14 December 2023 | 9 replies
I’m the manager of the trust and there are several beneficiaries in the trust.
10 January 2023 | 134 replies
So if you have 50k of cash value and an outstanding policy loan for 45k you will only be able to borrow, withdraw 5k or leave the DB minus 45k to your beneficiary.
10 July 2024 | 50 replies
It’s a fairly sophisticated operation, with an unusually long time lag between first identifying the unclaimed funds, tracking the beneficiaries, obtaining a contract from said beneficiaries, gathering all the documents needed for “proof”, dealing with numerous government agencies, and finally hopefully having your client receive the funds and you getting paid.
13 May 2015 | 16 replies
A dedicated escrow account, where the tenant is the account beneficiary.
16 January 2024 | 20 replies
Formed a trust, made offer in the name of the trust, I was the trustee and I named my buyer as the beneficiary.
24 May 2015 | 8 replies
Yeah - the realtor is the only beneficiary of these things.
13 November 2015 | 14 replies
Attorney fees and etc from my understanding during probates all assets are sold to pay off any remaining debts and whatever is left over IF ANY would disbursed to beneficiaries.
13 July 2024 | 6 replies
I've been told the answer is to set up a revocable land trust with the LLC as the beneficiary of the trust and an appropriate trustee structure.
9 December 2022 | 3 replies
Sign the necessary docs needed to resign from my trust and list my endbuyer as the beneficiary to take ownership) 6.My endbuyer signs the closing docs with my seller on closing day.
19 August 2018 | 67 replies
@Michael Plaks, as toFLP's & FLLC's - we only recommend them for clients with either $1M+ net worth or in situations where a trustee is needed because the beneficiaries might do Bad Things with the money.