Commercial Property: Port Charlotte building bought for $480,000 Nov 20, 2009
- Daniel Lucier dba Axis Satellite renewed its lease for 1,400 square feet of office/warehouse space from William P. McMahon Revocable Living Trust at 5790 Enterprise Parkway, Fort Myers. Todd Holman of Woodyard iates negotiated the transaction. (The News-Press -- Business)
Las Vegas investor seeks board seat at ML Macadamia Orchards Nov 18, 2009
Blank's acquisitions were made through a living trust he controls. The filing follows one by a Colorado investor, Farhad "Fred" Ebrahimi, who recently had a tender offer for ML Macadamia shares. (Honolulu Advertiser)
Auditor outlines harsh reality about state budget Nov 17, 2009
He noted that funds such as those used for the state's Senior Living Trust Fund and Tobacco Trust Fund have been raided to the point where they are merely shadows of what they once were. He noted that some legislators will point to the amount of money they put into the Senior Living Trust Fund. (Fort Madison Daily Democrat, IO)
Vaudt: State faces budget train wreck in fiscal year 2011 Nov 17, 2009
Since 2001, the state has been addicted to using charge cards, or the Senior Living Trust Fund and tobacco-related funds, he explained. So far, nearly $600 million has been diverted from the Senior Living Trust Fund, although $300 million is supposed to be repaid. (Keokuk Daily Gate City, IO)
Records (20) Nov 17, 2009
13: Michael D. and Ann M. Linn to The Harold T. and Ruth P. Fox Revocable Living Trust, 12633 W. Co. Rd. 450 N containing 5. 45 acres, Norman; 80,000. (Brownstown Jackson County Banner, IN)
* Sports Briefs Nov 12, 2009
John Sikuras Hill n Dale Farm consigned Azeri on behalf of the Allen E. Paulson Living Trust, who campaigned her to a 17-win record from 24 lifetime starts and earnings of more than US$4 million. Azeri earned US Horse of the Year honors in 2002. (Taipei Times, Taiwan -- World)
Elk Grove brokers licenses revoked Nov 3, 2009
Insurance Commissioner Steve Poizner alleges that Meteyry contacted seniors and arranged appointments in their homes to review and update their living trust documents even though Meteyry has no expertise in that area. It was determined that his real purpose was to sell annuities, which insurance regulations prohibit, a news release said. (Sacramento Business Journal, CA)
COLUMN: Put these estate-planning moves to work Oct 27, 2009
This means you need to draw up the appropriate legal documents, such as a will and a living trust. If you die intestate (without a will), your belongings will be distributed to your heirs as defined by state laws and these distributions may not be at all what you had in mind. (Winchester Star, MA, MA)
Five myths about wills Oct 26, 2009
One way to avoid probate is to put your property into a living trust. A living trust is a legal document you create to hold property, such as brokerage accounts and real estate ... If you own property in more than one state, a living trust "is a no-brainer," Fatoullah says. (USA Today -- Money)
Property transfers Oct 25, 2009
Marie W. Bell Trust, Sheddie D. Bell Trust, Marie W. Bell Living Trust, Sheddie D. Bell Living Trust and Linda B. Steed Trustee to Kiel Rasmussen, Part of Tract 2, on the southeast side of Old McDuffie Road, Plat Book 34A Page 609, 2376 Old McDuffie Road, $85,000 ... Maureen L. Juwig and Maureen Lois Walker Juwig to Randall Lee Juwig Trustee, Maureen L. Juwig Trustee and Maureen L. Juwig Living Trust dated. (The Augusta Chronicle)
Real Estate Roundup Oct 17, 2009
Clogs n More leased 1,102 square feet at 617 N.W. 23rd Ave., from Carolyn Moore Revocable Living Trust LLC. Kathleen Healy of Urban Works Real Estate brokered the deal. Dominic Scott Insurance Agency leased 1,071 square feet at 4937 N.E. Fremont St., Portland, from Briar Path LLC. Stuart Faris of Pacific Commercial Real Estate represented the tenant; Charlotte Larson and Sara Daley of Urban Works Real Estate represented the property. (Portland Business Journal, OR)
Ohio High Court Hits Alleged Trust Mill With $6.4 Million Fine Oct 17, 2009
In addition to the penalty, the three-judge Ohio Supreme Court panel barred the companies from operating in the state, where they allegedly duped thousands of senior citizens into buying living trusts and insurance products that they often didn't need and couldn't afford ... The customers' financial information was passed to an attorney in the company's Ohio office, then forwarded to the company's California headquarters where living trust form documents were completed and sent back to Ohio. (Law.com)
Companies fined for alleged annuity scheme Oct 15, 2009
The advertisements were followed up with in-home visits that involved high-pressure tactics and unauthorized legal advice that led to thousands of elderly Ohioans buying a living trust package often an inappropriate or even harmful move for many. In buying the plan, customers paid a $1,995 to cover legal services, but the only service rendered typically was the preparation of the estate-planning documents by non-attorneys in California. (Columbus Business First, OH)
No way around law to tap TSP fund Oct 13, 2009
Creating a living trust. This week, certified financial planner Cynthia S. Meyers and estate attorney Mark S. Drobny tackle those topics. (Fresno Bee -- Business)
9 small money steps that pay off big Oct 10, 2009
One of the most tragic disconnects I see is when someone tells me she loves her family to pieces but hasn't set up these four must-have documents: a revocable living trust, a will, a durable power of attorney for finances, and a durable power of attorney for healthcare. I realize these don't sound like a "small" undertaking, since estate lawyers may charge $2,500 to create them. (CNN)
LEGAL TAX DEED NO. 06 TX 1 (17) Oct 9, 2009
TO: Steve Sodeman, Truestee of the S. Sodeman Living Trust 3719 North Thornwood Davenport, Iowa 52806 563-386-6039. Kenneth R. Altizer 133 Cross Street Buda, IL 61314. (Princeton Bureau County Republican, IL)
Guarding your child's future Oct 7, 2009
started the conversation about naming guardians for her children when she came into his office to set up a living trust. Dedicating someone to take care of her boys was the first thing she needed to take care of, the attorney told her. (Honolulu Advertiser)
Choosing children's guardian is difficult but necessary Oct 6, 2009
"Many parental deaths lead to family squabbles if a guardian is not named, Hodson says. On the other hand, if no one is named a guardian in a will or trust, and nobody steps up to claim the children, they will go to foster care. When pop star Michael Jackson died, he had a will that named his mother as guardian of his children - but many families do not have such a will.A TOUGH TOPICAmador's attorney, David J. Elefant of Walnut Creek, Calif., started the conversation about naming guardians for... (Fresno Bee -- Lifestyle)
Wills, trusts: Which is best? Sep 30, 2009
Creating a living trust ... This week, our questions are about changing a living trust and trusting your kids to manage their inheritance ... Living trusts for second marriages. (Fresno Bee -- Business)
CITY INSIDER Sep 16, 2009
"This has been a very difficult and emotional process for them to have their property taken away," said Les Hausrath, the attorney for the I.M. and S.I. Patel Living Trust. City officials said seizing the four-story tenement building was their only option after it sat vacant for about 20 years while the Patels refused to renovate or sell it. (San Francisco Chronicle)
Outside trustee can ease family tension Sep 15, 2009
Creating a living trust ... Living trusts for second marriages ... Question: We have an 18-year-old living trust that we need completely rewritten. (Fresno Bee -- Business)
West-MEC plans aviation academy near Glendale Airport Sep 4, 2009
Copperwing will be built on approximately 216 acres at 11401 W. Glendale Ave. that is owned by the John F. Long Family Revocable Living Trust. The family will donate six of their most valuable acres to accommodate this school, which will include a 40,000-square-foot building for training labs, classrooms, hangar space, meeting rooms and a computer center, McCarthy said. (Glendale Star, AZ)
Variety of financial questions answered Sep 1, 2009
Creating a living trust ... Do we need to set up one or two living trusts. (Fresno Bee -- Business)
Estate planning can prevent family feuds Aug 23, 2009
" Regardless of the size of the estate, a person should still have a plan, said Aubrey Rhodes, whose law office also focuses on estate planning. There are different options for handling your estate, such as wills and revocable living trusts. "They don't realize how much of a mess it can be when they pass away," Mr. Rhodes said. "We've been doing nothing but this for 30 years ... " THE LAST WILL AND testament is a document for death planning, and doesn't come into authority until a person dies,... (The Augusta Chronicle)
Brentwood office building fetches $3M Aug 22, 2009
The building at 116 Wilson Pike Circle in Williamson County, which is a fully occupied office building with a Mexican restaurant, has been sold to Akbah S. Tahiry Living Trust, says Erin Donahue, research director at. Sohaila Willis and Zac Cypress, both brokers with NAI Nashville, represented the seller, Brentwood Office Building LLC. Willis bought it as part of a group of investors. (Nashville Business Journal, TN)
6 grass fires converge Aug 20, 2009
- A second location stretched from the 10000 to 10200 blocks of F.M. 1372, which included Rolling Oaks Ranch, owned by Rolling Oaks Ranch Living Trust, and also included land owned by Homer Hildebrandt. - A third location was in the 10500 block of F.M. 1372 on public right-of-way only. (Madisonville Meteor, TX)
Hawkeye Valley Area Agency on Aging wins awards Aug 3, 2009
Person-Centered Funding is a program in which Senior Living Trust funding follows a client. The Inclement Weather Shelf Stable Meals Program allows older people to have a meal available when a hot meal is unable to be delivered due to weather. (Waterloo-Cedar Falls Courier)
Creating a will makes sense for everyone Jul 13, 2009
If your estate is large or complicated, you may also want to set up a living trust. A living trust will help your heirs avoid probate, the complex and sometimes costly process by which a state court distributes your assets. (Honolulu Advertiser)
BUSINESS: Around North County Jul 12, 2009
Brian Mulvaney, of Voit Real Estate Services Brokerage division's San Diego office, represented the lessor, Peter Basile Living Trust. Jerry Keeny of CB Richard Ellis represented Verdezyne. (North County Times)
Foreclosure sales this week Jul 12, 2009
Seychelles Condominium Management Association v. Jerome A. Ehlen Revocable Living Trust, et al, 3855 S. Atlantic Ave., Unit 705, Daytona Beach Shores, condo. National City Bank v. Luis A Conrado, et al, 445 Woodford Drive, DeBary, single-family residence. (Daytona Beach News Journal -- Business)
Community Action project insulates residents from sky-high utility bills Jul 11, 2009
Through the Senior Living Trust we built the back steps and front steps for this gentleman, Blackwell said ... The Senior Living Trust allows federal dollars to be used to help people who are over 60 years old and of low and moderate income stay in their homes longer before having to move to an institutional living facility. (Keokuk Daily Gate City, IO)
This week's priciest home sales in the Valley Jul 8, 2009
The home was sold by Kevin J. Czerwinski and Anne B. Czerwinski, as trustees of the KJCABC Revocable Living Trust. $2,600,000. (AZCentral -- Business)
Plan ahead or a judge will be in charge Jul 7, 2009
You can use a Revocable Living Trust, Powers of Attorney for Property and Advance Health Care Directives. The assets placed in the trust are managed by you while you are able to do so. (Yuma Daily Sun, AZ)
Real Estate, 7/5 Jul 5, 2009
Moser Morehouse LLC to Ang, V. Jean Revocable Living Trust, 7632 Maplewood Court, 162,900. Muehling, Burton L. and Stacy R., to Wardman, Todd and Traci, 7546 Nashway Road, 202,900. (Columbus Telegram, NE)
MJ's Ex-Wife Debbie Rowe: 'I Want My Kids' Jul 3, 2009
On Thursday new details emerged about the living trust, in which Jackson placed his estate. Jackson's trust divides all his money and assets among his three children, his mother Katherine, and various children's charities, a source familiar with the estate told ABC News. (ABC News)
Real Estate, 6/28 Jun 28, 2009
Bond, Bruce D. and Emiley J., to Zeger, Charles R. and Marci J. Revocable Living Trusts, 1300 Manatt St., 129,500 ... Ironwood Builders LLC to Becker, Daryl Living Trust, 6131 Thompson Creek Blvd., 236,800. (Columbus Telegram, NE)
A Legacy of Litigation Survives the King of Pop Jun 27, 2009
"There's nobody to speak for the estate yet ; and it depends on whether he had a will or a living trust as to whether or not -- and when -- somebody will be appointed to speak on behalf of him," he said. While most entertainers have living trusts, a will could delay pending litigation because the shift in management of his estate could take several months, he said. (Law.com)
CHOOSING A NURSING HOME Jun 25, 2009
It says - "Be nice to your kids. They'll pick your nursing home." On the other side of the coin however, there's another bumper sticker floating around the community that says: "Be nice to your Mom and Dad. They haven't done their Living Trust yet.". Traveling the country as a director of the National Academy of Elder Law Attorneys, I continuously talk with other Elder Law Attorneys and social workers, etc. (Racine Journal Times, WI)
Agency seeks Mount Taylor landowners May 27, 2009
Living Trust); Elkins, Lynn E.; Elkins, Paula D.; Elkins, Thomas L.. F - Farris Mines; Fernandez Company ; Fernandez Company. (Grants Cibola County Beacon, NM)
Learn about the law May 5, 2009
What is a living trust. The speaker will be Atty. (Cambridge Chronicle, MA)
Real Estate Records, 5/3 May 3, 2009
Call, Robert E. and Lee Anne Revocable Living Trusts, to Gulland, Peggy A. Revocable Living Trust, 2502 Hollyhock Circle, 103,000. Caseyco Pine Crest LLC to Cleveland, Casey W., 1211 Turtle Creek Road, 134,900. (Beatrice Daily Sun, NE)
Chase sues tech exec Flip over $7M loan Apr 15, 2009
In a breach of contract suit filed April 1, Chase says Mr. Filipowski failed to repay the loan made on behalf of a living trust in 2007. Under terms of the agreement, the $7 million loan was due in full on May 2, 2008. (Crain's Chicago Business)
When creating a living trust, remember to fund it Apr 1, 2009
Over the past 10 years living trusts have received tremendous attention by the public. This particular estate planning tool has been promoted in a variety of ways, from attorneys, through seminar marketing, and to firms selling do-it-yourself living trust kits for $300 to $600 ... Over the past several years I have received numerous calls from clients regarding use of a living trust to transfer assets at death. (Racine Journal Times, WI)
Mass. clients Mar 13, 2009
Allen Liberman Rev Living Trust Dated 3/8/06 ... Barbara Goldfinger Living Trust Dated 4/5/00 Barbara Goldfinger Stephen Goldfinger Trustees ... Jeanette Metzger Trustee of Jeanette Metzger Living Trust c/o Sandra M Honeyman. (Boston Globe)
Managing newfound wealth not stress-free Mar 12, 2009
In either case, you ll need to update your estate plan to include your increased assets and provide for their management, in the event of your incapacity, with a revocable living trust and/or a durable power of attorney. Determine the tax implications Is your new wealth taxable. (Lompoc Record, CA)
Arizona laws apply to snowbirds Mar 7, 2009
Should we establish a living trust to avoid probate in Arizona. Answer: As non-resident aliens you are generally bound by Arizona law. (AZCentral -- Business)
The Valley's priciest home sales Feb 26, 2009
The home was sold by Caroline Lane LLC, an Arizona limited-liability company, whose members are Steven W. Weber and Weber Living Trust. The trustees are Gail and Steven Weber. (AZCentral -- Business)
Mutual Funds &Personal Finance Feb 21, 2009
"Years ago a client couple had put their home into a living trust," McCoy said. "When they refinanced it, the paperwork put the house back into their names personally. They didn't realize it. If one of them had died, it would have created estate planning problems.". (Investors Business Daily)
Heirs not so apparent in Valley feud Feb 17, 2009
According to court records, Joel and Cecilia Whitehurst's irrevocable living trust and will was written in 1991. Alfred Whitehurst was named sole executor of the estate. (Fresno Bee)
FOCUS ON SENIORS: Give your records an annual check up Feb 16, 2009
These documents would include your last will and testament, revocable living trust, durable power of attorney, designation of health care surrogate, living will and pre-need guardian declaration. You also should review your finances. (Florida Today)
Madoff's Mass. hit exceeds 456 victims Feb 10, 2009
Allen Liberman Rev Living Trust Dated 3/8/06 Newton ... Barbara Goldfinger Living Trust Dated 4/5/00 Barbara Goldfinger Stephen Goldfinger Trustees Newton ... Jeanette Metzger Trustee of Jeanette Metzger Living Trust c/o Sandra M Honeyman Weston. (Boston Business Journal, MA)
Madoff client list includes Tampa Bay residents Feb 8, 2009
HENRY GOLDFINGER TTEE 3/10/83 HENRY GOLDFINGER LIVING TRUST P O BOX 320372 TAMPA, FL 33679 ... MATILDA T GOLDFINGER TTEE 3/10/83 M T GOLDFINGER LIVING TRUST P O BOX 320372 TAMPA, FL 33679. (Tampa Bay Business Journal, FL)
Court discloses 50 Arizona investors in Bernie Madoff case Feb 8, 2009
Revocable Living Trust, Sun City. Clarence H. Walton and Frances Lehmann Walton, Peoria. (Phoenix Business Journal, AZ)
Pittsburgh investors on Madoff client list Feb 8, 2009
for free extra services. Subscribe to Pittsburgh Business Times. (Pittsburgh Business Times, PA)
CSG has no investments with Madoff, despite being on list Feb 8, 2009
The only other apparent Memphis connection was Marvin E. Bruce Living Trust, Marvin E. Bruce Trustee. Reader Comments. (Memphis Business Journal, TN)
