Posts Tagged ‘trust’

Indiana Supreme Court Rejects Holiday World Ownership Appeal

In October, 2013, we reported that the Koch family, owners of Holiday World & Splashin’ Safari in Santa Claus, Indiana, had their legal dispute resolved when an appellate judge affirmed a lower court decision in favor of the late majority owner’s estate. The dispute arose from a mandatory stock purchase agreement created by the three…

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Family trust buys south Liverpool tower block for £3m

A Liverpool tower block has been purchased by the Pervaiz Naviede Family Trust, pushing the number of residential units acquired this year to more than 100. Heysmoor Heights, a 16-storey tower block in the Sefton Park area, was bought out of … Read more: Family trust buys south Liverpool tower block for £3m

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Revocable vs. irrevocable: Which trust is right for your client?

Most clients will instinctively favor the revocable version. After all, why should they want to put their money into something they can never change, when they could put it into something they retain control over — and can even cancel altogether … Read more: Revocable vs. irrevocable: Which trust is right for your client?

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Revocable vs. irrevocable: Which trust is right for your client?

Most clients will instinctively favor the revocable version. After all, why should they want to put their money into something they can never change, when they could put it into something they retain control over — and can even cancel altogether … Read more: Revocable vs. irrevocable: Which trust is right for your client?

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Trust fund committee picks 2 firms to handle investment of hospital money

COLUMBUS, Mississippi — Two financial firms have been selected to manage Lowndes County’s $30 million hospital trust fund. The Lowndes County Reserve and Trust Fund Board of Trustees voted unanimously Tuesday to select Stephens Capital … Read more: Trust fund committee picks 2 firms to handle investment of hospital money

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Trust fund committee picks 2 firms to handle investment of hospital money

COLUMBUS, Mississippi — Two financial firms have been selected to manage Lowndes County’s $30 million hospital trust fund. The Lowndes County Reserve and Trust Fund Board of Trustees voted unanimously Tuesday to select Stephens Capital … Read more: Trust fund committee picks 2 firms to handle investment of hospital money

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Picture This: Your Family Legacy is More Than Trust Documents …

Many families consider their legacy planning complete once their Will and Trust Documents are delivered for signatures. My experience with clients is one of change and modification. There are subtleties that are often not present … Read more: Picture This: Your Family Legacy is More Than Trust Documents …

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Living Trust | Family Offices Group

Living Trust definition: A living trust is created and funded during the grantor's lifetime. (As opposed to a testamentary trust, which is created following a grantor's death.) The grantor is responsible for income taxes for a living trust. A living trust … Read more: Living Trust | Family Offices Group

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Living Trust | Family Offices Group

Living Trust definition: A living trust is created and funded during the grantor's lifetime. (As opposed to a testamentary trust, which is created following a grantor's death.) The grantor is responsible for income taxes for a living trust. A living trust … Read more: Living Trust | Family Offices Group

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