by Teddar S. Brooks | Apr 11, 2017 | Articles of Interest, T&E News
(E.g accrued interest on a bond) As stated in the “Fiduciary Accounting Answer Book,” Q7:8 on page 7004: “When a fiduciary (executor or trustee) receives income . . . after a decedent dies, the fiduciary must allocate the items that were due before death . . . to...
by Teddar S. Brooks | Apr 11, 2017 | Articles of Interest, T&E News
In allocating receipts of short term capital gain distributions from mutual funds and REITs, you must consider the following: Reference pages 8002-8003 of the book entitled “Fiduciary Accounting Answer Book,” (2013 edition), Q8:5 addresses this question directly....
by Teddar S. Brooks | Jul 6, 2011 | Articles of Interest, T&E News
Online Resources to Identify Missing Heirs (TEdec Times, Summer 2011) See the attached listing (for free or partially free) online resources for locating missing heirs. Online Resources Websites [ Click Here ]...
by Teddar S. Brooks | Mar 22, 2011 | Articles of Interest, T&E News
Strategic Benefits from Outsourcing (TEdec Times, Spring 2011) Cynthia Feathers and Craig S. Brown in an article entitled “Contract Attorneys: How a Small Firm Can Reap Huge Benefits” in the February 2011 edition of the NYSBA Journal, made a significant case for...
by Teddar S. Brooks | Mar 25, 2010 | Articles of Interest, T&E News
Priority of Creditor Claims Against an Estate Administered in the New York State Courts (TEdec Times, Summer 2010) The outline is intended to be a general outline for the identification of the priority of creditor claims against the estate of a decedent, where NYS law...
by Teddar S. Brooks | Mar 22, 2010 | Articles of Interest, T&E News
Transforming The Legal Services Marketplace (TEdec Times, Spring 2010) Systematization is FACTOR #1 in transforming the legal services marketplace. The business model predicated on the billable hour breeds inefficiency. A Change in PROCESS is essential – i.e. focusing...
