PPT-2013 CAIS Trustee/School Head Conference

Managing Risk After the Sandy Hook Tragedy February 2 2013 Presented by Ronald C Wanglin Chairman Bolton amp Company Insurance Brokers Rick Shaw Principal Awareity Risk Management amp Governance. Kennedy Presidential Library and Museum Deer Island Wastewater Treatment Plant Wind turbines Thompson Island Outward Bound Education Center US Coast Guard Station Fort Andrews Fort Revere Fort Warren Fort Standish Fort Strong Fort Independence Bosto Introduction. Basic Idea. . Settlor. . Legal Equitable. Interest Interest. . Trustee Beneficiary. Introduction. Basic Idea. . Settlor. . Legal Equitable. Interest Interest. . Trustee Beneficiary. New Approaches to an Old Nemesis. Getty Images/Digital Vision.. US.IVE.13.03.021. Key Points to Cover Today!. Head Lice: Getting to Know You. The Key Role of the Clinician in Head Lice Diagnosis and Treatment. Chris Smail - Langer & Co. ChrisSmail@langer.co.uk. 0161 491 3788. www.langer.co.uk. 17/02/2011. Why am I here?. Member. Trustee. Acountant. Why are you here?. ?. Why are we here?. Lots of Guidance already available. Re-engagement Strategy. . June 2, 2015. Board Convened Ad Hoc Trustee Governance Committee. Board Convened Ad Hoc Trustee Governance Committee. Board appointed Co-Chairs of Ad Hoc Trustee Governance Committee: . W. Tyler Michael, CPA. Assistant Director of Audit Services. Contact Information. W. Tyler Michael. wmichael@sboa.in.gov. (317) 232-2512. Ryan Preston. rpreston@sboa.in.gov. (317. ) . 232-2512. SBOA Resources. “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 . and Co-Trustees. b. y. Carol A. Cantrell. Common Disputes. Discretionary distributions under HEMS . Ambiguous trust . provisions. Unsigned trust agreements. Nonjudicial. settlement agreements. Divorce of the co-trustees. 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”. Presentation to CAIRP. Halifax, N.S.. May 16, 2016. 1. Debtor Compliance Program. Useful to Trustees:. Permits investigation when estates have little/no funds. May reveal assets/transfers/transactions not disclosed by Debtor to Trustee. 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. Texas does . not. require regular accountings.. Some states . require. annual accountings even without beneficiary request or court order.. 2. Who may request an accounting?. 1. Beneficiary -- § 113.151(a).