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Documents on Trusts And Estates, Professional Services
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|What a Revocable Living Trust Can and Can't Do For You|
Jeanette M. Dostie; Suisman Shapiro Attorneys-at-Law;
March 23, 2016A revocable living trust (or RLT) is a widely used estate planning device, often promoted in magazine articles and at seminars. There is no doubt that individuals and couples can achieve substantial benefits, both tax and non-tax, through the use of revocable living trusts. It is important,...
|Reasons to establish a trust. When do you need a trust? And why?|
Kellie Schneider; The Law Offices of Sally S. Andrews;
October 22, 2015, previously published by TIAA-CREF Individual & Institutional Services, LLC, a registered investment advisor, provides investment advisory services. Trust services are provided by TIAA-CREF Trust Company, FSB.Which trust is right for you? The following is an overview of some of the different types of trusts we can help establish and manage. We also offer other types of trusts — our Trust Company representatives can describe these capabilities in more detail.
|The 10 Most Important Questions in Estate Planning|
Marc Herbert; Law Office of Marc Herbert;
September 25, 2015, previously published on September 16, 2015As an attorney, I get to meet people from many different backgrounds in many different situations. No matter, the differences, I hear many similar questions about Estate Planning, like.
|Electronic Wills At Our Fingertips: Should They Be Admitted to Probate?|
Kyle B. Gee; Spieth, Bell, McCurdy & Newell Co., L.P.A.;
February 14, 2014, previously published by Cleveland Metropolitan Bar Association Journal on December 2013In 2013, an Ohio court admitted to probate an electronic will handwritten and signed on a tablet computer. The testator was hospitalized and "did not have any paper or pencil," wrote the Court. Other jurisdictions have faced similar questions when presented with testamentary documents in...
|What is a living trust?|
Christopher J. Acklin; Grand Rapids Law Group;
June 7, 2013, previously published by El Informador on Summer 2013Details on living trusts and how they can help your estate planning.
|The Cyprus International Trust|
Lia Iordanou Theodoulou, Stavros Pavlou; Patrikios Pavlou & Associates LLC;
November 16, 2012, previously published on November 2012The concept of the trust as we know it in our days dates back to the Crusaders in the 12th Century and is based on the Anglo-Saxon legal system. It was devised to allow continuity of family property and succession in troubled times when the “master of the house” was off to war.
|GST Tax Requires Special Planning|
John M. Goralka; The Goralka Law Firm A Professional Corporation;
October 31, 2012After the estate tax was enacted, the government felt that transfers that skipped a generation or more would avoid the payment of estate tax on each generation. The Generation Skipping tax was enacted Designed to ensure that assets are taxed at each generational level, the Generation-Skipping...
|Texas Driver's License Delays for Some Foreign Nationals Due To New Policy|
October 31, 2012, previously published on October 24, 2012Texas Department of Public Safety (DPS) has implemented a new, statewide procedure for the verification of non-U.S. citizens’ immigration status and period of lawful stay. The new policy has had an immediate impact on applicants seeking renewed Texas driver’s licenses. Non-citizens...
|Amendments to the Power Of Attorney Act and Representation Agreement Act Effective September 1, 2011|
Noel Z. Golden, Gary J. Wilson, Tamara G. Wong; Borden Ladner Gervais LLP;
October 5, 2011, previously published on September 2011Effective September 1, 2011, the Adult Guardianship and Planning Statutes Amendment Act, 2007 came into force, substantially amending the existing Power of Attorney Act (British Columbia) and the Representation Agreement Act (British Columbia). This bulletin highlights some of the significant...
|The Panamanian Trust: Unilimited Versatility|
February 23, 2011Panama is mainly a services country, where immigration laws that favor high net-worth individuals, a secure and reliable banking system, its appeal as a place for multinationals to establish their headquarters, and a high level of economic development induce trust companies to broaden their...