Search for: "Stock Family Trust"
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24 Dec 2012, 6:08 pm
While many Gun Trusts are not designed to protect your firearms for generations or from creditors of yourself or your family, there is a Professional version of the Gun Trust that is designed to do both. [read post]
14 Dec 2010, 6:27 pm
That includes $3.5 billion in cash, $1.7 billion reinvested from existing debt, and $852 million in stock. [read post]
2 Dec 2011, 8:44 am
The public has been curious about the estate of Steve Jobs ever since he passed away in early October, but with his assets wisely protected with a trust, his family’s privacy regarding the distribution of inheritance has remained intact. [read post]
7 Dec 2011, 10:48 am
The public has been curious about the estate of Steve Jobs ever since he passed away in early October, but with his assets wisely protected with a trust, his family’s privacy regarding the distribution of inheritance has remained intact. [read post]
1 Dec 2010, 6:54 am
“I have been approached by a friend I trust (personally, not on the fine points of tax law) about investing in a pre-IPO stock of a foreign company that will be listed on a US exchange. [read post]
31 Jul 2014, 5:53 am
This excludes the shares owned by various trusts for the benefit of of the Fain family. [read post]
17 Sep 2008, 3:09 pm
An entrepreneur nearing retirement, for example, might choose a directed trust to safeguard his company along with the rest of his estate, but also give family members the power to buy, sell and have voting rights on the company stock. [read post]
31 Mar 2015, 7:16 pm
Since the bulk of the estate consists of stock in a family corporation, construction of the tax clause in turn may require a section 303 Internal Revenue Code stock redemption to meet the tax obligation. [read post]
10 Nov 2014, 7:11 am
This converts the ownership from one of the real estate to one of a personal property interest in the stock or membership of the business entity.The real estate could be owned in a trust. [read post]
3 Dec 2009, 9:01 pm
Bank accounts, real estate, tangible personal property, collectibles, stocks, bonds and family heirlooms come to mind. [read post]
25 Jul 2012, 9:49 pm
Stock fraud lawyers are currently investigating claims on behalf of investors who suffered losses as a result of their investment in Dividend Capital Total Realty Trust Inc. [read post]
16 Dec 2020, 6:28 am
The plaintiff in the case of Buckley Family Trust v. [read post]
29 May 2015, 6:58 am
For family businesses involving an S corporation, some sort of shareholder buy-out agreement is a practical necessity. [read post]
2 Sep 2011, 11:23 am
It exempts: “[O]ffers and sales of securities (including plan interests and guarantees pursuant to paragraph (d)(2)(ii) of this section) under a written compensatory benefit plan (or written compensation contract) established by the issuer, its parents, its majority-owned subsidiaries or majority-owned subsidiaries of the issuer’s parent, for the participation of their employees, directors, general partners, trustees (where the issuer is a business trust), officers, or… [read post]
3 Nov 2008, 3:21 pm
By "retirement account", I mean, 401k, 403b, 457, IRA, Roth IRA, Stock Option Plans, Stock Purchase Plans, Keogh and any other qualified plan under ERISA. 1. [read post]
21 Dec 2018, 4:50 am
Stockholders, meantime, sustained huge losses as M & T bought Wilmington’s stock at 71% less than what many investors had paid during the $270M stock offering. [read post]
14 May 2022, 6:31 am
The actual stockholders—Sorenson Impact Foundation and James Lee Sorenson Family Foundation—brought suit in the Delaware Court of Chancery against Continental Stock Transfer & Trust Company (the “Paying Agent”), the Buyer, and the Target (which was the surviving corporation and which we refer to herein, in combination with the Buyer, as the “Company”). [read post]
14 May 2022, 6:31 am
The actual stockholders—Sorenson Impact Foundation and James Lee Sorenson Family Foundation—brought suit in the Delaware Court of Chancery against Continental Stock Transfer & Trust Company (the “Paying Agent”), the Buyer, and the Target (which was the surviving corporation and which we refer to herein, in combination with the Buyer, as the “Company”). [read post]
13 Dec 2011, 7:36 am
BASIC ESTATE PLANNING DOCUMENTS Will Trust Power of attorney for financial affairs Power of attorney for health care or “living will” or health care directive Do Not Resuscitate (DNR) if you have one HIPPA release Certified Extract of Trust OTHER IMPORTANT FINANCIAL DOCUMENTS Grant or quitclaim deed for house (or other document, such as Court order, wherein you received the house or a portion of the house) Deeds of reconveyance (when mortgages are paid off) Current bank… [read post]
30 Dec 2011, 12:14 pm
Edward Jones portrays itself as a full service brokerage firm that offers not just mutual funds and annuity investments but also stocks, exchange-traded funds, bonds, CDs, preferred stock, and unit trusts. [read post]
