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Author : Trustees Inc. Staff
Publisher : Irwin Professional Publishing
ISBN 13 : 9780760201060
Total Pages : pages
Book Rating : 4.2/5 (1 download)
Download or read book Trustee Guide Series written by Trustees Inc. Staff and published by Irwin Professional Publishing. This book was released on 1993-06-01 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Augustus Peabody Loring
Publisher :
ISBN 13 :
Total Pages : 232 pages
Book Rating : 4.A/5 ( download)
Download or read book A Trustee's Handbook written by Augustus Peabody Loring and published by . This book was released on 1898 with total page 232 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Holmes F. Crouch
Publisher :
ISBN 13 : 9780944817407
Total Pages : 0 pages
Book Rating : 4.8/5 (174 download)
Download or read book Your Trustee Duties written by Holmes F. Crouch and published by . This book was released on 1998 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Your trustee duties (T/G 305) covers the tax, legal, and administrative aspects of classifying a trust as "simple" or "complex," the requirements for managing (and distributing) trust property, accounting for its income, and the "sharing" with beneficiaries taxable, tax-exempt, and nontaxable items.
Author : Brenda Geiger
Publisher :
ISBN 13 : 9781633853041
Total Pages : 64 pages
Book Rating : 4.8/5 (53 download)
Download or read book The Trustee's Guide to Trust Administration in California written by Brenda Geiger and published by . This book was released on 2019-04 with total page 64 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Augustus Peabody Loring
Publisher : Wentworth Press
ISBN 13 : 9780469517158
Total Pages : 258 pages
Book Rating : 4.5/5 (171 download)
Download or read book A Trustee's Handbook written by Augustus Peabody Loring and published by Wentworth Press. This book was released on 2019-02-23 with total page 258 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 E. Orlikoff
Publisher : Jossey-Bass
ISBN 13 : 9781556482205
Total Pages : 152 pages
Book Rating : 4.4/5 (822 download)
Download or read book The Trustee Handbook for Health Care Governance written by James E. Orlikoff and published by Jossey-Bass. This book was released on 1998-12-29 with total page 152 pages. Available in PDF, EPUB and Kindle. Book excerpt: For any trustee or CEO involved with the demands of health care boards, we're pleased to present a series of insightful books developed exclusively to address your special concerns. In each of these four guides you'll find three informative workbooks previously published in Trustee, the magazine for governing board members of health care organizations. These resourceful guides cover a series of important topics and provide trustees and management with the proven strategies necessary to operate effectively. Each book includes topic overviews, discussion questions, exercises, tips and self-assessment questionnaires. Comprehensive and to the point, these guides are a must-read for trustees challenged by the demands of the contemporary health care environment. The Trustee Handbook for Health Care Governance is a hardcover edition of all four guides bound together. It is designed for librarians and executives who want all four guides in one handy reference.
Author : Hartley Goldstone
Publisher : John Wiley & Sons
ISBN 13 : 1119118263
Total Pages : 324 pages
Book Rating : 4.1/5 (191 download)
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.
Author : Rounds
Publisher : Wolters Kluwer Law & Business
ISBN 13 : 1543880029
Total Pages : 1942 pages
Book Rating : 4.5/5 (438 download)
Download or read book Loring and Rounds: A Trustee's Handbook, 2024 Edition written by Rounds and published by Wolters Kluwer Law & Business. This book was released on with total page 1942 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Orlando L. Tibbetts
Publisher : Work of the Church
ISBN 13 : 9780817008253
Total Pages : 0 pages
Book Rating : 4.0/5 (82 download)
Download or read book The Work of the Church Trustee written by Orlando L. Tibbetts and published by Work of the Church. This book was released on 1979 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: There is more to serving as a trustee than counting money or arranging to repair the church plumbing! Beginning with the biblical and theological basis of service, Orlando Tibbetts has prepared a very comprehensive guide to deepen and broaden the trustee's sense of ministry and mission in his/her service to the church. An excellent tool for new or experienced board members, this book covers every facet of the trustee's responsibility as a steward of the community's concerns and as a servant of the Lord. It is both practical and inspiring.
Author : Vicki Ammundsen
Publisher :
ISBN 13 : 9780864758293
Total Pages : 101 pages
Book Rating : 4.7/5 (582 download)
Download or read book The Trustee's Handbook written by Vicki Ammundsen and published by . This book was released on 2011-06 with total page 101 pages. Available in PDF, EPUB and Kindle. Book excerpt: THE TRUSTEE'S HANDBOOK contains a series of practical checklists to help trustees manage and administer trusts confidently and avoid the consequences associated with any breach of their responsibilities. A comprehensive range of precedent resolutions and minutes for recording trustees' decisions, reproduced on a CD included free with this book, makes use of the precedents a breeze. This new edition has been fully updated to reflect current trust practices and assist trustees with meeting their duties and obligations.
Author : Margaret A. Munro
Publisher : John Wiley & Sons
ISBN 13 : 1119543878
Total Pages : 432 pages
Book Rating : 4.1/5 (195 download)
Download or read book Estate & Trust Administration For Dummies written by Margaret A. Munro and published by John Wiley & Sons. This book was released on 2018-12-27 with total page 432 pages. Available in PDF, EPUB and Kindle. Book excerpt: Estate and Trust Administration For Dummies, 2nd Edition (9781119543879) was previously published as Estate and Trust Administration For Dummies, 2nd Edition (9781118412251). While this version features a new Dummies cover and design, the content is the same as the prior release and should not be considered a new or updated product. 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 Dummies guides 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.
Author : Patricia Angus
Publisher :
ISBN 13 : 9780997068009
Total Pages : 72 pages
Book Rating : 4.0/5 (68 download)
Download or read book The Trustee Primer written by Patricia Angus and published by . This book was released on 2015-12-21 with total page 72 pages. Available in PDF, EPUB and Kindle. Book excerpt: An essential guidebook for individuals who have been named as trustee of personal trusts for family members or friends. Written by an expert who has more than two decades experience working with families to create, administer, and benefit from trusts, this primer is a "go to" resource for anyone who has been named as a trustee. The text incorporates a worksheet throughout that can help a trustee organize information, thoughts and questions to best serve as trustee. Key concepts are distilled to their essential elements. The tone is encouraging and easy to read while maintaining a sense of the seriousness, and importance, of the trustee's role. Also helpful for anyone setting up a trust as part of an estate plan or who is already a trust beneficiary.
Author :
Publisher :
ISBN 13 :
Total Pages : 232 pages
Book Rating : 4.F/5 ( download)
Download or read book A Trustee's Handbook written by and published by . This book was released on 1900 with total page 232 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Barbara D. Jackins
Publisher : iUniverse
ISBN 13 : 0595331068
Total Pages : 144 pages
Book Rating : 4.5/5 (953 download)
Download or read book Special Needs Trust Administration Manual written by Barbara D. Jackins and published by iUniverse. This book was released on 2005 with total page 144 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Special Needs Trust Administration Manual is an invaluable guide for anyone who is managing a Special Needs Trust for a person with disabilities. in guiding trustees through the complicated rules of Special Needs Trusts. In clear and easy to understand language, the authors explain how a trustee can use trust funds to meet the financial needs of a person with disabilities while complying with the complex rules of government benefit programs. The Special Needs Trust Administration Manual covers a multitude of topics, including what trustees need to know about: who wants to know more about disability trusts and public benefits.
Author : James E. Orlikoff
Publisher : Jossey-Bass
ISBN 13 : 9781556482236
Total Pages : 33 pages
Book Rating : 4.4/5 (822 download)
Download or read book The Trustee Guide to Strategic Planning and Information in Health Care written by James E. Orlikoff and published by Jossey-Bass. This book was released on 1998-12-29 with total page 33 pages. Available in PDF, EPUB and Kindle. Book excerpt: For any trustee or CEO involved with the demands of health care boards, we're pleased to present a series of insightful books developed exclusively to address your special concerns. In each of these four guides you'll find three informative workbooks previously published in Trustee, the magazine for governing board members of health care organizations. These resourceful guides cover a series of important topics and provide trustees and management with the proven strategies necessary to operate effectively. Each book includes topic overviews, discussion questions, exercises, tips and self-assessment questionnaires. Comprehensive and to the point, these guides are a must-read for trustees challenged by the demands of the contemporary health care environment.
Author : David Ormstedt
Publisher :
ISBN 13 : 9781631150128
Total Pages : pages
Book Rating : 4.1/5 (51 download)
Download or read book The Trustee's Guide to Fiduciary Responsibilities, 3rd Edition written by David Ormstedt and published by . This book was released on 2016-10-01 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Marguerite C. Lorenz CTFA CLPF
Publisher : AuthorHouse
ISBN 13 : 1665502010
Total Pages : 65 pages
Book Rating : 4.6/5 (655 download)
Download or read book Ethics for Trustees 2.0 written by Marguerite C. Lorenz CTFA CLPF and published by AuthorHouse. This book was released on 2020-09-28 with total page 65 pages. Available in PDF, EPUB and Kindle. Book excerpt: Your loved one, or a professional may be your best option as your Successor (Trustee/Executor), but don't select anyone without reading this book first! Too many families are no longer on speaking terms because the chosen person did a poor job, or just did not fulfill the required fiduciary duties. "This little book saved our family from World War III, thank you!!" A. B., 86 years old. Ethics for Trustees 2.0 is for everyone who is getting their estate plan written, as every Trustor needs to select a Successor Trustee. This book is for everyone who serves as a Trustee of a Trust; experienced or inexperienced; Attorneys, Fiduciaries, CPA's, Family Members and Friends, etc., this book can help you better understand what is required to do the job well. Quotes and concepts have been drawn from personal experience based on serving as private professional trustees in California. This book is designed to stimulate discussion in our estate planning community, to emphasize the value of continuing education, and to encourage those who serve as a Fiduciary to do their best.
