Search for: "Investing Trust Funds"
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13 Jan 2009, 2:22 pm
(2) The trust provides for the investment and management of the special needs child's inheritance by a third party - the trustee [read post]
19 Jul 2011, 8:52 am
During the 108th Congress, legislation, P.L. 108-359, was passed amending the Investment Company Act to exclude from the definition of investment company any collective trust fund maintained by a bank consisting solely of certain church pension plans, companies, or accounts specified in the Internal Revenue Code. [read post]
16 Jan 2019, 9:00 am
Industries that use similar practices include Health & Welfare Funds, Open-End Investment Funds, Trust & Estates, and Real Estate Investment Trust. [read post]
8 Jul 2016, 10:19 am
By Jacquelyn LumbThe Division of Investment Management has advised closed-end funds Deutsche Strategic Income Trust and Deutsche Multi-Market Income Trust that it does not concur with their view that they may omit a shareholder proposal which seeks the declassification of their boards of directors. [read post]
5 Dec 2014, 6:40 am
Other features that most good dynasty trusts include are the ability to relocate the trust to another jurisdiction (usually to obtain a more favorable tax rate), the ability to have a separate investment advisor, and the creation of a trust protector to modify terms of the trust in the events facts or circumstances change. [read post]
1 Jul 2021, 10:40 am
The unitrust election is essential to converting the care fund trust from an income trust to a total return trust. [read post]
29 May 2012, 10:05 pm
Healthcare Trust of America is a non-traded Real Estate Investment Trust (REIT). [read post]
21 Jul 2020, 8:54 am
Most care funds were invested exclusively in bonds. [read post]
18 Sep 2014, 9:51 am
The successor trustee holds, manages, invests the trust assets and collects the income and profits from the investments. [read post]
6 Mar 2011, 7:15 am
Each beneficiary has a separate account established, but for the purposes of investment and management of funds, the trust “pools” all these various accounts into one. [read post]
18 Feb 2016, 10:28 am
These policies are useful to provide cash on the death of the insured which can then be available to fund buy-sell agreement in which the employee pays for the term portion of a policy, while the corporation pays for the whole life or investment portion. [read post]
21 Apr 2020, 6:18 am
Advisor Group’s decision to suspend the sales of real estate interval funds and NAV real estate investment trusts (NAV REITs) comes soon after another independent brokerage-dealer (IBD), LPL Financial, announced that it was suspending its sales of a number of nontraded REITs and publicly traded property interval funds. [read post]
23 Aug 2016, 2:56 pm
This will require the Grantor to retitle real property, bank and investment accounts, and any business interests (LLC interests or stock in an S-Corporation) into the Trust. [read post]
24 Sep 2014, 10:00 am
Griffin, hedge fund manager and founder and CEO of the investment firm Citadel LLC, and Anne Dias-Griffin,... [read post]
16 Jan 2017, 8:24 am
Are you concerned about your investment losses in American Realty Capital Hospitality Trust? [read post]
24 May 2021, 1:52 pm
A PFIC is a pooled investment registered and regulated outside the US, including many types of funds, investment trusts, ETFs, and some foreign corporations and pension schemes too. [read post]
13 Apr 2020, 7:13 am
They typically have high commissions, and lack liquidity–similar to real estate investment trusts (REITs). [read post]
11 May 2023, 10:02 pm
NexPoint, based in Dallas, Texas, provides several types of real estate investment offerings, including publicly traded real estate investment trusts (REITs), Regulation D private placements, 1031 exchanges, closed-end funds, interval funds, and a business development company (BDC). [read post]
21 Apr 2009, 2:20 pm
The suit was filed on behalf of the Pension Trust Fund for Operating Engineers by law firm Coughlin Stoia Geller Rudman & Robbins LLP. [read post]
3 Apr 2024, 1:57 am
Alternative Investment Fund Managers Directive (AIFMD). [read post]
