"Trustees of Tomorrow" PDF Download

Author: Ralph Washington Sockman
Publisher:
ISBN:
Category : Youth sermons
Languages : en
Pages : 64

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Author: Jane B. Lorenz
Publisher:
ISBN: 9781456767297
Category : Self-Help
Languages : en
Pages : 76

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Book Description
Written by two longtime Professional Fiduciaries, "Ethics for Trustees," A Guide for All Who Serve as Trustee, is intended as a guideline for everyone who serves as a Trustee of a Trust; Experienced or inexperienced; Att orneys, Fiduciaries, CPA's, Family Members and Friends, etc. Quotes and concepts have been drawn from personal experience, from the Professional Fiduciary Associati on of California (PFAC) Code of Ethics and from the most recent California Probate Code (2011). The Authors: Jane B. Lorenz, CPA, CLPF has been practicing as a CPA since 1975 and started serving as a Professional Trustee around 1990. Marguerite C. Lorenz, CTFA, CLPF began working with Jane in 2003 and has been serving as a Professional Trustee ever since. This book is a labor of love. They know from experience the challenges facing today's Fiduciary, whether amateur or professional. Many professional Fiduciaries operate as sole proprietors, without partners or staff . Jane and Marguerite have benefitted so much from their partnership and business model, they feel good about sharing some of what they have learned. The Readers: Everyone who is in the Estate Planning Process can benefit from a better understanding of what their Successor can and should do. The documents alone do nothing. The selection of the appropriate Successor Trustee is vitally important, as this is the one trusted to fulfill the Estate Plan provisions. How can the right Successor be selected if the one choosing is not familiar with what the job entails? Reading this concise volume gives the reader just what is needed. Before one accepts the role of Trustee he/she should understand the liability, the ethical issues and the depth of responsibility. We believe that reading this book may prevent family upset and financial disaster.

Author: John A. DiBiaggio
Publisher:
ISBN:
Category :
Languages : en
Pages : 41

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Author: Stanford University. Board of Trustees
Publisher:
ISBN:
Category :
Languages : en
Pages : 208

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Author: Hartley Goldstone
Publisher: Createspace Independent Pub
ISBN: 9781480038820
Category : Law
Languages : en
Pages : 146

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Book Description
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

Author: Marguerite C. Lorenz CTFA CLPF
Publisher: AuthorHouse
ISBN: 1665502010
Category : Business & Economics
Languages : en
Pages : 65

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Book Description
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: Charles E. Rounds
Publisher: Aspen Publishers
ISBN: 9781567065961
Category : Law
Languages : en
Pages : 487

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Book Description
Trustees today must consider CERCLA, RICO, Medicaid, ERISA, IRAs, and a host of other modern legal growths that have been grafted on to the ancient body of the law of trusts. A TRUSTEE'S HANDBOOK, with unmatched clarity and insight, answers all the trustee's basic, new, and recurring questions about trustees' duties, beneficiaries' rights, and third party rights under current federal and state law. Among this convenient book's special features you'll find: TRUST TERMINATION CHECKLIST. A 29-item checklist of things to do to ensure that you will have done everything possible to properly terminate a trust and avoid the absolute liability entailed by misdelivery. STATE LAW SOURCE CATALOG. A catalog of multi-state charts, surveys, and string citations, organized by topic, providing a detailed list of sources for state laws governing trusts. IMPORTANT HARD-TO-FIND TRUST-RELATED LAW. Essential trust doctrines that today's trustees need to understand And much more.

Author: Norman Smith
Publisher: iUniverse
ISBN: 1475981503
Category : Education
Languages : en
Pages : 305

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Book Description
WHAT COLLEGE TRUSTEES NEED TO KNOW is written for the tens of thousands of college and university trustees who oversee the over 1,700 independent institutions in America. Written by three veteran higher education leaders, the book aspires to give these trustees the fundamental knowledge they need to understand the essential vital signs of their respective institutions and thereby be in the position to ask the right questions of management that help the institution avoid fiscal potholes while concurrently contributing to helping the institution move forward...and even flourish. These are very challenging times for tuition-dependent colleges which 95% or more of all independent institutions finally are. Like never before, Trustees are confronted with having to re-examine traditions and be open to changes that respond to today's economic and cultural changes. "This book is a great guide that gives college trustees a collection of important questions to be asking, presented in a very readable format. It will be tremendously helpful to me going forward" Robert Morris, Chair, Board of Trustees, Elmira College, New York. "If there is anyone who knows about proper trusteeship, and has the track record to prove it, that person is George Matthews." Dr. John A. Curry, Chancellor, Northeastern University, Boston "This terrific book is a must-read for all college trustees; a great piece of work that is long overdue. Read it and you will learn. Use it and you will help your college succeed. Bravo!" Dr. Russel R. Taylor, Founder of the Taylor Institute for Entrepreneurial Studies, College of New Rochelle & Trustee Emeritus, Richmond University London, England. "Here is an important read for all college trustees and presidents. Too many fine colleges are unnecessarily pointed toward fiscal extinction. Written with candor and practical optimism, the authors rightly call on colleges to rethink traditions and reinvigorate themselves in order to secure the viable and relevant future that is theirs to seize...or otherwise lose." Dr. Ralph A. Toran, Past Chair, Mount Ida College Board of Trustees, Massachusetts. This book is a publication of the CES/Registry for College and University Presidents

Author: American Library Association
Publisher: Chicago : American Library Association
ISBN:
Category : Language Arts & Disciplines
Languages : en
Pages : 248

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A guidebook designed for library trustees to help them meet the challenges of better library service.

Author: Dublin (Ireland)
Publisher:
ISBN:
Category : Dublin (Ireland)
Languages : en
Pages : 616

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