Search for: "In the Matter of the Trusts" Results 141 - 160 of 29,152
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25 Apr 2023, 9:05 pm by Ron Payne
Estate planning is an essential aspect of everyone’s life, no matter how much you may not want to think about it. [read post]
17 Feb 2010, 3:29 am by Andrew Lavoott Bluestone
HSBC fulfilled its fiduciary duty by providing petitioners with a full accounting of the trust, and petitioners failed to object to the accounting and executed releases waiving their rights against HSBC (see Matter of Hunter, 4 NY3d 260, 270-271; Matter of Schoenewerg, 277 NY 424, 427-428). [read post]
20 Mar 2024, 9:43 am by Law Offices of Daniel A. Hunt
This confidentiality can be appealing to individuals who prefer to keep their estate matters private. [read post]
5 Oct 2016, 12:25 pm by Jules M. Haas
If you have a question regarding a Trust or Estate matter, call me now for a free review. [read post]
5 Oct 2016, 12:25 pm by Jules M. Haas
If you have a question regarding a Trust or Estate matter, call me now for a free review. [read post]
7 Nov 2017, 1:43 pm by Meghan O'Neil
Chechui v Nieman is a recent decision from the Ontario Court of Appeal which deals with the often contentious matter of whether certain transfers constitute a gift or a resulting trust. [read post]
24 Jan 2024, 5:54 am by Sarah Litowich
Based in Salem, Litowich Law provides clients throughout Oregon with committed counsel for estate planning and trust administration matters. [read post]
19 Sep 2023, 1:39 pm by Law Offices of Daniel A. Hunt
In litigated matters, we occasionally see the Probate Court allow some rent-free occupancy if the beneficiary was living with the settlor in order to care for them prior to their passing. [read post]
18 May 2012, 7:40 am by John Palley
However, some people want to put their car into the trust no matter what. [read post]
27 Mar 2023, 8:03 pm
Generally speaking, a trustee manages the trust and the assets it holds and disperses income or principal from the trust in accordance with the terms of the trust. [read post]
5 Nov 2009, 9:50 pm by Rick Kabra
Archive Closed Client Accounts When a client matter has been completed, the balance on the client’s ledger is zero, and all transactions have been reconciled with the bank statement, you should “close” or archive that client ledger. [read post]
23 Sep 2018, 4:36 pm by Ginzburg & Bronshteyn LLP
Firm partner, Yasha Bronshteyn, litigating Conservatorship, Trust Matters, and Accounting Matters attended the Los Angeles County Bar Association Presentation on September 13, 2018, at the Los Angeles Superior Court. [read post]
If you would like to learn more about Reno wills and trusts and other estate planning matters, attend one of our upcoming seminars. [read post]
1 Jan 2022, 2:29 pm by Gerry W. Beyer
In the matter of the Colecchia Family Trust, The litigation was focused on an irrevocable, income-only/use-only trust "under which the equitable property rights of remaindermen had vested ab initio. [read post]
1 Feb 2022, 2:29 pm by Gerry W. Beyer
In the matter of the Colecchia Family Trust, The litigation was focused on an irrevocable, income-only/use-only trust "under which the equitable property rights of remaindermen had vested ab initio. [read post]
30 Oct 2008, 5:09 pm
You might be able to save some money up front by using software or a fill-in-the-blank form, but your heirs could face serious headaches and legal problems when your trust matters most. [read post]
16 Oct 2023, 3:20 am
Beneficiary Communication Trustees should communicate effectively with beneficiaries, informing them about trust-related matters, including tax consequences and distribution schedules. [read post]
3 Jul 2023, 10:06 am by Holly
  Another important set of trustee duties relates to tax matters. [read post]