Search for: "VALUED ADVISERS TRUST"
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12 Sep 2010, 3:28 pm
In response to criticism of the new trust reporting requirements, the Board advised that fiduciaries are only being required to certify individual account data regarding transactions for which they have oversight responsibilities. [read post]
Three Things You Need to Do When Your Spouse Dies and Their Will or Trust Has a Disclaimer Provision
29 Jan 2024, 6:09 am
Your estate planning attorney will need to have those documents to advise you about the best course of action. [read post]
7 Aug 2019, 12:05 pm
At some point (if not now), it may be unethical for MassHealth lawyers to continue to “advise” the MassHealth eligibility workers to deny MassHealth applicants through the usage of the Law Review Form for Trusts checklist instead of having the agency officially revise MassHealth regulations to give the agency’s official position to the public on these issues found in the checklist. [read post]
21 Jul 2019, 1:49 pm
Said law firm reportedly advised Cutshall to return the money that he allegedly took from the account of the residuary trust so that they could perform an accounting of trust assets based on the value of the husband’s trust and the wife’s trust as of a particular date, FINRA reports. [read post]
28 Nov 2023, 4:15 pm
An experienced estate planning attorney can even help advise you on whether a revocable or irrevocable trust would better serve you. [read post]
4 Aug 2011, 5:57 am
Passing Philanthropic Values on to the Next Generation As discussed in Maggie Green’s recent post, a Donor Advised Fund offers a unique opportunity for donors to pass philanthropic values on to the next generation. [read post]
24 Nov 2021, 12:27 am
The complaint alleges that, consequently, First Capital REIT allegedly reported inflated net asset values and purported to issue common shares to investors at inflated prices. [read post]
16 Oct 2013, 8:31 am
Trusted adviser varies. [read post]
5 Feb 2009, 12:11 pm
Thus, companies with material IP assets may be advised by counsel to conduct regular IP audits and valuations to maintain compliance with Sarbanes-Oxley. [read post]
8 Oct 2008, 1:17 pm
It is advisable to have a pour-over will to capture any assets not transferred to your revocable trust, since it is difficult to get every asset into a trust. [read post]
21 Mar 2014, 7:14 am
California Exempt Reporting Advisers are not affected. [read post]
25 Apr 2014, 11:00 am
The purpose of this obligation placed on legal professionals is to ensure that clients feel they can actively trust their lawyer, and thus be as candid as possible – which subsequently allows their lawyer to best advise them. [read post]
20 Jun 2017, 8:41 am
Both companies are sponsored and advised by affiliates of AR Global Investments, LLC. [read post]
28 Nov 2017, 9:59 am
Due to their concerns about possible impact of nursing home costs on their assets, many aging clients feel under pressure to make transfers of their assets earlier than may otherwise be advisable. [read post]
5 Jun 2008, 2:00 pm
We will keep you advised as these matters move forward through the grinding legal process. [read post]
31 Mar 2017, 12:42 pm
One of those arguments has been that a power to substitute assets (i.e., the power to reacquire trust assets by substituting assets of an equivalent value) is a way for the settlor of the trust to take the assets back, even though such a power is merely an option to purchase the assets at fair market value. [read post]
21 Oct 2011, 6:41 am
He just kept repeating “trust me, you’ve got major problems”. [read post]
26 Apr 2012, 2:01 pm
Investors are beginning to discover some downsides to a special type of real-estate investment trust (REIT). [read post]
11 Jul 2023, 12:51 am
The non-residency related issues for continuing the trust or liquidating it should be discussed with estate counsel and wealth advisers. [read post]
3 Mar 2017, 8:11 am
SLRA earned management fees based on the net asset value of the underlying investments. [read post]
