Author: Douglas D Wilson Publisher: Simon and Schuster ISBN: 1440571325 Category : Law Languages : en Pages : 304
Book Description
Essential information for executors or trustees for wills and trusts! Being appointed the task of carrying out the terms of a will or trust is daunting, especially if it's your first time. The good news is you won't have to figure it out alone. Certified Trust and Financial Advisor Douglas D. Wilson takes the worry out of the process and provides information on important responsibilities that must be performed after a loved one dies. This all-in-one guide includes information on: Filing a will in court Hiring a lawyer or doing it yourself Notifying beneficiaries Finding and managing the deceased's assets Paying outstanding debts or taxes You'll even find sample tax forms and step-by-step walk-throughs of what you'll need to know when overseeing asset distribution, terminating existing accounts, opening an estate bank account, and closing the estate. No matter your experience level, The Everything Executor and Trustee Book will be there to help you every step of the way!
Author: William G. Bowen Publisher: W. W. Norton & Company ISBN: 0393068412 Category : Business & Economics Languages : en Pages : 252
Book Description
"By far the best book on corporate and institutional governance." —Nicholas Katzenbach, former attorney general of the United States In his new foreword to The Board Book, former Mellon Foundation and Princeton University president William G. Bowen brings his immense experience to bear on the most pressing questions facing boards of directors and trustees today: seeking collaborative relationships and placing a renewed emphasis on sustainable initiatives. The strategies Bowen relates throughout the book foster the collegiality and sense of purpose—more important in today’s turbulent times than ever before—that are integral to any effective board.
Author: Orlando L. Tibbetts Publisher: Work of the Church ISBN: 9780817008253 Category : Religion Languages : en Pages : 0
Book Description
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: Nevil Shute Publisher: Random House ISBN: 1409087514 Category : Fiction Languages : en Pages : 306
Book Description
Discover a classic adventure from the author of A Town Like Alice and On the Beach. Keith Stewart is an ordinary man. However, one day he is called upon to undertake an extraordinary task... When his sister's boat is wrecked in the Pacific, he becomes trustee for his little niece. In order to save her from destitution he has to embark on a 2,000 mile voyage in a small yacht in inhospitable waters. His adventures and the colourful characters he meets on his journey make this book a marvellous tale of courage and friendship. Delightfully written and filled with a reverent attention to mechanical details, Shute's posthumous tale of an unassuming man's remarkable adventure is as enjoyable today as it was on publication. 'Something about this author's calm, deliberate style creates unexpected excitement... we are warmed by the justice and sheer pleasure of it' Independent
Author: Barbara D. Jackins Publisher: iUniverse ISBN: 0595331068 Category : Estate planning Languages : en Pages : 144
Book Description
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: Barbara D. Jackins Publisher: ISBN: 9780998814216 Category : People with disabilities Languages : en Pages : 0
Book Description
For Massachusetts residents, check out LEGAL PLANNING FOR SPECIAL NEEDS IN MASSACHUSETTS. Same great information written for MA programs. Managing a Special Needs Trust 2020 EDITION includes updates on: * Housing: How an ABLE account can be used to pay for housing expenses without reducing SSI benefits* Vacations: New SSI rules allow trust payment of vacation expenses for family members who travel with the beneficiary* A new financial product-the True Link card--allows the beneficiary to have spending money without reducing SSI benefits. As well as all the details you've come to expect in this comprehensive guideMANAGING A SPECIAL NEEDS TRUST: A GUIDE FOR TRUSTEES covers many topics you need to know, including: * What trustees need to know about public benefit programs such as SSI, SSDI, Medicare, and Medicaid* Taxes and special needs trusts* Payment of recreation, transportation, and medical costs* Housing subsidies * Trustee dutiesBy reading MANAGING A SPECIAL NEEDS TRUST, you will learn how a trustee can use trust funds to meet the financial needs of a person with disabilities and still comply with the complex rules of government benefit programs. THIS UPDATED BOOK IS RELEVANT TO ALL 50 STATES. While earlier editions were focused on Massachusetts' laws and procedures, this book applies to all states-the book covers uniform statues that have been adopted in most states. It also provides information on the rules of most major federal benefit programs that provide cash, medical benefits and housing subsidies to people with disabilities. MANAGING A SPECIAL NEEDS TRUST: A GUIDE FOR TRUSTEES is an invaluable resource for anyone who is managing a special needs trust.
Author: Thomas E. Bator Publisher: David R. Godine Publisher ISBN: 9781567925470 Category : History Languages : en Pages : 0
Book Description
The history of a unique Boston institution: the men and women who serve as individual professional trustees, who control billions of dollars of assets, who have provided advice and counsel for generations of families, and who are universally known as "Boston Trustees." This quiet and discrete legal service had its roots in the early nineteenth century, when Boston's closely interconnected social and cultural élite faced the problem of how to pass on massive new wealth in a predictable, safe, and prudent way. Today, the practice remains alive and well, a major, and very profitable, component of almost every Boston law firm, bank and trust office. The book also answers questions about inheritances governed by trust law and by trustee participation. The authors guide the reader through the legal jargon to help understand trusts and the role of the trustee with actual examples of trusts and trust language. It is essential reading for anyone interested both in understanding trusts and in the evolution of Boston as a financial and regional hub, a city that not only knew how to make money but also how to preserve it.
Author: Patricia Angus Publisher: ISBN: 9780997068009 Category : Languages : en Pages : 72
Book Description
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: Douglas D Wilson
Author: William G. Bowen
Author: Orlando L. Tibbetts
Author: Nevil Shute
Author: Barbara D. Jackins
Author: Dylan Taylor-Lehman
Author: Barbara D. Jackins
Author: Thomas E. Bator
Author: Patricia Angus
Author: Robert K. Greenleaf