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9 Mar 2016, 3:50 pm by Shahram Miri
," filed December 23, 2013, asking that the court remove defendant as trustee, appoint plaintiff as the sole trustee, and order the assets of the Trust to be liquidated. [read post]
9 Mar 2016, 9:01 am by Cynthia Marcotte Stamer
By: Cynthia Marcotte Stamer Employers, health plans and individual taxpayers should be concerned about reports of deficiencies in the eligibility and enrollment tracking procedures of some health insurance exchanges or “marketplaces” created under the Patient Protection and Affordable Care Act (ACA) that are likely to identify individuals enrolling in health insurance coverage offered through the Healthcare.gov and certain state health insurance exchanges or “marketplaces” as… [read post]
4 Mar 2016, 2:15 pm by Kenneth Vercammen Esq. Edison
; Mechanics of a Will; Selecting an executor, trustee, and guardian; Proper Will execution; Inheritance Taxes, Estate Taxes "Living Will"; Powers of Attorney; $14,000 annual gift tax exclusion, Bequests to charity, Why you need a "Self-Proving" Will and Estate Administration/ Probate.Sample materials: Hand-outs on Wills, Living Wills/Medical Advance Directive, Power of Attorney, Probate and Administration of an Estate, Real Estate, Working with your Attorney,… [read post]
2 Mar 2016, 5:00 pm by Cynthia Marcotte Stamer
Employer and union sponsored group health plans covered by the Employee Retirement Income Security Act of 1974 (ERISA) and their insurers are not required to comply with a Vermont state law that requires health insurers and certain other parties to report payments relating to health care claims and other information relating to health care services to a state agency for compilation in an all-inclusive health care database, according to the United States Supreme Court’s March 1, 2016 ruling in… [read post]
2 Mar 2016, 5:30 am by Kirk Jenkins
The trust document named the grantor and his wife as trustees and primary beneficiaries. [read post]
2 Mar 2016, 3:25 am by Broc Romanek
Executive use of corporate plane to attend a meeting of the board/trustees of a charitable organization: – Definitely a perk – 59% – Leaning toward a perk – 22% – Leaning toward not a perk – 16% – Definitely not a perk – 3% B. [read post]
1 Mar 2016, 9:05 am by John Jascob
The circuit court found that the cautionary information accompanying the contested statements by Harman executives was not meaningful. [read post]
29 Feb 2016, 11:58 am by Cynthia Marcotte Stamer
Founder and Executive Director of the Coalition for Responsible Healthcare Policy and its PROJECT COPE: the Coalition on Patient Empowerment and a Fellow in the American Bar Foundation and State Bar of Texas, Ms. [read post]
29 Feb 2016, 8:21 am by Joe Mullin
 Lila Tretikov said Thursday in a statement that "with great respect," she has tendered her resignation as executive director of the Wikimedia Foundation. [read post]
24 Feb 2016, 2:45 pm by Jules M. Haas
The beneficiary then filed a petition with the Court to compel the trustee to account. [read post]
22 Feb 2016, 5:11 am by WynnAndWynn
  Once the trust instrument is executed and recorded, the only information available to creditors at the Registry of Deeds as to the ownership of the property is the name and address of the Trustee. [read post]
21 Feb 2016, 10:42 am by Scott C. Soady
Even if you have a trust, you still need a properly executed will to ensure there are no “loose ends” when it comes to administering your estate. [read post]
18 Feb 2016, 6:57 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]
18 Feb 2016, 10:46 am by Kenneth Vercammen Esq. Edison
The court's decision that the Will was validly executed under state law gives the executor the power to perform his or her duties under the provisions of the Will. [read post]
18 Feb 2016, 9:27 am by Kenneth Vercammen Esq. Edison
Some of these are:* Marriage, death, birth, divorce or separation affecting either you or anyone named in your Will*Significant changes in the value of your total assets or in any particular assets, which you own* A change in your domicile* Death or incapacity of a beneficiary, or death, incapacity or change in residence of a named executor, trustee or guardian of infants, or of one of the witnesses to the execution of the Will*Annual changes in tax lawMAY I CHANGE MY WILL? [read post]
17 Feb 2016, 9:28 am by Kenneth Vercammen Esq. Edison
; Mechanics of a Will; Selecting an executor, trustee, and guardian; Proper Will execution; Inheritance Taxes, Estate Taxes Living Will; Powers of Attorney; $13,000 annual gift tax exclusion,  Bequests to charity, Why you need a Self-Proving Will and  Estate Administration/ Probate. [read post]
17 Feb 2016, 9:18 am by Kenneth Vercammen Esq. Edison
If the account is a trust account;(1) On death of one of two or more trustees, the rights to any sums remaining on deposit are governed by subsection "a" ;(2) On death of the sole trustee or the survivor of two or more trustees, any sums remaining on deposit belong to the person or persons named as beneficiaries, if surviving, or to the survivor of them if one or more die before the trustee, unless there is clear evidence of a contrary inte [read post]
17 Feb 2016, 8:57 am by Kenneth Vercammen Esq. Edison
Some of these are:* Marriage, death, birth, divorce or separation affecting either you or anyone named in your Will* Significant changes in the value of your total assets or in any particular assets which you own* A change in your domicile* Death or incapacity of a beneficiary, or death, incapacity or change in residence of a named executor, trustee or guardian of infants, or of one of the witnesses to the execution of the Will* Annual changes in tax law* Changes in who you likeMAY… [read post]