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2 Sep 2018, 1:27 pm
Spouses are treated as one person (as to being a grantor or beneficiary).As to the question of substantially same beneficiaries, that Example 1 holds that the following trusts with substantially the same terms and established by the same grantor will be aggregated as one trust:Trust 1 – Beneficiaries B, C, DTrust 2 – Beneficiaries E, C, DTrust 3 – Beneficiary E.Example 2 has one grantor and these beneficiaries:Trust 1 – G as to mandatory… [read post]
31 Jan 2017, 7:28 pm
(e) No Gross Estate Inclusion. [read post]
19 May 2016, 9:07 am
By Rodney F. [read post]
3 Jul 2008, 12:37 pm
(f) Transfer to Revocable Trust. [read post]
4 Feb 2015, 6:20 am
Snyder to Chairman Eitrem) Exhibit C (Sault Tribe Submission for Mandatory Fee-to-Trust Acquisition) Exhibit D (Same, for the Sibley Parcel) Exhibit E (Sault Tribe approval of development agreement with Lansing, MI) Exhibit F (Comprehensive Development Agreement between Sault Tribe and Lansing) Previous coverage of the Lansing casino case here. [read post]
4 Mar 2011, 11:05 am
A) Real estate transaction funds, such as a down payment on a house B) Personal injury settlements C) Earned fees D) Personal funds E) Operating funds F) Collections G) Other settlements or judgments H) Retainers and advances The answer is A, B, F, G, and maybe H—depending on whether you’ve earned the advances or not. [read post]
10 Aug 2009, 4:30 pm
(e) Any individual identified as a trust protector pursuant to this section may file a petition in the Superior Court or a probate court having jurisdiction pursuant to subsection (c) of this section to enforce the provisions of the trust, remove or replace any trustee of the trust, or require a trustee to render an account as required under subsection (d) of this section. [read post]
11 Apr 2014, 7:38 am
§522(f)(1)? [read post]
11 Apr 2024, 9:05 am
If Code Section 527(f) applies to the 501(c)(4), such tax will generally be calculated based on the lesser of: (i) the organization’s net investment income for the taxable year, or (ii) the aggregate amount expended for an “exempt function. [read post]
7 Nov 2007, 2:13 pm
If you are an Indiana resident and want an attorney to help you with a prenuptial agreement, please feel free to contact me.Determine your rights to (what goes in): (A) buy; (B) sell; (C) use; (D) exchange; (E) abandon; (F) lease; (G) consume; (H) expend; (I) assign; (J) create a security interest in; (K) mortgage; (L)… [read post]
31 Mar 2015, 12:28 pm
(k) In the case of a disclaimer by a fiduciary of a power over a trust or estate, the disclaimer must be delivered as provided in subsection (c), (d), or (e), as if the power disclaimed were an interest in property. [read post]
22 Jan 2016, 3:55 pm
The board should take the following actions: (a) Adopt the bylaws and conflict of interest policy; (b) Elect officers; (c) Adopt a fiscal year (such as a year ending December 31 or June 30); (d) Approve establishing a bank account; (e) Approve applying for federal and state tax-exempt status; (f) Approve reimbursement of startup expenses (if applicable); and (g) Approve the compensation of the executive director (CEO) or the treasurer (CFO) (if applicable). [read post]
7 Nov 2011, 6:44 am
(c) The intended use of the principal or income may be enforced by a person designated for that purpose in the trust instrument or, if none is designated, by a person appointed by a court. [read post]
29 Jan 2009, 4:37 am
Homeowner's Insurance f. [read post]
19 May 2010, 5:04 am
Homeowner's Insurance f. [read post]
21 Nov 2011, 6:00 am
(e) Any individual identified as a trust protector pursuant to this section may file a petition in the Superior Court or a probate court having jurisdiction pursuant to subsection (c) of this section to enforce the provisions of the trust, remove or replace any trustee of the trust, or require a trustee to render an account as required under subsection (d) of this section. [read post]
19 Mar 2013, 7:14 am
Ester C Co., --- F. [read post]
6 Jul 2012, 7:25 pm
For businesses reportable on IRS Form Schedule C, Profit or Loss From Business (Sole Proprietorship); Schedule F, Profit Loss From Farming; or Schedule E, Supplemental Income and Loss, as well as flow through income and losses from partnerships, S Corporations, and trusts, a taxpayer can deduct losses if he or she materially participates. [read post]
11 Dec 2023, 3:27 pm
Guillory | White River E-FMary Rowe Keynote | White River E-F, tbdLunch Buffet | White River FoyerConcurrent Session Block 1 CS1A: Staying With and Embracing Conflict: Moving from Triage to Long-Term Recovery | White River C-D, William AustinCS 1B: The Usual Suspects 2.0 | White River G-H, Roy Baroff, Geetha Ravindra, Brian Bloch, and Elisa EnriquezCS 1C: Using Positive Psychology to Help Ombuds – and Our Visitors and Organizations- Flourish! [read post]
22 Jul 2011, 7:00 am
For example, I find it easiest to trust people who (a) treat me with dignity and respect; (b) are like me; (c) behave as though they like and care about me; (d) don’t hurt me and protect me from being hurt by myself or others; (e) have no interests that conflict with mine; (f) listen to and understand me; (g) help me solve my problems when I ask them to do so and (j) are reliable and do what they promise to do in a timely manner. [read post]
