Search for: "Legacy Trust"
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5 Feb 2021, 6:10 am
We want you to feel confident about the choices you make- let us be your guide on the path toward preserving your family’s legacy and future. [read post]
8 Jan 2014, 9:47 am
We have reports covering special needs planning, legacy planning, Medicaid planning, wills, trusts, asset protection, trust administration, and a number of other topics. [read post]
22 Jan 2015, 3:28 am
Trust and Bernard Lafferty as Executors, and the establishment of a nine member board of trustees to administer the $1.5 billion charitable trust. [read post]
15 Sep 2009, 6:12 pm
This case illustrates an important point for those administering estates and trusts ... open and frank communication is almost always the best policy. [read post]
17 Aug 2012, 2:15 pm
No one likely wants to leave a "legacy of ill will. [read post]
20 Mar 2017, 7:46 am
In June 2016, KBS Real Estate Investment Trust I and II announced plans to liquidate their assets, joining two sister REITs, KBS Legacy Partners Apartment REIT and KBS Strategic Opportunity REIT. [read post]
19 Nov 2010, 5:32 pm
Think about what you want for your legacy beyond the first generation. [read post]
22 May 2023, 9:25 am
Much will be written of Boyden in the weeks and months ahead, but it seems impossible to do complete justice to his legacy. [read post]
8 Feb 2012, 6:11 am
, husband-and-wife legacy expert attorneys, and hosts of the national television special, Trial & Heirs: Protect Your Family Fortune! [read post]
28 Jun 2010, 9:31 pm
No one can be in the Senate for that long and leave an uncomplicated legacy. [read post]
29 Jan 2024, 3:47 pm
Then they need to determine which items will affect the estate tax calculation and any remaining exemption they have left from prior legacy planning. [read post]
25 Jan 2016, 6:00 am
In this, the growing scholarship on law and inequality is best understood as a more modern manifestation of a familiar legacy: that of legal realism and Progressive Era political economy. [read post]
9 Feb 2015, 7:00 pm
The alteration in the form of the trust asset which resulted from the sale of the stocks was not a revocation of the bequest of such property, Decedent Estate Law, § 39, as the interest of income beneficiaries and remaindermen of the trust are capable of fixation; the corpus of the trust, upon its termination, being payable to the remaindermen upon the same basis as the purchase price paid for the stock.' So too, in the case at bar, the alteration of the… [read post]
6 Dec 2021, 8:49 am
A similar situation may arise when a trust instrument requires the trustee not to make any disposition of certain “legacy” assets, and the trustee erroneously sells them anyhow. [read post]
10 Jan 2024, 10:12 am
Common types of irrevocable trusts include irrevocable life insurance trusts (or ILITs), intentionally defective grantor trusts (or IDGTs), and A/B trusts (also known as bypass trusts). [read post]
4 Mar 2024, 5:56 am
(U.S. trust funds for resettled communities later brought the figure to $600 million.) [read post]
11 Oct 2015, 6:41 pm
He swore on at least three occasions that he had been given specific direction that the residuary legacy was to be given to the "Franciscan Friars at St. [read post]
20 Jan 2009, 10:01 am
My fellow citizens:I stand here today humbled by the task before us, grateful for the trust you have bestowed, mindful of the sacrifices borne by our ancestors. [read post]
11 Dec 2023, 8:34 am
Establish a Revocable Living Trust Using a revocable living trust is one of the most comprehensive vehicles for sidestepping probate. [read post]
2 Mar 2012, 7:45 pm
One wonders what kind of financial legacy she left behind? [read post]
