Family trusts a guide for beneficiaries, trustees, trust protectors, and trust creators / Hartley Goldstone, James E. Hughes, Jr., Keith Whitaker.
| Author/creator | Goldstone, Hartley |
| Other author | Hughes, James E., Jr. |
| Other author | Whitaker, Keith. |
| Format | Electronic |
| Publication Info | Hoboken, New Jersey : Wiley : Bloomberg Press, [2016] |
| Description | xxx, 284 pages : illustrations ; 23 cm. |
| Supplemental Content | Full text available from Ebook Central - Academic Complete |
| Subjects |
| Series | Bloomberg |
| Contents | Part one: Introducing the trustscape -- Navigation works better when you have a destination in mind -- The trustscape -- Some key terms -- Know your narratives -- Part two: The players -- The trust -- The trustee -- Beneficiaries and trust creators -- The trust protector and the trust adviser -- Part three: Building great relationships -- Considerations prior to accepting appointment as trustee -- Creating preambles -- Action steps prior to the first trustee-beneficiary meeting -- Positive events, supportive responses -- Trustee-beneficiary meetings -- Requests for distribution -- Working with addictions -- Trusts and marriage -- Transitions -- Part four: A comprehensive model for a humane trustscape -- A promise and a challenge for trust creators -- The highest duty of the trustee and the corresponding responsibility of the beneficiary -- The distribution committee and the office of the beneficiary -- The trustee and the trust protector revisited -- Appendix 1. Sample legacy letter -- Appendix 2. Sample language regarding addiction -- Appendix 3. The distribution committee -- Appendix 4. Private trust companies -- Appendix 5. Family trust review -- Appendix 6. Reflections on the often unexpected consequences of the creation of a perpetual trust. |
| Abstract | 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. --Publisher. |
| Bibliography note | Includes bibliographical references and index. |
| Access restriction | Available only to authorized users. |
| Technical details | Mode of access: World Wide Web |
| Genre/form | Electronic books. |
| LCCN | 2016295947 |
| ISBN | 9781119118268 (hardcover) |
| ISBN | 1119118263 (hardcover) |