PPT-Library Trustee Fiduciary Duties

A presentation to the West Virginia Library Association b y Dennis C Taylor Taylor and Price PLLC 6 April 2017 In the news Roanoke County library employee charged with embezzlement The Roanoke Times Oct 17 2016. Recent Observations, Current Issues. Ron A. Rhoades, JD, CFP®. Program Director, Financial Planning Program. Alfred State College, Alfred, NY. Were Brokers Fiduciaries in 1940?. “Essentially. , . a broker or agent is a fiduciary and he thus standards in a position of trust and confidence with respect to his customer or principal. David Cabrelli: Senior Lecturer in Commercial Law, University of Edinburgh – david.cabrelli@ed.ac.uk. Scope of Consultation Paper No. 215. Focus in this discussion restricted to:. Duties of investment managers. Bill Sokol. Weinberg Roger & Rosenfeld. wsokol@gmail.com. Do You Have A Fiduciary Duty to Engage in Issues of Corporate Governance?. YES. The Simple Logic. If A: Congress enacts ERISA. If B: States each enact own ERISA standard. 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. 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. 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”. “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”. 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. introductory lectures. October 201. 9. Dr. Tonio Fenech. tfenech@fff-legal.com. www.fff-legal.com. The evolution of the position in Malta. Civil law system, but with the benefit of over 150 years of British rule, juridically speaking. All About Trust(s)!!. Presented on July 26, 2019. Daniel A. Timins, Esq., CFP. 477 Madison Avenue, Suite 240. New York, NY 10022. (212) 683-3560. dan@timinslaw.com. www.timinslaw.com. Disclaimer. Attorney Advertising. Please note that prior results do not guarantee a similar outcome. This site and any information contained herein are intended for informational purposes only and should not be construed as legal advice. Seek competent legal counsel for advice on any legal matter.. October 28, 2022. Bitcoin & Crypto. Most of this presentation will focus on Bitcoin as an investment for fiduciary investors. . Bitcoin remains the largest cryptocurrency in terms of market capitalization. Relatedly, it is the easiest for investors to access. . introductory lectures. October 20. 20. Dr. Tonio Fenech. tfenech@fff-legal.com. www.fff-legal.com. The evolution of the position in Malta. Civil law system, but with the benefit of over 150 years of British rule, juridically speaking.