Sentences with phrase «pension trust agreements»

Reviewing and drafting funding agreements, including master trust agreements, pension trust agreements, pooled fund arrangements, segregated funds and insurance contracts.

Not exact matches

Manulife had signed a memorandum of understanding (MOU) with the Unit Trust of India to enter the pensions business in India, but had allowed the agreement to expire.

whether the consumer credit transaction or other transaction is made under the provisions of the National Housing Act, or where the creditor is exempt from licensing under this chapter, (ii) where the credit transaction is not a consumer transaction, (iii) where the credit transaction is by a trust institution as defined in Section 5 - 12A - 1 (1), in its capacity as a fiduciary under any plan or agreement qualified under 26 USC 401 (a) or defined by 5 USC 8437, 26 USC 403 (b), or 26 USC 457, or a trust exempt under 26 USC 501, or (iv) to any municipal pension system created under the laws of the State of Alabama.

Grant has a wide range of experience dealing with all aspects of family law including divorce and dissolution; private law children matters (to include complex Children Act proceedings and removal from jurisdiction cases); financial cases (to include advising medium to high net worth clients; cases with trust and taxation elements, business and farming interests, pensions and foreign assets); pre-nuptial and pre-civil partnership agreements; separation agreements; cohabitation agreements and disputes and change of name deeds.

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(c) if the amendment is in respect of a multi-employer pension plan established pursuant to a collective agreement or a trust agreement.

(b) in the case of a transfer of assets between multi-employer pension plans that are established pursuant to a collective agreement or trust agreement,

In addition to finding an irrevocable life insurance trust to avoid estate taxes, guaranteed universal life insurance can also be used to leave a tax - free inheritance, fund a buy - sell agreement, fund a special needs trust, or maximize a pension.

In a bid to take advantage of institutional capital's interest in real estate investment Inland Western Retail Real Estate Trust Inc. entered into a definitive agreement to form a $ 1 billion joint venture with an unnamed pension fund advised by...