April 14th, 2009 •
Comments Off on WHEN IS IT A LOAN? WHEN IS IT AN ADVANCEMENT? WHEN IS IT A GIFT? – April 2009 Issue
In the case of Poss v. Turner, the Tennessee Court of Appeals dealt with the issue of the legal effect of when a parent transfers money to a child. Mrs. Turner, the decedent, was the payee on a check for $16,000.00. She endorsed it and gave it to her son, Charles Turner, who also endorsed… Read More
March 1st, 2009 •
Comments Off on Banking Law Alert – Winter 2009 Issue
This Banking Law Alert contains: Foreclosure Notice Requirements Notice to Insurance Company of Foreclosure Introducing the Healthcare Practice Group View Banking Newsletter Winter 2009 pdf.
February 9th, 2009 •
Comments Off on Basic Estate and Financial Planning Tips – February 2009 Issue
In continuing with the basic estate and financial planning tips I pointed out in my January, 2009 Newsletter, I point out some additional things to consider: 1. Businesses owned by more than one individual (not in a family) should be sure and have a working understanding of and a knowledge of how business succession… Read More
January 12th, 2009 •
Comments Off on Basic Estate and Financial Planning Tips – January 2009 Issue
As we enter a new year, it is a good time to take stock of estate planning and financial positions. In this letter and the next newsletter, I will point out several things that people should consider regarding their personal situation. 1. Naming Successor Attorneys-In-Fact, Executors, Trustees, and Guardian. Many people spend the time… Read More