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A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes (more...)
A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes investments for others who have entrusted her with their money.
Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, (more...)
Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and whether or not it goes through probate after your death, is subject to federal estate tax. Currently, however, federal estate tax is due only if your property is worth at least $2 million when you die. The estate tax is scheduled to be repealed for one year, in 2010, but Congress will probably make the repeal (or a very high exempt amount) permanent. Any property left to a surviving spouse (if he or she is a U.S. citizen) or a tax-exempt charity is exempt from federal estate taxes. Many states now also impose their own estate taxes or inheritance taxes.
The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succession laws.
A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.
A case that turns on the word of one witness versus another. The outcome of a swearing match usually depends on whom the jury finds most trustworthy.
The provisions in a trust document defining what the trustee may and may not do.
A seldom-used type of deed that contains express assurances about the legal validity of the title being transferred.
The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.
One who expects to be receive property from the estate of a family member, as long as she outlives that person.
... The probate court's general jurisdiction encompasses "the internal affairs of trusts" and
"[o]ther actions and proceedings involving trustees...." 17000, subds. ... 427 (2) The probate court
has general power and duty to supervise the administration of trusts. ...
... (a)(2)(D).) The trial court ruled that the Estate was the prevailing party, because it had
showed sufficient evidence of undue influence and fraud in the establishment of the trusts. ...
A. Creation of Land Trusts and Operational Trusts; Background. ...
... SIMONS, Acting PJ. On December 30, 1999, Mitchell J. Bilafer (Mitchell)  executed
two irrevocable trusts (collectively, the 1999 Trusts). In 2006, Mitchell filed petitions
to reform the 1999 Trusts to conform them to his intent. ...