PPT-Trustee

Period Georgias SS8H2b Salzburgers After Savannah was founded more and more people left England for Georgia The largest ethnic group during the Trustee Period were German Protestants from Salzburg Austria today. Introduction. Basic Idea. . Settlor. . Legal Equitable. Interest Interest. . Trustee Beneficiary. “Board Ethics”. Mississippi Library Commission . Why are Ethics important?. . Ethics provide the foundation and the framework for decision making. . A CODE . OF . ETHICS is:. A written set of guidelines of the company's primary worths and . Sources of Trustee’s Powers. 1. Trust Instrument. Sources of Trustee’s Powers. 2. Trust Code. §§ 113.001-113.029. Sources of Trustee’s Powers. 3. Granted by Equity (Implied Powers). § 113.002 – “necessary or appropriate”. 1. Money Damages (trustee not in breach) -- § 114.001. Any profit through or arising out of the administration of the trust.. Exception for trustee’s compensation. 1. Money Damages (trustee in breach) -- § 114.001. Dealing with Candidates and Newish Trustees. ASBOA PD Session. December 2, 2016. Gerry Boiteau. John Deausy. Calgary Catholic School District. Scenario 1. Congratulations! . It is the day after the election and your district has 7 new first-term trustees. What do they need to know?. Standing to enforce. Must be “interested person”. Beneficiary. Trustee. Attorney general (charitable trusts). Others affected by the trust?. Necessary Parties. Must determine under state law the parties who MUST be involved with the lawsuit.. The Morning After…and the Next 30 Years. John Deleray, Wilmington Trust. Anne Pelej, Willdan Financial Services. Julia Cooper, City of San Jose. The Trustee’s Perspective. The Morning After…and the. SHANE T. MCCALL. VICE PRESIDENT & TRUST . COUNSEL . FIRST NATIONAL BANK . . HUTCHINSON, KANSAS. OCTOBER . 2, 2015. IOWA TRUST ASSOCIATION. 1. 2. 3. PAT DOWN THE TRUST. 4. P . – PARTIES. A – ASSETS. PRESENTED BY:. . Patricia Marshall, . PwC. Jennifer McCracken, . BDO Canada Limited. Jonathan Ross, . Gowling. WLG. Topics- Table of Contents. Who are the players?. Why is there conflict?. Common areas of conflict. Clause. © Charles Tabb 2010. What is “avoidance”?. Set aside, invalidate. A transfer by or obligation of Dr. Based on one of the powers given trustee in 544-549. Effects: Avoid outright transfer. “WE CAN WORK IT OUT” - DECANTING: FLEXIBILITY AND DANGERS. THE STATE DECANTING STATUTES. Meryl G. Finkelstein. Partner. Brick & Patel LLP. mfinkelstein@brickpatel.com. October 25, 2016. INTRODUCTION. Thisagreeentmade andentered intoandbetweenFaye D. English,ChapterStandng Trustee (hereinafterreferredTRUSEE),and(enter name user)(hereinafterreferred The Trustee isdulyappointedpterStandingTruste for Attorneys must submit all documents via EPIQ DOCUMENT DELIVERY SYSTEMS Do not mail or fax any documents unless you have contacted and received permission from the Trustees assistant If you do not ha FINANCIAL MANAGEMENT. Koos Du Toit CA (Nam) CA (SA). Financial Director Paramount Healthcare. FINANCIAL MANAGEMENT - AGENDA. Reading and interpretation of management accounts.. Key financial indicators to be considered by trustees..