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27 Oct 2014, 5:39 am
The Utah trustee may be any individual residing in Utah, and does not have to be an institutional trustee such as a bank or trust company. [read post]
9 Jan 2014, 5:30 am
One of them is the revocable living trust. [read post]
8 Aug 2019, 9:36 am
One being “a basic tenet of American corporate law” that a corporation (the mortgage companies) and their shareholders (the banks) are “distinct entities. [read post]
30 Jun 2015, 6:34 am
One consideration when property is transferred from out of state is the tax implications of the transfer. [read post]
1 May 2019, 12:57 pm
As you can see, the problem with this traditional plan is that one partner dies and the survivor takes the house and bank account and it cuts out the descendants of the first client to die with respect to the joint assets.Why a Joint Trust Can Be an Important Estate Planning Tool for Non-Traditional CouplesOne of the best ways to handle a situation like this is for Jane and Alex to set up a joint trust. [read post]
9 Jun 2009, 8:11 pm
Ten banks, including JP Morgan Chase, Morgan Stanley, American Express, Bank of New York Mellon, BB&T Corp, Capital One, Northern Trust, State Street, U.S. [read post]
6 Nov 2023, 1:50 pm
You can name yourself as Trustee of your fully funded trust (with the bank named as successor Trustee) or, with an unfunded trust you can name the bank as initial Trustee. [read post]
26 Dec 2016, 8:08 am
This is usually true unless one spouse is incapacitated to the point that he or she is not able to manage your assets in the same way you do now. [read post]
1 Dec 2016, 9:03 am
One of the best tools estate planning attorneys in Jacksonville utilize for their clients is the Florida revocable trust. [read post]
22 Feb 2016, 5:11 am
In order to reap the benefits of this type of ownership, the Trust must observe certain formalities relative to trust assets; including, but not limited to, the use of a Trust bank account. [read post]
28 May 2012, 8:43 am
Your father’s living trust has just one purpose: to allow his estate to avoid probate upon his death. [read post]
18 Jul 2009, 6:19 am
Its assets were purchased by Athens-based First American Bank and Trust. [read post]
30 Oct 2013, 1:04 pm
One of these trusts is the revocable living trust. [read post]
7 Sep 2015, 3:00 am
How to Fund a Trust: Bank Accounts Most bank accounts can easily be transferred to a trust by the completion of a simple form or two. [read post]
26 Oct 2016, 6:00 am
The originators are well known banks, among others:JPMorgan Chase Bank, N.A.Charter One Bank, N.A.Bank of America, N.A.RBS Citizens, N.A.Union Federal Savings BankThese loans were structured with the assistance of the First Marblehead Corporation. [read post]
12 Jul 2022, 6:30 am
Without at least one beneficiary, there can be no viable trust agreement. [read post]
12 May 2014, 12:12 pm
Many law firms manage their trust and regular bank accounts on the Internet, and some firms have the ability to initiate various banking transactions online, including account transfers and wiring funds. [read post]
31 Mar 2014, 8:06 am
Many law firms manage their trust and regular bank accounts on the Internet, and some firms have the ability to initiate various banking transactions online, including account transfers and wiring funds. [read post]
31 Aug 2015, 5:20 am
This is often used where there are multiple heirs provided for in the trust, yet one of them requires the spendthrift provision. [read post]
4 Apr 2008, 3:05 am
Access to your bank anywhere is one of the main benefits of online banking, but in using another organisation's PC, you have to trust that organisation to have good IT security but you cannot guarantee this. [read post]
