PPT-Beneficiary Planning 101

Variable Annuities E2411311A 211 For brokerdealer use only Not for use with the public Exp 212 No bank guarantee Not a deposit Not FDIC NCUA insured May lose value Not insured by any federal government agency. Bank. Philanthropic Advisory Services. Toledo, OH. December 5, 2014. Toledo Area Partnership for Philanthropic Planning . Conference, . December 5, 2014. Agenda – Trust. Planning Considering IRS, Family and Charities. Generally -- § 111.004(2), (10). Holds equitable title.. Enforces fiduciary duties against trustee.. Capacity . = ability . to take and hold property.. Description of Beneficiaries . Must be clearly ascertainable.. BENEFICIARIES DECLARATION No. Beneficiary Type(*) Beneficiary Full Names/ Organisation Name ID/Passport/ Registration No Date of Birth Is Beneficiary a Minor/ Mentally Incapacitated? Guardian Full N NonCoverage. The what, when, why and how of ABN administration – Medicare Part B. Authored By. : Bobbi L. Andera BSMT, AMT. Business / Regulatory Manager – Sanford Laboratories. Edited by. : Daniel . Daniel Timins, Esq., . CFP. ®. The Law Offices of Daniel Timins . 477 Madison Avenue, Suite 240. . New York, NY 10022. (. 212) 683-3560. www.TiminsLaw.com. The right person gets the money. Tax Savings. Fiduciary Program Oversight. VA’s Role: . To conduct oversight of beneficiaries to ensure their well-being, and appoint and conduct oversight of fiduciaries who manage their benefits . Oversight . April Caudill, J.D., CLU, ChFC, AEP. Senior Advanced Planning Attorney. Advanced Financial Security Planning. Northwestern Mutual. Overview. Estate Planning. Making certain property is distributed after death according to the owner’s wishes. Kumu. Youth Academy. (. Kumu. Camp) . April . 9, . 2016. 12:00 to 2:00 p.m.. Agenda. I. WELCOME. Introductions. Meeting Format. Group . Kuleana. (Ground Rules). II. WHY WE ARE HERE TODAY. Conduct Beneficiary Consultation. Kumu. Youth Academy. (. Kumu. Camp) . April . 9, . 2016. 12:00 to 2:00 p.m.. Agenda. I. WELCOME. Introductions. Meeting Format. Group . Kuleana. (Ground Rules). II. WHY WE ARE HERE TODAY. Conduct Beneficiary Consultation. THE MODERN TRUST THE ART OF PROPERLY (AND EFFECTIVELY) PASSING AND RECEIVING WEALTH Richard A. Oshins, AEP (Distinguished) Oshins & Associates, LLC 1645 Village Center Circle, Suite 170 Las Vegas, Nevada 89134 Noncoverage. (ABN). By: Valerie Hieb BS, MT (ASCP). Regulatory Manager – Sanford Laboratories. Advance Beneficiary Notice of . Noncoverage. . An Advance Beneficiary Notice of . 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). Presenter. Strategies for efficient drawdown of retirement assets  . Topics for today . Review of RMDs and the SECURE Act. Proposed regulations and impact on retirement account distributions. Trust arrangements. COMMON TRUST STRUCTURES . By: Leslie Levin, Esq. . llevin@cuddyfeder.com. December 9, 2020 . WESTCHESTER. NEW YORK CITY . HUDSON VALLEY . CONNECTICUT . T 914 761 1300 . F 914 761 5372. cuddyfeder.com.