Trustworthy New Angles On Trusts From Beneficiaries And Trustees

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TrustWorthy: New Angles on Trusts from Beneficiaries and Trustees

Author : Hartley Goldstone
Publisher : Createspace Independent Pub
ISBN 13 : 9781480038820
Total Pages : 146 pages
Book Rating : 4.0/5 (388 download)

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Book Synopsis TrustWorthy: New Angles on Trusts from Beneficiaries and Trustees by : Hartley Goldstone

Download or read book TrustWorthy: New Angles on Trusts from Beneficiaries and Trustees written by Hartley Goldstone and published by Createspace Independent Pub. This book was released on 2012-10-01 with total page 146 pages. Available in PDF, EPUB and Kindle. Book excerpt: TrustWorthy is a collection of 25 personal -- and positive -- stories told by beneficiaries, trustees and their advisors. The book speaks to the human side of personal trusts, leaving the technical side (legal, tax, investments) to others. The book's objective? To begin to transform the most complex, conflicted and difficult relationship known under the law -- the "arranged marriage" between beneficiary and trustee -- by supplanting prevailing negative assumptions and behaviors. Readers are given a peek at "what other families do." Storytellers tackle big questions, for example: How can trusts be used to promote beneficiaries' maturity? What should I look for in a trustee? How can beneficiaries successfully integrate inheritances into their lives? How can trustees, prudently and within legal and other constraints, administer trusts in a way that enhances beneficiaries' lives? How can the widespread dissatisfaction, and all the talk of "problem" beneficiaries and "problem" trustees, give way to more creative and productive relationships? Hartley Goldstone, J.D. and MBA, delights in being surprised by profound questions, having served families for 30 years at attorney, trustee and planner. Today, he is an accomplished speaker, educator and coach for trustees, inheritors in all stages of life, their families and advisors. Kathy Wiseman, MBA and faculty at the Bowen Center for the Study of Family systems, assists people with the legacy potential of their family business, foundation and wealth. She educates families and their professionals about the human assets that underlie success for any trust/estate. Here's what others say about TrustWorthy: You are about to go on the positive journey that is the ongoing effort of Hartley and Kathy to reengineer the beneficiary/trustee relationship toward its higher functioning... -From the Foreword to TrustWorthy, by James E. Hughes Jr., author of The Cycle of the Gift and Family Wealth This is the one book to read this year if you are creating your estate plan, if you are a trustee or a beneficiary, or if you advise families of wealth. You will not think about trusts in the same way again. -Charles W. Collier, Former Senior Philanthropic Advisor at Harvard University and author of Wealth in Families TrustWorthy should be required reading not only for trustees and beneficiaries, but also for grantors and trusted family advisors. Hartley and Kathy's decision to use storytelling to reveal the vast potential in the trustee and beneficiary relationship was a stroke of genius. The stories in this book are inspiring and do a great job of demonstrating how trusts can be used not only to transfer financial wealth, but also to transfer legacy from one generation to the next. -Sara Hamilton, CEO and Founder, Family Office Exchange

Family Trusts

Author : Hartley Goldstone
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 Trustee Primer

Author : Patricia Angus
Publisher :
ISBN 13 : 9780997068009
Total Pages : 72 pages
Book Rating : 4.0/5 (68 download)

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Book Synopsis The Trustee Primer by : Patricia Angus

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.

Managing Family Trusts

Author : Rob Rikoon
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.

The Complete Guide to Trust and Estate Management

Author : Gerald Shaw
Publisher : Atlantic Publishing Company
ISBN 13 : 1601382014
Total Pages : 290 pages
Book Rating : 4.6/5 (13 download)

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Book Synopsis The Complete Guide to Trust and Estate Management by : Gerald Shaw

Download or read book The Complete Guide to Trust and Estate Management written by Gerald Shaw and published by Atlantic Publishing Company. This book was released on 2010-11-15 with total page 290 pages. Available in PDF, EPUB and Kindle. Book excerpt: One of the most critical decisions a person must make when crafting a will or establishing a trust is whom to name as executor or trustee. Being chosen for these important jobs is an honor, and you must know how to perform the tasks correctly. With the help of this new book, The Complete Guide to Trust and Estate Management, you will understand the complex process of carrying out a person s final wishes. This book will provide insight whether you are a lawyer, accountant, financial consultant, spouse, adult child, relative, or friend; the simple, easy to understand language makes this book accessible to everyone. You will become familiar with many estate and trust management terms, such as beneficiary, probate, remaindermen, trust agreement, trust property, trustor, and trustee. In addition, you will learn the many duties and responsibilities of an executor, including the disbursement of property to the beneficiaries, collecting and arranging for the payment of debts, approving and disproving creditors claims, calculating taxes, filing forms, assisting the estate attorney, acting as the representative of the estate, inventorying and appraising the assets, and acting in the best interests of the deceased. After reading this book, you will know how to initiate probate; how to preserve the value of the estate; how to notify beneficiaries; how to send notices to the post office, banks, utilities, and credit card companies; how to file for Social Security, civil service, and veteran benefits; how to file tax returns; and how to file state death and federal estate tax returns. As executor, you will be responsible for settling the deceased person s estate and as trustee, you will be responsible for holding and administering the trust assets in the best interests of the trust s beneficiaries. Using this book as a guide, you can be assured that you will be prepared to properly perform the necessary duties entrusted to you. Atlantic Publishing is a small, independent publishing company based in Ocala, Florida. Founded over twenty years ago in the company president's garage, Atlantic Publishing has grown to become a renowned resource for non-fiction books. Today, over 450 titles are in print covering subjects such as small business, healthy living, management, finance, careers, and real estate. Atlantic Publishing prides itself on producing award winning, high-quality manuals that give readers up-to-date, pertinent information, real-world examples, and case studies with expert advice. Every book has resources, contact information, and web sites of the products or companies discussed.

Special Needs Trust Administration Manual

Author : Barbara D. Jackins
Publisher : iUniverse
ISBN 13 : 0595331068
Total Pages : 144 pages
Book Rating : 4.5/5 (953 download)

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Book Synopsis Special Needs Trust Administration Manual by : Barbara D. Jackins

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.

The Law Relating to Private Trusts and Trustees

Author : Arthur Underhill
Publisher :
ISBN 13 :
Total Pages : 656 pages
Book Rating : 4.F/5 ( download)

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Book Synopsis The Law Relating to Private Trusts and Trustees by : Arthur Underhill

Download or read book The Law Relating to Private Trusts and Trustees written by Arthur Underhill and published by . This book was released on 1896 with total page 656 pages. Available in PDF, EPUB and Kindle. Book excerpt:

The Beneficiary Primer

Author : Patricia M Angus Esq
Publisher :
ISBN 13 :
Total Pages : 106 pages
Book Rating : 4.5/5 (678 download)

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Book Synopsis The Beneficiary Primer by : Patricia M Angus Esq

Download or read book The Beneficiary Primer written by Patricia M Angus Esq and published by . This book was released on 2020-12-17 with total page 106 pages. Available in PDF, EPUB and Kindle. Book excerpt: Have you been named as beneficiary of a family trust? Does it feel overwhelming? Are you looking for some practical information to get up to speed fast? Here's an essential guidebook for you. Written by an expert who has more than 25 years' 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 beneficiary. The text incorporates a worksheet throughout that can help you organize information, thoughts, and questions, to set you up for a positive, productive experience. 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 beneficiary's role. Also helpful for anyone setting up a trust as part of an estate plan or for a trustee of a family trust.

Commentaries on the Law of Trusts and Trustees

Author : Charles Fisk Beach
Publisher :
ISBN 13 :
Total Pages : 1056 pages
Book Rating : 4.F/5 ( download)

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Book Synopsis Commentaries on the Law of Trusts and Trustees by : Charles Fisk Beach

Download or read book Commentaries on the Law of Trusts and Trustees written by Charles Fisk Beach and published by . This book was released on 1897 with total page 1056 pages. Available in PDF, EPUB and Kindle. Book excerpt:

The Everything Executor and Trustee Book

Author : Douglas D. Wilson
Publisher : Simon and Schuster
ISBN 13 : 1440570876
Total Pages : 304 pages
Book Rating : 4.4/5 (45 download)

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Book Synopsis The Everything Executor and Trustee Book by : Douglas D. Wilson

Download or read book The Everything Executor and Trustee Book written by Douglas D. Wilson and published by Simon and Schuster. This book was released on 2014-01-08 with total page 304 pages. Available in PDF, EPUB and Kindle. Book excerpt: Offers information for executors and trustees on carrying out the terms of a will or trust, including assest distribution, terminating existing accounts, opening an estate bank account, and closing the estate.

The Trustee's Legal Companion

Author : Liza Hanks
Publisher : Nolo
ISBN 13 : 1413330622
Total Pages : 417 pages
Book Rating : 4.4/5 (133 download)

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Book Synopsis The Trustee's Legal Companion by : Liza Hanks

Download or read book The Trustee's Legal Companion written by Liza Hanks and published by Nolo. This book was released on 2023-03-03 with total page 417 pages. Available in PDF, EPUB and Kindle. Book excerpt: Serving as the trustee of a living trust after someone has died can be a big task. This book shows trustees how to get organized, get moving, and do a good job. Living trusts are popular estate planning tools, but when you’re chosen to serve as a trustee, you might wonder where to begin. Trustee’s Legal Companion has everything you need to get organized, get started, and get the job done. You’ll learn how to: decide whether to take on the job of trustee set up ongoing trusts for surviving spouses, children, or beneficiaries with special needs invest trust assets get help from lawyers, financial planners, and other experts handle taxes and prepare accountings, and work effectively with beneficiaries and distribute trust property. The authors—attorneys who have helped many a bewildered trustee—show you, step by step, how to administer a living trust with confidence.

Trust Are You Kidding?

Author : Sue Farley
Publisher : Wordclay
ISBN 13 : 1600374980
Total Pages : 243 pages
Book Rating : 4.6/5 (3 download)

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Book Synopsis Trust Are You Kidding? by : Sue Farley

Download or read book Trust Are You Kidding? written by Sue Farley and published by Wordclay. This book was released on 2009-06 with total page 243 pages. Available in PDF, EPUB and Kindle. Book excerpt: Farley, a long time trust litigator, shows why the current system of putting money in a trust is ineffective and then offers a real and very workable solution.

Trusts for Business Purposes

Author : William Carden Dunn
Publisher :
ISBN 13 :
Total Pages : 830 pages
Book Rating : 4.:/5 (334 download)

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Book Synopsis Trusts for Business Purposes by : William Carden Dunn

Download or read book Trusts for Business Purposes written by William Carden Dunn and published by . This book was released on 1922 with total page 830 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Revision of the Trust Laws

Author : Louisiana State Law Institute
Publisher :
ISBN 13 :
Total Pages : 174 pages
Book Rating : 4.F/5 ( download)

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Book Synopsis Revision of the Trust Laws by : Louisiana State Law Institute

Download or read book Revision of the Trust Laws written by Louisiana State Law Institute and published by . This book was released on 1964 with total page 174 pages. Available in PDF, EPUB and Kindle. Book excerpt:

A Trustee's Handbook

Author : Augustus Peabody Loring
Publisher :
ISBN 13 :
Total Pages : 232 pages
Book Rating : 4.A/5 ( download)

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Book Synopsis A Trustee's Handbook by : Augustus Peabody Loring

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:

The Complete Guide to Creating a Special Needs Life Plan

Author : Hal Wright
Publisher : Jessica Kingsley Publishers
ISBN 13 : 0857006843
Total Pages : 360 pages
Book Rating : 4.8/5 (57 download)

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Book Synopsis The Complete Guide to Creating a Special Needs Life Plan by : Hal Wright

Download or read book The Complete Guide to Creating a Special Needs Life Plan written by Hal Wright and published by Jessica Kingsley Publishers. This book was released on 2013-07-28 with total page 360 pages. Available in PDF, EPUB and Kindle. Book excerpt: The purpose of special needs planning is to create the best possible life for an adult with a disability. This book provides comprehensive guidance on creating a life plan to transition a special needs child to independence or to ensure they are well cared for in the future. Beginning with a vision of a meaningful life for the child, Hal Wright explains how to form a practical plan to reach these goals, how to mentor personal empowerment and task skills, and how to create circles of support to sustain a life plan. He next looks at employment and residential options, and government programs available in the United States. Finally he talks the reader through important financial and legal considerations, including how to fund and manage a special needs trust. This book will be essential reading for all parents or guardians of a child with a cognitive, mental or physical impairment. It will also be of interest to attorneys, financial planners, insurance agents, trust officers and other professionals looking to better serve the special needs community.

Scott and Ascher on Trusts

Author : Austin Wakeman Scott
Publisher :
ISBN 13 : 9781543800722
Total Pages : 0 pages
Book Rating : 4.8/5 (7 download)

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Book Synopsis Scott and Ascher on Trusts by : Austin Wakeman Scott

Download or read book Scott and Ascher on Trusts written by Austin Wakeman Scott and published by . This book was released on 2006 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Now including all eight volumes updated in this Fifth Edition, Scott and Ascher on Trusts, formerly published as Scott on Trusts, is widely regarded as the leading authority on the law of trusts. Scott and Ascher on Trusts offers practical advice on the creation, administration, and termination of all kinds of trusts, as well as incisive analysis of the underlying principles of trust law. The duties of trustees and the rights of beneficiaries, would-be beneficiaries, and third parties are constantly being changed and redefined. This preeminent resource keeps you abreast of the latest developments in trust law, enabling you to resolve trust problems efficiently and effectively with regular updates integrating the latest court decisions and legislative changes. Scott and Ascher on Trusts allows you to examine the full range of your options at every stage, from client counseling to final distribution."--Publisher's website.