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28 Aug 2016, 7:09 pm by Sabrina I. Pacifici
Pew Charitable Trusts, New accounting rules help provide a clearer picture, august 23, 2016 – “The nation’s state-run retirement systems had a $934 billion gap in fiscal year 2014 between the pension benefits that governments have promised their workers and the funding available to meet those obligations. [read post]
If that is the case, you will need to wait until the CD matures and then transfer the funds to the trust. [read post]
  Continue Reading › The post Brokers May Have Unsuitably Recommended Lodging Fund REIT III appeared first on Investor Lawyers Blog. [read post]
29 Jan 2013, 7:02 am by Lynne Butler
The reader's children have been left money in a trust and she is wondering about some of the logistics. [read post]
10 Nov 2015, 1:25 pm by Nonprofit Blogger
The National Philanthropic Trust released its 2015 Donor-Advised Fund Report on November 9th. [read post]
15 May 2015, 4:00 am by Gerry W. Beyer
Louis jury has awarded $77 million in compensatory and punitive damages to Barbara Morriss for Wells Fargo's role in helping her son use the trust to fund his investment racket. [read post]
7 Jun 2010, 3:22 pm by Seth
Fairbairn of the law firm of Kinney & Lange must respond to the Office for Lawyers Professional Responsibility petition for disciplinary action in connection with alleged improper treatment of client funds in the client trust account. [read post]
13 Jun 2023, 5:03 am by Nonprofit Blogger
Collective Investments Trusts ("CIT"s) are pooled investment funds where the administering financial institution aggregates monies across accounts to form a single portfolio. [read post]
8 Jul 2022, 8:20 am by Nonprofit Blogger
Boone Schwartzel has posted Was It Wise to Try to Implement Trust Law Reforms Through the Uniform Prudent Management of Institutional Funds Act? [read post]
13 Mar 2016, 4:00 am by Gerry W. Beyer
John Leubsdorf (Professor of Law, Rutgers Law School) recently published an article entitled, Unmasking Mullane: due process, common trust funds, and the class action wars, 66 Hastings L.J. 1693-1730 (2015). [read post]
4 Jan 2011, 2:09 pm by Securites Lawprof
Journal reports that Wilmington Trust Corp., which received more than $330 million in TARP funds, recently rescinded more than $1.8 million in compensation from CEO Donald Foley. [read post]
8 Nov 2023, 9:05 pm by renholding
Two decades and trillions of dollars later, asset managers are able to level the playing field themselves by setting up CITs and encouraging retirement plans to move their assets out of mutual funds and into collective investment trusts. [read post]
12 Jun 2024, 9:38 am by Stoltmann Law
Last month, Starwood Capital Group announced a significant change in their buy back policy of the company’s $10 billion fund, Starwood Real Estate Income Trust (SREIT). [read post]
27 Sep 2019, 12:03 pm by Joy
The way the beneficiary is prevented from gaining that discretion over the trust funds is by naming a second beneficiary who receives a portion of the funds in trust after a certain period of time, thereby splitting the legal interests in the trust between two people. [read post]
5 Jul 2022, 2:32 am by Cari Rincker
Funds from an existing trust (with less favorable terms) are distributed to a new trust (with more favorable terms). [read post]
Our legal team will work closely with you to identify your goals for creating a trust and to discuss the benefits that different types of trusts can provide to you.We can help you to avoid mistakes that could cost you and can help to ensure that your trust is properly created and funded in accordance with the law. [read post]
13 Nov 2009, 7:15 am
This "decanting" power can be useful in helping to protect trust funds. [read post]
14 Jan 2009, 10:02 am
Those same economies of scale also benefit preneed programs that utilize trust funding. [read post]