Family trusts a guide for beneficiaries, trustees, trust protectors, and trust creators
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.
| Otros Autores: | , , |
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| Formato: | Libro |
| Idioma: | Inglés |
| Publicado: |
Hoboken, New Jersey :
Wiley : Bloomberg Press
cop. 2016
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| Colección: | Bloomberg
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| Materias: | |
| Ver en Universidad de Navarra: | https://innopac.unav.es/record=b34893611*spi |
Tabla de Contenidos:
- Part one: Introducing the trustscape
- Navigation works better when you have a destination in mind
- The trustscape
- Some key terms
- Know your narratives
- Part two: The players
- The trust
- The trustee
- Beneficiaries and trust creators
- The trust protector and the trust adviser
- Part three: Building great relationships
- Considerations prior to accepting appointment as trustee
- Creating preambles
- Action steps prior to the first trustee-beneficiary meeting
- Positive events, supportive responses
- Trustee-beneficiary meetings
- Requests for distribution
- Working with addictions
- Trusts and marriage
- Transitions
- Part four: A comprehensive model for a humane trustscape
- A promise and a challenge for trust creators
- The highest duty of the trustee and the corresponding responsibility of the beneficiary
- The distribution committee and the office of the beneficiary
- The trustee and the trust protector revisited
- Appendix 1. Sample legacy letter
- Appendix 2. Sample language regarding addiction
- Appendix 3. The distribution committee
- Appendix 4. Private trust companies
- Appendix 5. Family trust review
- Appendix 6. Reflections on the often unexpected consequences of the creation of a perpetual trust.
