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22 Aug 2011, 12:13 pm
New estimates say the trust fund that supports Social Security disability payments will run out of funds by 2017. [read post]
27 Jan 2014, 8:59 am
They must be properly prepared and funded, which is why a qualified estate planning attorney is crucial. [read post]
5 Jul 2022, 3:44 pm
Special needs trusts also help to avoid situations where a family member receives funds and the other relatives are left to face the burden of this responsibility as well as the cost of care. [read post]
5 Jul 2022, 3:44 pm
Special needs trusts also help to avoid situations where a family member receives funds and the other relatives are left to face the burden of this responsibility as well as the cost of care. [read post]
7 Nov 2011, 6:44 am
However, if the value of the assets in the trust does not exceed forty thousand dollars ($40,000), no filing, report, registration, periodic accounting, separate maintenance of funds, appointment, or fee is required by reason of the existence of the fiduciary relationship of the trustee, unless ordered by the court or required by the trust instrument. [read post]
17 Dec 2020, 12:26 pm
After the trust has been created and funded, you can convey additional property into it at any time. [read post]
12 Jul 2005, 11:20 am
[JURIST] US District Judge Royce Lamberth [official profile] blasted the US Interior Department Tuesday and ordered it to admit to American Indian plaintiffs [Indian Trust website] that information being provided to them regarding outstanding lost royalties on earnings from Indian land may be unreliable, calling the Department's handling of a trust fund [DOI Indian Trust Fund website] the " [read post]
22 Dec 2008, 12:47 pm
The trust fund then took an appeal to the reviewing board, who affirmed the judge's second order. [read post]
12 Aug 2011, 2:52 pm
Because the appreciation of assets in the dynasty trust will generally be exempt from estate taxes, it can be helpful to fund the trust with the type of assets that could grow considerably, such as stocks or life insurance policies. [read post]
4 Sep 2020, 6:53 am
You can also designate beneficiaries of your living trust who will receive the funds in the event of your death. [read post]
17 Jul 2012, 11:27 am
I have explained why trusts need to be funded in order to avoid probate in the previous two posts. [read post]
27 Nov 2020, 11:11 am
This beneficiary then receives the funds following the owner’s death. [read post]
30 Jan 2017, 5:00 am
By Amy Leisinger, J.D.The SEC’s Division of Investment Management agreed with Dechert’s position that a registered open-end investment company or a registered unit investment trust may rely on Investment Company Act Rule 12d1-2 to invest in a closed-end fund regardless of whether the two companies hold themselves out to investors as related organizations. [read post]
21 Sep 2017, 1:33 pm
Qualified purchasers include 1) individuals or family-owned businesses that own $5 million or more in investments, 2) a trust sponsored and managed by qualified purchasers, 3) a person, acting for his own account or the account of someone else, that owns and invests at least $25,000,000 in investments, and 4) any entity exclusively owned by qualified purchasers. [read post]
26 Mar 2019, 6:18 am
New editions of Bisel's Pennsylvania Trust Guide and Pennsylvania Fiduciary Guide are now available at Jenkins.Pennsylvania Trust Guide, now on its 4th edition, was written as "a practical guide for those in the profession who practice trust law, fund trusts, or advise trustees" (v). [read post]
15 Jul 2011, 6:23 am
Roberts YES, there are probate issues that can come up even with a trust and all assets funded to the trust. [read post]
17 May 2018, 6:15 am
While there are many important aspects to starting a firm and representing clients, two critical pieces are signing up clients and holding unearned client money in appropriate client trust accounts prior to funds becoming earned. [read post]
26 Apr 2011, 6:49 pm
As a Michigan estate planning lawyer who helps clients throughout the Metro-Detroit area, I recommend annual reviews of a client’s estate plan to ensure that the trust is properly funded, there hasen’t been changes in family situation, changes in law, or changes in tax code. [read post]
28 Mar 2008, 2:00 pm
There are a number of reasons why a fully funded Revocable Living Trust is preferable over a Power of Attorney. [read post]
11 Oct 2006, 10:47 am
There are a number of reasons why a fully funded Revocable Living Trust is preferable over a Power of Attorney. [read post]
