Feb 2012, 4:00 pm
How Much of Your Estate Will Be Left Out of Your Will? [read post]
30 Jan 2023, 9:23 am
Bank accounts Often, bank accounts will have a “payable on death” beneficiary. [read post]
10 Jan 2013, 12:13 pm
” It’s transferring zip in the way of legal title because the bank didn’t have title to transfer under state real estate law. [read post]
18 Mar 2018, 6:00 pm
The rub here is that the transaction must be all cash and banks typically don’t like to lend to investors conducting a reverse 1031 exchange. [read post]
13 Oct 2020, 10:16 am
Courts preside over community estate division in a “just and right manner”. [read post]
26 Feb 2015, 4:09 pm
In one case, M & I Marshall & Ilsley Bank v. [read post]
26 Jul 2023, 9:05 pm
Finally, we examine bank operations and find that PfP is associated with more diverse loan portfolios and that this diversification is partially achieved by reducing exposure to real-estate lending. [read post]
