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Record Nr. |
UNINA9910820470403321 |
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Autore |
Goldstone Hartley |
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Titolo |
Family trusts : a guide for beneficiaries, trustees, trust protectors, and trust creators / / Hartley Goldstone, James E. Hughes Jr., Keith Whitaker |
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Pubbl/distr/stampa |
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Hoboken, New Jersey : , : Bloomberg Press : , : Wiley, , 2016 |
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©2016 |
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ISBN |
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1-119-11828-X |
1-119-11831-X |
1-119-11829-8 |
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Descrizione fisica |
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1 online resource (217 p.) |
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Collana |
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Disciplina |
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Soggetti |
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Family trusts |
Estate planning |
Trusts and trustees |
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Lingua di pubblicazione |
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Formato |
Materiale a stampa |
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Livello bibliografico |
Monografia |
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Note generali |
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Description based upon print version of record. |
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Nota di bibliografia |
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Includes bibliographical references and index. |
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Nota di contenuto |
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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 |
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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 |
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Sommario/riassunto |
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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. |
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