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26 Jan 2024, 11:55 am
Can one […] The post The Listen to Lawrence Letter: Borrowing from a bank with a Medicaid trust appeared first on Davidow, Davidow, Siegel & Stern, LLP. [read post]
3 Aug 2011, 2:51 pm
A living revocable trust account at an FDIC insured bank can have more than $250,000 as long as it has more than one beneficiary. [read post]
27 Sep 2010, 5:27 pm
Up to $500,000 will be insured at each bank for the accounts titled in the trust because only one person is involved. [read post]
8 Nov 2007, 7:30 am
Don’t tell the banks this but… In this post at The Trust and Wealth Management Marketing blog, Jim Gust quotes an email he recently received: Most bank trust departments are undercharging for their services, according to the Fiduciary Income Report analysis of stand-alone trust companies. [read post]
23 Jan 2019, 9:01 pm
A few years ago, Japan’s Mitsubishi Bank established a Trust Museum in Tokyo, as well as in other countries around the world. [read post]
30 May 2007, 2:13 pm
If you have a revocable trust (sometimes called an inter vivos trust or living trust)one of the key steps is the proper funding of that trust. [read post]
5 Sep 2022, 6:16 am
When And How Would Your Bank Reach Out To Your Trusted Contact? [read post]
8 Dec 2023, 11:22 am
I know if we moved our savings into a trust we’d have to retitle the […] The post The Listen to Lawrence Letter: Can I change banks and accounts if I have a trust? [read post]
8 Oct 2008, 6:25 pm
Where your client has an account in the same banking institution where you have your trust account, however, the combined amount of his/her funds and the funds allocated from your trust account will be considered for protection, not each account separately. [read post]
1 Jul 2023, 10:55 am
Under the Rules applicable from 2016 to yesterday (which the Wisconsin Lawyer optimistically described as “modernizing” the way these things are handled), if lawyers wanted to accept electronic transactions (including credit cards) for advanced fees, they either had to set up a separate “e-banking trust account” or, if they wanted to use a primary trust account for electronic transactions (which has been described as an… [read post]
11 Dec 2007, 12:09 am
Hanna, Jr. and Campbell Richardson and published by the US Bank Private Client Group.Rumors have been swirling that there is a 2006 edition, but upon inquiry we were informed that this is incorrect and the 2003 edition is still the latest one. [read post]
26 May 2017, 12:30 pm
A Totten trust is really not a trust; it is a type of payable-on-death bank account. [read post]
23 Jan 2021, 5:00 am
If the asset is real estate, the deed to the property needs to be re-deeded in the name of the trust, if the asset is a bank account, the funds need to be moved into an account titled in the name of the trust. [read post]
22 Nov 2015, 10:48 am
My advice is always to have less than $250,000 at any one bank. [read post]
26 Jun 2012, 6:54 am
The fee-shifting provisions used by these banks are extremely one-sided. [read post]
9 Mar 2023, 7:56 am
The post How Does One Fund a Living Trust? [read post]
11 Jul 2011, 3:01 pm
Question: Can multiple items be placed into one trust or should a Trust be created for each item? [read post]
12 Oct 2011, 9:16 am
Except for one: The amount of trust people have in the whole financial and political system. [read post]
18 Aug 2016, 6:56 am
One of the recent banks that I have been impressed with because of their understanding of revocable and irrevocable trusts is Seacoast Bank. [read post]
15 Dec 2019, 10:08 am
One problem that some clients face is banks and financial institutions who create challenges in funding a trust. [read post]
