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)
Paradise Valley home sells for $14M Mar 26, 2008
The home was sold by Mark J. Taylor and Valarie A. Taylor, as trustees of The Duchess Living Trust. More real estate deals. (AZCentral -- Business)
Property transfers Mar 23, 2008
Joyce Oliver Landrum Living Trust dated. Joyce Oliver Landrum Trust, William Joseph Landrum Jr. Trust and William Joseph Landrum Jr. Living Trust d. ... Mozie Ingram and Rose Mary Ingram to Mozie Ingram Living Trust dated Mar. (The Augusta Chronicle)
Planning for the inevitable will help after you are gone Mar 22, 2008
But if a couple has more than 60,000 in equity in their home or accumulated wealth, they should consider a living trust to avoid probate. A living trust should also be used if a couple or an individual has children under 18 years old ... But the same rules on accumulated wealth apply in opting for a living trust or a will. (Big Bear Grizzly, CA)
COURT NOTES LAWSUITS MARRIAGE LICENSES ESTATE NOTICES PROPERTY TRANSACTIONS Mar 22, 2008
Patricia A. Mack (trustee) and Patricia A. Mack Living Trust to Peter R. Austin and Laurie Farrell-Austin for $75,000, Bear Creek Township. John S. Biernacki and Alice E. Biernacki to William McLaughlin and Donna McLaughlin for $274,000, Wilkes-Barre. (The Citizen's Voice, PA)
Ask Realty Times Mar 21, 2008
My father-in-law has a living trust and in the trust he stipulates that when he passes he would like my brother-in-law, who is disabled, to remain in the home until his death or the sale of the property. Would we legally own the home and be able to do what we want with it or can he quick deed it to us and still keep his stipulations. (RealtyTimes)
Aug. 8-28, 2006 (21) Mar 16, 2008
8/10/06 Miriam K. Montavon Living Trust and Jane M. Kaczorowski Living Trust; Terese A. Byrne Revoc Liv Trust, by attorney, Montavon / Kaczorowski / Byrne, to Jlar, Llc, residence at 905 W. Taylor in DeKalb, 300,000 ... 8/15/06 Jeffrey R. and Carol R. Adair Living Trust, to Robert W. and Lisa A. Weinhold, residence at 1220 Darling Court in Sycamore, 260,000 ... 8/16/06 Sharon L. Williams, to James R. Elliott Sr. Revoc Living Trust, residence at 1498 Stonefield Drive in DeKalb, 166,000. (DeKalb Daily Chronicle, IL)
Paradise Valley home sells for $6.1M Mar 15, 2008
Craig M. Juntunen and Kathleen A. Juntunen, as trustees of the Craig M. Juntunen and Kathleen A. Juntunen Living Trust, paid cash for a new home west of the Silverleaf Club in Scottsdale. In addition to the items listed above, Craig Juntunen was a quarterback for the University of Idaho who went on to play professionally in the Canadian football league before launching his business career. (AZCentral -- Business)
Schoebers Athletic Club site sold for $3M Mar 6, 2008
The site at 7012 Realm Drive sold for about $111 per square foot and was bought by Charles H. Reynolds Living Trust. The new owner plans to run a private athletic club at the site. (San Jose Business Journal)
Ins, Outs Of Equity Sharing Mar 5, 2008
Title to the home can be held in a variety of ways -- joint tenancy with right of survivorship, tenancy in common, partnership or as a living trust. Equity sharing deals should be legal and binding contracts designed to provide an equitable means to an end. (RealtyTimes)
Protecting your deposits Mar 4, 2008
The couple could each save an additional $100,000 by naming each other as the beneficiary in a payable-on-death account or a living trust accounts created for estate-planning purposes. Insurance pitfalls. (USA Today -- Money)
Gila Bend solar plant deal gives Wolfswinkel group $15M profit Mar 3, 2008
2 million for the property in July 2005 to Carmella Perry and the Perry Living Trust. The Perry family farmed that parcel and continues to do so in other parts of that area, primarily producing alfalfa, wheat and hay. (Phoenix Business Journal, AZ)
DeKalb County property transactions for Jan. 5-13 (34) Mar 2, 2008
Linda M. Timm, to Ralph T. Russell, Living Trust by trustees Ralph T. Russell and Helen M. Russell, farm at Baseline Road in Kingston, 5,000. Wiseman-Hughes Enterprises, Inc., to Donn E. and Fae L. Lynch, residence at 348 E. Becker Place in Sycamore, 304,113. (DeKalb Daily Chronicle, IL)
Daughter blocks sale of Ho house in Lanikai Mar 2, 2008
The attorneys for Dondi Ho-Costa and for the Don Ho Revocable Living Trust did not respond to requests seeking comment yesterday. According to court documents filed by the trust attorneys, the home at 1018 Mokulua Drive is in escrow, and the sale was supposed to close on or about Jan. 31. (Honolulu Star-Bulletin)
Sept. 12-25, 2006 (30) Mar 2, 2008
9/12/06 Robert J. and Amanda M. Sanders, aka Amanda M. Driessen, to Hermann A. Holz, living trust; Cameron A. and Miriam F. Sen, residence at 825 Amherst Drive in Sycamore, 168,000 ... 9/14/06 North Grove Crossing, Th Llc, to Hermann A. Holz, living trust, residence at 715 Buckboard Lane in Sycamore, 174,267. (DeKalb Daily Chronicle, IL)
Spring Synopsis: Pirates drop two to Phillies Mar 1, 2008
Inside pitch: The Pirates' ownership group has three fewer limited partners, according to the 2008 media guide distributed yesterday: Dick Brothers Investment Partners, the PDA Living Trust and the Downtown law firm Reed Smith were bought out by the remaining 18 limited partners. Kevin McClatchy, the team's controlling owner until Bob Nutting took over in January 2007, remains one of the limited partners and retains his seat on the board of directors, which did not change. (Pittsburgh Post-Gazette, PA -- Sports)
Fiscal path seems headed in right direction Pace of paying off debt earns planner's praise Feb 24, 2008
To establish some protection for his current and future assets, Williamson advised Conner consider getting his estate-planning documents in order, including a revocable living trust, financial power of attorney and health care power of attorney. Sponsored Links. (San Diego Union-Tribune -- Business)
Obituaries: Diane Lora Larsen(1943-2008) Feb 16, 2008
Memorials may be made to the Diane Lora Larsen Living Trust, c/o Chetco Federal Credit Union. Arrangements are being handled by Redwood Memorial Chapel. (Daily Triplicate)
Words from Windschitl - State deficit takes front and center in House Feb 13, 2008
Currently at the end of each fiscal year Iowa Law says the left over balance in the General Fund is split between two important accounts; the Senior Living Trust Fund and the Cash Reserves. This law is in place to save money for use in an economic emergency and to ensure the Senior Living Trust Fund has enough money to support our older Iowans ... Instead of the remaining amount going to the Senior Living Trust Fund (SLTF) Governor Culver has proposed to shift $81. (Missouri Valley Times News, IA)
Scottsdale home sells for $2.25M Feb 13, 2008
The home was sold by Richard and Carolyn Bethurem, as Trustees of the Bethurem Living Trust. Richard Bethurem is a retired Air Force three-star general and former Commander Allied Air Forces Southern Europe, Naples Italy and Commander of 16th Air Force. (AZCentral -- Business)
Fresno Co. supervisor hopefuls ante up Feb 11, 2008
Contributors with single $5,000 donations include the California Real Estate Political Action Committee of Los Angeles, Sun-Maid Growers of California in Kingsburg and developer Robert McCaffrey and the Margo Josephine Living Trust, both of Fresno. Poochigian said she is not sure how much she needs to raise: "It takes a lot of resources to put on a successful campaign."Magsig said he also has collected significant donations, including from businesses, several American Indian tribes, and... (Fresno Bee -- Local)
Court to suspend GF lawyer (28) Feb 9, 2008
Parrent had unlimited power of attorney, and became sole trustee of Kloss living trust, documents said. A message left for a Ken Parrent in Fairfield on Thursday was not immediately returned. (Helena Independent Record, MT)
Most trusts kept out of Probate Court Jan 30, 2008
Answer: From Janet Kelly, Legal Aid attorney: I'm assuming you're referring to a revocable living trust (RLT). Usually, RLTs are not filed, as one of their features is to promote confidentiality. (Honolulu Star-Bulletin)
Chambers to protect life, traditional marriage and "people's" money this session Jan 26, 2008
He spoke of concepts we can all completely agree on, such as the desire to limit spending, and not take money out of the state's reserve funds, or the Senior Living Trust Fund (SLTF) to balance the budget. It is unfortunate that attitude was not present last year when the majority party engaged in unprecedented spending increases. (Ocheyedan Press Melvin News, IA)
Revamped construction plan saves city $1.85 million Jan 24, 2008
One variance was granted to Revocable Living Trust of David A. Parochetti for the Taco Bell/KFC franchise to place a self standing sign five feet from the property line, rather than required 40 feet and to place the sign 55 feet high rather than the required 25 feet in a B4 or Highway Commercial zone. The second variance was granted to a resident to construct a 16-foot by 20-foot garage to come within one foot of the property line rather than the required eight feet. (Monmouth Daily Review Atlas, IL)
What's the law? Jan 23, 2008
Get an attorney to modify living trust ... Question: My revocable living trust was established in 1972 ... Answer: From Janet Kelly, Legal Aid attorney: To answer your first question, regarding a revocable living trust, changes to a revocable living trust are usually done by way of a document called a trust amendment. (Honolulu Star-Bulletin)
Water: Rights gone wrong? Jan 23, 2008
Wood River Journal - Hailey, Idaho. Tuesday, January 22, 2008. (Wood River Journal, ID)
Democrats dish detailsLawmakers stop in Muscatine to outline plans for this year's session Jan 9, 2008
The Democrats said they would also repay the Senior Living Trust Fund, created to help seniors live independently in their own homes. More than 182 million of 300 million drained from the fund has been repaid. (Muscatine Journal, IO)
DEED TRANSFERS Jan 7, 2008
Bruce E. and Vicky L. Polen Living Trust, deeded to John D. and Stella M. Long Block 15 South 1/2, Lot 252 of Original Town of Pittsburg ... Verdan J. and Mary L. Davied Living Trust, deeded to Jim Keller, Section 3, Township 28, Range 24, Government Lots NW-SW and SW-SW.. (SunOnline)
Retiree asks for advice and assurances Jan 6, 2008
She is especially concerned that she won't have enough money in her living trust to give to her two grown children and to charity to really make a difference ... How can she best maximize the amount that she will give to charity as part of her living trust ... NANCEE E. LEWIS / Union-Tribune Una Marie Pierce was concerned that she wouldn't have enough money in her living trust to give to her two grown children andto charity. (San Diego Union-Tribune -- Business)
Hire an estate-planning expert Dec 30, 2007
Another neighbor chimed in and said that I should instead have a "living trust." An argument ensued and we all decided that we would ask Steve. So can you please give us your views on a "living will" vs. a "living trust?" ... There is nothing in common between a living will and a living trust. (AZCentral -- Business)
Owners encouraged to care for pets' future in estate planning Dec 16, 2007
Pet owners can also specify their wishes if they should become incapacitated by establishing a health care power of attorney as well as a revocable living trust, McAvoy said. These wishes can include going into a care home or assisted-living facility that accepts pets, as many do. (San Francisco Chronicle)
Phoenix Suns guard buys new home for $2.9M Dec 12, 2007
The home was sold by Scott C. Widener and Karen M. Widener, as Trustees of the Widener Living Trust. Scott Widener became senior vice president of construction at Del Webb Group when it was acquired by Pulte Homes in 2001. (AZCentral -- Business)
July 11-24, 2006 (30) Dec 2, 2007
7/14/06, Harry G. and Marylis A. Anderson, revocation of living Trust trustees, to David M. Hansen / Woodraska and Sandra K. Woodraska, residence at 313 S. Clark St. in Sandwich, 135,900 ... 7/18/06, Thomas A. Taylor, aka Tom Taylor Construction, to John P. Schraw Living Trust, by trustees John P. Schraw and Rita R. Schraw, residence at 1724 Parkside Drive in Sycamore, 335,000. (DeKalb Daily Chronicle, IL)
Jan. 16-29, 2007 (28) Dec 2, 2007
1/18/07 Babson Farm, Inc., to Ralph T. Russell Living Trust, by Trustees, farm at Goelitz Road in Esmond, 1,120,000. 1/18/07 Kennedy Homes LP, to Caliper Capital of Il, lots at 704,706,708,710 Wilson St. in Waterman, 906,742. (DeKalb Daily Chronicle, IL)
Is This Rally for Real? Nov 30, 2007
They have living trusts and wills -- but these are not estate plans. Unfortunately, most people believe that their estate planning process is completed merely with a living trust and a will, but nothing could be farther from the truth for wealthy individuals ... A living trust helps rid your estate of probate but it doesn't solve your estate planning needs. (Human Events Online)
Stop relatives from taking money Nov 29, 2007
Another option is to use a so-called revocable living trust. These trusts go into effect while you're still alive, and you can name another person as trustee to manage property in the trust once you become incapacitated. (AZCentral -- Business)
Erosion undermining foundations of homes along beach at South Ponte Vedra Beach Nov 29, 2007
White said Alvin Coplan of Jacksonville bought the house shortly before the northeaster from an investment group, Charles W. Schwab Jr. Living Trust. He did not have any other information on the sale. (The St. Augustine Record)
PV home sells for $6M Nov 28, 2007
Edward E. Johnson and Jinx Lee Johnson, as Trustees of the Johnson Living Trust, paid cash for a new home at Pinnacle Ridge on the northeast side of Las Sendas Golf Course in Mesa. The home was sold by Jeff Rogers Custom Homes Inc. of Mesa. (AZCentral -- Business)
A.P. Arrow reaches peak in Clark H. Nov 25, 2007
Bred and owned by the Allen Paulson Living Trust, the 5-year-old horse earned $329,741 from the $554,000 total purse. "He is a horse that consistently has been running well," said Pletcher. (ESPN -- Horse Racing)
Estate planning: Are you prepared? Nov 22, 2007
Probate, estate planning, living trust; these are all words most people don't use on a regular basis, but they are important words to know when planning for the future ... A living trust comes from Old English Common Law ... A living trust allows a person to keep control of his or her assets until he or she dies. (Daily Triplicate)
Transferring assets? Dont just show them the money. Nov 21, 2007
A living trust can be used to manage your assets before and after your death. It also can specify ways both the assets and any income generated by the trust are distributed after your death. (Winchester Star, MA, MA)
Home built in 1950 sells for $4.45M Nov 14, 2007
Alan K. and Nancy L. Brunkhorst, as trustees of the Alan K. Brunkhorst and Nancy L. Brunkhorst Living Trust, paid cash for a 6,057 square-foot home with 684 square-foot pool originally built in 1973 south of the Camelback Mountain-Echo Canyon Recreation Area in Phoenix. The home was sold by David and Lika Etrog Romney. (AZCentral -- Business)
Schuster had a financial stake in husband's death, accountant says Nov 14, 2007
According to a living trust plan the Schusters signed in 1999, if Timothy Schuster died before his wife, Larissa Schuster would inherit his retirement savings, collect his life insurance and receive half of their shared assets, said Paul Quinn, a certified public accountant from Fresno. The other half would be placed in a family trust under her control, he said. (Fresno Bee -- Local)
Ailing YMCA hires leader Nov 9, 2007
Modesto attorney Mark Kanai confirmed that he retains the living trust established by Bennett before his death, including directives for use of his money. But state law prevents Kanai from disclosing those papers, he said. (Modesto Bee, CA)
City demolishes condemned house Nov 8, 2007
When the Lims died, the land was put in trust to the Lim Living Trust ... The land will remain in the ownership of the Lim Living Trust. (Auburn Citizen, NY)
Cause of Thursday field fire unknown Nov 3, 2007
According to Johnson, Gale Maas of Wentworth farms the land which is owned by the Ray Wenk Jr. living trust. The Madison firefighters returned to the fire station at about 3:10 p.m. No injuries related to the fire call were reported. (Madison Daily Leader, SD)
Mutual Funds &Personal Finance Nov 3, 2007
Some people use a living trust to hold assets and distribute them at death ... Even with a living trust, you should draft a pour-over will, too ... That will state that any assets held outright outside the trust go into the living trust upon your death. (Investors Business Daily)
Estate planning can help you rest Nov 1, 2007
One of the most popular estate planning tools is called a revocable living trust, a legal entity that you can make the owner of your assets. In the document that creates the trust, you spell out how your assets should be disposed of after you die and name a trustee (generally yourself), who manages the assets in the trust while you are alive and well. (Fresno Bee -- Business)
Kingsley man reflects on service as Speaker of OIL Oct 29, 2007
"That lack of financial support from the state or state agencies is one frustration for Donaldson."It s not a major thing; a 30,000 annual appropriation would fund the whole session," Donaldson said.In Arizona, where Donaldson served on the senior legislature when he and his wife, Dorothea, first retired, the legislature underwrote some of the expenses.Donaldson, representing northwest Iowa along with John and Sandra Graser of Sioux City, Mabel Mantel of Orange City, Ruth Caswell of Rock Rapids... (Sioux City Journal, IO)
Court Notes PROPERTY TRANSACTIONS CHILD SUPPORT Oct 27, 2007
Sandra T. Husband (trustee), William R. Dungan, Jean A. Dungan, William R. Dungan and Jean A. Dungan Revocable Living Trust to Sandra J. Husband and Frank G. Husband for $72,000, Kingston. Judge Joseph M. Augello, presiding in domestic relations court Thursday, ordered seven people jailed for failure to pay child support. (The Citizen's Voice, PA)
Art, antiques, jewelry can cause friction if family members aren't clear about who gets what in wills Oct 25, 2007
" Assets can be passed down through either a will or a living trust. A will is the legal document used to pass property on to beneficiaries or to appoint a guardian for minor children. Living trusts are documents used to transfer property through a trust to beneficiaries outside of probate. Ms. Silverman said with the holiday season approaching it might be a good idea when families gather to set aside some time and start the difficult conversation. It would help avoid a situation like the one... (Pittsburgh Post-Gazette, PA)
Marsha Kay Seff: How assets are affected by Medi-Cal Oct 14, 2007
Even if the property is in a living trust, it is subject to an estate claim, according to California Advocates for Nursing Home Reform, known as CANHR.. Some careful estate planning can prevent this, according to elder-care attorneys Steven Ratner of Carmel Valley and Judith Copeland of San Diego. (San Diego Union-Tribune)
Caught in the middle: Still raising kids and starting to take care of parents Oct 2, 2007
Topics that should be covered in such discussions include the writing of a simple will to transfer assets and a living will to address artificial life support, along with powers of attorney or a living trust to handle incapacity and other issues ... "The biggest problem with powers of attorney is there's no law requiring anyone to honor them," said John Joseph Volin, a Tempe estate-planning attorney who prefers living trusts. (AZCentral -- Business)
Customer Q&A Sep 29, 2007
The deposits in these accounts are in what are known as payable-on-death (POD) or living trust ... If you have a living trust account, your insurance coverage is complicated and limits are based on several factors. (Atlanta Journal-Constitution)
Show me the massive tax breaks! Sep 29, 2007
He bought property under the moniker of he Client 2177 Living Trust, which is administered by Michael Doven, a longtime Cruise associate. Doven has worked on several Cruise movies, including ission: Impossible, erry Maguire and he Firm. (Telluride Daily Planet, CO)
2 years of twists, turns for property Sep 27, 2007
But before the lawyers could write up the order and have the judge sign it, Rolleston transferred his assets into a living trust he controlled and contended he couldn't pay the judgment. That began a three-year battle by the estate's lawyers to prove the trust was nothing more than a fraud to avoid paying the judgment. (Atlanta Journal-Constitution -- Metro)
City sued over Moss Mountain subdivision Sep 27, 2007
Also named in the suit were Landmark Investment Group Inc., which is associated with Dale Properties, 1991 Moss Revocable Living Trust, and Doris and Charlie Moss, the co-trustees of the trust. The 42 unit Moss Mountain Meadow subdivision near the KOA Campground was initially denied by the Mount Shasta planning commission based on the city's sewer and water connection moratorium. (Mount Shasta News, CA)
PV home sells for $3.1 million Sep 26, 2007
Edward Boyd Lane and Donna Mary Lane, as trustees of the Lane Living Trust, purchased a 6,724-square-foot home originally built in 1936 on the west edge of the Phoenix Country Club. Edward Lane is the founder of E.B. Lane Advertising and Public Relations in Phoenix. (AZCentral -- Business)
More pricey Valley home sales Sep 26, 2007
Jeffrey B. Perlmeter, as trustee of the Jeffrey B. Perlmeter Living Trust, bought a $2 million, 4,292-square-foot home with pool originally built in 1997 south of the Desert Highlands Golf Club in Scottsdale ... The home was sold by Vincent M. Coleman, as trustee of the Maurice Enterprises Living Trust. (AZCentral -- Business)
The 15-Minute Tip: Staying Under the FDIC Umbrella Sep 22, 2007
So set up a living trust with your spouse as beneficiary for another $100,000 in coverage. We're up to half a million. (Fox News)
More of this story Sep 6, 2007
"At all costs, you want to avoid the nightmare of probate by creating a living trust," Grodan said ... Grodan's workshop will discuss the easy process of devising a living trust that works for an individual's situation. (Malibu Times, CA)
College costs complicate retirement Sep 3, 2007
Execute wills, durable powers of attorney and possibly a living trust ... The Campbells will also need to get their estate documents in order, including wills, durable powers of attorneys and possibly a living trust. (San Diego Union-Tribune)
Trouble Helmsley, Millionaire Dog Aug 31, 2007
Although not all states enforce pet trusts, Florida estate attorney Peggy Hoyt says, It helps to have a living trust that can be put into action immediately should you suffer mental or physical disability or death. " As more animal companions are considered members of the family, part of the responsibility of pet ownership means making provisions for their care in the event of your death or disability. In 8-year-old Trouble s case, $12 million is obviously more than enough to keep her in the lap... (Suite101.com)
What if you won? Aug 30, 2007
I d immediately meet with my financial advisors and set up a revocable living trust. Then I d claim the ticket in the name of the trust so no one would know who I am. (Atlanta Journal-Constitution)
