Ctfa - Study guides, Class notes & Summaries

CTFA - Fiduciary & Trust Activities.

CTFA Exam Questions & Answers 2024 Test - ANSWER-This is a test Steven - ANSWER-Nyu student Governing Trust instrument State Trust Law Federal laws such as federal tax & environmental laws - ANSWER-Rules governing the actions of a trustee are determined by: Trustee - ANSWER-Legal title to trust property is vested in: Beneficiaries - ANSWER-Equitable title to trust property is held by: Yes - ANSWER-Can settlor create trust by oral expression of intent? Express Trust - ANS...

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Jean and John Simmons are married and own their own home as tenants by entirety. When John dies the home is valued at $350,000. How much will be counted in his gross taxable estate? A. None, as it passes directly to his spouse, Jean. B. $175,000 - or one-half of the value C. $225,000 - or the full amount minus the $125,000 one-time exclusion for capital gains on a person residence. D. $350,000 - the full amount is includable. : B. $175,000 - or one-half the value Once a will is prope...

CTFA STUDY EXAM QUESTIONS & ANSWERS 2024 What is a J curve - ANSWER-The return pattern of private equity funds. The cumulative return is negative in the early life of a bond before turning positive. This is because in the early life of a private equity fund there are expenses incurred in the search for attractive investments but there are not any investments to generate returns. True or false? Private equity investing is an excellent source of liquidity. - ANSWER-False. Since private equ...

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This is a test - Answer-Test Nyu student - Answer-Steven Rules governing the actions of a trustee are determined by: - Answer-Governing Trust instrument State Trust Law Federal laws such as federal tax & environmental laws Legal title to trust property is vested in: - Answer-Trustee Equitable title to trust property is held by: - Answer-Beneficiaries Can settlor create trust by oral expression of intent? - Answer-Yes When a settlor creates a trust declaring herself or himself as a truste...

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CTFA - Practice Exam #1 Questions