Corporate Trust Agreement. A trust is a legal agreement that entitles a third party, or trustee, to hold assets on behalf of other parties, or beneficiaries. Small businesses can use corporate ...

A trust can be the owner of a 529 plan, said Dawn Brown, a certified financial planner with Lassus Wherley, a subsidiary of Peapack-Gladstone Bank, in New Providence. Want more personal finance news?

If the trust agreement is silent, state law (some form of either the UTC or the UPIA) applies. Thus, it is important to establish the situs of the trust, which is determined either by a provision in ...

Trust Exception The exception that is of the greatest interest to the elder law attorney, applies to transfers to a trust. The Garn-St Germain act prohibits the exercise of the due on sale clause ...

The Task Force discussed the ‎proposed modernization of the NAIC Nonadmitted Insurance Model Act (Model 870) ‎‎ (the "Act") and the Standard Form of Trust Agreement. ‎ ...

Terms of a Voting Trust Agreement Voting trust agreements must be filed with the Securities and Exchange Commission (SEC). The legal document will contain, among other terms, the duration of the ...