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  2. Trust money - Wikipedia

    en.wikipedia.org/wiki/Trust_money

    A legal practitioner or law firm cannot appropriate money from a clients trust account in or towards satisfaction of a claim for legal costs unless a bill specifying the total amount of those costs, and describing the legal work to which the costs relate, has been delivered to the person liable to the costs either personally, or by post ...

  3. Interest on Lawyers' Trust Accounts - Wikipedia

    en.wikipedia.org/wiki/Interest_on_Lawyers'_Trust...

    Legal education; Legal research; Law reform; Law libraries; In some instances the provincial legislation and/or regulations which direct the foundations also prescribe specific funding formulas which are applied to the five mandates. In all provinces IOLTA generated from pooled trust accounts is remitted to the applicable law foundation of the ...

  4. Rooker–Feldman doctrine - Wikipedia

    en.wikipedia.org/wiki/Rooker–Feldman_doctrine

    Fidelity Trust Co., 263 U.S. 413 (1923) and District of Columbia Court of Appeals v. Feldman , 460 U.S. 462 (1983). The doctrine holds that lower United States federal courts —i.e., federal courts other than the Supreme Court —should not sit in direct review of state court decisions unless Congress has specifically authorized such relief. [ 1 ]

  5. Society of Trust and Estate Practitioners - Wikipedia

    en.wikipedia.org/wiki/Society_of_Trust_and...

    All STEP members are subject to a Code of Professional Conduct requiring them at all times to act with integrity and in a manner that inspires the confidence, respect and trust of their clients and of the wider community. Members are also required to keep up to date with the latest legal, technical and regulatory developments. [5]

  6. Fidelity National Financial - Wikipedia

    en.wikipedia.org/wiki/Fidelity_National_Financial

    Fidelity National Financial, Inc. (NYSE: FNF), is an American provider of title insurance and settlement services to the real estate and mortgage industries. A Fortune 500 company, [ 1 ] Fidelity National Financial generated approximately $8.469 billion in annual revenue in 2019 from its title and real estate-related operations.

  7. Rooker v. Fidelity Trust Co. - Wikipedia

    en.wikipedia.org/wiki/Rooker_v._Fidelity_Trust_Co.

    Rooker v. Fidelity Trust Co., 263 U.S. 413 (1923), was a case in which the United States Supreme Court enunciated a rule of civil procedure that would eventually become known as the Rooker-Feldman doctrine (also named for the later case of District of Columbia Court of Appeals v. Feldman, 460 U.S. 462 (1983).

  8. Fidelity Investments - Wikipedia

    en.wikipedia.org/wiki/Fidelity_Investments

    Fidelity Investments, formerly known as Fidelity Management & Research (FMR), is an American multinational financial services corporation based in Boston, Massachusetts.. Established in 1946, the company is one of the largest asset managers in the world, with $5.8 trillion in assets under management, and $15.0 trillion in assets under administration, as of September 2024

  9. Totten trust - Wikipedia

    en.wikipedia.org/wiki/Totten_trust

    A Totten trust (also referred to as a "Payable on Death" account) is a form of trust in the United States in which one party (the settlor or "grantor" of the trust) places money in a bank account or security with instructions that upon the settlor's death, whatever is in that account will pass to a named beneficiary. For example, a Totten trust ...