Sentences with phrase «estate trustee with»

I direct that, subject to the filing of the appropriate documents with the Court, a Certificate of Appointment of Estate Trustee with a Will for the Will of [insert name of deceased] dated [insert date of will] be issued to the applicant (s).

If there is a will, the document is called a Certificate of Estate Trustee with a Will.

Certificate of Appointment of Estate Trustee With a Will, or Probate as we so often say, is a process that involves confirming the validity of a Will.

What used to be known as a «probate certificate» is now known as a «certificate of appointment of estate trustee with a will» (or «without a will,» as the case may be).

Based on the new rules, executors who apply for the «Certificate of Appointment of Estate Trustee With (or Without) a Will» must file an «Estate Information Return» within 90 calendar days after the Ontario government initially issues the certificate.

However, when the value of the assets of the estate is high, or for certain types of assets, the estate trustee will have little choice but to apply to the Ontario Superior Court of Justice to obtain a Certificate of Appointment of Estate Trustee with a Will (formerly known as Letters Probate) or a Certificate of Appointment of Estate Trustee without a Will (formerly known as Letters of Administration), («Certificate»).

The new will, tucked into a bible, was not found until after a Certificate of Appointment of Estate Trustee with a Will was issued under the 1999 will.

In order to apply this authority, executors must first obtain a probate certificate known as the «Certificate of Appointment of Estate Trustees With (or Without) a Will,» which is issued by the Ontario government.

Not exact matches

Fox Rothschild's Taxation & Wealth Planning attorneys not only provide clients with sophisticated estate planning advice to help preserve wealth, but we also assist trustees and executors with the administration of trusts and decedent's estates, helping them navigate the often complicated system of intestacy laws and providing advice regarding fiduciary responsibilities.

Our board of trustees wanted [Nyquist] to live in close proximity to campus; however, our campus is located in some of the most expensive real estate in Chicago, so the board made it possible for [him] to live across from [MBI] with an interest - only loan at the market rate of 4 percent.

The committee endorsed Robert Day, an incumbent trustee; Arlene Mulder, a commissioner with the Park District; and Tom Stengren, a real estate broker, according to Alan Yore, the organization «s chairman.

Trustees voted to allow the sign if the Hoffman Estate Park District, which will buy and install the sign, builds a 3 - foot - high berm and plants evergreen trees with a minimum height of 12 feet to screen the sign from McGinley's residence.

First in line were 35 to 40 «V.I.P.s,» including some with close ties to the governor's office, such as SUNY trustee and former Clinton administration official Richard Socarides, ABNY chairman and real estate mogul Bill Rudin, and former New York City Republican mayoral candidate George McDonald.

Trustees love to go after tax refunds because, unlike real estate and other assets, there isn't the overhead and effort associated with listing the property for sale.

A deceased estate is technically not a trust while it is being administered, but is treated as a trust for tax purposes, with the executor or administrator of the estate taken to be the trustee.

These documents will be filed electronically by the Licensed Insolvency Trustee with the Official Receiver after which they will receive a Certificate of Appointment which will contain your Estate Number and Date of Bankruptcy or Proposal.

This will be binding on the fund trustee as long as the nomination complies with superannuation legislation, and the benefit is paid to somebody who is your dependant under the law, or to your estate.

Or might the trustee's fiduciary obligations to the estate sometimes sit in tension with an interest in maximizing creditors» interests?

But they won't act as your trustee if you want to buy real estate with IRA money.

• Naming a trustee in your estate planning with access to funds sufficient to cover needs of the pet in the event of illness or death of the owner.

Shortly before the death, Rothko created a foundation with the aim to support research and education and his best friends, Bernard Reis, Theodore Stamos and Morton Levine were appointed trustees of his estate.

The Menil Collection, Houston Purchase, with funds contributed by the Brown Foundation, Inc., and the following Menil Board of Trustees: Louisa Stude Sarofim, Frances R. Dittmer, Estate of James Elkins, Jr., Windi Grimes, Agnes Gund, Janie C. Lee, Isabel S. Lummis, Roy Nolen, Charles Wright, and Michael Zilkha

In a statement, Mr. Schwartzman said he believed that Ms. MacLear's experience with estates and foundations would fill «a void — the role between estate lawyers and gallerists that exists specifically to help living artists to plan, estate trustees to transition, and existing artist foundations to manage programs.»

The Whitney Museum, with its system of wealthy trustees and ties to the real estate industry perpetuates a model in which culture enhances the city and benefits the 1 % of our society while driving others into financial distress.

In 1994, she became co-executor of the Judd Estate and in 1996 she became a founding trustee of Judd Foundation and serves as Co-President with her brother Flavin.

In 1995 when the Museum severed its ties with the Kansas City Art Institute, it was placed under the governance of an autonomous nonprofit trust estate, the Kemper Museum Operating Foundation, and Mr. Kemper became Chairman of the Board of Trustees.

Tek wants to separate the Yuz from his personal estate that will pass to his large family and hopes to transfer legal ownership of the museum to a foundation with a board of trustees.»

This project, the first commission by Artangel in the United States, is being carried out in collaboration with the trustees of the Mike Kelley estate and is scheduled to open in 2013 as a functioning community space near the Museum of Contemporary Art Detroit.

, 1970, p. 80), was painted with a broken green, presumably as a preliminary to the patination (Trustees of the artist's estate, on loan to Barbara Hepworth Museum, St Ives).

The ULC Committee's draft bill deals with four kinds of fiduciaries: executors of estates, «conservators» — we might call them «guardians» — appointed by a court to look after some or all of the affairs of someone incapable of doing so personally, attorneys (whom the bill calls «agents») under powers of attorney, and trustees under the usual laws of trusts.

Generally speaking, where a matter becomes contentious such that there is potential liability for the trustees, the courts have held that the trustee should pay their legal expenses personally with later indemnification by the estate, if appropriate.

If you exercise a power of attorney for property or act as an estate trustee or solicitor with control of the estate assets, you should ensure to keep proper trust accounting records and reconcile the accounts monthly.

In Jones and The Public Trustee for the Province of British Columbia v. Humeston, Unreported, Kelowna Registry No. 3/1999, Madam Justice Beames dealt with an estate litigation matter arising out a motor vehicle accident.

It may seem tempting to declare bankruptcy to avoid the long arm of the FRO; however, your support arrears merely become a claim that is made against your estate, with the FRO dealing directly with the bankruptcy trustee like any other creditor.

Any pre-petition claim (which this was) happens to be property of the Chapter 7 bankruptcy estate, with the the trustee having the proper standing to pursue it.

In order for someone with a lower priority to act as estate trustee, the person (s) with a higher priority must formally give up (or «renounce») their entitlement to act as estate trustee and consent to the other person acting.

The estate trustee is allowed to hire professionals to help her with her duties where necessary, such as accountants and lawyers.

The person with the first right to act as estate trustee is the spouse of the deceased, followed by adult children, then any other adult descendants, then the parents of the deceased, then the adult siblings.

Although she is not a lawyer, Jackie wrote a book to help survivors cope with paperwork titled Administering Wills and Trusts: A Layperson's Guide for Executors and Trustees of Mid-Size Estates.

This is the purpose: A blog established by a practicing & teaching lawyer in Pennsylvania for the benefit of law students, consumers, & professionals interested in legal developments affecting Elder Law, long - term care, End - of - Life issues, estate & personal planning, fiduciary administrations (by agents under powers of attorney, custodians, guardians, & trustees), elder conflict dispute resolution, or Orphans» Court litigation in this Commonwealth, with reference to trends nationally.»

If you aren't serving as both the Executor of the Estate and Trustee of the Trust, you want to stay in close touch with the Executor during the first few months.

Although she is not a lawyer, Jackie wrote a book to help survivors cope with paperwork titledAdministering Wills and Trusts: A Layperson's Guide for Executors and Trustees of Mid-Size Estates.

Section 284 of IA 1986 provides that where a person is adjudged bankrupt, any disposition made during the period beginning with the date of the presentation of the petition (in this case 9 March 2009) and ending with the vesting of the bankrupt's estate in a trustee in bankruptcy will be void unless subject to the court's earlier approval or subsequent ratification.

At Eisen Law, we advise both estate trustees and beneficiaries on issues similar to those raised in this case, and have many years of experience in assisting individuals with understanding their rights, protecting their interests, and ensuring that they are being treated fairly.

Continue with the executor that was appointed by the will as an estate trustee during litigation but put stringent rules or limits on his or her powers;

The Certificate demonstrates to the world that the Will has been duly proven and registered with the court and that the estate trustee has authority to act on behalf of the estate.

After that, the estate trustee will file an application with the court for directions as how to proceed with the will challenge.

When making an application for an order appointing a Commitee, an estate trustee may wish to seek further advice from the court with respect to how long the property should be held and what should be done if the person still can not be located in the future.

An estate trustee stands in a fiduciary (i.e. trust) position and, as such, is required to show good faith in dealing with the beneficiaries and others.

Does your chosen estate trustee have the ability to deal with lawyers, financial institutions, insurance companies, and government agencies such as the CRA?