Бесплатно, с опорой на законы, для управляющих без юриста
Учебный центр управляющего
Узнайте, что на самом деле предусматривает закон Виргинии — простым языком, на настоящих статутах — прежде чем что-либо решать. Библиотека излагает закон и ничего не рекомендует.
Руководства
Getting started · 6 мин чтения
You were named successor trustee. What does Virginia law expect?
Accepting the office, the duties from day one, the two 60-day notices and the July 1, 2006 line, qualification for a trust under a will, and the estate beside the trust.
Core duties · 6 мин чтения
The two notices, the duty to inform and the annual report under Virginia law
The acceptance and irrevocability notices, the standing duty to inform, the instrument on request, the annual report, the waiver and the July 1, 2006 line.
Core duties · 5 мин чтения
Prudent administration and Virginia's prudent investor rule
Care, skill and caution; the review of the assets at the start; diversification; the waiver that needs express words; and no hindsight.
Distributions · 6 мин чтения
Distributions, discretion and "per stirpes" under Virginia law
Discretion and its standard, when distribution waits, the reserve on termination, and how Virginia divides among descendants.
Money · 6 мин чтения
Trustee compensation under Virginia law: reasonable, and on the record
The terms first, reasonable compensation where they are silent, the advance notice of a change, reimbursement, and the year's account before the Commissioner of Accounts.
The office · 5 мин чтения
Serving as cotrustees under Virginia law
Majority decision, participation, delegation to a cotrustee, the duty to watch the others, the dissent, and a vacancy.
The office · 5 мин чтения
Delegation, agents and professionals under Virginia law
What may be delegated, the care it takes, investment and management functions, and trust directors under Virginia's Uniform Directed Trust Act.
Core duties · 4 мин чтения
Records, receipts and separate accounts under Virginia law
Adequate records, separate property, the report's four contents, and the vouchers a court account carries.
Disputes · 5 мин чтения
When beneficiaries disagree: Virginia's tools
Settling by agreement, asking the court, mediation, removal, and what a court may order for a breach.
Closing · 6 мин чтения
Ending a trust under Virginia law
Termination by the terms, by consent, or under $250,000 as uneconomic; the final report; the proposal; the reserve; and the release.
Библиотека — по вопросам
Чего требует роль?
Уведомления и отчётность
Деньги: вознаграждение и расходы
Сроки, имущество и закрытие
Учебный центр — это общая информация о законах Виргинии, а не юридическая консультация и не замена совету лицензированного юриста Виргинии по вашим конкретным фактам. TrusteeClear — это программа, а не юридическая фирма.