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- Declaration Of Revocable Trust
- Revocable Trust is a trust whereby provisions can be altered or canceled dependent on the grantor. During the life of the trust, income earned is distributed to the grantor, and only after death does property transfer to the beneficiaries. This is a template for declaration of revocable trust. This type...
- Tools & templates 2007-12-01
Additional Resources
- General Estate Planning
- The following is intended as a general discussion of estate planning concepts and not as specific advice. This discussion is limited to non-estate tax situations. The Will serves the following basic functions: to transfer title to property of a deceased person to specified persons; to pay the debts of the...
- White papers 2003-01-01
- Revocable spousal annuity a gift-tax saver.(United States Internal Revenue Service)(Brief Article)
- A revocable spousal annuity can pay off as a gift tax saver. A wife put stock in a trust that would pay her an annuity for 15 years, with the remainder to her kids. If she died before the 15 years were up, her spouse would...
- Research articles 2003-02-28
- JB Oxford Announces Dissolution of Revocable Government Trust
- Business Editors LOS ANGELES--BUSINESS WIRE--Feb. 26, 2001 JB Oxford Holdings, Inc. (Nasdaq:JBOH), which through its JB Oxford & Company subsidiary is a leading provider of discount brokerage services to clients nationwide, announces the dissolution of the JB Oxford Revocable Government Trust as of Feb. 18, 2001. The...
- Research articles 2001-02-26
- Step-up in basis denied, maybe for wrong reason. (Internal Revenue Service regulation of revocable trusts)
- The Internal Revenue Service IRS has issued a technical advice memorandum that denies a step-up in basis for the one-half interest in revocable trusts retained by surviving spouses in cases where surviving spouses have the right to revoke the trust and The Internal Revenue Service IRS has issued a technical...
- Research articles 1993-06-07
- Office transaction
- A Jacksonville office building leased to the State Department of Human Services drew a $780,000 sales price. SW Land & Cattle LLC, led by I. Thomas Williams Jr., bought the 2636 W. Main St. property from the J.R. Young Revocable Trust. The two-acre development previously was linked with...
- Research articles 2004-05-17
- Stewart Enterprises Plans Common Stock Offering
- METAIRIE, La.--BUSINESS WIRE--Jan. 5, 1999--Stewart Enterprises, Inc. (Nasdaq/NMS: STEI) today announced that it plans to offer for sale 12,500,000 shares of its Class A Common Stock, including 650,000 shares that will be offered for the account of the Stewart Revocable Trust, a trust established by Frank B. Stewart, Jr. and...
- Research articles 1999-01-05
- Stewart Enterprises Closes $219 Million Equity Offering; Over-Allotment Option Exercised
- METAIRIE, La.--BUSINESS WIRE--Feb. 3, 1999--Stewart Enterprises, Inc. (Nasdaq NMS: STEI) announced today that it has closed its previously announced offering of Class A Common Stock. The Company sold 14,375,000 shares for $16.75 per share, including 1,875,000 shares sold pursuant to the underwriters' over-allotment option. 13,627,500 shares were sold for the...
- Research articles 1999-02-03
- St. Petersburg Times, Fla., On Money Column.
- Knight Ridder/Tribune Business News Nov. 2--QUESTION: I am 82 and have a 53-year-old disabled and dependent son. I need to have a way to insure having enough money for my son's future care as well as my own. I set up a revocable trust but...
- Research articles 1998-11-02
- RV acquisition
- A recreational vehicle project in Sherwood changed hands in a $1.4 million deal. Fletcher Realty LLC, led by Frank Fletcher, bought the National Travelers project at 6027 Warden Road flora the Kenneth R. Downing Revocable Trust. The 1.8-acre-acre development previously was tied to a February 2002 mortgage of...
- Research articles 2004-04-12
- Church mortgage
- A church construction project is in motion with a $1.2 million funding agreement. Little Rock Church obtained the three-year loan from Eagle Bank & Trust. The 7.2-acre development at 10701 W. Baseline Road previously was linked with a March 2003 mortgage of $300,000 held by Bank of America in...
- Research articles 2006-07-31
- Kaisers to turn White House into office complex
- Greg and Gwen Kaiser have bought property at 900 NE 63rd St. in Oklahoma City for $800,000 from the Susan C. Sturm revocable trust.
- Research articles 2000-09-08
- Bluegreen Corporation Settles Litigation with Central Florida Investments and Amends Rights Plan
- BOCA RATON, Fla. -- Bluegreen Corporation (NYSE:BXG) announced today that it has settled pending litigation with David A. Siegel, David A. Siegel Revocable Trust and Central Florida Investments over the acquisition by these shareholders of approximately 32% of the outstanding stock of Bluegreen. Central Florida Investments is the parent company...
- Research articles 2006-10-17
- New Cases Before the District Court
- Filings for 01/07/97 Civil CJ-97-85 -- Rousseau Mortgage Corporation vs. Neece James L et al; Alleged Foreclosure; Mock, Barry D Atty; Assg Division D-2 Civil - James B. Blevins. CJ-97-86 -- In re Waiver of Tax Penalty vs. U S Xpress Leasing Inc; Alleged Waiver of...
- Research articles 1997-01-10
- On Deadline
- NCUA: Health Savings Covered By The NCUSIF ALEXANDRIA, Va.-NCUA said last week that Health Savings Accounts qualify for deposit insurance coverage under the National CU Share Insurance Fund. In a new legal opinion letter issued to an HSA provider, HealthEquity Inc., of American Fork, Utah,...
- Research articles 2007-04-30
- QTIP and non-QTIP asset aggregation for estate tax valuation purposes rejected.(qualified terminable interest property)
- In Estate of Mellinger, 112 TC No. 4 (1999), the Tax Court recently held that two minority interests in a corporation's common stock should not be aggregated to create a controlling interest for estate tax valuation purposes, even though the decedent owned 28% of the stock in...
- Research articles 1999-06-01
- Turbocharge your lifetime tax planning to legally conquer the estate tax
- Most estate tax plans are really death plans. You have the documents prepared (typically, a will and revocable trust), put them away for safekeeping and then, forget about them. Someday you die, and the documents are dug up and read. What's the result? The IRS is guaranteed a big...
- Research articles 2008-01-01
- Aerosonic makes announcement
- CLEARWATER, Fla.--BUSINESS WIRE--May 24, 1996--Aerosonic Corp. announced Friday that J. Mervyn Nabors, chairman of the board and president of Aerosonic, has purchased 1,087,000 shares of common stock in Aerosonic Corp. from the revocable trust of Herbert J. Frank at a price of $2.00 per share.CONTACT: Aerosonic Corp., ClearwaterLois Abraham,...
- Research articles 1996-05-24
- CIVIL
- (46293) NOTICE OF HEARING MOTION TO CONFIRM SALE CJ-94-7966 In the District Court of Oklahoma County, State of Oklahoma. Albert W. Kruger, Jr., and Lillie M. Kruger, husband and wife, Trustees of the Albert W. Kruger, Jr. and Lillie...
- Research articles 1995-02-16
- CT Realty Starts on South County Buildings for Sale
- Opus West Building Chino Hills Shopping Center; New BIA Head Gets Call From Governor REAL ESTATE COMMERCIAL CT Realty Corp. had a busy May, expanding its Storage Outlet division with two acquisitions and breaking ground on a nine-building, $20 million office development in Mission Viejo. The Newport Beach-based...
- Research articles 2004-06-07
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