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Author : Robert A Gehrke
Publisher :
ISBN 13 :
Total Pages : 148 pages
Book Rating : 4.:/5 (89 download)
Download or read book The Duties and Responsibilities of a Trustee written by Robert A Gehrke and published by . This book was released on 1966 with total page 148 pages. Available in PDF, EPUB and Kindle. Book excerpt:
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.
Author : John Walpole Willis
Publisher :
ISBN 13 :
Total Pages : 292 pages
Book Rating : 4.F/5 ( download)
Download or read book A Practical Treatise on the Duties and Responsibilities of Trustees written by John Walpole Willis and published by . This book was released on 1827 with total page 292 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Lee R. Phillips
Publisher :
ISBN 13 : 9780964896529
Total Pages : 364 pages
Book Rating : 4.8/5 (965 download)
Download or read book Protecting Your Financial Future written by Lee R. Phillips and published by . This book was released on 1999-01-01 with total page 364 pages. Available in PDF, EPUB and Kindle. Book excerpt: Newly updated, this easy-reading book is packed with estate planning strategies every family can use to protect their money. It offers step-by-step ways to slash takes, cut or eliminate legal fees, and shield money from probate, creditors, lawsuits, divorce and illness. Includes personal anecdotes and true stories to illustrate crucial legal tools such as living trusts, wills, and powers of attorney. Gives counsel to avoid common financial pitfalls, shares hints to maximize life insurance and retirement, and includes tips to wisely choose a lawyer or do-it yourself software. New chapter explains how to minimize rest home expenses and anxiety.
Author : Rounds
Publisher : Wolters Kluwer
ISBN 13 : 1543818676
Total Pages : 1884 pages
Book Rating : 4.5/5 (438 download)
Download or read book Loring and Rounds: A Trustee's Handbook, 2021 Edition written by Rounds and published by Wolters Kluwer. This book was released on 2020-12-11 with total page 1884 pages. Available in PDF, EPUB and Kindle. Book excerpt: Loring and Rounds: A Trustee's Handbook is an invaluable practical resource that addresses the rights, duties, and obligations of the parties once the trustee takes title to trust property. This Handbook steers you through this complex field, providing property owners with a mechanism for seeing to the needs of beneficiaries in cost-effective, creative, efficient, and flexible ways. Loring and Rounds: A Trustee's Handbook is a handy, ready reference, and a gateway to the treatises, restatements, law review articles, uniform statutes, and cases you need to know. This fully integrated and bound volume of the 2021 Handbook brings you up to date on the latest cases, statutes, and developments, as well as new or updated discussion of topics as follow: The Handbook continues the lengthy process of pruning some of the deadwood; significant exposition has been cut, revised, or combined. In sum, the Handbook is now even leaner, meaner, and more usable than ever. In addition, numerous new cases and secondary sources have been added. These include the following: The 2021 Handbook fully covers the fourth income and principal act issued by the Uniform Law Commission, namely the Uniform Fiduciary Income and Principal Act (2018), otherwise known as UFIPA. UFIPA has been covered extensively in this edition and has been added in many separate sections. A new section covers remedies at law for breaches of trust, such as the tort of intentional interference with inheritance or acquisition by inter vivos transfer. In addition, the Handbook has been updated with 200+ new cases, including: Roth v. Jelley, holding that, when it comes to a judicial proceeding that could adversely affect the equitable property rights of a trust beneficiary,the beneficiary is entitled under the Due Process Clause of the Fourteenth Amendment to notice and an opportunity to be heard. This case also discusses the various consequences attendant to the failure to provide such notice. Hector v. Bank of N.Y. Mellon, where the court, having in part looked to the Restatement (Third) for guidance, held that the designated passive corporate trustee of a securitized fund of mortgage-backed notes would not be personally at fault, and therefore, not personally liable for any injuries to the tenants of a certain parcel of real estate, title to which the trustee had acquired via foreclosure, that might be occasioned by their exposure to lead paint in and about the premises. Murphy v. Trustee of Star Financial Bank, a case discussing the unfortunate linkage of survivorship and per stirpes: "to their surviving children per stirpes." The court held that the way in which "surviving" and "per stirpes" were linked rendered the provision itself ambiguous in that the "condition of survival negates the right of representation inherent in a per stirpes distribution." 2020 Tax Rates for Trusts and 2021 Projected Tax Rate Schedule for Trusts Note: Online subscriptions are for three-month periods. Previous Edition: Loring and Rounds: A Trustee's Handbook, 2020 Edition, ISBN 9781543818666
Author : David H. Smith
Publisher : Indiana University Press
ISBN 13 : 0253113415
Total Pages : 139 pages
Book Rating : 4.2/5 (531 download)
Download or read book Entrusted written by David H. Smith and published by Indiana University Press. This book was released on 1995-05-22 with total page 139 pages. Available in PDF, EPUB and Kindle. Book excerpt: “Thoughtful essays on the morality, obligations, practice, and virtues of trusteeship.” —ARNOVA News In Entrusted, David H. Smith offers some ideas and raises some issues that may put trusteeship into perspective. The main idea presented in these pages is that trustees should be reflective, that the board should be a community of inquiry, more precisely, a community of interpretation. And, because the trustee’s historically and currently important role has been little studied by moralists, philosophers, or theologians, moral issues associated with nonprofit governance have fallen into the cracks. This book serves to suggest the need for academically sophisticated discussions of the moral parameters of trusteeship, studies that will go beyond and improve on this attempt. “Entrusted provides a much-needed contribution to the literature on ethics in the healthcare arena.” —Health Progress “A splendid and invaluable book, one every trustee with an active conscience would want to read and one every trustee with a dormant conscience ought to read.” —Richard Chait, Center for Higher Education Governance and Leadership “[Smith’s] contribution breaks some new and difficult ground by helping us to think beyond the routine and mundane dimensions of trusteeship.” —Academe “Essential reading for trustees.” —Ethics “Entrusted should be required reading for trustees of any not-for-profit.” —Advancing Philanthropy
Author : Vickie Schumacher
Publisher : Schumacher Publishing
ISBN 13 :
Total Pages : 230 pages
Book Rating : 4.0/5 ( download)
Download or read book Understanding Living Trusts written by Vickie Schumacher and published by Schumacher Publishing. This book was released on 1990 with total page 230 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written in clear, conversational English, this book can help anyone understand how a living trust avoids the complications, expenses, and delays of probate at times of incapacity and death.
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 : John Walpole Willis
Publisher :
ISBN 13 :
Total Pages : pages
Book Rating : 4.:/5 (319 download)
Download or read book Treatise on the Duties and Responsibilities of Trustees written by John Walpole Willis and published by . This book was released on 1827 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : John Walpole Willis
Publisher :
ISBN 13 :
Total Pages : 290 pages
Book Rating : 4.0/5 (19 download)
Download or read book A Practical Treatise on the Duties and Responsibilities of Trustees written by John Walpole Willis and published by . This book was released on 1827 with total page 290 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.
Author : Jeffery V. Bailey
Publisher :
ISBN 13 : 9781934667330
Total Pages : 107 pages
Book Rating : 4.6/5 (673 download)
Download or read book A Primer for Investment Trustees written by Jeffery V. Bailey and published by . This book was released on 2011-01 with total page 107 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : American Bar Association. House of Delegates
Publisher : American Bar Association
ISBN 13 : 9781590318737
Total Pages : 216 pages
Book Rating : 4.3/5 (187 download)
Download or read book Model Rules of Professional Conduct written by American Bar Association. House of Delegates and published by American Bar Association. This book was released on 2007 with total page 216 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Model Rules of Professional Conduct provides an up-to-date resource for information on legal ethics. Federal, state and local courts in all jurisdictions look to the Rules for guidance in solving lawyer malpractice cases, disciplinary actions, disqualification issues, sanctions questions and much more. In this volume, black-letter Rules of Professional Conduct are followed by numbered Comments that explain each Rule's purpose and provide suggestions for its practical application. The Rules will help you identify proper conduct in a variety of given situations, review those instances where discretionary action is possible, and define the nature of the relationship between you and your clients, colleagues and the courts.
Author : John Walpole Willis
Publisher :
ISBN 13 :
Total Pages : 129 pages
Book Rating : 4.:/5 (26 download)
Download or read book A Practical Treatise on the Duties and Responsibilities of Trustees written by John Walpole Willis and published by . This book was released on 1835 with total page 129 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Gerald Shaw
Publisher : Atlantic Publishing Company
ISBN 13 : 1601382014
Total Pages : 290 pages
Book Rating : 4.6/5 (13 download)
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.
Author : John W. Nason
Publisher :
ISBN 13 :
Total Pages : 136 pages
Book Rating : 4.3/5 (91 download)
Download or read book The Nature of Trusteeship written by John W. Nason and published by . This book was released on 1982 with total page 136 pages. Available in PDF, EPUB and Kindle. Book excerpt: The responsibilities and problems confronting college and university trustees in the last quarter of the 20th century are considered. The following topics are briefly addressed: increased enrollments after World War II, the growth of community colleges, the establishment of state coordinating commissions, political influences, federal support and intervention, retrenchment, and confusion of mission. Responsibilities of trustees are as follows: maintaining the integrity of the trust, appointing the college president, insuring that the institution is managed well, approving the budget, raising money, managing the endowment, assuring adequate physical facilities, overseeing the educational program, approving long-range plans, serving as a bridge between campus and community, preserving institutional autonomy, serving as court of appeal, and being informed. The collective responsibilities of trustees and the composition and operation of the board are addressed, including selection and orientation, committee structure and meetings, role of the chairman and president, and board morale. The legal liability of trustees and conflicts of interest are also discussed. Statistics on governing boards and a substantial bibliography are appended.
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.
