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24 Sep 2015, 8:43 am by Adam Nicolazzo
 On September 23, 2015, it was announced that LPL Financial entered into two settlements for disputes arising from the firm’s supervisory system over recommendations of alternative products, including non-traded real estate investment trusts (REITs). [read post]
Today’s Wall Street Journal article reports that the “Securities and Exchange Commission is intensifying its scrutiny of the booming business of real-estate investment trusts that aren't traded on a stock exchange. [read post]
26 Sep 2010, 12:08 pm by Bill Stalter
How is trust asset value allocated to the contracts? [read post]
17 Mar 2017, 1:57 pm by Bill Stalter
 The main purpose of Senate Bill No.1 is to ensure a trust if properly funded, and an audit cannot assess a trust without knowing its value. [read post]
27 Jul 2014, 9:55 am
  For so long as the trust owns an insurance policy, the seller can anticipate a constant, albeit low, trust return. [read post]
17 Jul 2012, 3:30 pm
A Georgia revocable living trust allows property to transfer directly to the beneficiaries named in the trust. [read post]
10 Dec 2010, 2:30 pm
A Georgia revocable living trust allows property to transfer directly to the beneficiaries named in the trust. [read post]
10 Dec 2011, 2:30 pm
A Georgia revocable living trust allows property to transfer directly to the beneficiaries named in the trust. [read post]
1 Jun 2012, 3:30 pm
A Georgia revocable living trust allows property to transfer directly to the beneficiaries named in the trust. [read post]
12 May 2011, 2:59 am
ColumbanMississippi Assoc. of CooperativesMississippi Livestock Markets AssociationMissouri Farmers UnionMissouri Rural Crisis CenterNational Catholic Rural Life ConferenceNational Family Farm CoalitionNational Farmers OrganizationNational Farmers UnionNational Latino Farmers & Ranchers Trade AssociationNational Sustainable Agriculture CoalitionNebraska Farmers UnionNebraska Sustainable Agriculture SocietyNebraska Wildlife FederationNetwork for Environmental & Economic ResponsibilityNew… [read post]
9 Nov 2011, 10:42 am by David M. Goldman
Your Gun Trust should have specific instructions on how to do this and if it does not you may want to have your gun trust reviewed by an attorney to see if it is a gun trust or just a generic revocable trust. [read post]
19 Mar 2011, 10:15 am
No gift taxes will be due in connection with the transfers; 2) Although the trust owns the assets, you control them as trustee and can decide what type of investments to make; 3) Income earned by the trust from amounts that you have deposited will not be taxed to you; the trust pays the taxes; 4) Amounts deposited in the trust, and the income earned from those funds, will be used for the benefit of your grandchildren; and 5) You can provide that the… [read post]
28 Oct 2014, 6:48 am by Bill Stalter
  The Missouri law codified what many state association master trusts attempted to do through their trust instrument. [read post]
18 Sep 2017, 1:58 pm by Aaron Rubin
Judge Caproni also rejected the breach claims in connection with another eight trusts due to Phoenix Light’s failure to support the claims with evidence on a “loan-by-loan and trust-by-trust” basis. [read post]