Videos 16
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1. Introduction and Agenda - Death & Taxes Pt 2 • about 3 years ago
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2. Case Study - Common Scenario • about 3 years ago
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3.1 Compulsory cashing requirement - "as soon as practicable" • about 3 years ago
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3.2 Eligible recipients • about 3 years ago
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3.3 Form and manner of payments • about 3 years ago
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3.4 Tax consequences • about 3 years ago
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4. Binding death benefit nominations - introduction • about 3 years ago
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4.1 Issues to consider • about 3 years ago
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4.2 Can non-legal practitioners do binding death benefit nominations? • about 3 years ago
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5. Hill v Zuda case • about 3 years ago
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6. Trustees and exercising discretion - introduction • about 3 years ago
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7. Katz v Grossman case • about 3 years ago
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8. Wareham v Marsella case • about 3 years ago
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9. Principles of "good faith" • about 3 years ago
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10. Key takeaways from Wareham v Marsella • about 3 years ago
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11. Conclusion - Death & Taxes Pt 2 • about 3 years ago