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1 Jan 2014, 4:01 pm
In a situation where you plan to leave substantial assets to multiple children, it may be advisable to appoint a non-family member—or even a professional fiduciary—as your executor or trustee. [read post]
23 Aug 2013, 7:02 am
The underlying complaint was concerned not with the validity of the mortgage lien, but challenged the underlying loan as having been procured by a “predatory lending scheme,” rather than a title issue relating to whether the mortgage was improperly executed or recorded. [read post]
31 May 2023, 2:19 pm
It's been a hot few days in the continuing saga of the Oregon Democratic Party's acceptance, and retention, of a $500,000 donation from a disgraced crypto executive – money that may have been stolen from customers of the now-bankrupt FTX crypto exchange.You may already know the basic outline of the story. [read post]
13 Nov 2013, 6:28 pm
As Hugh speculates, who would want to be trustee of that trust?! [read post]
22 Nov 2017, 3:47 pm
Moreover, reporting lines and measures of success are not consistent across different kinds of university offices, and it becomes very difficult to execute strategic, campus-wide partnerships involving external audiences.I’ve previously written on redefining goals of technology transfer offices, here. [read post]
30 Sep 2018, 2:00 am
One of the benefits of setting up a trust is that it allows you to designate a trustee, who is the person who will administer the trust in the way you see fit to ensure you child’s needs are met after you pass. [read post]
19 Aug 2015, 9:42 pm
The case centered around a 1975 will executed by a woman then residing in California. [read post]
23 Mar 2015, 12:53 pm
Appellant also sued the transferees/assignees to the promissory note and deed of trust, the foreclosure trustee and company that processed the foreclosure documents, and the person who purchased the property.The trial court ruled that the action was subject to a res judicata/collateral estoppel bar and sustained, without leave to amend, demurrers to the First Amended Complaint. [read post]
17 Jun 2013, 5:04 pm
In 2009, before his divorce became official, Lira executed a new will and trust. [read post]
28 Apr 2021, 7:03 am
"... said Peter Kraus, chairman and chief executive of Aperture Investors, a New York advisory firm, who collects with his wife, Jill, a trustee at the Museum of Modern Art. [read post]
30 May 2024, 11:15 am
In the 2000s, after a falling out with his sons, Junichi executed a will and a revocable living trust, through which he completely disinherited his children. [read post]
1 Nov 2012, 11:20 am
New York estate and Surrogate's Court laws provide that all fiduciaries, whether they are Executors, Administrators or Trustees, are obligated to provide an accounting of their activities. [read post]
29 Nov 2022, 4:00 am
When establishing a trust, you will name a custodian or trustee. [read post]
30 Oct 2013, 10:54 am
An Executor, Administrator and Trustee face many issues dealing with asset collection, payment of debts and claims and various tax matters. [read post]
27 Sep 2012, 1:47 pm
See Bankruptcy Petition.In the bankruptcy proceedings, the trustee for Interstate sought to classify the license agreement with Lewis Brothers as an executory contract, subject to assumption or rejection under § 365. [read post]
18 Nov 2016, 7:00 am
The School District also argued that Educator constitutional claims were brought in an inappropriate forum and that Educator failed to meet her burden of establishing a clear legal right to the relief requested.The Commissioner said that Education Law §913 provides, in pertinent part, that “In order to safeguard the health of children attending the public schools, the board of education or trustees of any school district … shall be empowered to require any person employed… [read post]
8 Oct 2019, 4:51 am
Banks (19-440): Whether, for purposes of SLUSA, a trust beneficiary alleges misconduct "in connection with" the purchase or sale of a covered security when the beneficiary alleges that the trustee used trust assets to buy and sell the trustee’s own proprietary securities rather than competitors’ securities and did so for the trustee’s own pecuniary gain.New York Republican State Committee v. [read post]
21 Apr 2016, 2:58 pm
Thus they would execute what is commonly referred to as an A/B Trust to maximize the amount that could be shielded from the estate tax. [read post]
11 Mar 2021, 2:29 am
Rather we strive to discern the settlor’s intent from the trust instrument as a whole and from the circumstances known to the settlor at the time the instrument was executed. [read post]
1 Nov 2012, 12:11 pm
Whitney Houston prepared an estate plan long ago, back when her daughter Bobbi Kristina was born: she executed a Will that contained something called a Testamentary Trust. [read post]
