Found inside – Page 112Duty to act with an "even hand": You must treat the beneficiaries fairly ... It is important to note that the trust agreement can override any of the ... Found insideYour parents will name beneficiaries in their Will and other legal documents, ... to change beneficiary designations on any or all of those other documents. Found inside – Page 312... given by a will is a beneficiary of that beneficial interest.658 The executors have as against him the same overriding common law or statutory power as ... Found inside – Page 3... the will, where the executor of the estate, who was also a named beneficiary, ... R. 17(A) permitted the same, that requirement does not override the ... Found inside – Page 197In certain circumstances, the beneficiary of a pecuniary legacy will be ... to any interest on an unpaid legacy until 'the executor's year'has expired. Found inside – Page 407-When the executors and beneficiaries under the will of a German national themselves German nationals and resident in ... -The rights of the Controller of the Clearing Office override any testamentary disposition , and any application by him ... Found inside – Page 217Your beneficiaries, and your trustee/executor, don't need a conflict between your living trust and will. If you want to change a beneficiary, change it by ... Found inside – Page 212(6) Exceptions to the maxim 'Equity will not assist a volunteer' These are ... claims of the beneficiaries under the will or on an intestacy are overridden. Found inside – Page 94The rule in Saunders v Vautier permits beneficiaries to override the wishes of ... envisage that the beneficiaries can change the terms of existing trusts, ... Found inside – Page 309It is important to note that a will usually does not override designated beneficiaries or property owned jointly. However, a will is useful for designating ... Found inside – Page 314Although the will may specify that the executor is to serve without bond, the probate judge may override this aspect of the will and require bonding if he ... Found insideheritance tax , and then proceeds to tax the right of a beneficiary to receive at a rate measured by the total amount of property transferred by decedent . Nor does the Executor impugn in any way our contention that it is prevented from reaching the “ benefits ” of the insurance policies ... The fallacy of the Executor in this regard is that he considers only the right of the State to override the statutory exemption ... Found inside – Page 7... solvent for the beneficiaries --- Creditors may attend all propractice in the office could not override the rules of Court . ... The proceedings there referred to suit were the executors and trustees of William are proceedings required by some ... Found inside – Page 13The company thus recognized the right to change the beneficiary , accepted the method of doing so , and for more than seven years the insured ... of defense that the company paid the insurance money to one Thomas S. Gordon , executor of the insured , and reliance is apparently placed on a clause in the ... But they are not intended , and could not be allowed , to override rights fixed by the policies . Found inside – Page 1425Then the majority of As one connected with a trustee company he . beneficiaries are to override the minority ? quite approved of the ... An executor can should not find its place in such a Bill as always transfer his office to a company , this . Found insideThe beneficiary can accept or disclaim the legacy by declaration to the ... They can share the estate by mutual agreement or practically override the ... Found inside – Page 258Where a nomination is in place, the benefits will be paid to the nominated beneficiaries. A binding death benefit nomination is a way to override this ... Found inside – Page 1046The acceptance by the beneficiary of a note from the executor or trustee in payment of his indebtedness arising out of the ... the land been held to override mortgage liens when cannot , after acquiescing in the sale and atthe mortgage does not ... Found insideThe broad clause did not override the settled rule. Hildegard Clarenbach used even stronger language in her will, saying that a fiduciary's decision on ... Found inside – Page 55If beneficiaries are described as "next-of-kin, heirs, assigns" or simply "estate", the insurance proceeds will be paid to the executor and pass through ... Found inside – Page 68ask to keep different beneficiaries for allowed such postmortem IRA splits since Vanguard has decided that , as of mid separate IRAs of the same type ? In two 2002. But the executor must meet strict September , it will require customers to use customer service calls FORBES was told ... All your IRAs holding money override the computer , " declared one heirs lose the ability to stretch out payouts rolled ... Found inside – Page 153(6) Exceptions to the Maxim 'Equity Will Not Assist a Volunteer' These are ... claims of the beneficiaries under the will or on an intestacy are overridden. Found inside – Page 66You can prepare a will at any time during your life and change it whenever you wish, ... After you die, the person handling your estate—called an executor, ... Found inside – Page 83The Executor must determine what position the Decedent held; notify the principal, the successor fiduciary, the beneficiaries, or the representatives of the ... Found inside – Page 228It also follows, under common law, that if the deceased beneficiary was intended to ... However, a testator can override the provisions of these anti- lapse ... Found inside(4) Personal representatives mean the executors who have proved the will ... five-sixths of the beneficiaries, who had their own choice of trustees. Found inside – Page 1899"Now including all eight volumes updated in this Fifth Edition, Scott and Ascher on Trusts, formerly published as Scott on Trusts , is widely regarded as the leading authority on the law of trusts. Found inside – Page 390beneficiaries wait until the last minute, you will make their lives harder—and they ... But other concerns may override taxes—for example, you may want to ... Found inside – Page 61A Guide for Planning Your Will, Protecting Your Family's Financial Future, Minimizing Inheritance Taxes, and Avoiding Probate David C. Larsen. attorney will be chosen by your executor ; you can name an attorney in your will , but your executor can override your choice . ... died intestate ( review chapter 1 ) ; your “ beneficiaries ” are those people whom you have named to take your estate under your will . Found inside – Page 95... as beneficiary , the trust agreement or the will may , in fact , override the general rule of law . " The accountant who is named as an executor and ... Found inside – Page 7-85... as beneficiary , the trust agreement or the will may , in fact , override the general rule of law . The accountant who is named as an executor and / or ... Found inside – Page 51Again, a change to your will may be necessary to accommodate this new ... Have you changed your mind about beneficiaries, executors, guardians, or trustees? The authors also include thorough solutions to each of these problems. This is the only book in the field that combines thorough doctrinal analysis with more than 60 review problems, each with complete solutions. Found insidethat arise when the decedent wishes to change the beneficiary via the will but has not complied with the procedures set out by the paying institution. Found insideIt is recommended that you approach each financial institution and change the beneficiary designation so they do not need to see the details of your ... Estate Planning For Dummies gives you the complete lowdown on: Figuring out what you're really worth Mastering the basics of wills and probate Using will substitutes and dodging probate taxes Setting up protective trusts, charitable trusts, ... Found inside – Page 135That means that whomeveryouname as your designated beneficiary on your ... bottom line: your will doesn't override beneficiary designations on allaccounts, ... Found inside – Page 26This can only be explained by labelling different trust rights within the ... These wide abilities of beneficiaries to even override settlor, will and ... Found inside – Page 328(4) personal representatives mean the executors who have proved the will or ... by five-sixths of the beneficiaries, who had their own choice of trustees. Found inside – Page 191the beneficiaries under the will or on an intestacy are overridden. ... as S's executor then this should suffice to completely constitute the trust, ... Found inside – Page 315If the grandchild does not override the election , his executor will be faced with the problem of determining the extent to which each trust beneficiary must contribute . Does the use of the term " jointly " allow the executor to seek full payment ... Written in clear, conversational English, this book can help anyone understand how a living trust avoids the complications, expenses, and delays of probate at times of incapacity and death. Found inside“I suppose, the owner of the Will... meaning Viola, can change the Beneficiary's; but she would have to override her son, and he's the Executor. 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