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The Trustee Primer

The Trustee Primer
Author: Patricia Angus
Publisher:
Total Pages: 72
Release: 2015-12-21
Genre:
ISBN: 9780997068009

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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.


A Primer for Investment Trustees

A Primer for Investment Trustees
Author: Jeffery V. Bailey
Publisher:
Total Pages: 107
Release: 2011-01
Genre: Investments
ISBN: 9781934667330

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A Primer for Investment Trustees (a Summary).

A Primer for Investment Trustees (a Summary).
Author: Jeff V. Bailey
Publisher:
Total Pages: 7
Release: 2015
Genre:
ISBN:

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This “primer,” written as if addressed to a new trustee for a university, is a comprehensive discussion of investment issues relevant not only to investment trustees but also to investment professionals who work with trustees. Taking an individual step-by-step through the process of responsible trusteeship, it offers a solid introduction to basic investment principles.


The Beneficiary Primer

The Beneficiary Primer
Author: Patricia M Angus Esq
Publisher:
Total Pages: 106
Release: 2020-12-17
Genre:
ISBN:

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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.


A Trustee Primer

A Trustee Primer
Author: Baptist General Convention of Texas
Publisher:
Total Pages:
Release: 1992
Genre: Baptist universities and colleges
ISBN:

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A Primer For Investment Trustees: Understanding Investment Committee Responsibilities

A Primer For Investment Trustees: Understanding Investment Committee Responsibilities
Author: Jeffery V. Bailey
Publisher: CFA Institute Research Foundation
Total Pages: 161
Release: 2017-10-24
Genre: Business & Economics
ISBN: 1944960309

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This "primer," written as if addressed to a new investment trustee for a university, is a comprehensive discussion of investment issues relevant not only to investment trustees but also to investment professionals who work with trustees. Taking an individual step by step through the process of responsible trusteeship, it offers a solid introduction to basic investment principles.


Family Trusts

Family Trusts
Author: Hartley Goldstone
Publisher: John Wiley & Sons
Total Pages: 324
Release: 2015-10-05
Genre: Business & Economics
ISBN: 1119118263

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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.


Primer of Public Relations Research, Third Edition

Primer of Public Relations Research, Third Edition
Author: Don W. Stacks
Publisher: Guilford Publications
Total Pages: 417
Release: 2016-11-23
Genre: Business & Economics
ISBN: 146252270X

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Thousands of public relations (PR) students and professionals have relied on this authoritative text to understand the key role of research in planning and evaluating PR campaigns. Revised and expanded to reflect today's emphasis on standards-based practice, the third edition has a heightened emphasis on setting baselines, creating benchmarks, and assessing progress. Stacks presents step-by-step guidelines for using a wide range of qualitative and quantitative methods to track output, outtakes, and outcomes, and shows how to present research findings clearly to clients. Every chapter features review questions and a compelling practice problem. PowerPoint slides for use in teaching are provided at the companion website. Instructors requesting a desk copy also receive a supplemental Instructor's Manual with a test bank, suggested readings, and case studies. New to This Edition: *Chapter on standardization, moving beyond the prior edition's focus on best practices. *Chapter on different types of data sets, with attention to the advantages and disadvantages of using Big Data. *Addresses the strategic use of key performance indicators. *Covers the latest content analysis software. Pedagogical Features: *Each chapter opens with a chapter overview and concludes with review questions. *End-of-chapter practice problems guide readers to implement what they have learned in a PR project. *Appendix provides a dictionary of public relations measurement and research terms. *Supplemental Instructor's Manual and PowerPoint slides.


Transforming Special Education Practices

Transforming Special Education Practices
Author: Nicholas D. Young
Publisher: R&L Education
Total Pages: 127
Release: 2012-11-02
Genre: Education
ISBN: 1610488563

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Superintendents, central office administrators, principals, school board members and students in the field of education will find this book to be useful in guiding their own professional development and practice. The authors cover a variety of useful topics in special education, ranging from finances, how to systematically monitor the assignment of paraprofessionals, and transportation, to legal considerations and methods of promoting parent engagement. Co-editors Bittel and Young invited seasoned educators and professionals to share their expertise in a wide range of important subjects that collectively promote an understanding of how to transform special education programs and service delivery in public school settings. Chapter topics were intentionally selected to address the common special education program challenges facing school superintendents; and the focus throughout this book was on providing practical suggestions to improve actual practice. As such, current and aspiring educational leaders and policy-makers who are interested in learning more about how to successfully tackle some of the more complex challenges in special education while find this book to be an invaluable resource.


Trust First

Trust First
Author: Bruce Deel
Publisher: Penguin
Total Pages: 242
Release: 2019-07-23
Genre: Social Science
ISBN: 0525538178

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If we choose to trust unconditionally, how many lives could we change? When Pastor Bruce Deel took over the Mission Church in the 30314 zip code of Atlanta, he had orders to shut it down. The church was old and decrepit, and its neighborhood--known as "Better Leave, You Effing Fool," or "the Bluff," for short--had the highest rates of crime, homelessness, and incarceration in Georgia. Expecting his time there to only last six months, Deel was not prepared for what happened next. One Sunday, he was approached by a woman he didn't know. "I've been hooking and stripping for fourteen years," she said. "Can you help me?" Soon after, Bruce founded an organization called City of Refuge rooted in the principle of radical trust. Other nonprofits might drug test before offering housing, lock up valuables, or veto a program giving job skills and character references to felons as "a liability." But Bruce believed the best way to improve outcomes for the marginalized and impoverished was to extend them trust, even if that trust was violated multiple times--and even if someone didn't yet trust themselves. Since then, City of Refuge has helped over 20,000 people in Atlanta's toughest neighborhood escape the cycles of homelessness, joblessness, and drug abuse. Of course, trust alone can't overcome a broken system that perpetuates inequality. Presenting an unvarnished window into the lives of ex-cons, drug addicts, human trafficking survivors, and displaced souls who have come through City of Refuge, Trust First examines the context in which Bruce's Atlanta neighborhood went downhill--and what City of Refuge chose to do about it. They've become a one-stop-shop for transitional housing, on-site medical and mental health care, childcare, and vocational training, including accredited intensives in auto tech, culinary arts, and coding. While most social services focus on one pain point and leave the burden on the poor to find the crosstown bus that'll serve their other needs, Bruce argues that bringing someone out of homelessness requires treating all of their needs simultaneously. This model has proven so effective that a dozen new chapters of City of Refuge have opened in the US, including in California, Illinois, Ohio, Maryland, Virginia, Texas, and Georgia. More than a narrative about a single place in time, this radical primer for behavioral change belongs on every leader's shelf. Heartfelt, deeply personal, and inspiring, Trust First will break down your assumptions about whether anyone is ever truly a lost cause. Bruce will donate a portion of his proceeds from Trust First to the charitable organization City of Refuge.