Sentences with phrase «trust instrument»

In the financial market, Mutual funds are the most trusted instrument for creating wealth.

Our trust officers have a vast wealth of experience in constructing and administering trust instruments designed to clearly convey your financial wishes now and into the future.

A bequest under your will or revocable trust instrument describes the portion of your estate that you choose to leave to the APA Adoption Center and should qualify for an estate tax charitable deduction.

Ms. Yazdchi's experience also includes drafting and implementing revocable trusts, financial and healthcare powers of attorney, more complex trust instruments such as irrevocable intentionally defective grantor trusts (IDGTs), and all aspects of trust and probate administration.

Bill and Dena Brown Trust v Garcia 312 Mich App 684; 880 NW2d 269 (2015)(affirming lower court decision to grant summary disposition on undue influence claim and interpreting trust instrument)

Regularly advises on the validity and construction of trust instruments, on trustees» duties and beneficiaries» rights, on constructive and resulting trusts and on conflicts of interest.

These extensive reviews are designed to confirm that portfolios are being managed in accordance with your objectives, as well as within the parameters of the trust instruments in which the assets may be held.

Comprehensive, high quality estate planning involves much more than preparation of wills, trust instruments and durable powers of attorney.

Then I let all of that go, trust my instrument, my body, and mind, and I just live the moment.

The notion is that if they can factor emotion out of the process (they invoke the pilot's mantra, «trust your instruments») and extend their vision beyond the current obsession with this quarter and next quarter, they'll find opportunities that will pay off handsomely a few years from now.

Termination of the rights and interests of the trustee and bondholders under a trust agreement or indenture upon final payment or provision for payment of all debt service and premiums, and other costs, as specifically provided for in the trust instrument.

You must transfer the Trust property into your name as the Trustee, review the Trust instruments, and maintain a record - keeping system in order to keep track of the Trust's assets, appraising them if necessary, and pay any debts.

He is also regularly involved in applications by trustees for administrative directions, applications by trustees and beneficiaries for relief on grounds of mistake, applications for orders approving compromises of disputes on behalf of minor, unborn and unascertained beneficiaries and applications for rectification of trust instruments.

The defendants» purpose in amending the trust instrument was to protect the ownership interests of the other unit owners.

Specifically, the Applicant, acting as a trustee, knowingly breached a trust instrument resulting in a loss of approximately one million dollars to some 20 investors.

Specifically, the Applicant, acting as a trustee, knowingly breached a trust instrument resulting in a loss of approximately one million dollars to

Modern estate planners have the property held in trust by a trustee with an equitable life estate beneficiary and a trust instrument that is more clear about who is responsible for what.

(3.1) Where the trustee applies to the court for the determination of an issue as to the construction of the trust instrument or arising in the administration of the trust, its costs (and the costs of the beneficiaries) are incurred for the benefit of the trust and all parties are entitled to an indemnity out of the trust estate.

Such disputes may be «friendly» litigation necessary to establish the true construction of the trust instrument, or «hostile» litigation, as where the validity of the settlement and, therefore, the entitlement of the trustees to control the trust assets is challenged.

There is now greater scope for a party to argue that a claim brought for directions in the administration of the trust, or for construction of the trust instrument, is (at least partly) more in the nature of hostile (category 3.3) than friendly (category 3.1 or 3.2) litigation, and so costs should be divided up accordingly.

When a spouse dies, the property might pass to the surviving spouse (if it is titled in joint names), by beneficiary designation, by will or trust instrument, or under the laws of intestate succession (for those who do not have a will) or statutory share (for spouses who have been cut out of the will).

Represented high - net - worth individuals and their families in disputes with their former trust and estates counsel arising from negligent drafting of wills and trust instruments that risked unnecessary estate tax liability, obtaining settlements that fully protected the clients against the possible imposition of the unnecessary estate taxes.

Remainder interests may also be named in the trust instrument.

This needs to be made absolutely clear at the outset and the settlor and the beneficiaries need to understand that they can not direct trustees to use the trust's assets how they (the settlor / beneficiaries) want, unless there is an express power in the trust instrument to that effect.