AGENDA
Introduction - 9:00 am—9:05 am
Stephen Buckley, Legal Services Counsel, NH Municipal Association
Trustee of Trust Funds Case Study Session - 9:05 am—10:35 am
Michael R. Haley, Esq., Director of Charitable Trusts, New Hampshire Department of Justice
Amy J. Nichols, CPA, Financial Research Analyst, New Hampshire Department of Justice
Can we authorize spending from the principal of this fund? What do we do if we need to change a fund’s purpose? What can we do about a fund that is too small to generate meaningful income? Staff of the Office of the Attorney General, Charitable Trusts Unit, will lead this session to develop the skills to answer these questions and others. Learn by doing as we review sample trust instruments, non-judicial settlement agreements, cy pres petitions and more in an interactive workshop format.
Trustees 101- Governance and Right-to-Know Law - 10:40 am—12:00 pm
Stephen Buckley, Legal Services Counsel, NH Municipal Association
Jonathan Cowal, Municipal Services Counsel, NH Municipal Association
Carrying out your duties as a Library Trustee, Cemetery Trustee or Trustees of Trust Funds starts with understanding how to conduct public meetings in compliance with the Right-to-Know Law. The governance of your trustee committee or board also requires effective meeting rules of procedure, and an understanding of your relationship with your governing body; select board, town council or city council. Trustees 101 will cover these topics, along with attention paid to the special roles and responsibilities that Cemetery, Library Trustees and Trustees of Trust Funds have over gifts and other donations given in trust to your municipality.
LUNCH - 12:00 pm—1:00 pm
Trustees of Trust Funds - 1:00 pm—2:00 pm
Linda Lambert, Tax and Accounting Specialist, Three Bearing Fiduciary Advisors
Joyce Keegal, Cemetery Superintendent, Town of Brentwood
Do you ever feel unprepared for your role as a trustee? Are you not sure what the difference is between an expendable trust and a private trust fund? Would you like some tips on how to keep your records in good order, figure out the true intentions of your funds and how to use them if their purposes are no longer viable?
If you said "yes" to any of these questions, then please join Linda Lambert, Tax and Accounting Specialist, at Three Bearings Fiduciary Advisors, who has been service municipal trustees needs all over the state for the past 10 years. Linda will be joined by Joyce Keegal, a seasoned Cemetery Superintendent for the Town of Brentwood, who is available to discuss some of the do's and dont's for cemetery trustees.