Sentences with phrase «trust document»

There are many different mortgage and / or deeds of trust documents in use.

A cost benefit analysis is also required because benefits may surpass costs to prepare trust documents and transfer assets into the trust.

The trust will have a trustee who is responsible for managing the wishes of the creators of the trust according to the written trust document.

The starting position is that the beneficiaries have a right to seek disclosure of trust documents from the trustees.

Acting for an educational institution against its pension scheme advisors in relation to the negligent drafting of trust documents over several years.

Real Estate Attorney work with trust documents, deeds, lease agreements, real estate purchase contracts and mortgages.

Buyer representation in the Purchase and Sale Complimentary review of Trust documents for Buyers Closings at any desired location, including in home closings

At the conclusion of the trust's term, the trust terminates and distributes its remaining assets to the individuals you designate in the original trust document.

«A significant number of documents seized from JGC's residence were financial or corporate in nature, such as trust documents, incorporation documents, financial ledgers and security deposits,» Gaul reasoned.

Deed of Trust The document used in some states instead of a mortgage.

Shedd Aquarium researchers published a study in the Bulletin of Marine Science today in partnership with the University of Exeter, Perry Institute for Marine Science and the Bahamas National Trust documenting the collapse of a Nassau grouper, Epinephelus striatus, spawning aggregation in The Bahamas.

Adds ethics expert Howard K. Schachman, a biochemist at the University of California, Berkeley, «The definition of scientific misconduct presented in the Wellcome Trust document contains words and ideas that I think should be eliminated.»

When your property is placed into a Trust, you and your spouse can control your assets and property using this single trust document.

Most Education Trust documents include the same sections.

In this case, you should specifically identify who will act as your digital executor in your digital asset trust document.

The judge in Oco was not convinced that either issue made much sense in the context of a trust but he nevertheless considered whether the discretionary trust documents really reflected the terms of the trusts and whether the trustee's actions were consistent with a discretionary trust.

Additionally, probated documents typically become public record for everyone to see, while trust documents generally do not.

UGMA and UTMA accounts allow for the creation of a trust without an attorney needed to prepare trust documents, or court needed to appoint a trustee.

To create an irrevocable trust, a written trust document should be created that defines the terms and the conditions of the trust.

At the conclusion of the trust's term, it distributes its remaining assets to the individuals you designate in the original trust document.

The implications of the decision appear wide - reaching in the context of long - established limitations on the ability of a beneficiary to compel the production of trust documents from a trustee as of right.

Deed of Trust The document used in some states instead of a mortgage; title is conveyed to a trustee rather than to the borrower.

Advising beneficiaries of Jersey - based trusts in a professional negligence claim after a demand from HMRC following the amendment of trust documents by solicitors.

What's unique and exciting about donor - advised funds including Schwab Charitable is that you don't need to create a trust document to do that.

The trustee then distributes the death benefits to the trust beneficiaries according to the terms included in the trust document.

The trust document will identify who the trust beneficiaries are, how and when trust beneficiaries may receive distributions from the trust, and how the money in the trust may be invested.

If you have substantial assets, you will need to amend your will, trust documents, and life insurance policies.

But later in that same sentence, the trust document muddies the waters; it is enough, it says, for the research to serve as «a basis for subsequent research directly connected with» the petroleum field.

You have this period that you get to control what happens to those copyrights from the grave, essentially, in your will or in a trust document.

This whole notion of self published writers managing their rights after they die or in a will or a trust document, it's so new that the support systems haven't developed yet for it.

Instead, the trust becomes irrevocable after the grantor dies, and the successor trustee appointed in the trust document distributes the property according to the terms of the trust.

The hard part is, once you have your trust documents setup, you need to actually execute your trust.

At the time of your death, the insurance proceeds are payable to a trustee who handles them for your family in the manner specified in the trust document.

At your death, your living trust can continue without probate for the beneficiaries in your trust document.

You would also designate who the beneficiaries (# 3) are in the trust document.

A photocopy of the first page and the signature page (s) of the trust document will generally provide acceptable evidence.

If the trust has multiple trustees, the page (s) of the trust document which stipulate whether the trustees can act on behalf of the trust singularly or must act together must also be provided.

If the plan has multiple trustees, the page (s) of the trust document which stipulate whether the trustees can act on behalf of the trust singularly or must act together must also be provided.

The remainder interest is paid to qualified organizations as specified in the trust document when the trust terminates.

Since the trust is the beneficiary, the accumulated value will be paid to the trustee (s) of the trust and the trust will distribute the proceeds in accordance with the terms of the trust document.

Successor Trustee: Person or institution named in the trust document who will take over should the first trustee die, resign or otherwise become unable to act.

Since the retirement plan is the beneficiary, the accumulated value will be paid to the trustee (s) of the retirement plan, which will use the proceeds as required by the terms of the trust document.

Your CERTIFIED FINANCIAL PLANNER ™ professional will develop a plan that best suits your immediate as well as anticipated needs and desires with the objective of preparing you to consult with your attorney who will prepare the legal Estate and Trust documents.

A stretch IRA is not a special type of IRA under the Internal Revenue Code, rather, it's a traditional or Roth IRA that has language in the custodial or trust document that gives a beneficiary or contingent beneficiary the option to take distributions from an inherited IRA over the beneficiary's life expectancy.

Through the trust document, you will need to appoint a trustee to manage the trust.