Search for: "Executive Trustee"
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20 Feb 2009, 4:49 am
The key seems to be what level of powers the bankruptcy trustee could exercise. [read post]
20 Dec 2021, 3:34 am
To properly plan for the next season in your life and the lives of your family, a well-executed estate plan is a must. [read post]
12 Jul 2010, 8:05 am
One of the broker/dealers named in the trustee’s June 21 lawsuit is Capital Financial Services. [read post]
8 Jun 2011, 7:46 am
Many families feel it is important to include instructions for charitable giving in their estate plan, and may choose to set up a charitable trust with their children or grandchildren as trustees. [read post]
8 Apr 2014, 2:30 am
In order to accept a certification of trust, it must contain the following terms: A statement that the trust exists and the date the trust instrument was executed; The identity of the settlor (aka grantor/trustor); The identity and address of the currently acting trustee; The powers of the trustee; The revocability or irrevocability of the trust and the identity of any person holding a power to revoke the trust; The authority of co-trustees to sign or otherwise… [read post]
23 Aug 2020, 12:23 pm
The deed, withdrawing the condo from the trust, was a written instrument executed by both co-trustees and the settlor. [read post]
6 Feb 2014, 5:30 am
You can name a successor or disability trustee when you create the trust agreement. [read post]
20 Jul 2022, 5:27 pm
On 20 July 2022, the Congressional-Executive Commission on China (CECC) dirtibuted a Press Release describing their efforts to induce President Biden to extend sanctions aga9nst Commissioners Ask President to Sanction Hong Kong Prosecutors prosecutors from the Hong Kong Justice Department for facilitating the breach of Chinese obligations (as the US sees it) under the terms of the Sino-British Joint Declaration. [read post]
26 Nov 2012, 7:23 am
Neither of the 2011 Forms 990-PF of the Posted Foundations reflects any offset, encumbrance or liability, either in the Part II Balance Sheet or an explanatory statement, as to its having assigned its Schedule 1 Foundation Claim to the Trustee pursuant to the Settlement Agreement and the Assignment, which were executed well before the Forms 990-PF Filing Dates. [read post]
11 Jul 2015, 5:35 pm
The trustee has discretion to invade principal for the benefit of the spouse. [read post]
28 Apr 2016, 9:50 pm
The trustee has discretion to invade principal for the benefit of the spouse. [read post]
2 Jan 2019, 2:55 pm
" The court ordered that the Trustee or Successor Trustee pay all outstanding legal and accounting fees incurred by the DPH Trust, appointed a Successor Trustee effective as of the date the final judgment becomes final and unappealable, and relieved the Successor Trustee of any and all duty, responsibility, or authority to investigate the actions or inactions of Robert as prior Trustee. [read post]
6 Apr 2020, 7:39 am
[Bill Cooke | Special to the Tampa Bay Times (2002)]When Janet Reno executed her revocable trust in 2008, it was just a few years after she’d concluded her run as the second-longest serving Attorney General in U.S. history. [read post]
27 Dec 2016, 10:42 am
In your Will you can instruct the Trustee to apply amounts of income and principal as they, in their sole discretion, deem proper for the health, maintenance, education, welfare, or support of your children or other minors. [read post]
23 Oct 2016, 6:00 pm
In your Will you can instruct the Trustee to apply amounts of income and principal as they, in their sole discretion, deem proper for the health, maintenance, education, welfare, or support of your children or other minors. [read post]
30 Jan 2017, 4:40 pm
In your Will you can instruct the Trustee to apply amounts of income and principal as they, in their sole discretion, deem proper for the health, maintenance, education, welfare, or support of your children or other minors. [read post]
12 Jun 2017, 7:28 pm
In your Will you can instruct the Trustee to apply amounts of income and principal as they, in their sole discretion, deem proper for the health, maintenance, education, welfare, or support of your children or other minors. [read post]
4 Dec 2010, 7:58 pm
If a trustee, say Bank of New York Mellon, is trustee for thousands of trusts, there is nothing that indicates which trust the bearer paper belongs to. [read post]
25 Dec 2013, 12:14 pm
A New York Probate Lawyer said that, this is a proceeding pursuant to EPTL 8--1.1(c) for an order directing the method of effectuating a testamentary charitable gift in a situation where circumstances have changed since the execution of the will. [read post]
22 Dec 2011, 11:00 am
The New York City Comptroller serves as the investment advisor to, custodian and trustee of the New York City Pension Funds. [read post]
