Details

Autor(en) / Beteiligte

• Goldstone, Hartley,
• Hughes, James E.,
• Whitaker, Keith,

Titel

Family trusts : a guide for beneficiaries, trustees, trust protectors, and trust creators

Auflage

1st ed

Ort / Verlag

Hoboken, New Jersey : Bloomberg Press

Erscheinungsjahr

2016

Link zum Volltext

• Wiley Online Library - AutoHoldings Books

Beschreibungen/Notizen

• Description based upon print version of record.
• Includes bibliographical references and index.
• Additional Praise for Family Trusts; Title Page; Copyright; Dedication; Acknowledgments; Foreword; Preface; What Can This Guide Do for You?; From Positive Stories to Action Steps; Note; Introduction; Principles; Notes; Part One: Introducing the Trustscape; Chapter 1: Navigation Works Better When You Have a Destination in Mind; Beyond the Thought Experiment; Questions for Reflection; Note; Chapter 2: The Trustscape; Introducing Your Trustscape; A Dynamic Tableau; A Closing Exercise; Note; Chapter 3: Some Key Terms; Chapter 4: Know Your Narratives; Depends Where You're Sitting
• A Thirst for EducationNote; Part Two: The Players; Chapter 5: The Trust; A Short Description of a Long History; A Closing Exercise; Notes; Chapter 6: The Trustee; The Trustee; Choices; Chapter 7: Beneficiaries and Trust Creators; Beneficiaries; Trust Creators; Notes; Chapter 8: The Trust Protector and the Trust Adviser; Trust Advisers; Trust Protectors; Choices; Part Three: Building Great Relationships; Chapter 9: Considerations Prior to Accepting Appointment as Trustee; So-You've Been Asked to Serve as Trustee; Now for Some Homework; If You Are New to the Trustscape
• Understanding the Technical SideAlmost There; A Final Step; Note; Chapter 10: Creating Preambles; Preambles and Purpose; "But My Trust Was Drafted 20 Years Ago!"; Themes and Schemes; Preambles Created by Trustees and Beneficiaries; Revisit the Preamble; As You Begin to Create Your Preamble; Note; Chapter 11: Action Steps Prior to the First Trustee-Beneficiary Meeting; If You Are a Trustee; If You Are a Beneficiary; Note; Chapter 12: Positive Events, Supportive Responses; Matching Mind-set to Task; Supportive Responses to Positive Events3; Play to Your Strengths; Notes
• The Office of the Beneficiary
• 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.
• English
• Description based on online resource; title from PDF title page (ebrary, viewed December 28, 2015).