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30 Sep 2016, 12:31 pm by Weisman, Young & Ruemenapp, P.C.
The trustee argued that only the second section applied because otherwise the annuity must comply with the provisions of Sections 401-409 of the IRC (which admittedly it did not). [read post]
30 Sep 2016, 12:31 pm by Weisman, Young & Ruemenapp, P.C.
The trustee argued that only the second section applied because otherwise the annuity must comply with the provisions of Sections 401-409 of the IRC (which admittedly it did not). [read post]
                                                Landlord’s Lien Iowa Code § 570.1 provides that a landlord “shall have a lien for the rent upon all crops grown upon the leased premises, and upon any other personal property of the tenant which has been… [read post]
28 Sep 2016, 9:45 am by Marsha Tesar
In your will, you may designate a trustee to control assets you directed to be held in trust on behalf of those you leave behind. [read post]
23 Sep 2016, 7:00 am by Rania Combs
Although financial institutions may reject an agents’ authority under powers of attorney, they are accustomed to dealing with trustees and successor trustees. [read post]
15 Sep 2016, 6:00 am by Doug Cornelius
According to the SEC’s order, BOK Financial failed in its gatekeeper role as indenture trustee and dissemination agent for the bond offerings. [read post]
9 Sep 2016, 10:52 am by Mark Astarita
 According to the SEC’s order, BOKF NA failed in its gatekeeper role as indenture trustee and dissemination agent for Brogdon’s bond offerings. [read post]
6 Sep 2016, 2:42 pm by Larry Tolchinsky
These documents have to be properly executed (witnessed, notarized, etc.) and they are considered a part of the complaint itself. [read post]
5 Sep 2016, 6:49 pm by Kenneth Vercammen Esq. Edison
; Mechanics of a Will; "Living Will"; Powers of Attorney; Selecting an executor, trustee, and guardian; Proper Will execution; Inheritance Taxes, Estate Taxes $14,000 annual gift tax exclusion,  Bequests to charity, Why you need a "Self-Proving" Will and  Estate Administration/ Probate. [read post]
31 Aug 2016, 5:24 am by Carl Neff
  Section 3819 provides that each beneficial owner of a statutory trust has the right, subject to reasonable standards imposed by the trustees, to inspect the following documents: A copy of the governing instrument and certificate of trust and all amendments thereto, together with copies of any written powers of attorney pursuant to which the governing instrument and any certificate and any amendments thereto have been executed; A current list of the name and last known… [read post]
24 Aug 2016, 6:17 pm
But as Delaware's chief executive points out to McGlone, the DAM survived its exile and is now thriving. [read post]
23 Aug 2016, 5:00 am by Leigia Rosales
You also include trust terms that allow the successor Trustee to take over for you in the event of your incapacity, allowing for a relatively quick and simple transition to the successor Trustee if you become incapacitated. [read post]
21 Aug 2016, 6:30 pm by Kenneth Vercammen Esq. Edison
         A trust also protects the beneficiary if there is a lawsuit and judgment against them.8)  Make sure the trustee for any funds designated for your children is the "right" trustee. [read post]
16 Aug 2016, 7:51 pm by Kenneth Vercammen Esq. Edison
The bill also protects a trustee who makes distributions from the trust after the settlor’s death, unless the trustee k [read post]
16 Aug 2016, 5:00 am by Leigia Rosales
A Last Will and Testament is a legal document that anyone over the age of majority and who is of sound mind may execute. [read post]
15 Aug 2016, 2:33 pm by John Chierichella
”  These mechanisms effectively deprive the foreign owner of all day-to-day management of the cleared company, placing that responsibility in the hands of three cleared, U.S. citizen trustees or proxies who must have no prior relationship with the cleared company, the foreign interest, or its affiliates, and who must be approved by the Government. [read post]
15 Aug 2016, 2:11 pm by John Chierichella and Keith Szeliga
”  These mechanisms effectively deprive the foreign owner of all day-to-day management of the cleared company, placing that responsibility in the hands of three cleared, U.S. citizen trustees or proxies who must have no prior relationship with the cleared company, the foreign interest, or its affiliates, and who must be approved by the Government. [read post]