The Foreign Service Journal - November 2014 - page 76

76
NOVEMBER 2014
|
THE FOREIGN SERVICE JOURNAL
AFSA NEWS
Federal Benefits Series: Estate Planning, Wills and Trusts
For the 10th installment in
the ongoing speaker series
on federal benefits, AFSA
hosted attorneys Jonathan
Kinney and Lauren Keenan
Rote, of Bean, Kinney &
Korman, P.C., on Sept. 23.
Kinney and Rote discussed
the importance of estate
planning, wills and trusts with
a large, AFSA-members-only
crowd.
Kinney noted that estate
planning is essential to help
protect assets for future
generations and can aid in
distributing assets at the
time of death.
Both speakers also
touched on the tools for
estate planning, the different
types of trusts, the issue of
taxes and spousal rights.
They stressed a key point
to remember: estate plans
should be reviewed after
any major life event (e.g.,
inheritance, out-of-state
move, career change, birth of
a child) or changes in tax law,
and every five years.
The Federal Benefits
Speakers Series is one of
AFSA’s most popular
programs. Previous topics
include: federal long-term
care and survivor annuities,
the coordination of FEHB and
Medicare, Social Security,
divorce in the Foreign Ser-
vice, geriatric care manage-
ment, a Thrift Savings Plan
pre-separation briefing and
the future of Medicare.
You can find video record-
ings of all of these presenta-
tions at
retiree.
n
–Matthew Sumrak,
Retiree Counselor and
Legislative Assistant
Attorney Jonathan Kinney discusses the importance of estate planning.
AFSA/DEBRABLOME
AFSAAppeals to FS Grievance Board
on 2013 Meritorious Service Increases
AFSA appealed to the
Foreign Service Grievance
Board on Aug. 5 regarding
the State Department’s
denial of AFSA’s implemen-
tation dispute concerning
the payment of Meritorious
Service Increases from the
2013 Selection Boards (see
STATE 95194 at
MSI_cable).
AFSA had filed the imple-
mentation dispute (which is
a grievance alleging a breach
of a collective bargaining
agreement) on May 16 (see
July/August 2014
FSJ
).
In advocating on behalf of
the 554 MSI recipients recog-
nized in 2013, AFSA urged the
State Department’s senior
leadership to honor promo-
tion-worthy performance
with the monetary com-
ponent in accordance with
the negotiated procedural
precepts. When the depart-
ment did not, AFSA filed the
grievance.
AFSA hopes to have an
FSGB decision this winter to
finally resolve the issue.
While AFSA prefers to
work with management to
resolve differences, in this
case the association had
no choice but to appeal to
the FSGB to ensure that its
negotiated agreement, the
2013 procedural precepts, is
enforced.
Every year AFSA negoti-
ates the procedural precepts
with the department that
instruct the Selection Boards
on how to identify individu-
als for promotion and MSIs.
Under the agreement, the
Selection Board recommen-
dations for promotion and
MSI conferral are binding on
the department.
n
AFSA
BOOK MARKET
Start your holiday shop-
ping at AFSA!
The first annual AFSA
Book Market will feature
books from “In Their Own
Write” (p. 30). Stop in to
shop for books and meet
the authors. Coffee and
tea will be served.
Date:
Thursday,
Nov. 13, 2014
Time:
1 – 4 p.m.
Place:
AFSA
Headquarters
Who:
Open to the
public
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