Trustee PowerPoint Presentations - PPT
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).
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..
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.
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.
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. .
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.
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?.
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.