Trustee PowerPoint Presentations - PPT

28 : Avoiding powers – overview, trustee as successor, strong arm
28 : Avoiding powers – overview, trustee as successor, str - presentation

ellena-man

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.

Remedies Against Trustee
Remedies Against Trustee - presentation

lois-ondre

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.

Remedies Against Trustee
Remedies Against Trustee - presentation

tatiana-do

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.

 Accountings 1 Generally Purpose = Allow beneficiary to obtain information to see if trustee is brea
Accountings 1 Generally Purpose = Allow beneficiary to obta - presentation

alida-mead

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).

Trustee Powers
Trustee Powers - presentation

liane-varn

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”.

Trustee Powers
Trustee Powers - presentation

conchita-m

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”.

Duties of a Trustee
Duties of a Trustee - presentation

celsa-spra

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.

Trustee Governance &
Trustee Governance & - presentation

luanne-sto

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: .

2016 DELAWARE TRUST CONFERENCE
2016 DELAWARE TRUST CONFERENCE - presentation

tawny-fly

“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.

Trust Enforcement Procedural Matters
Trust Enforcement Procedural Matters - presentation

giovanna-b

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..

Common Everyday Disputes Among Beneficiaries, Trustees,
Common Everyday Disputes Among Beneficiaries, Trustees, - presentation

aaron

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.

Remedies Against
Remedies Against - presentation

olivia-mor

Trust Property. 1. Tracing. Goal = recover actual trust property from trustee or non-BFP.. Double recovery (money and property) not allowed.. What is the key benefit of the tracing remedy?. Tracing into Commingled Account.

PMI Trustee Seminar: 2017 a year of controversy, evaluation and change
PMI Trustee Seminar: 2017 a year of controversy, evaluation - presentation

liane-varn

Setting the scene for DB . Janet Brown, Partner. PMI Trustee Seminar: 2017 a year of controversy, evaluation and change. 2. What developments are we going to cover?. 3. DB look back in anger? 2016. PMI Trustee Seminar: 2017 a year of controversy, evaluation and change.

Wills Nature of Will or Codicil
Wills Nature of Will or Codicil - presentation

pamella-mo

An instrument containing the wishes or declaration of a person (called the “testator”) with respect to the matters which he desires to take effect after his death. . “Codicil” is generally supplemental to a will. Same formalities apply. It can stand on its own. .

Investments
Investments - presentation

faustina-d

Standard of Care. Basic Idea. Trustee must invest following the appropriate standard of care.. Personally liable for failure to do so.. But, trustee is not an insurer; only liable if conduct breaches standard..

CONSUMER PROPOSALS
CONSUMER PROPOSALS - presentation

ellena-man

What is a Bankruptcy Proposal?. Proposed agreement between debtor and creditor. Serves as a legally binding compromise between parties regarding how future debt payments will be made. Governed by the Bankruptcy and Insolvency Act (BIA).

Executory
Executory - presentation

luanne-sto

Interests. Elements of. Executory Interests. In favor of a transferee (not the grantor), . and. Does not qualify as a remainder.. The “Gap”. “To A and her heirs one month from today.. A has . executory.

2019 Delaware Trust Conference
2019 Delaware Trust Conference - presentation

celsa-spra

2019 Delaware Trust Conference Top 10 Considerations and Challenges for Changing Trust Situs Presented by Margaret E.W. Sager, Esquire Heckscher, Teillon, Terrill & Sager, P.C. 1 © 2019 Heckscher, Teillon, Terrill & Sager, P.C. All Rights Reserved.

All Things Election
All Things Election - presentation

celsa-spra

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?.

DETECTING  TRUST PROBLEM AREAS
DETECTING TRUST PROBLEM AREAS - presentation

tatyana-ad

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.

Managing Difficult Players in the Insolvency Arena
Managing Difficult Players in the Insolvency Arena - presentation

sherrill-n

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.

Link Academy Trust Conference
Link Academy Trust Conference - presentation

alida-mead

Session Agenda . The Academy Environment. Academies Financial Handbook Overview. Local Governance Tips. Pam Tuckett, Partner. ptuckett@bishopfleming.co.uk. @. Pam_tuckett. The Academy . Environment.

Trustee Shorts
Trustee Shorts - presentation

pasty-tole

“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 .

Dealing with your Bond Deal
Dealing with your Bond Deal - presentation

myesha-tic

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.

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