Sentences with phrase «trust distribution»

For example, a second to die policy may provide a death benefit to future generations as part of a revocable living trust distribution plan.

For example, a second to die policy may provide a death benefit to future generations as part of a revocable living trust distribution plan.

However, family trust distribution tax (FTDT) applies to distributions made from these trusts if the trustee confers a present entitlement, or distributes income or capital, makes concessional loans or otherwise provides or allows the use of income or capital of the trust for less than its market value to a person or entity that is outside the trust's family group.

Governor Ducey's new proposal would increase the current State Land Trust distribution formula from 2.5 percent to 10 percent for a period of five years.

The good news is that if the estate trust distributions include stock, your basis for the stock is the value as of the date of death (nitpickers: I am aware that the estate is allowed to pick a different date for the valuation but I am trying to keep it simple here).

That's because the federal government's new tax on income - trust distributions took effect on January 1, 2011.

footnote † Other brokerage transactions — like purchases, partnership distributions, certain trust distributions, and stock option trades — are included in the nonreportable section of Form 1099 - B.

«We truly believe a major component of this goal is providing increased availability of products and services from a single, trusted distribution partner.»

Here are the statistics as I have calculated them for the S&P / TSX Composite Index and the S&P / TSX Composite Total Return Index (that includes reinvested dividends and income trust distributions).

They were, and still are, a trusted distribution source for Chinese mothers fearful of buying tainted products — demand from daigou resulted in Australian infant formula sales tripling in just three years.

Or one future spouse may expect to receive a substantial amount through inheritance or a trust distribution.

Canaccord Adams says that a $ 1 dividend could net you the same amount after tax as a trust distribution of $ 1.22 to $ 1.43.

LITs must pay out any surplus income to investors in the form of trust distributions.

-- Or unearned, which includes capital gains, investment interest or dividends, unemployment benefits and / or some trust distributions.

This method of trust distribution, called a «non pro rata» distribution, along with filing a parent - child exclusion form with the assessor, may avoid a property tax reassessment that might otherwise be triggered.