№ lp_1_2_53090
File format: docx
Character count: 23412
File size: 29 KB
This document provides a sample pleading language for use in litigation concerning breach of fiduciary duty by a trustee, illustrating various clauses for breach claims and trustee removal.
Year:
2023
Region / City:
California
Theme:
Fiduciary Duty, Trust Law, Estate Litigation
Document Type:
Legal Pleading Sample
Institution / Organization:
California Trust and Probate Litigation
Author:
Not specified
Target Audience:
Legal professionals, attorneys, and law firms specializing in trust and estate law
Effective Period:
Not specified
Approval Date:
Not specified
Date of Changes:
Not specified
Price: 8 / 10 USD
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The product description is provided for reference. Actual content and formatting may differ slightly.
Year:
2016
Region / City:
United States
Subject:
Telecommunications
Document Type:
Regulatory Filing
Agency / Institution:
Federal Communications Commission
Author:
Federal Communications Commission
Target Audience:
Telecommunications industry professionals, regulators, legal entities
Effective Period:
December 2, 2016 – December 23, 2016
Approval Date:
December 2, 2016
Amendment Date:
N/A
Organization:
United States Courts
Website:
www.uscourts.gov
Subject:
Federal court pleading forms and procedural requirements
Document type:
Informational guidance
Jurisdiction:
United States federal courts
Referenced regulation:
Federal Rules of Civil Procedure
Relevant rule:
Federal Rule of Civil Procedure 5.2
Intended audience:
Self-represented litigants and individuals with limited experience in federal courts
Topic:
Use, limitations, and privacy requirements of court forms
Year:
2023
Region / city:
Morocco
Theme:
Health system reform
Document type:
Fiduciary systems assessment
Institution / organization:
World Bank
Author:
World Bank
Target audience:
Program stakeholders, government officials, development partners
Period of validity:
2023-2028
Approval date:
N/A
Date of amendments:
N/A
Year:
2022
Region / city:
Yellow River Basin, China
Subject:
Fiduciary Systems Assessment for Environmental Protection Program
Document type:
Report
Organization / institution:
The World Bank
Author:
The World Bank Fiduciary Team
Target audience:
Program stakeholders and implementing agencies
Action Period:
2022 onwards
Approval date:
March 2022
Amendment date:
N/A
Year:
2018
Topic:
Public Financial Management, Procurement, Anti-Corruption
Document Type:
Report
Institution:
World Bank
Author:
Unknown
Target Audience:
Government officials, World Bank officials, stakeholders in public financial management
Period of validity:
Not specified
Approval Date:
January 2018
Date of Amendments:
Not specified
Year:
2019
Region / city:
Ethiopia
Topic:
Fiduciary Systems Assessment, Financial Management, Procurement
Document Type:
Assessment Report
Author:
World Bank
Target Audience:
Government of Ethiopia, Program Implementing Agencies
Period of Validity:
N/A
Approval Date:
30 April 2019
Date of Changes:
N/A
Year:
2025
Region / city:
N/A
Topic:
Pension and fiduciary services, End Product (EP) codes
Document type:
Training guide
Organization / institution:
N/A
Author:
N/A
Target audience:
Entry-level PMC VSRs
Period of validity:
N/A
Approval date:
N/A
Date of changes:
N/A
Year:
2026
Note:
Region / City
Topic:
Pension and Fiduciary Services
Document Type:
Training Material
Target Audience:
Entry-level PMC VSRs
Lesson Duration:
6 hours
Prerequisite Training:
Phases 1–5.6
Lesson Objectives:
Recognize and process initial vs supplemental claims, develop claims, confirm claim characteristics, determine evidence sufficiency, prepare decisions.
Relevant Legislation:
Appeals Modernization Act (AMA), signed on August 23, 2017, effective February 19, 2019
References:
M21-1 II.iii.1.A.1.a, M21-1 X.ii.2.A.3, M21-4 Appendix B
Key Concepts:
Initial Claims, Supplemental Claims, Effective Date Protection, New and Relevant Evidence
Year:
2023
Region / City:
Gansu, Shandong
Subject:
Fiduciary Systems Assessment, Program for Results
Document Type:
Report
Organization / Institution:
The World Bank
Author:
The World Bank Fiduciary Team
Target Audience:
Government Officials, Program Implementers, Stakeholders in Environmental and Financial Management
Period of Application:
August 2023 and onwards
Approval Date:
August 2023
Amendment Date:
Not specified
Year:
2021
Region / City:
United States
Subject:
Fiduciary correction, retirement plans
Document type:
Instruction manual
Agency / Organization:
U.S. Department of Labor
Author:
U.S. Department of Labor
Target audience:
Employers, plan sponsors, fiduciaries
Effective period:
Not specified
Approval date:
Not specified
Amendment date:
Not specified
Context:
Set of instructions for employers and plan sponsors to self-correct delinquent participant contributions and loan repayments under the Voluntary Fiduciary Correction Program.
Year:
1987
Region / City:
Colorado
Topic:
Fiduciary Duty
Document Type:
Legal Instruction
Organization / Institution:
Colorado Court of Appeals
Author:
Unknown
Target Audience:
Legal professionals, judges, plaintiffs, defendants
Effective Period:
Ongoing
Approval Date:
1987
Amendment Date:
Not specified
Note:
Contextual Description
Note:
Year
Subject:
Fiduciary Liability Insurance Application
Document Type:
Application
Organization:
Old Republic Professional Liability, Inc.
Target Audience:
Businesses seeking Fiduciary Liability Insurance
Note:
Year
Topic:
Fiduciary Liability Insurance
Document Type:
Application
Organization / Institution:
Old Republic Professional Liability, Inc.
Target Audience:
Companies seeking Fiduciary Liability Insurance
Year:
N/A
Region / City:
California
Theme:
Trust and Estate Litigation
Document Type:
Petition
Organization / Institution:
N/A
Author:
N/A
Target Audience:
Attorneys, beneficiaries, courts
Period of Validity:
N/A
Approval Date:
N/A
Date of Changes:
N/A
Context:
Legal petition for the removal of a trustee or estate representative and the appointment of a successor trustee in a trust and estate case.
Year:
2022
Region / City:
York, PA
Document Type:
Official Correspondence
Organization / Institution:
Department of Veterans Affairs
Author:
VA Regional Office
Target Audience:
David Smith (Veteran)
Period of Effectiveness:
March 1, 2021
Approval Date:
April 23, 2022
Amendment Date:
None
Evidence Reviewed:
Statement in support of claim, VA Form 21P-8416 Medical Expense Report, Care Expense Statement
Requested Information:
VA Form 21P-0969, Bill of sale for primary residence
Deadline for Submission:
60 days from April 23, 2022
Additional Instructions:
Contact details for further inquiries
Context:
Document is an official letter notifying a veteran of proposed adjustments to pension benefits due to an increase in net worth, detailing the rights to submit evidence or request a hearing.
Year:
2002
Region / City:
Florida
Subject:
Fiduciary duty, legal relationships
Document type:
Legal instruction
Institution:
Florida Supreme Court
Author:
Florida Supreme Court
Target audience:
Legal professionals, lawyers, judges
Effective period:
Not specified
Approval date:
Not specified
Amendment date:
Not specified
Year:
2018
Country:
Rwanda
Program:
Transformation of Agriculture Sector Program 4 Phase 2
Type of document:
Fiduciary Systems Assessment Report
Institution:
The World Bank
Contributing entities:
Ministry of Agriculture and Animal Resources (MINAGRI), Rwanda Agriculture Board (RAB), National Agriculture Export Board (NAEB), Ministry of Finance and Planning (MINECOFIN), Rwanda Public Procurement Authority (RPPA), Office of Ombudsman, National Prosecution Authority, Office of Auditor General (OAG)
Authors:
Eric Adda, Mulugeta Dinka, Antoinette Kamanzi
Coverage period:
2017–2021
Key focus areas:
Public Financial Management, Procurement, Internal Control, Risk Assessment
Target audience:
Program stakeholders, government agencies, financial oversight bodies
Methodology:
OECD-DAC four pillars approach
Document date:
April 18, 2018
Language:
English
Year:
2023
Region / city:
United Kingdom
Subject:
Civil litigation practice rights
Document type:
Handbook
Organization:
CILEx Regulation
Author:
Not specified
Target audience:
Applicants seeking civil litigation practice rights
Validity period:
Not specified
Approval date:
Not specified
Modification date:
Not specified
Year:
2023
Region / city:
United Kingdom
Subject:
Civil Litigation, Legal Profession, Chartered Legal Executive Litigator
Document type:
Handbook
Organization:
CILEx Regulation
Author:
CILEx Regulation
Target audience:
Legal professionals, CILEx members, Chartered Legal Executive applicants
Duration:
Ongoing
Approval date:
N/A
Revision date:
N/A
Year:
2025
Month:
October
Jurisdiction:
England and Wales
Legal framework:
Legal Services Act 2007
Applicant:
CILEx Regulation
Regulatory body addressed:
Legal Services Board
Subject matter:
Authorisation of litigation practice rights
Document type:
Regulatory application
Affected professions:
Chartered Legal Executives
Litigation areas:
Civil Litigation; Criminal Litigation; Family Litigation
Proposed change:
Decoupling of litigation and advocacy practice rights
Education standards referenced:
Legacy Education Standards; New Education Standards
Historical reference year:
2013
Related rules:
Rights to Conduct Litigation and Rights of Audience Certification Rules; Practice Rights Certificates for Chartered Legal Executive Rules; Practitioner Authorisation Rules
Professional titles introduced:
Chartered Legal Executive Litigator (Civil Litigation); Chartered Legal Executive Litigator (Criminal Litigation); Chartered Legal Executive Litigator (Family Litigation)