03955nam 2200697 450 991082047040332120230808212218.01-119-11828-X1-119-11831-X1-119-11829-8(CKB)3710000000478531(EBL)4187174(SSID)ssj0001673874(PQKBManifestationID)16472588(PQKBTitleCode)TC0001673874(PQKBWorkID)15013124(PQKB)10138287(MiAaPQ)EBC4187174(Au-PeEL)EBL4187174(CaPaEBR)ebr11128321(CaONFJC)MIL833073(OCoLC)922071980(EXLCZ)99371000000047853120151228h20162016 uy 0engur|n|---|||||txtccrFamily trusts a guide for beneficiaries, trustees, trust protectors, and trust creators /Hartley Goldstone, James E. Hughes Jr., Keith WhitakerHoboken, New Jersey :Bloomberg Press :Wiley,2016.©20161 online resource (217 p.)BloombergDescription based upon print version of record.1-119-22645-7 1-119-11826-3 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 SittingA 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 TrustscapeUnderstanding 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; NotesThe Office of the BeneficiaryFamily 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.BloombergFamily trustsEstate planningTrusts and trusteesFamily trusts.Estate planning.Trusts and trustees.346.059Goldstone Hartley1689698Hughes James E.Whitaker KeithMiAaPQMiAaPQMiAaPQBOOK9910820470403321Family trusts4064951UNINA