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21 Jul 2014, 8:47 am
Aragona died two years after creating his trust, having funded some rental real estate properties, as well as some other real estate assets, into the trust. [read post]
8 Dec 2015, 4:21 pm
“To help leaders craft effective policies for their states’ rainy day funds, The Pew Charitable Trusts examined the statutory or constitutional language governing these funds and the trends in their balances. [read post]
25 May 2017, 10:41 am
But, when multiple sellers were added to the equation, the common trust fund requirements would make preneed contract accounting too difficult. [read post]
4 Apr 2011, 8:23 am
You can set up a trust similar to one you would to provide a college fund for a child or a special needs trust for an incapacitated adult. [read post]
17 Dec 2019, 6:47 am
A trust that is funded with the beneficiary’s personal assets would be a first party or self-settled supplemental needs trust. [read post]
5 Sep 2024, 11:46 am
Funding the trust: Deciding which assets to transfer into the SLAT is critical. [read post]
22 Apr 2021, 1:04 pm
On the other hand, if you establish a special needs trust for the benefit of someone else with your funds, it would be a third party trust. [read post]
12 Jun 2023, 2:08 pm
Finally, the court noted that it was “only logical” that the principal be used to pay for the costs since the settlement funds were allocated to the principal. [read post]
13 Mar 2015, 7:21 am
A Self-Settled Special Needs Trust is funded by the disabled person's assets. [read post]
19 Dec 2013, 5:22 pm
“Three federal financial institution regulatory agencies today issued a FAQ (Frequently Asked Questions) document to provide clarification and guidance to banking entities regarding investments in “Covered Funds” and whether collateralized debt obligations backed by trust preferred securities (TruPS CDOs) could be determined to be Covered Funds under the final rules to implement section 619 of the Dodd-Frank Wall Street Reform and Consumer Protection Act. [read post]
15 Mar 2022, 1:53 am
Sila Realty Trust Inc. [read post]
10 Jun 2011, 10:42 am
There are many reasons that people of all ages should consider using a trust, including: To create a protected emergency fund To benefit a disabled child To prevent children from squandering an inheritance To ensure that children from a previous marriage are protected upon the death of a current spouse There are two primary types of trusts, each of which has its own tax ramifications: 1. [read post]
3 May 2021, 7:43 am
If someone sues you, and you go to court and tell the judge that all of your property is in a trust, the judge can simply sign an order allowing the plaintiff to collect funds from your trust. [read post]
24 Jan 2022, 1:53 pm
Connect With Estate Planning Attorneys Anderson, Dorn & Rader When it comes to your trust, it’s important for you to understand that a trust only controls assets that are put, or funded, into the trust. [read post]
19 Nov 2017, 4:35 am
Aprill (Loyola-Los Angeles) has written a short piece on the Tax Consequences of Legal Defense Funds. [read post]
5 Feb 2010, 1:19 pm
State Street offered investments in certain collective trust funds to institutional investors, including pension funds, employee retirement plans, and charities. [read post]
30 Jul 2020, 12:20 pm
This includes age, external funding, and more. [read post]
29 Jul 2014, 8:28 am
Here are some of the most common misconceptions that people have about trust funds and estate planning:Trust funds create spoiled and lazy children. [read post]
23 Apr 2019, 5:03 pm
– moving on to Medicare – the news is likewise bleak via WaPo: “Medicare’s Hospital Insurance Trust Fund is set to run out of money by 2026, as lower tax revenue and higher payments to medical providers have helped weaken the long-term fiscal outlook of the health care program for America’s senior citizens, the Trump administration said on Monday. [read post]
18 May 2024, 7:00 am
Estate tax inclusion risk: If the beneficiary dies while holding the withdrawal right over the undistributed taxable income, all funds subject to the right of withdrawal will be included in the beneficiary’s taxable estate. [read post]
