PPT-IPPFA TRUSTEE CERTIFICATION

1 1 Basic Funding Concepts Understanding the Actuarial Valuation 2 Art Tepfer ASA MAAA EA Tepfer Consulting Group Ltd 145 Revere Drive Northbrook IL 60062 8475097740 8479228708 cell. Introduction. Basic Idea. . Settlor. . Legal Equitable. Interest Interest. . Trustee Beneficiary. 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. 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. 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.. NC Association of Community College Trustees. April 9, 2015. So Who is Being Sued?. The Trustees of Community College ("Board"). Trustees in their Individual Capacity ("Trustee"). Board Liability. N.C.G.S. § 115D-14 . 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. 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). 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 kindly visit us at www.nexancourse.com. Prepare your certification exams with real time Certification Questions & Answers verified by experienced professionals! We make your certification journey easier as we provide you learning materials to help you to pass your exams from the first try. 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..