Search for: "Matter of Interest on Trust Accounts" Results 101 - 120 of 5,250
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14 Nov 2014, 5:12 pm
It is held that the trust has not terminated so that demands for immediate payment from the remainderman's interest are premature. [read post]
22 Jul 2013, 9:31 am
An interesting twist in the case was that the Defendant admitted that, during his Sister's life, she had loaned him about $168,000.00 from her trust monies. [read post]
21 Apr 2021, 12:19 pm by karp
(Keep in mind that certain assets – retirement accounts, for example – should not be transferred into your living trust.) [read post]
28 Oct 2015, 2:43 pm by Jules M. Haas
If you have a question concerning an estate or trust accounting, call me now for a free discussion. [read post]
26 Sep 2007, 7:07 am
If the arbitrator determines that a guardian ad litem is needed to represent the interests of unborn, unascertained, or incapacitated interested persons, a guardian ad litem shall be appointed by the court having jurisdiction over this Trust [my estate]. [read post]
18 May 2014, 12:33 pm by Stephen Bilkis
Virtual representation in a trust accounting has been permitted when the common interest of the representee and the representor is to fund the trust to the fullest extent possible. [read post]
1 Apr 2017, 4:41 pm by Stephen Bilkis
Motion is made to strike out a counterclaim interposed in this action wherein plaintiff seeks to compel defendants to deliver to her a bank passbook of an account in the Interest Department of the ABC Trust Company of Albany issued to and opened in the name of ‘Ms. [read post]
1 Apr 2017, 4:41 pm by Stephen Bilkis
Motion is made to strike out a counterclaim interposed in this action wherein plaintiff seeks to compel defendants to deliver to her a bank passbook of an account in the Interest Department of the ABC Trust Company of Albany issued to and opened in the name of ‘Ms. [read post]
18 Nov 2016, 3:47 pm by Stephen Bilkis
Motion is made to strike out a counterclaim interposed in this action wherein plaintiff seeks to compel defendants to deliver to her a bank passbook of an account in the Interest Department of the ABC Trust Company of Albany issued to and opened in the name of ‘Ms. [read post]
5 Jan 2024, 5:28 am by Kimberly Hegwood
Under Texas law, the trustee has a fiduciary duty to manage and distribute trust assets in your best interests and only as legally allowed. [read post]
16 Jul 2015, 2:37 pm by Philip Bernstein
It did not, however, affect the ex-spouse’s rights to in-trust-for bank accounts (Totten Trusts), life insurance policies, lifetime revocable trusts, or joint tenancies with right of survivorship. [read post]
19 Feb 2014, 1:09 pm
The Executor was directed to retain an attorney or risk having the estate's objections to the trust accounting dismissed. [read post]
16 Jan 2023, 9:33 am by Jules M. Haas
  The parties who are interested in an estate have a right to receive and review an accounting. [read post]
3 Sep 2009, 10:42 am
When you transfer your bank accounts into the name of your trust, you frequently will take your trust into the financial institution and show them that you have a trust. [read post]
7 Sep 2016, 3:52 pm by Shahram Miri
The clear language of the trust directs the trustee to provide an annual accounting to the trustee. [read post]
22 Jun 2016, 1:35 pm by Jules M. Haas
When the account is prepared, all of the estate beneficiaries have an opportunity to review the various schedules and to inquire as to any matters that might be questionable. [read post]