A critical review of Bishop Estate's finances is blasted as factually...

Honolulu Star - Bulletin;  December 3, 1997 ;     700+ words ...Kamehameha Schools/Bishop Estate today charged that a highly critical review of the estate's finances by its court-appointed master was...report by special master Colbert Matsumoto, the estate said it did not lose $264 million in its fiscal...

Campbell Estate trustees' pay climbs to $840,000

Honolulu Star - Bulletin;  August 16, 1996 ;     533 words ...The estate of James Campbell paid each of its four trustees $840,000 in...raise of $24,000, or about 2.9 percent, from the $816,000 the estate paid them in 1994. The Campbell Estate trustees, however, said they waived a significant amount in...

Bronster says Bishop Estate hoarding of $350 million violates the...

Honolulu Star - Bulletin;  October 17, 1998 ;     700+ words ...Bishop Estate's trustees have "recklessly endangered...hundreds of millions of dollars from the estate-run Kamehameha Schools, Attorney General...Bronster has charged. But a lawyer for the estate dismissed the charge as "rank speculation...

Estate shifts Goldman Sachs holdings to nonprofit corp

Honolulu Star - Bulletin;  October 21, 1998 ;     446 words ...Bishop Estate has transferred its $500 million investment...programs. In a court filing yesterday, the estate said it moved its investments in Goldman...scholarships, loans and grants to students of the estate-run Kamehameha Schools. Previously, the...

Estate shifts Goldman Sachs holdings to nonprofit corporation

Honolulu Star - Bulletin;  October 21, 1998 ;     446 words ...Bishop Estate has transferred its 500 million investment...programs. In a court filing yesterday, the estate said it moved its investments in Goldman...scholarships, loans and grants to students of the estate-run Kamehameha Schools. Previously, the...

MONEY MONDAY: Lasting legacy; Estate planning is important for everyone

New Haven Register;  August 28, 2006 ;     700+ words ...Estate planning is not just for wealthy people who own yachts...up a substantial net worth. And with the maximum federal estate tax rate at a whopping 46 percent, it can be quite costly to underestimate the worth of an estate. "With more individuals setting aside retirement and other...

QTIP and non-QTIP asset aggregation for estate tax valuation purposes...

The Tax Adviser;  June 1, 1999 ;     700+ words ...In Estate of Mellinger, 112 TC No. 4 (1999), the...aggregated to create a controlling interest for estate tax valuation purposes, even though the...minority interest for each stock block. Estate of Mellinger is a very important case...

Sizing Up Your Estate and What You'll Owe.(taxation and accounting)

Kiplinger's Retirement Report;  June 1, 2005 ;     700+ words ...DEATH IS CERTAIN; estate taxes are not. Estates of up to $1.5 million are exempt from estate taxes, unless you live in a state that imposes its own estate tax. Few people die leaving estates big enough for Uncle Sam to tax, and if President Bush...

Estate of Emanuel Trompeter, deceased, Robin Carol Trompeter Gonzalez and...

United States. Tax Court. Reports;  July 1, 1998 ;     700+ words ...ESTATE OF EMANUEL TROMPETER, DECEASED, ROBIN CAROL TROMPETER GONZALEZ...RESPONDENT* Docket No. 11170-95. Filed July 22, 1998. E, an estate, is subject to the fraud penalty of sec. 6663(a), I.R.C...only the deductions which were included on E's Federal estate tax return. E computes its underpayment by also ...

Plan estate taxes so your heirs benefit

New Pittsburgh Courier;  April 11, 2001 ;     679 words ...Plan estate taxes so your heirs benefit Do you plan on leaving Uncle Sam...people end up doing when they don't take action to minimize their estate taxes. Gone unchecked, estate taxes can take a huge bite out of the assets you have spent a...

Judge rules Bishop Estate must wait to appeal attorney general's subpoenas

Honolulu Star - Bulletin;  April 22, 1998 ;     429 words ...Bishop Estate may have to wait until Attorney General Margery...a ruling by a state Circuit Court judge. An estate attorney called the decision a "terrible precedent" that could deny the estate's access to the high court. In a move that could...

Estate planning: trends to watch for '90s and beyond.

National Underwriter Life & Health-Financial Services Edition;  March 4, 1991 ;     700+ words ...Estate Planning: Trends To Watch For `90s And Beyond Because of...of increasing challenge, yet unlimited opportunity for estate planners. The first trend is one of increasing wealth accumulation...However, it is not just millionaires who are candidates for estate planning. Most planners will agree that ...

ESTATE OF LEONA ENGELMAN, DECEASED, PEGGY D. MATTSON, EXECUTOR, PETITIONER...

United States. Tax Court. Reports;  July 1, 2003 ;     700+ words ...ESTATE OF LEONA ENGELMAN, DECEASED, PEGGY D. MATTSON, EXECUTOR...Thereafter, on May 11, 1998, the special administrator of her estate executed a "Disclaimer" of D's interest in Trust A assets...617,317 at D's date of death are includable in the gross estate on account of absence of a disclaimer qualified ...

Estate planning consultants.

Mississippi Business Journal;  December 9, 2002 ;     700+ words ...Estate Planning Consultants Name, Year Founded Top Officer Address...Founded Specialties Address EFP Inc., 1985 Retirement and estate 1901 Lakeland Dr., Ste. 201, planning Jackson, MS 39216...1980 Comprehensive approach 6360 I-55 N., Ste. 101, to estate, gift and Jackson, MS 39211 trust planning Ike ...

Attorneys will face off on TV in Bishop Estate controversy

Honolulu Star - Bulletin;  February 12, 1998 ;     700+ words ...Bishop Estate officials last month moved records of questionable...state attorney general's office said. But estate attorney William McCorriston denied the...months-long courtroom battle between the estate and Attorney General Margery Bronster...