Search for: "Matter of Interest on Trust Accounts"
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14 Jan 2015, 8:58 pm
It is essentially a matter of intention. [read post]
17 Oct 2017, 1:43 pm
Every aspect of estate administration is a matter of public record. [read post]
17 Feb 2016, 9:23 am
Frequently, people (particularly in old age) will cause bank accounts or securities to be placed in the name of the owner with one or more children or trusted friends as joint tenants with right of survivorship. [read post]
27 Jan 2015, 8:24 pm
The accounting reflects cash and securities valued at $92,141.00 as of December 31, 2006, plus the trust's interest in the residential real estate. [read post]
21 Nov 2024, 5:07 am
Does it make sense to put some of my accounts and property into a trust? [read post]
29 Jul 2013, 4:59 pm
The court of appeals noted, however, that Beverly Woodgrift accounted for the additional interest against the survivor's trust's share of the property (which is under her sole discretion), thus protecting the exemption trust's principal. [read post]
Elder Abuse: Perpetrators Are Typically Lawyers, Investment Advisors, Accountants or Close Relatives
22 Nov 2011, 1:18 pm
An interesting article on financial scams of the elderly describes a particular situation of an elderly man in New Jersey who was convinced by a lawyer to protect his money by creating an irrevocable trust naming the lawyer as trustee and giving him total control over the trust assets. [read post]
21 Jun 2012, 5:00 am
The New Hampshire Supreme Court recently issued an interesting opinion in the matter of Elter-Nodvin v. [read post]
14 Mar 2018, 12:32 pm
After the parties separated, the woman brought a claim for a constructive trust interest in the home. [read post]
14 Mar 2018, 12:32 pm
After the parties separated, the woman brought a claim for a constructive trust interest in the home. [read post]
22 Apr 2024, 4:21 am
Ellen alleged two claims against the accountant: (i) a claim entitled “Direct and Derivative Claim of Professional Malpractice for Conflict of Interest as Against GSP on Behalf of the Diner” and (ii) a claim entitled “Direct and Derivative Claim for Aiding and Abetting Fraud as Against GSP on Behalf of the Diner, Ellen, and the Trusts. [read post]
12 Jun 2019, 5:54 pm
This matter was put forth for Ms. [read post]
20 Oct 2008, 8:47 pm
Share size does not matter until the number of beneficiaries exceeds five. [read post]
30 Oct 2023, 7:00 am
This can free up your time to focus on other important matters. [read post]
21 Aug 2017, 3:21 pm
The Court found that the Bank never asserted title to the trust account which is an essential element of a claim for conversion. [read post]
21 Aug 2017, 3:21 pm
The Court found that the Bank never asserted title to the trust account which is an essential element of a claim for conversion. [read post]
15 Sep 2023, 8:45 am
Graceland Memorial Park, articulates the elements as: An accounting in equity cannot be demanded as a matter of right or of course. [read post]
25 Jul 2016, 7:35 pm
A non-testamentary trustee shall annex to the complaint a copy of the written instrument creating the trust and stating its terms. [read post]
2 May 2022, 2:49 pm
It is a breach of trust for the personal representative to take their compensation before the beneficiaries consent to the accounts or the accounts is formally passed. [read post]
1 Dec 2022, 12:06 pm
Community: Instances run the gamut from smaller or private options that center shared values and niche interests to large, general interest platforms open to everyone. [read post]