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| Author | : Association of Governing Boards of Universities and Colleges |
| Publisher | : |
| Total Pages | : 29 |
| Release | : 2007 |
| Genre | : College presidents |
| ISBN | : |
| Author | : John J. Pankauski |
| Publisher | : Author House |
| Total Pages | : 211 |
| Release | : 2013-11 |
| Genre | : Business & Economics |
| ISBN | : 1491833327 |
$56 TRILLION INHERITED BY 2030MOST OF IT IN TRUST ..ARE YOU READY?Perfection is not required, but incompetence shall not be tolerated. Chapter 1The beneficiaries view trusts as handcuffs on their money. The trustee is the warden of the prison or jail cell whose permission must be sought for just about every dollar.Chapter 1Ozzie and Harriet and Ward and June Cleaver and their wonderful children dont seem to exist anymore. If they do, they all have lawyers.Chapter 2A word of caution to trustees: dont believe a self-imposed myth that your family members wont sue you, or seek your removal as trustee. They do it every day and hire lawyers like me to get it done.Chapter 3I doubt the grantor of the trust intended to make some attorney a trust beneficiary.Chapter 10Being a trustee is like being a parentdont steal from your children, have their best interests at heart, and dont pick favorites, or else they will act out, cost you your time, and harm you financially.Chapter 10
| Author | : Christopher K. Merker |
| Publisher | : Springer |
| Total Pages | : 140 |
| Release | : 2019-06-25 |
| Genre | : Business & Economics |
| ISBN | : 303021088X |
More than 80% of the financial assets in the United States fall under the purview of a trustee. That's a big responsibility for an estimated 1% (around 1.5 million people) of the U.S. working population charged with overseeing investments for millions and millions of beneficiaries, public sector, and non-profit organizations. In a world proliferated by investment products, increasingly dominated by indexes, faced—particularly in the pension world—with increasing liabilities, more regulation, and a growing number of social and sustainability objectives, what's a trustee to do? The Trustee Governance Guide is here to help guide today’s board trustee through the brave new world of 21st century investing. The book focuses on the critical aspects of the Five Imperatives: Governance, Knowledge, Diversification, Discipline, and Impact. Based on more than a decade of research, practice, and discussions with many key decision makers and influencers across the industry, this book addresses the many topics related to better governance, greater mission-driven financial performance, and impact. The questions the book addresses include: · What is good governance, how do we know it when we see it, and why does it matter? · How much knowledge is necessary to be a competent board member? · How big should my endowment be? · What are the key elements of a diversified portfolio? · How much does cost matter? · What's the difference between socially responsible and ESG investing? · Can I focus on sustainability and still be a good fiduciary? This book provides a way for boards to improve and benchmark their own governance performance alongside their peers, and uniquely covers related investment topics in each chapter.
| Author | : |
| Publisher | : |
| Total Pages | : 274 |
| Release | : 2006 |
| Genre | : Universities and colleges |
| ISBN | : |
| Author | : Hartley Goldstone |
| Publisher | : John Wiley & Sons |
| Total Pages | : 324 |
| Release | : 2015-10-05 |
| Genre | : Business & Economics |
| ISBN | : 1119118263 |
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.
| Author | : Manitoba. Law Reform Commission |
| Publisher | : Commission |
| Total Pages | : 62 |
| Release | : 1999-01-01 |
| Genre | : Legal investments |
| ISBN | : 9780771114991 |
| Author | : Jeffery V. Bailey |
| Publisher | : |
| Total Pages | : 107 |
| Release | : 2011-01 |
| Genre | : Investments |
| ISBN | : 9781934667330 |
| Author | : Christopher P. Cline |
| Publisher | : American Bar Association |
| Total Pages | : 130 |
| Release | : 2009 |
| Genre | : Business & Economics |
| ISBN | : 9781604423563 |
The use of trusts, both revocable and irrevocable, is growing, and it is increasingly important for the trustee to prudently invest the trust's assets. The Madoff scandal and legislative developments have highlighted the importance of that duty. Written with the individual trustee in mind - lawyers, individuals acting as trustees, financial planners, and accountants - this book examines the law of diversification, investment directions, determining breach and damages, and provides guidelines for drafting an investment plan.
| Author | : Rob Rikoon |
| Publisher | : John Wiley & Sons |
| Total Pages | : 392 |
| Release | : 1999-07-12 |
| Genre | : Business & Economics |
| ISBN | : 9780471321156 |
Managing Family Trusts is an uncompromising, nuts-and-bolts guide to the world of family trusts. Written by a seasoned expert with many years of firsthand experience in the field, it describes how financial professionals can help beneficiaries loosen the grip of unresponsive or inefficient trustees, assert their rights as inheritors, and assume greater responsibility for their own financial lives. Managing Family Trusts provides a complete set of tools to all those concerned with the business of building better, more satisfying fiduciary arrangements and presents a rare insider's view of how this world operates and details its unique challenges and rewards.
| Author | : R.D. Kristine S. |
| Publisher | : BalboaPress |
| Total Pages | : 100 |
| Release | : 2012-04-28 |
| Genre | : Law |
| ISBN | : 1452555214 |
WHO SHOULD OWN THE GUIDE? IF you are named on your own, parents, relatives, friends or neighbors estate plan as a trustee, you will need to know your responsibilities and have the system to successfully address the trust placed in you. IF you are establishing an estate plan with an independent third party, bank or corporate trustee, you will want to use the guides, Notify-Respond-Verify system. Make sure they get it correct. IF you are a parent or grandparent, what gift could be more important or useful than a well drafted estate plan and a system to make it work? Give your heirs the tools they can use to make the plan a success. WHO SHOULD GIVE THE GUIDE? IF you are an estate planning attorney you realize your clients need a system for transferring and tracking their assets. This is it. The Guide for the Successful Trustee. IF you are an accountant do your clients have their assets properly titled? Use the Guide to get the proper registration and use the system to keep it that way. Thousands of dollars in unnecessary taxes and fees are generated by incorrect registrations. IF you are a financial advisor, have your peers and predecessors titled all of their clients past investments properly? What is your liability to clients on past transactions and current estate plans? Meet with the client and family go over the three phases of estate planning. Illustrate the phases and the differences between the three. The Guide for the Successful Trustee has the system to make it simple and successful.
