Archive for the ‘Sara E. McGrath’ Category

Appeal 1612571

Posted: October 24, 2016 in Approval at Fair Hearing, Chelsea, issue: power of appointment, issue: usage of home renders it available, Sara E. McGrath

Fair Hearing Decision 1612571

Appeal 1602142

Posted: April 6, 2016 in Approval at Fair Hearing, Chelsea, issue: can invest in annuities, issue: power of appointment, issue: power to appoint trustee, issue: usage of home renders it available, Sara E. McGrath

Fair Hearing Decision 1602142

Appeal 1601959

Posted: March 17, 2016 in Approval at Fair Hearing, Chelsea, issue: ability to invest in income-producing assets, issue: can invest in annuities, issue: power of appointment, issue: usage of home renders it available, Sara E. McGrath

Fair Hearing Decision 1601959

Appeal 1514103

Posted: December 3, 2015 in Approval at Fair Hearing, Chelsea, issue: ability to invest in income-producing assets, issue: can invest in annuities, issue: life estate in trust, issue: retained control over trust, issue: termination argued to be same as revocable, issue: trustee ability to allocate between principal and income, issue: usage of home renders it available, Sara E. McGrath

Fair Hearing Decision 1514103

Appeal 1509106

Posted: September 10, 2015 in Chelsea, Denial at Fair Hearing, Sara E. McGrath

Fair Hearing Decision 1509106

Appeal 1411773

Posted: December 8, 2014 in Chelsea, Denial at Fair Hearing, Sara E. McGrath

Fair Hearing Decision 1411773

Appeal 1409399

Posted: September 18, 2014 in Approval at Fair Hearing, Fair hearing decisions, issue: ability to invest in income-producing assets, issue: arguably revocable, issue: can invest in annuities, issue: power of appointment, issue: power of appointment to charity, issue: power to appoint trustee, issue: power to substitute assets, issue: presumption in federal law of countability of trusts, issue: retained control over trust, issue: termination argued to be same as revocable, issue: trust purpose was to remain in community, issue: trustee could pay debts of probate estate, issue: trustee removal power, issue: usage of home renders it available, Sara E. McGrath, Tewksbury

Fair Hearing Decision 1409399

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