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 ...
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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.
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Add this copy of The Trustee Primer: A Guide for Personal Trustees to cart. $10.00, very good condition, Sold by JDH Lawton OK rated 5.0 out of 5 stars, ships from LAWTON, OK, UNITED STATES, published 2016 by Angus Advisory Group LLC.
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Very good. Ex-library. Trade paperback (US). Glued binding. 51 p. Audience: General/trade. The trustee primer: a guide for personal trustees 0 reviews Author: Patricia M. Angus (Author) Print Book, English, 2016 Publisher: Angus Advisory Group LLC? , [United States], 2016 Physical Description: xii, 51 pages, 8 unnumbered pages: illustrations; 22 cm ISBN: 9780997068009, 0997068000 OCLC Number / Unique Identifier: 963947174 Subjects: Decedents' estates Decedents' estates United States Executors and administrators Executors and administrators United States Successions et he?ritages E?tats-Unis Trusts and trustees Trusts and trustees United States United States Contents: Part I, Trust concept and basic vocabulary. What is a trust? ; Why do trusts exist? ; Who are the key parties in your trust? ; What is the purpose of your trust? ; Can the trust be revoked? ; What is the trust fund? Part II, Trustee's responsibilities and duties. What are the trustee's responsibilities? ; What is trust administration? ; What do you do with the trust fund? ; When are distributions made to beneficiaries? ; How should the trust fund be invested? ; What are the trustee's duties? Part III, The beneficiary. What is the beneficiary's position? ; What are the beneficiary's rights? ; What are the beneficiary's responsibilities? ; How can trustees support beneficiaries? Part IV, Final questions. When will the trust end? ; Can I be paid? ; What's the worst that could happen? ; What comes next? Resources "Your trust" worksheet Questions/Notes
Add this copy of The Trustee Primer: a Guide for Personal Trustees to cart. $16.19, good condition, Sold by BookDrop rated 5.0 out of 5 stars, ships from Phoenix, AZ, UNITED STATES, published 2015 by Angus Advisory Group LLC.
Add this copy of The Trustee Primer: A Guide for Personal Trustees to cart. $19.90, like new condition, Sold by GreatBookPrices rated 4.0 out of 5 stars, ships from Columbia, MD, UNITED STATES, published 2015 by Angus Advisory Group LLC.
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Fine. Trade paperback (US). Glued binding. 72 p. In Stock. 100% Money Back Guarantee. Brand New, Perfect Condition, allow 4-14 business days for standard shipping. To Alaska, Hawaii, U.S. protectorate, P.O. box, and APO/FPO addresses allow 4-28 business days for Standard shipping. No expedited shipping. All orders placed with expedited shipping will be cancelled. Over 3, 000, 000 happy customers.
Add this copy of The Trustee Primer: a Guide for Personal Trustees to cart. $26.09, very good condition, Sold by Greener Books rated 4.0 out of 5 stars, ships from London, UNITED KINGDOM, published 2015 by Angus Advisory Group LLC.
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Add this copy of The Trustee Primer: a Guide for Personal Trustees to cart. $40.17, good condition, Sold by Bonita rated 4.0 out of 5 stars, ships from Newport Coast, CA, UNITED STATES, published 2015 by Angus Advisory Group LLC.
