Search for: "Unknown Beneficiary of Unknown Trust"
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18 Feb 2016, 6:57 pm
Virtual representation allows a minor, incapacitated person, unborn individual, or a person whose identity or location is unknown to be represented by another having a substantially identical interest concerning a particular question or dispute. [read post]
4 Feb 2016, 2:26 pm
When a client comes forward with a distant relative or other previously unknown third-party as a beneficiary may be a good time to ask some questions. [read post]
11 Jan 2016, 9:07 pm
Although it does not adopt as a goal the spending of all of the income to be received, and does not devote the entire income to beneficiaries as they make applications[64 Misc.2d 236] to it, the plaintiff has never limited the amount of a grant in order to furnish funds to itself. [read post]
30 Nov 2015, 5:59 am
Pursuant to the terms of her Will, Claudia, after making some specific bequests, left the residue of her estate to her daughter, in trust, until a stated age, and appointed Mr. [read post]
30 Nov 2015, 5:59 am
Pursuant to the terms of her Will, Claudia, after making some specific bequests, left the residue of her estate to her daughter, in trust, until a stated age, and appointed Mr. [read post]
16 Nov 2015, 10:40 am
” However, the Court explained, it is not “unreasonable for the State to dispense with more certain notice to those beneficiaries whose interests are either conjectural or future…. [read post]
14 Nov 2015, 8:39 pm
On cross motions for summary judgment, the Surrogate's Court, Westchester County, directed that McCollum be included as an issue of the daughter and, as such, a beneficiary under the trust. [read post]
11 Oct 2015, 6:41 pm
In the first instance, the number of beneficiaries intendedwas uncertain. [read post]
1 Sep 2015, 6:30 am
Depending on where you live at the time of your death, this may be an unknown without a solid estate plan. [read post]
14 Aug 2015, 6:26 am
Maximum Extension Due Dates for Trusts/Form 1041. [read post]
12 Aug 2015, 6:32 am
For instance, joint accounts, properties held in joint tenancy, life insurance accounts, 401(k) accounts, generally any asset that has a beneficiary designation, and assets held in trusts are not included in the probate estate. [read post]
12 Aug 2015, 6:32 am
For instance, joint accounts, properties held in joint tenancy, life insurance accounts, 401(k) accounts, generally any asset that has a beneficiary designation, and assets held in trusts are not included in the probate estate. [read post]
26 Jul 2015, 7:30 am
The defendants, the Carpenters’ Health and Welfare Trust Fund and the trustees of the Carpenters’ Health and Welfare Trust Fund of St. [read post]
14 Jul 2015, 5:31 pm
SS was made the designated beneficiary as a result of a corporate resolution signed by Mrs. [read post]
24 Jun 2015, 5:55 am
In some cases, there is no probate estate filed with the Register of Wills because all assets of the decedent pass to beneficiaries by means of a revocable trust. [read post]
11 Jun 2015, 6:22 am
The trust itself will state the settlor, or the person who creates the trust and transfers assets, will have no liability for the acts of any trustee or beneficiary of the trust. [read post]
18 May 2015, 5:53 pm
Respondents argue that the presence of H, a nominated co-trustee of the deceased’s Trust and K, accountant to decedent, waives the attorney-client privilege. [read post]
5 May 2015, 3:26 pm
“If the settlor-beneficiary creates a remainder interest in another person, then the settlor-beneficiary’s creditors will not be able to reach the remainder interest if the trustee cannot reach the corpus for the settlor-beneficiary’s benefit. [read post]
5 May 2015, 3:26 pm
“If the settlor-beneficiary creates a remainder interest in another person, then the settlor-beneficiary’s creditors will not be able to reach the remainder interest if the trustee cannot reach the corpus for the settlor-beneficiary’s benefit. [read post]
4 May 2015, 8:31 am
How are charitable resources best deployed to benefit not only those in immediate need but also future intended beneficiaries of the nonprofit? [read post]