Fiduciary administration - Study guides, Class notes & Summaries

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...

Attorney-client privilege as applied to ee benefit plans - ANSWERAs a general rule, attorney-client privilege applies; however, courts have increasingly recognized that an exception may exist in communications involving fiduciary activities. Categories of company goals for DC retirement plans - ANSWERGoal 1: Paternalism: The desire, or perhaps the feeling of obligation, to help employees prepare adequately for retirement. Goal 2: To have Competitive benefits-benefits to attract and retain ...

Estate Planning Documents - Answer Living will, Powers of Attorney/Durable Powers of Attorney, health care proxy, HIPAA Releases, Advanced Directives Definition of a Will - Answer Document executed by an individual directing how his/her estate is to be distributed after his/her death •Does NOT give authority to the executor (or other responsible person as the titles differ by state) to do anything during the individual's lifetime •Must have legal capacity to execute a will •Wi...

Management Analyst Exam Prep 90 Questions with Verified Answers Different authorities have conflicting views regarding delegation. However, there seems to be a general agreement that if chief executive A delegates a task to subordinate executive B, Executive B cannot in-turn delegate to junior executive C A. Within organizational policy, to prescribe the methods to be used in performing the task. B. Responsiblity for direct supervision of the task to be performed. C. The duty to insure t...

"Florida Guardianship Law." 744.10 744.102 Definitions.—As used in this chapter, the term: (1) "Attorney for the alleged incapacitated person" means an attorney who represents the alleged incapacitated person. The attorney shall represent the expressed wishes of the alleged incapacitated person to the extent it is consistent with the rules regulating The Florida Bar. (2) "Audit" means a systematic review of financial and all other documents to ensure compliance with s. 744.368, rules ...

Samantha is a real estate licensee. She's showing her client a property. The client asks about some spots on the ceiling and wonders if they're an indication of a roof leak. What should Samantha do? Suggest that her client contact a roofing expert to make a determination. Buying and selling homes is Samantha's area of expertise, not identifying roof leaks. She shouldn't offer an opinion about whether the roof leaks, but she should suggest contacting an expert in this fi...

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...

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!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 t...