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14 May 2012, 7:17 am
These all should be transferred to your trust to make things easier and cheaper for your loved ones. [read post]
21 Apr 2015, 8:05 am
(“John”), and in his capacity as trustee of the Buckingham Family Trust (“the Family Trust”); two of David’s siblings, Richard Buckingham (“Richard”) and Susan Buckingham (“Susan”), individually, in their capacities as trustees of the Family Trust, and as beneficiaries of two insurance policies; and the Family Trust brought suit against Virginia Commerce Bank (“the Bank”),… [read post]
30 Jun 2023, 7:15 am
Lawrence, I just wanted to comment on one of your recent LISTEN TO LAWRENCE LETTERS regarding the funding of a trust with a CD. [read post]
20 Apr 2012, 11:00 am
One of the teaching points to take from this case is the importance of reading the fine print when appointing a trustee. [read post]
1 Feb 2013, 6:50 am
Elderly clients trust the bank, and do not realize that the “investment advisors” and the bank will receive a healthy commission for making the annuity sale. [read post]
1 Feb 2013, 6:50 am
Elderly clients trust the bank, and do not realize that the “investment advisors” and the bank will receive a healthy commission for making the annuity sale. [read post]
1 Feb 2013, 6:50 am
Elderly clients trust the bank, and do not realize that the “investment advisors” and the bank will receive a healthy commission for making the annuity sale. [read post]
9 Feb 2015, 6:29 am
The $5000 technically belongs to you until I earn it, but I’m holding onto it in trust in my special bank account. [read post]
13 Aug 2019, 2:11 pm
Although we did not know the facts and circumstances of Allegiant Bank coming to be the NPS trustee, one SDR argument carried the most weight: Allegiant Bank failed to properly comprehend Chapter 436. [read post]
12 Jun 2019, 8:00 am
” Texas Capital Bank is one of nearly 60 banks in the Prime Partner Bank program. [read post]
26 Apr 2013, 9:04 pm
Either for a re-fi on their mortgage or a new bank account. [read post]
5 Aug 2021, 6:32 am
To qualify for these programs, a person must own no more than $2,000 in resources, including cash, funds in bank accounts, investments, or retirement savings. [read post]
18 Sep 2009, 7:00 am
Many clients ask if they should appoint some one from their bank to be the trustee of their pet trust. [read post]
31 Jan 2012, 12:16 am
There is a lot of misunderstanding about trusts.Financial adviser Dan Danford, CFP®, CRSP®, MBA, answers this question from a DadsDivorce.com reader about bank CDs and trust accounts:"How do I purchase bank CDs and make sure they are protected in my trust account? [read post]
16 Dec 2019, 7:42 am
When the trustee (or trustees, if there are more than one) die, the bank may then pay the money, and any interest, to the beneficiary. [read post]
16 Dec 2019, 7:42 am
When the trustee (or trustees, if there are more than one) die, the bank may then pay the money, and any interest, to the beneficiary. [read post]
30 Nov 2015, 6:54 am
., d/b/a under the tradename Jeff Davis Bank and Trust Company (“Jeff Davis Bank”) accepted in 2000 and 2001 the trusteeship over substantial funds placed in trust by the Coushatta Tribe of Louisiana (the “Coushatta Tribe”) for the benefit of certain minor children, to be held in trust until such then-minor beneficiaries attained the age of twenty-one (21) years. [read post]
4 Sep 2007, 8:05 pm
NO One way to pull off the no-trust-money disappearing act is to obtain a court ruling dismissing a lawsuit against the trust because the trust is an improper party. [read post]
14 Jul 2015, 9:00 am
Stuart – the former owner of One Financial Corporation and its subsidiary One Bank & Trust– and the trust’s beneficiaries, for alleged fraud on the Treasury Department and its Troubled Asset Relief Program (“TARP”). [read post]
7 Oct 2008, 6:43 am
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]
