Sentences with phrase «trust arrangements»

Their knowledgeable staff can assist you in evaluating your needs and recommend an appropriate trust arrangement.

This may be appropriate for a standard trust arrangement, but it is not appropriate here.

If so, have appropriate trust arrangements been made so that these assets are not owned directly by the individual?

One current example is what as known as gifted trust arrangements that swell the value of your donation to charity through a complicated series of manoeuvres.

The purpose of an A-B trust arrangement (also called a «marital and bypass trust combination») is to enable both spouses to use the applicable estate tax exemption upon their deaths, which shelters more assets from federal estate taxes.

David's primary area of practice is now employment benefits delivery under trust arrangements.

The announcement comes days after the U.S. Justice Department urged the Surface Transportation Board to reject a voting trust arrangement Canadian Pacific Railway had proposed as part of its bid.

CRTs are complicated trust arrangements, says Waller, and accordingly should not be attempted without competent legal, tax and financial advice.

CRT's are trust arrangements established by you to provide lifetime income to you or a beneficiary with Pine Hill Waldorf School as the final trust beneficiary.

In 2008, a total of 6,224,000 people were covered by either personal or corporate PMI, with a further 1,111,000 covered through Healthcare Trust arrangements.

He has spent many years working on structured transactions, in particular sale and leaseback transactions, orphan trust arrangements, Islamic finance and export credit supported transactions.

In this regard Judge Hodge felt that Clarence House's argument had more force, in that the characteristics of the relationship between NatWest and New Liberty did suggest a bare trust arrangement; if that were so its status could not be masked by the parties choosing to call it a virtual assignment.

Under UGMA, custodianship is similar to that of a trustee except, unlike trust arrangements, the custodian does not take legal title to the property.

If you have the stomach for extreme tax avoidance, an innovation called gifted trust arrangements has replaced the nowbanned art flip deals as the tax shelter du jour.

Typically, it involved creation of an A-B trust arrangement.

On April 3, ProPublica discovered a previously unreported change to the trust arrangement that effectively allows the president to personally withdraw money from his businesses at virtually any time he chooses.

But tread carefully — trust arrangements are not for everyone.

A trust arrangement whereby an employer distributes a certain percentage of company profits to his / her employees.

The trust arrangement allows the proceeds to avoid probate administration and can sanction the professional management of the proceeds to help ensure the livelihood of your survivors.

The system of «life interest» trust arrangements, where the deceased has children, should be simplified.

It held that the 2002 post-nup was valid, binding and enforceable and therefore the trust arrangement was substituted for the lump sum.

After the confrontation, the appellants transferred their present and future real estate interests to themselves and to their two other children as joint tenants under a trust arrangement.