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18 Mar 2014, 4:38 am
These include limits on annual tax-free gifts to trusts, changes to the use of grantor retained annuity trusts (GRATs), and eliminating "dynasty trusts." [read post]
8 Feb 2013, 11:03 pm
Problem is, when it came to enforcing provisions in the trust, the court rejected the whole thing and the estate went to probate. [read post]
25 Jul 2013, 4:34 am
In these situations a special needs trust is often critical to meet the needs. [read post]
17 Aug 2015, 7:31 am
Clinton trusts nobody, and a dwindling minority of voters trusts Mrs. [read post]
8 Feb 2013, 3:26 am
That is because in many cases the transfers gave large gifts to children in trust. [read post]
15 May 2013, 11:48 am
In some situations, it may be prudent to attempt to avoid the probate process and to create and fund a Living Trust. [read post]
17 Jan 2013, 7:50 am
CCP 580d precludes a judgment for any loan balance left unpaid after the lender's nonjudicial foreclosure under a deed of trust. [read post]
4 Dec 2010, 12:51 pm
Via the Washington Post: Not trusting the Mexican police, the DEA is partnering up with the Mexican Marines. [read post]
27 Mar 2014, 5:40 am
A REIT is a corporation or trust that owns income-producing real estate. [read post]
15 May 2018, 11:11 am
Jeffrey Dragon – Berthel Fisher – Supervisory Issues – Update According to the Financial Industry Regulatory Authority (FINRA) on February 5, the regulator censured and fined Berthel, Fisher & Company Financial Services (CRD #13609, Cedar Rapids, Iowa) for supervisory issues regarding former advisor Jeffrey Dragon and alleged sales of unit investment trusts. [read post]
21 Mar 2017, 9:00 am
Hines Real Estate Investment Trust Inc., a publicly registered non-traded REIT, which invests in commercial real estate with a focus on multifamily properties, went effective in June 2004 and raised $2.3 billion in investor equity prior to closing its offering. [read post]
23 Jul 2014, 5:55 am
The law offices of Gana LLP are investigating claims that broker Angelo Talebi (Talebi) made misrepresentations regarding investments in alternative investments such as Real Estate Investment Trusts (REITs) and oil and gas limited partnerships. [read post]
Pennsylvania Regulator Investigates Securities America and Landenburg Thalmann Non-Traded REIT Sales
17 Apr 2014, 6:23 am
(Securities America) provide information concerning customer purchases of non-traded real estate investment trust (REIT) securities by Pennsylvania residents since 2007. [read post]
6 Jun 2008, 4:43 pm
., June 3, 2008), read opinion here, the Chancery Court addressed egregious breaches of the duty of loyalty by the general partner of a limited partnership whose assets were derived from various trusts that were used to keep afloat a failing business the general partner ran. [read post]
7 Jun 2016, 3:00 am
When searching for a divorce lawyer in NJ, you want someone you can trust. [read post]
8 Mar 2017, 9:54 am
Hines Real Estate Investment Trust Inc., a publicly registered non-traded REIT, which invests in commercial real estate with a focus on multifamily properties, went effective in June 2004 and raised $2.3 billion in investor equity prior to closing its offering. [read post]
3 Dec 2008, 4:30 pm
But the IRS announcement of two new IRS appeals programs may cause you to think twice about who you hire to handle your Offer in Compromise or Trust Fund Recovery Penalty (TFRP) case. [read post]
28 Nov 2017, 8:56 am
Some attorneys also have clients’ monies in their Massachusetts IOLTA (Interest On Lawyers Trust Account) accounts. [read post]
29 May 2014, 6:44 am
In one email, Hainsworth stated that “My recommendation is to take $50,000 out of the market in your Trust account and $50,000 out of your IRA and allocate it to the…REIT…This pays 6.25 and matures Dec 3lst, 2015. [read post]
17 Jun 2020, 11:35 pm
The trust property was inherited and it is more important to act quickly to avoid liabilities, rather than release capital. [read post]