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Author : Augustine Birrell
Publisher :
ISBN 13 :
Total Pages : pages
Book Rating : 4.:/5 (119 download)
Download or read book Duties of Liabilities of Trustees written by Augustine Birrell and published by . This book was released on 1896 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Augustine Birrell
Publisher :
ISBN 13 :
Total Pages : pages
Book Rating : 4.:/5 (221 download)
Download or read book The Duties and Liabilities of Trustees written by Augustine Birrell and published by . This book was released on 1920 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Augustine Birrell
Publisher : Legare Street Press
ISBN 13 : 9781019984697
Total Pages : 0 pages
Book Rating : 4.9/5 (846 download)
Download or read book The Duties and Liabilities of Trustees; Six Lectures written by Augustine Birrell and published by Legare Street Press. This book was released on 2023-07-18 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: A comprehensive guide to the roles, responsibilities, and potential liabilities associated with being a trustee. The book covers topics such as the legal framework, investment strategies, and conflict of interest issues. It is a useful resource for anyone who acts or considering to act as a trustee for a charity, non-profit organization or any other entity. This work has been selected by scholars as being culturally important, and is part of the knowledge base of civilization as we know it. This work is in the "public domain in the United States of America, and possibly other nations. Within the United States, you may freely copy and distribute this work, as no entity (individual or corporate) has a copyright on the body of the work. Scholars believe, and we concur, that this work is important enough to be preserved, reproduced, and made generally available to the public. We appreciate your support of the preservation process, and thank you for being an important part of keeping this knowledge alive and relevant.
Author : James Hill
Publisher :
ISBN 13 :
Total Pages : 632 pages
Book Rating : 4.3/5 (511 download)
Download or read book A Practical Treatise on the Law Relating to Trustees written by James Hill and published by . This book was released on 1846 with total page 632 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : George Luther Clark
Publisher : Theclassics.Us
ISBN 13 : 9781230280295
Total Pages : 32 pages
Book Rating : 4.2/5 (82 download)
Download or read book Trusts and Duties of Trustees; Instruction Paper ... written by George Luther Clark and published by Theclassics.Us. This book was released on 2013-09 with total page 32 pages. Available in PDF, EPUB and Kindle. Book excerpt: This historic book may have numerous typos and missing text. Purchasers can usually download a free scanned copy of the original book (without typos) from the publisher. Not indexed. Not illustrated. 1912 edition. Excerpt: ... know that a bailee, executor, administrator, or trustee, is bound to keep goods always in his own hands. They are to keep them as their own, and take the same care; if, therefore, a man lodged trust money with a banker, if lost, in many cases the court has discharged the trustee, especially if lost out of the banker's hands by robbery. In the present case what has been done is what she would have done with her own, and, therefore, she is not liable for the goods so lost." It is frequently the trustee's duty not to keep personal charge of trust funds. For example, it would not be considered due care for him to keep large sums of trust money at his residence. His duty is to deposit the money in a reputable bank at his earliest opportunity; and if he fails to do so he will be liable for the loss if the money is stolen. 163. Liability of Custodians of Public Funds. Though fiduciaries are generally liable only for due care and not as insurers, there is in most jurisdictions an exception in case of a public officer--e. g., a county treasurer--whose duty it is to have custody of public funds; he is liable as an insurer. Hence, it is no defense that he deposited the money in a reputable bank in his capacity as fiduciary; if the bank fails he must bear the loss. This doctrine is based on public policy. duty not to delegate the trust to another 164. General Rule. No one is bound to accept a trust, but after once accepting it he cannot convey the trust property to another or divest himself of any part of his trust duties at his pleasure. He must either get the permission of the cestui or cestuis--which will be sufficient only when they are all sui juris--or else secure a release from the proper equity court. 165. Transferee Has...
Author : Rounds
Publisher : Wolters Kluwer
ISBN 13 : 1543811345
Total Pages : 1864 pages
Book Rating : 4.5/5 (438 download)
Download or read book Loring and Rounds: A Trustee's Handbook, 2020 Edition (IL) written by Rounds and published by Wolters Kluwer. This book was released on 2019-11-21 with total page 1864 pages. Available in PDF, EPUB and Kindle. Book excerpt: Loring and Rounds: A Trustee's Handbook--well over 1,550 pages-- is regarded not only as authoritative but also as the most convenient, reliable, and complete single-volume source for trust doctrine. Get in-depth information on how to stay on top of the developments in this complex field of practice. The Handbook carries on the tradition of concise, practical, and up-to-date guidance for trustees, a tradition that began in 1898 with the First Edition. This classic trust reference distills the essence of trust law, illuminating the fundamental principles and answering the basic questions. Loring and Rounds: A Trustee's Handbook, 2020 Edition is up to date and includes eleven chapters of important information, such as chapters on: The Property Requirement The Trustee's Office Interests Remaining with the Settlor The Beneficiary The Trustee's Duties The Trustee's Liabilities Miscellaneous Topics of General Interest to the Trustee Special Types of Trusts The Income Taxation of Trusts Tax Basis/Cost of Trust Property Previous Edition: Loring and Rounds: A Trustee's Handbook, 2019 Edition, ISBN 9781454899723
Author : George T. Bogert
Publisher :
ISBN 13 : 9780314283344
Total Pages : 752 pages
Book Rating : 4.2/5 (833 download)
Download or read book The Law of Trusts written by George T. Bogert and published by . This book was released on 1985-08 with total page 752 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Joseph Tyso
Publisher :
ISBN 13 :
Total Pages : 38 pages
Book Rating : 4.R/5 (5 download)
Download or read book The Voluntary Principle written by Joseph Tyso and published by . This book was released on 1835 with total page 38 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Augustine Birrell
Publisher :
ISBN 13 : 9781296219710
Total Pages : 196 pages
Book Rating : 4.2/5 (197 download)
Download or read book The Duties and Liabilities of Trustees - Scholar's Choice Edition written by Augustine Birrell and published by . This book was released on 2015-02-18 with total page 196 pages. Available in PDF, EPUB and Kindle. Book excerpt: This work has been selected by scholars as being culturally important, and is part of the knowledge base of civilization as we know it. This work was reproduced from the original artifact, and remains as true to the original work as possible. Therefore, you will see the original copyright references, library stamps (as most of these works have been housed in our most important libraries around the world), and other notations in the work. This work is in the public domain in the United States of America, and possibly other nations. Within the United States, you may freely copy and distribute this work, as no entity (individual or corporate) has a copyright on the body of the work.As a reproduction of a historical artifact, this work may contain missing or blurred pages, poor pictures, errant marks, etc. Scholars believe, and we concur, that this work is important enough to be preserved, reproduced, and made generally available to the public. We appreciate your support of the preservation process, and thank you for being an important part of keeping this knowledge alive and relevant.
Author : James Hill
Publisher : BoD – Books on Demand
ISBN 13 : 3752530073
Total Pages : 918 pages
Book Rating : 4.7/5 (525 download)
Download or read book A Practical Treatise on the Law relating to Trustees written by James Hill and published by BoD – Books on Demand. This book was released on 2021-11-03 with total page 918 pages. Available in PDF, EPUB and Kindle. Book excerpt: Reprint of the original, first published in 1854.
Author :
Publisher :
ISBN 13 :
Total Pages : 240 pages
Book Rating : 4.3/5 ( download)
Download or read book Handbook for Chapter 7 Trustees written by and published by . This book was released on 2001 with total page 240 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Holmes F. Crouch
Publisher :
ISBN 13 : 9780944817711
Total Pages : 0 pages
Book Rating : 4.8/5 (177 download)
Download or read book Your Trustee Duties written by Holmes F. Crouch and published by . This book was released on 2004 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: The obligations and responsibilities of trustees are laid out in this guide to working with attorneys, understanding tax procedures, and real-life examples. From completing a 1041 form to determining which financial records to pay particular attention to, this primer offers tips for every step of being a conscientious trustee. Instructions for closely reviewing a contract, taking inventory of the sources of trust income, and terminating a trust are also included.
Author : Augustine Birrell
Publisher :
ISBN 13 :
Total Pages : 208 pages
Book Rating : 4.:/5 (319 download)
Download or read book The Duties and Liabilities of Trustees written by Augustine Birrell and published by . This book was released on 1896 with total page 208 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Thomas COOPER (Solicitor.)
Publisher :
ISBN 13 :
Total Pages : 76 pages
Book Rating : 4.0/5 (19 download)
Download or read book A Treatise on the Rights, Duties, and Liabilities of Trustees of Wesleyan Methodist Chapels written by Thomas COOPER (Solicitor.) and published by . This book was released on 1850 with total page 76 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Jane B. Lorenz
Publisher : Author House
ISBN 13 : 1456767275
Total Pages : 77 pages
Book Rating : 4.4/5 (567 download)
Download or read book Ethics for Trustees written by Jane B. Lorenz and published by Author House. This book was released on 2011-05-03 with total page 77 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written by two longtime Professional Fiduciaries, "Ethics for Trustees", A Guide for All Who Serve as Trustee, is intended as a guideline for everyone who serves as a Trustee of a Trust; Experienced or inexperienced; Attorneys, Fiduciaries, CPAs, Family Members and Friends, etc. Quotes and concepts have been drawn from personal experience, from the Professional Fiduciary Association of California (PFAC) Code of Ethics and from the most recent California Probate Code (2011). Review by an experienced Trusts and Estates Attorney: Ethics for Trustees is an excellent guidebook that draws together important resources and reference materials. It covers some topics few other writers have addressed, and the authors draw on wealth of personal experience. The writing is clear and concise. It is a valuable addition to my professional library. Meredith G. Alcock Trusts and estates attorney www.aalapc.com Review by an Independent Financial Advisor: Whether you are already serving as a professional trustee or considering taking on this role for the first time, we recommend this book. Serving as a trustee is a challenging responsibility. This book will help you understand what is expected of you and how to best meet the role of trustee. Troy B. Daum, CFP Principal Wealth Analytics www.WealthAnalytics.com The Authors: Jane B. Lorenz, CPA, CLPF has been practicing as a CPA since 1975 and started serving as a Professional Trustee around 1990. Marguerite C. Lorenz, CTFA, CLPF began working with Jane in 2003 and has been serving as a Professional Trustee ever since. This book is a labor of love. They know from experience the challenges facing todays Fiduciary, whether amateur or professional. Many professional Fiduciaries operate as sole proprietors, without partners or staff . Jane and Marguerite have benefitted so much from their partnership and business model, they feel good about sharing some of what they have learned. The Readers: Everyone who is in the Estate Planning Process can benefit from a better understanding of what their Successor can and should do. The documents alone do nothing. The selection of the appropriate Successor Trustee is vitally important, as this is the one trusted to fulfill the Estate Plan provisions. How can the right Successor be selected if the one choosing is not familiar with what the job entails? Reading this concise volume gives the reader just what is needed. Before one accepts the role of Trustee he/she should understand the liability, the ethical issues and the depth of responsibility. We believe that reading this book may prevent family upset and financial disaster.
Author : Browne C. Lewis
Publisher : Createspace Independent Publishing Platform
ISBN 13 : 9781515224303
Total Pages : 396 pages
Book Rating : 4.2/5 (243 download)
Download or read book The Law of Trusts written by Browne C. Lewis and published by Createspace Independent Publishing Platform. This book was released on 2015-07-25 with total page 396 pages. Available in PDF, EPUB and Kindle. Book excerpt: The use of testamentary trusts is becoming an important part of estate planning. As a result, students who want to make a living as probate attorneys will need to know how trusts fit into estate planning. In addition, bar examiners realize that it is important for students to have a basic knowledge of trust law. That realization will result in bar examination questions that test that knowledge. This book is designed for use as a supplementary text for a course on wills and trusts and the primary text in a seminar or course exploring the law of trusts.
Author : Kevin Urbatsch
Publisher : iUniverse
ISBN 13 : 146206051X
Total Pages : 434 pages
Book Rating : 4.4/5 (62 download)
Download or read book Administering the California Special Needs Trust written by Kevin Urbatsch and published by iUniverse. This book was released on 2011-12 with total page 434 pages. Available in PDF, EPUB and Kindle. Book excerpt: In Administering the California Special Needs Trust, author Kevin Urbatsch presents a guide for anyone assigned the duty of managing a Special Needs Trust for a person with a disability. Though geared toward those who never have administered a trust, it also provides sophisticated answers for experienced trustees concerning some of the unique responsibilities a trustee of a special needs trust will encounter. Urbatsch, a California attorney who has years of experience in assisting trustees to manage special needs trusts, has written extensively for both attorneys and families on how best to establish a special needs trust. Administering the Special Needs Trust addresses specific California issues that a special needs trust trustee encounters daily. In a question-and-answer format, it addresses how to - avoid the most common mistakes made by SNT trustees; - understand the type of public benefits available for California persons with disabilities; - learn how SNT disbursements will affect these public benefits; - best pay for a person with a disability's housing, caregiver costs, transportation, and related expenses; - handle SNT investments, accountings, and taxes; - terminate the SNT. With checklists, form documents, and law summaries included, Administering the Special Needs Trust contains a wide range of information for those charged with the responsibility of managing a special needs trust for people with disabilities.
