Fiduciary administration - Study guides, Class notes & Summaries

Florida Guardianship Chapter -ANSWER 744 Plenary Guardianship -ANSWER Total loss of rights of a person; Guardian can make all decisions regarding healthcare, and financial Incompetency was replaced by... -ANSWER Incapacity Qualifications to serve as a guardian.... -ANSWER 1- over the age of 18 2- no felony charges 3- not a service provider 4- never charged with abuse, abandonment, or neglect 5- not a creditor Qualifications Florida Statute -ANSWER 744.309 Criminal investigati...

What is ERISA? -- Employee Retirement Income Security Act of 1974 - Regulates the retirement plan industry - Defines a fiduciary and their responsibilities - Protects the interests of participants What is a fiduciary? - - Anyone who exercises discretion with respect to the management and control of the plan or plan assets - Anyone who provides advice for a fee - Anyone who has discretion over the day-to-day administration of the plan

A cigarette sets an automobile seat on fire and causes $450 damage. The policy shows a $300 deductible under Specified Perils. What would the insurer pay? - $450 A claim under a liability policy may be triggered by which of the following? - A negligent act A Commercial Crime Insurance Policy: - Allows the selection of coverages from a menu A Commercial General Liability Policy covers which of the following? - All of the above A dwelling valued at $100,000 is owned and insured by three peopl...

advance directive : a formal, legally endorsed document that provides instructions for care ("living will") Adjudication : the act of a court in making an order, judgment, or decree. Annual accounting : A report, filed by the guardian of the property, due to the court each year itemizing expenditures and receipts made on behalf of the ward during the previous year Annual plan : A report, filed by the guardian of the person, due to the court each year specifying the medical, ment...

Over the past 10 years, an investment adviser has developed a computerized trading algorithm that produces average returns of 30% per year. To recover the costs associated with development, the adviser now plans to charge clients an annual fee equal to 25% of their average balance. An Administrator would consider this fee: Unreasonable, since past performance is not indicative of future returns Reasonable based on average results from the past Unreasonable due to the significant amount ...

advance directive -ANSWER a formal, legally endorsed document that provides instructions for care ("living will") Adjudication -ANSWER the act of a court in making an order, judgment, or decree. Annual accounting -ANSWER A report, filed by the guardian of the property, due to the court each year itemizing expenditures and receipts made on behalf of the ward during the previous year Annual plan -ANSWER A report, filed by the guardian of the person, due to the court each year specifying...

Professional Guardianship Questions and Answers 100% Pass advance directive a formal, legally endorsed document that provides instructions for care ("living will") Adjudication the act of a court in making an order, judgment, or decree. Annual accounting A report, filed by the guardian of the property, due to the court each year itemizing expenditures and receipts made on behalf of the ward during the previous year Annual plan A report, filed by the guardian of the person, due...

advance directive - ans-a formal, legally endorsed document that provides instructions for care ("living will") Adjudication - ans-the act of a court in making an order, judgment, or decree. Annual accounting - ans-A report, filed by the guardian of the property, due to the court each year itemizing expenditures and receipts made on behalf of the ward during the previous year Annual plan - ans-A report, filed by the guardian of the person, due to the court each year specif...

CRPC Full Vocabulary Test with A Graded Solutions Efficient market hypothesis - Answer-States that, at least for US equities markets, bargains cannot be found on any consistent basis. Rather, all important information about a company's performance and prospects is already reflected in the market prices of its shares. Elective contribution - Answer-A contribution made to a 401k plan by an employer on an employee's behalf pursuant to agreement for salary deferral. Elective deferral - Answ...

Test Bank for South-Western Federal Taxation 2022 45th Edition by William A. Raabe/James C. Young/Annette Nellen/William H. Hoffman. ISBN-13: 9240 Full Chapters test bank included Chapter 1: Understanding and Working with the Federal Tax Law The Big Picture: Importance of Tax Research 1-1: The Whys of the Tax Law 1-2: Summary 1-3: Reconciling Accounting Concepts 1-4: Working with the Tax Law-Tax Sources 1-5: Working with the Tax Law-Locating and Using Tax Sources 1-6: Working wit...