The Global Guide to Trusts

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Author :
Publisher : Academy and Finance
ISBN 13 : 9782970060291
Total Pages : 0 pages
Book Rating : 4.0/5 (62 download)

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Book Synopsis The Global Guide to Trusts by : Jean-Marc Tirard

Download or read book The Global Guide to Trusts written by Jean-Marc Tirard and published by Academy and Finance. This book was released on 2017 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book provides detailed answers on the tax treatment of trusts in 21 jurisdictions. For each jurisdiction, the author answers the same set of 22 questions relative to: legal considerations; tax considerations; tax treatment of the creation of a trust; tax treatment of distribution from a trust to its beneficiaries; tax implications of settlor's death; tax implications of the termination of a trust; and reporting obligations.

Investing and Managing Trusts Under the New Prudent Investor Rule

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Author :
Publisher : Harvard Business Review Press
ISBN 13 :
Total Pages : 312 pages
Book Rating : 4.3/5 ( download)

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Book Synopsis Investing and Managing Trusts Under the New Prudent Investor Rule by : John Train

Download or read book Investing and Managing Trusts Under the New Prudent Investor Rule written by John Train and published by Harvard Business Review Press. This book was released on 1999 with total page 312 pages. Available in PDF, EPUB and Kindle. Book excerpt: In the next few years, the world's senior generation will pass on some ten trillion dollars--more than the value of all the companies listed on today's stock exchange--to their heirs. Much of this unprecedented transfer of wealth will take the form of trusts. But the old Prudent Man Rule that trustees have followed for generations has been scrapped, and the new Prudent Investor Rule, which now applies in most states, drastically changes the way trusts must be operated. Trustees cannot hope to learn "on the job": today's investment principles and portfolio management techniques are too demanding. With Investing and Managing Trusts under the New Prudent Investor Rule, Train and Melfe show trustees how to manage trusts according to this important new Rule. Many current and future trustees are unfamiliar with the far-reaching provisions of the new Prudent Investor Rule, which should soon govern trust investing in all fifty states. Investing and Managing Trusts under the New Prudent Investor Rule explains the investment and administrative obligations--as well as the new liberties--imposed by this stringent Rule. John Train, an authority on building wealth, brings his deep knowledge and dry wit to this thorough guide, in collaboration with Thomas Melfe, eminent New York trusts and estates attorney. Train and Melfe also highlight the various forms of trusts and the major suitable and unsuitable types of investments, so that family trustees, as well as readers in the investment and trust business, law, and financial planning can understand the key strategic and managerial considerations. This practical, straightforward guide--the first comprehensive discussion of the new Prudent Investor Rule for private trustees-comes complete with useful sample forms, management guidelines, checklists, and a glossary. It is an essential reference for all professional and family trustees as well as their legal and financial advisors.

ADR and Trusts

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Author :
Publisher : Spiramus Press Ltd
ISBN 13 : 1907444580
Total Pages : 414 pages
Book Rating : 4.9/5 (74 download)

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Book Synopsis ADR and Trusts by : Grant Jones

Download or read book ADR and Trusts written by Grant Jones and published by Spiramus Press Ltd. This book was released on 2015-01-05 with total page 414 pages. Available in PDF, EPUB and Kindle. Book excerpt: Settling trust disputes without litigation can save all parties legal costs and maintain confidentiality (reducing the risk of unwelcome publicity). ADR and Trusts has been written to help professional advisers who want to help their clients to avoid litigation. It is a development from the authors’ accredited mediation training course for the Society of Trust and Estate Practitioners (STEP). Part A introduces the reader to the different forms of dispute resolution, and examines the differences between arbitration and mediation of trust and fiduciary disputes. The mediation process is explained, including: the role of professional advisors, and the tools and techniques for mediation. The authors examine ways of avoiding disputes, cross-border aspects of Alternative Dispute Resolution (ADR), the psychological factors affecting mediation, the mediator’s powers to mediate and settle disputes, and ethical issues in Trust ADR. Islamic and Sharia Trust ADR is also considered, with close study of the developing approaches in Canada and the UK. Part B examines 27 jurisdictions and how trust law and ADR operates in each of them. The jurisdictions covered are: Australia, Bahamas, Barbados, The British Virgin Islands, Canada, Cyprus, England and Wales, Florida, France, Gibraltar, Guernsey, Hong Kong, India, Ireland, Isle of Man, Israel, Italy, Jersey, Liechtenstein, Malaysia, Mauritius, New Zealand, Panama, Scotland, Singapore, Switzerland, and the United Arab Emirates. Each profile addresses: arbitration law and practice, trust law, the mandatory requirements for mediation and the enforcement of ADR awards. Mediators, arbitrators, trust and estate planning practitioners, trust managers and anyone involved in trust disputes should all benefit from reading this book.

The Complete Book of Wills, Estates, and Trusts

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Author :
Publisher : Macmillan + ORM
ISBN 13 : 1466829001
Total Pages : 530 pages
Book Rating : 4.4/5 (668 download)

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Book Synopsis The Complete Book of Wills, Estates, and Trusts by : Alexander A. Bove

Download or read book The Complete Book of Wills, Estates, and Trusts written by Alexander A. Bove and published by Macmillan + ORM. This book was released on 2005-12-27 with total page 530 pages. Available in PDF, EPUB and Kindle. Book excerpt: The best legal guide to wills and estates—with more than 80,000 copies sold—now updated to cover the current asset protection options and estate laws Whether grappling with modest or extensive assets, The Complete Book of Wills, Estates, and Trusts has long been the indispensable guide for protecting an estate for loved ones. In this completely revised third edition, updated to cover the latest changes in estate law, attorney Alexander A. Bove, Jr., clearly explains • how to use a will to avoid probate and legal complications • how trusts work and how to use trusts to save taxes • how to contest a will and how to avoid a contest • how to settle an estate or make a claim against one • how to establish a durable power of attorney • how to protect assets from creditors In his straightforward and humorous style, Bove shares easy-to-understand legal definitions, savvy advice on taxes, and pragmatic and simple sample forms, all illustrated with entertaining examples and actual cases. The Complete Book of Wills, Estates, and Trusts is the best guide available for defending your financial legacy

Managing Family Trusts

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 9780471321156
Total Pages : 392 pages
Book Rating : 4.3/5 (211 download)

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Book Synopsis Managing Family Trusts by : Rob Rikoon

Download or read book Managing Family Trusts written by Rob Rikoon and published by John Wiley & Sons. This book was released on 1999-07-12 with total page 392 pages. Available in PDF, EPUB and Kindle. Book excerpt: Managing Family Trusts is an uncompromising, nuts-and-bolts guide to the world of family trusts. Written by a seasoned expert with many years of firsthand experience in the field, it describes how financial professionals can help beneficiaries loosen the grip of unresponsive or inefficient trustees, assert their rights as inheritors, and assume greater responsibility for their own financial lives. Managing Family Trusts provides a complete set of tools to all those concerned with the business of building better, more satisfying fiduciary arrangements and presents a rare insider's view of how this world operates and details its unique challenges and rewards.

Family Trusts

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 1119118263
Total Pages : 324 pages
Book Rating : 4.1/5 (191 download)

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Book Synopsis Family Trusts by : Hartley Goldstone

Download or read book Family Trusts written by Hartley Goldstone and published by John Wiley & Sons. This book was released on 2015-10-05 with total page 324 pages. Available in PDF, EPUB and Kindle. Book excerpt: An insightful and practical guide to family trusts Family Trusts is a step-by-step guide for anyone involved in family trusts: trust creators, trustees, beneficiaries, and advisors. It will help families create and administer a culture that recognizes trusts as a gift of love. Marrying the practical and emotional aspects of family wealth, this book provides a hands-on primer that focuses on fostering positive relationships, and structuring the trust appropriately for the situation and the people involved. It tackles difficult topics with frank and honest discussion, from the first beneficiary meeting to working with addictions, and more. Written by a team of experts in family wealth, this information is becoming increasingly crucial to the successful execution of a trust; you'll learn what type of person makes the best trustee, how to be an excellent beneficiary, and the technical aspects that help you build a better trust from the very beginning. There's been a staggering increase in trustee/beneficiary litigation and hostility, but that doesn't mean it's inevitable. Plenty of trusts are running smoothly, with positive experiences on all sides. This book shows you how to set up your trust to succeed from the start, with step-by-step guidance and expert insight. Express clear and thoughtful intent for the trust Create a healthy and supportive culture Select the right trustee, trust protector, and trust advisor Take the time to prepare before initially meeting the beneficiary Conduct a productive first meeting to set a tone for the relationship Historically, there has been little consideration given to the culture of trusts, and this oversight may be a key driver of the behavior that's becoming more prevalent. Family Trusts explores the nature of these relationships, and shows you how to build a trust that retains the nature and spirit with which it was intended.

The Trident Practical Guide to Offshore Trusts

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Author :
Publisher :
ISBN 13 : 9781899217052
Total Pages : 0 pages
Book Rating : 4.2/5 (17 download)

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Book Synopsis The Trident Practical Guide to Offshore Trusts by : International Trident Trust Group

Download or read book The Trident Practical Guide to Offshore Trusts written by International Trident Trust Group and published by . This book was released on 1999 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: This guide provides an analysis of the legislative changes that have occurred in various offshore jurisdictions around the world. It provides analysis of the legislative conditions prevailing in each of the 14 international trust jurisdictions, supplemented by significant statutory provisions.

Estate and Trust Administration For Dummies

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 1118412265
Total Pages : 439 pages
Book Rating : 4.1/5 (184 download)

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Book Synopsis Estate and Trust Administration For Dummies by : Margaret Atkins Munro

Download or read book Estate and Trust Administration For Dummies written by Margaret Atkins Munro and published by John Wiley & Sons. This book was released on 2013-05-07 with total page 439 pages. Available in PDF, EPUB and Kindle. Book excerpt: Your plain-English guide to administering an estate and/or trust As more and more of the population reach senior ages—including baby boomers, many of whom do not have wills—an increasing number of people are being thrust into the role of executor, administrator, personal representative of an estate, or trustee of a trust after the death of a loved one. This updated edition of Estate & Trust Administration For Dummiesguides you through the confusing process of administering an estate and/or trust. Settling an estate and administering a trust can be complicated, messy, and time-consuming for individuals named as executor or trustee, most of whom have no previous experience with such matters. Estate & Trust Administration For Dummies shows you how to make sound decisions for your unique circumstances. Guides you through the confusing process of administering an estate and/or trust Provides expert advice on unfamiliar estate and trust tax law Gives you a practical checklist to follow for all of your estate and trust administration questions and concerns Whether you're looking for guidance on how to navigate the probate process and estate taxes, settle debts and bequests, fund a trust, comply with tax regulations, or anything in between, this hands-on, friendly guide takes away the mystery and provides detailed answers to all of your estate and trust administration questions.

The Complete Book of Trusts

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Author :
Publisher : John Wiley & Sons
ISBN 13 :
Total Pages : 320 pages
Book Rating : 4.F/5 ( download)

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Book Synopsis The Complete Book of Trusts by : Martin M. Shenkman

Download or read book The Complete Book of Trusts written by Martin M. Shenkman and published by John Wiley & Sons. This book was released on 2002-04-18 with total page 320 pages. Available in PDF, EPUB and Kindle. Book excerpt: A new, updated edition of the ultimate guide to trusts Trusts are powerful and flexible financial planning tools, and this new edition of The Complete Book of Trusts covers everything you need to know to protect your hard-earned assets from taxes, creditors, and more. This updated Third Edition provides all the latest information on trusts, addressing recent changes due to economic growth and the Tax Relief Reconciliation Act of 2001 in such areas as transferring assets, distribution of income, gift and estate tax rules, and many others. Along with in-depth examinations of sixty different types of trusts, this book also shows you how to: Set up a trust to manage assets in the event of disability or death Avoid probate Minimize or eliminate estate and other transfer taxes Financially protect loved ones And more The Complete Book of Trusts, Third Edition is an invaluable resource for anyone with significant assets to protect.

A Guide to International Estate Planning

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Author :
Publisher :
ISBN 13 : 9781627222679
Total Pages : 828 pages
Book Rating : 4.2/5 (226 download)

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Book Synopsis A Guide to International Estate Planning by : Leigh-Alexandra Basha

Download or read book A Guide to International Estate Planning written by Leigh-Alexandra Basha and published by . This book was released on 2014 with total page 828 pages. Available in PDF, EPUB and Kindle. Book excerpt: With the explosive growth in international investments, more and more lawyers and financial advisors realize the acute need to properly address critical issues of international estate planning for their clients. Whether you are counseling a foreign national or an American citizen, whether your practice is in the U.S. or abroad, whether you want to develop a general expertise in the area or are confronted by these issues on a more frequent basis, this compendium is a necessary and practical resource to help you identify and navigate many of the complex planning and regulatory compliance issues, both legal and tax, involved in international estate planning. In addition to providing a complete overview of the basic principles and procedures of international asset management from addressing the conflict of laws issues that are central in determining which country s laws will govern the disposition of a donor or decedent s wealth to the basic transfer tax rules for nonresident aliens, U.S. citizens, and resident aliens A Guide to International Estate Planning teaches proven strategies, techniques, and practical applications to use for meeting your clients international estate planning needs. Twenty-two detailed chapters are written by trust and estate lawyers with significant experience in international issues. Their advice goes beyond simply highlighting issues in estate planning, emphasizing key issues as compliance, treaty, choice of law, and estate administration problems. This updated edition now includes chapters on FATF and anti-money laundering and offshore compliance, as well as chapters from several foreign jurisdictions to provide comparative insights on different topics."

Irrevocable Trusts

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Author :
Publisher :
ISBN 13 : 9780791333907
Total Pages : pages
Book Rating : 4.3/5 (339 download)

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Book Synopsis Irrevocable Trusts by : Robert A. Esperti

Download or read book Irrevocable Trusts written by Robert A. Esperti and published by . This book was released on 1997 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

International Trust Laws

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Author :
Publisher : Oxford University Press, USA
ISBN 13 : 9780198754220
Total Pages : 0 pages
Book Rating : 4.7/5 (542 download)

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Book Synopsis International Trust Laws by : Paolo Panico

Download or read book International Trust Laws written by Paolo Panico and published by Oxford University Press, USA. This book was released on 2017 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: The settlor : reserved powers and private trust companies -- Beneficial interests : protection, forfeiture, and trust termination -- Disclosure of information to the eneficiaries and letters of wishes -- Trustees' dispositive powers and discretionary trusts -- The rule in Hastings-Bass, mistake, and rectification -- Trustee exemption clauses -- Trustee liability to third parties -- Trustees' remuneration, expenses, and indemnity -- Directed trusts and delegated trusts -- Protectors -- Firewall legislation -- Asset protection trusts -- Non-charitable purpose trusts -- Trusts without equity -- Quistclose trusts

Baby Boomers Guide to Trusts

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Author :
Publisher :
ISBN 13 : 9781733931069
Total Pages : 262 pages
Book Rating : 4.9/5 (31 download)

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Book Synopsis Baby Boomers Guide to Trusts by : Harry Margolis

Download or read book Baby Boomers Guide to Trusts written by Harry Margolis and published by . This book was released on 2021-10 with total page 262 pages. Available in PDF, EPUB and Kindle. Book excerpt: Trusts are the Swiss army knife of estate planning-they are versatile tools that can be used to achieve many different goals. But few non-professionals understand how they work. Written by elder law and estate planning expert Harry S. Margolis, The Baby Boomers Guide to Trusts: Your All-Purpose Estate Planning Tool answers the many questions trust grantors, beneficiaries and trustees have, including: - What distributions can you or must you make? - How is the trust taxed? - What fees may the trustee charge? - Who has a right to accounts? - How can a trust help you meet your tax, asset protection, and long-term care planning goals? Featuring practical advice and easy-to-follow examples gleaned from the author's 30-plus years of experience in elder law and estate planning and questions posed by consumers on his website, AskHarry.info, The Baby Boomers Guide to Trusts: Your All-Purpose Estate Planning Tool will help you know when to use a trust in your estate planning, how to manage it as trustees, and your rights as a beneficiary.

Federal Income Taxation of Estates and Trusts

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Author :
Publisher :
ISBN 13 : 9780791300121
Total Pages : pages
Book Rating : 4.3/5 (1 download)

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Book Synopsis Federal Income Taxation of Estates and Trusts by : Norman H. Lane

Download or read book Federal Income Taxation of Estates and Trusts written by Norman H. Lane and published by . This book was released on 1988 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

FAMILY LAW.

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Author :
Publisher :
ISBN 13 : 9780414080300
Total Pages : pages
Book Rating : 4.0/5 (83 download)

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Book Synopsis FAMILY LAW. by :

Download or read book FAMILY LAW. written by and published by . This book was released on 2020 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Fundraising from UK donors: A global guide to raising money from the UK

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Author :
Publisher : Papillon Press
ISBN 13 : 0958443475
Total Pages : 143 pages
Book Rating : 4.9/5 (584 download)

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Book Synopsis Fundraising from UK donors: A global guide to raising money from the UK by : Jill Ritchie

Download or read book Fundraising from UK donors: A global guide to raising money from the UK written by Jill Ritchie and published by Papillon Press. This book was released on 2021-07-01 with total page 143 pages. Available in PDF, EPUB and Kindle. Book excerpt: Packed with resources and tips, Fundraising from UK donors, is an invaluable guide to anyone, anywhere wanting to raise money from the UK. Jill Ritchie has over three decades of experience in fundraising and has specialised in raising money in the UK for global universities, non-profit organisations and faith based entities for more than 20 years. She shares her wealth of experience in this accessible and reader-friendly guide – her 28th book. Fundraising from UK donors covers an array of funding sources: individuals, the wealthy, trusts, bequests, events and many more. She also demystifies the requirement for a UK-based charity partner and explains Gift Aid (whereby the UK Government adds to individual donors’ gifts).

PPC's Guide to Accounting and Reporting for Estates and Trusts

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Author :
Publisher :
ISBN 13 : 9780764637681
Total Pages : pages
Book Rating : 4.6/5 (376 download)

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Book Synopsis PPC's Guide to Accounting and Reporting for Estates and Trusts by : Practitioners Publishing Co. Staff

Download or read book PPC's Guide to Accounting and Reporting for Estates and Trusts written by Practitioners Publishing Co. Staff and published by . This book was released on 2006-11 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: