Revision 18-1; Effective March 1, 2018 - Medicaid for the Elderly and People with Disabilities Handbook Expand Medicaid for the Elderly and People with Disabilities Handbook Menu - Chapter D, Non-Financial Expand Chapter D, Non-Financial Menu - D-7000, Third-Party Resources Expand D-7000, Third-Party Resources Menu - D-7200, Cooperation and Assignment…
Rosemary Hueser has spent more than 30 years in the trust business, long enough to watch estimates of the great wealth transfer swell from hundreds of millions of dollars to trillions and beyond. Each generation hands its assets to the next,…
Seedwills, a Nigerian technology startup, is betting on digital estate planning to help individuals protect family wealth and reduce the difficulties that arise when people die without documented instructions on how their assets should be distributed. The platform, founded by…
By Gift ChapiOdekina, Abuja The House of Representatives has begun moves to reform Nigeria’s 69-year-old Trustee Investments Act, while seeking a coordinated regulatory framework to tackle fraud, fragmented property records and weak consumer protection in the real estate sector. Speaker…
By Gift Chapi Odekina, Abuja The House of Representatives has proposed a 20 per cent investment limit on exposure to a single issuer as part of efforts to strengthen the management of trust funds and protect beneficiaries against financial losses. The…
Story reading is not supported in this browser. Reps move to overhaul 69-year-old investment law The House of Representatives has proposed expanding investment options for trust funds while introducing stricter safeguards to protect beneficiaries under a planned overhaul of Nigeria’s…
This is where a fiduciary becomes important. A fiduciary has specific legal duties to act in the interests of the person or client they serve within the scope of their responsibilities. For Florida residents, understanding these duties can help when…
ASIC found ongoing concerns over unlisted investment valuations and the information available to trustees and auditors. CPA Australia has said the audit profession is continuing to engage constructively with the Australian Securities and Investments Commission (ASIC) on lifting quality, while…
Home > Superannuation > CBUS takes death benefit nominations process online CBUS Super has introduced a new streamlined process for members to submit non-lapsing binding death benefit nominations online, building on the fund’s efforts in the last year to enhance the efficiency…
Regulators in Estate Planning: the news, the names and what changed.
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