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14 Mar 2015, 7:59 am
Indeed, wills are most frequently contested by beneficiaries who claim the document itself is invalid, either because it was executed without the requisite formalities or because the testator lacked capacity, was induced to sign the instrument against her free will, or revoked it in favor of some alternative disposition. [read post]
8 Jun 2018, 11:37 am
You do not necessarily need to execute a separate trust instrument. [read post]
2 Nov 2009, 8:28 am
It will be interesting to see the Supreme Court's decision and whether it has any impact on the larger executive compensation debate. [read post]
4 Feb 2016, 8:37 am
The Deed of Trust, or Mortgage, is executed and recorded in the county in which the property is located. [read post]
12 Sep 2012, 10:17 pm
Only three weeks after the trustee was appointed, the decedent died. [read post]
10 Apr 2024, 10:00 am
Adding a purpose statement can clarify your goals and intentions to your trustees, beneficiaries, and any other entities or individuals involved in its execution and administration. [read post]
14 Oct 2011, 6:19 am
Ultimately, they reached a settlement that, among other things, included a requirement for Mary and Daniel to execute a quitclaim deed on the property in favor of the Welshes. [read post]
15 Nov 2021, 1:49 pm
These are important elements of a successfully established revocable trust and should be thoughtfully considered as well as detailed in execution. [read post]
12 Dec 2018, 7:00 am
Christopher Woolard, Executive Director of Strategy and Competition at the FCA, said: ‘We welcome the CMA’s in-depth analysis of both investment consultancy and fiduciary management services and support the package of remedies proposed. [read post]
3 May 2023, 4:21 pm
The trustee’s notice must include the following information: The identity of the settlor(s) and the date the trust was executed Name and contact information for the successor trustee(s) The location of the principal place of the trust administration Any other information that the trust requires to be shared A notice that the beneficiary is entitled to a complete copy of the trust document from the successor trustee After the beneficiary receives… [read post]
5 Jul 2024, 4:49 am
A single dissenting opinion in the appellate court decided in favor of the trustee and in agreement with the trial court, and so the trustee was able to appeal to the North Carolina Supreme Court. [read post]
2 Oct 2016, 12:44 pm
If that should not be the case, at that point the Directive would become self executing and could still be applied, for those provisions that are sufficiently detailed and need not be specified or modified by way of national implementing legislation. [read post]
12 Oct 2020, 11:51 am
Making trustees [read post]
21 Feb 2023, 10:18 am
He had executed a will in the 1990s naming his parents as sole beneficiaries of his estate, but they had both pre-deceased him. [read post]
Iowa Court Says Decedent Clearly Named Surviving Spouse as Primary Beneficiary of Retirement Account
27 Jul 2022, 9:29 am
The beneficiary designation form directed the trustee to disburse the funds to the listed beneficiaries. [read post]
18 Dec 2013, 7:09 am
The agreements were executed, and the loan was funded, but the operating agreement was never prepared. [read post]
13 Jan 2022, 8:56 pm
The next month, Helen executed several legal documents. [read post]
9 Mar 2015, 2:38 pm
She most recently served as the Executive Director, Executive Counsel and Head of U.S. [read post]
27 Jul 2022, 9:29 am
The beneficiary designation form directed the trustee to disburse the funds to the listed beneficiaries. [read post]
20 Feb 2015, 6:53 pm
If it appears that the will was duly executed and that the testator at the time of executing it was in all respects competent to make a will and not under restraint it must be admitted to probate as a will valid to pass real and personal property, unless otherwise provided by the decree and the will and decree shall be recorded. 3. [read post]
