10 ENGLISH BOOKS RELATING TO «SOLE BENEFICIARY»
Discover the use of
sole beneficiary in the following bibliographical selection. Books relating to
sole beneficiary and brief extracts from same to provide context of its use in English literature.
1
Estate and Retirement Planning Answer Book
(See Appendix A.) The spouse is the sole designated beneficiary only if he or she
is the sole beneficiary of the employee's entire interest "at all times" during the
distribution calendar year. [Reg. § 1.401 (a) (9)-5, Q&A-4(b)] Death of Spouse.
William D. Mitchell, 2008
2
A Practical Guide to Estate Planning and Administration
For example, assume Settlor A is in debt to Company B. To avoid payment and to
shield his assets from Company B, Settlor A establishes a trust agreement,
naming himself a sole trustee and sole beneficiary. Settlor A provides in the trust
...
3
Income Taxation of Fiduciaries and Beneficiaries, 2008
... beneficiary was the "deemed owner" of the income portion of the trust, because
he was the sole beneficiary and sole trustee. In this author's opinion, that is an
inappropriate reading of the grantor trust provisions; even if the contribution ...
4
Administration of Wills, Trusts, and Estate
The sole trustee of a trust cannot be the sole beneficiary of that trust. However, a
trustee can be a beneficiary by combining with other trustees or other
beneficiaries. For example, a sole trustee can be a beneficiary if one or more
additional ...
Gordon Brown, Scott Myers, 2008
5
Price on Contemporary Estate Planning (2009)
Insofar as the trust law is concerned, the appointment of a beneficiary as trustee
does not impair the validity of the trust so long as the trust has either another
trustee or another beneficiary. Put somewhat differently: The sole beneficiary of a
...
John Richard Price, Samuel A. Donaldson, 2008
6
Wills, Trusts, and Estates Administration
Notice, however, the same person cannot be both the sole trustee and the sole
beneficiary. A trust exists when the trustee has a fiduciary obligation to administer
the trust property for the benefit of another, i.e., the beneficiary, who can enforce ...
Dennis R. Hower, Peter Kahn, 2011
7
IRS tax information publications
Because Joe's wife is more than 10 years younger than Joe and is the sole
beneficiary of his lRA, Joe uses Table ll in Appendix C. Based on their ages at
year end (December 31 , 2003), the joint life expectancy for Joe (age 71) and his
wife ...
United States. Internal Revenue Service, 2003
8
Individual retirement arrangements (IRAs)
Required minimum distributions during your lifetime are based on a distribution
period that generally is determined using Table III (Uniform Lifetime) in Appendix
C. However, if the sole beneficiary of your IRA is your spouse who is more than ...
9
Employee Benefits Law: Erisa and Beyond
If the employee's sole beneficiary, as of the annuity starting date for annuity
payments, is the employee's spouse and the distributions satisfy section 401(a)(9
) without regard to the MDIB requirement, the distributions to the employee will be
...
Jeffrey D. Mamorsky, 2013
10
Internal Revenue Service tax information publications
This is the distribution period listed next to your age (as of your birthday in 2003)
in Table lll in Appendix C, unless your sole beneficiary is your spouse who is
more than 1 0 years younger than you. For an example, see Example 1 under
lRA ...
United States. Internal Revenue Service, 2002
10 NEWS ITEMS WHICH INCLUDE THE TERM «SOLE BENEFICIARY»
Find out what the national and international press are talking about and how the term
sole beneficiary is used in the context of the following news items.
Stephen Pike, who killed own mum soon after he became sole …
A MAN who killed his own mother soon after she made him sole beneficiary of her estate will not inherit a cent, after his brother successfully challenged it in court ... «Courier Mail, May 15»
Police: Homicide suspect tried to obtain $500000 life insurance …
A Tobyhanna woman accused of killing a 92-year-old man in her care was the sole beneficiary of the victim's will and tried multiple times before his death to ... «Scranton Times-Tribune, May 15»
Colliton: How to gift lesser beneficiaries
This treads on dangerous ground since resentments may develop if one child becomes the will's sole beneficiary or most assets are jointly titled. Parents ... «Daily Local News, May 15»
Gayborhood Gives Back: Trevor Project named sole beneficiary
ATLANTA, Ga. – Gayborhood, a division of Carma Productions, announced today that the company will launch a new fundraising initiative called Gayborhood ... «LGBT Weekly, Mar 15»
PM's constituency sole beneficiary of Budget, to undergo restoration …
PM's constituency sole beneficiary of Budget, to undergo restoration works. The only project proposed for UP is in PM's constituency of Varanasi — a Cultural ... «The Indian Express, Feb 15»
Mom forgot to update beneficiary. Now what?
If your husband is the sole beneficiary, he can collect the account outside of probate using a Small Estate Affidavit under California Probate Code section 13101, ... «Napa Valley Register, Feb 15»
Whitney Houston's Millions: What Bobbi Kristina Brown May Leave …
Brown was the sole beneficiary of Houston's fortune when the music legend ... Drafted about 20 years ago, the will named Bobbi Kristina sole heir to the estate. «TheWrap, Feb 15»
Lawyer: Bobbi Kristina Was Never Married– Whitney Houston Estate …
No one knows yet if Bobbi Kristina signed her own last will and testament. She is the sole beneficiary of Whitney's estate. That means $20 million now, with the ... «ShowBiz411.com, Feb 15»
LDP nearly sole beneficiary of corporate political donations due to …
The ruling Liberal Democratic Party was the major beneficiary of political donations from big business, a reflection of the business world's support for the ... «Asahi Shimbun, Nov 14»
FIRST ® in Texas Announced as Beneficiary of Freescale …
FIRST® in Texas Announced as Beneficiary of Freescale Foundation ... Robotics programs across the state of Texas, announced it will be the sole beneficiary of ... «Business Wire, Nov 14»
