His bio explains, "Marty applied his estate planning strategies to accommodate for Patti's chronic illness and the unique unpredictable elements of living with MS. He also made adjustments to his life insurance holdings, trusts and other financial planning tools". Estate Planning for People with a Chronic Condition or Disability(Demos Health).
In Mexico, Americans can now buy beachfront property through what is known as a "fidecomiso," a title-holding trust.
Mrs. Scagliotti and Edward Scripps declined to discuss the trusts' holdings, but the trust has been selling shares of Scripps since the company went public in 1988, reducing the trust's equity from 60 to 44percentt.
In the mid-1990s, Tom, his uncle Robert and the family's attorney Marshall Eisenberg made extensive changes to the holdings in trust accounts that benefit Liesel and her brother, Matthew.
Under the terms of Chrysler's bankruptcy, existing shareholders -- Cerberus Capital Management and Daimler AG -- will lose all their holdings; the trust will be the new majority owner, controlling 55percentt of the revamped company.
Trump, a longtime friend, purchased Kluge's holdings from trusts and banks, buying the winery in 2011 and her famed Albemarle House a year later.
In a compromise, Congressional negotiators agreed to give big bank holding companies five years to follow the new rule, and to allow companies with assets of $15 billion or less to count their current holdings of trust-preferred securities as part of Tier 1, though not new investments.
Using data from reports of bank trust holdings and fiduciary income tax returns, we examine asset allocation and management of market risk before and after the reform.
To the extent provided in regulations which shall be prescribed by the Secretary, indirect holdings through a trust shall be taken into account under subparagraph (B).
When she died, she willed all her holdings to her trust, giving Harrington, her longtime adviser, broad power to run the team.
Fritz, on the other hand, was a shrewd businessman who combined the family holdings into a trust (Vereinigte Stahlwerke AG [United Steelworks Co.]) that controlled more than 75 percent of Germany's ore reserve and employed 200,000 workers.
