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Family trusts : a guide for beneficiaries, trustees, trust protectors, and trust creators /
An insightful and practical guide to family trusts 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.
| Clasificación: | Libro Electrónico |
|---|---|
| Autores principales: | , , |
| Formato: | Electrónico eBook |
| Idioma: | Inglés |
| Publicado: |
Hoboken, NJ :
John Wiley and Sons, Inc.,
2016.
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| Colección: | Bloomberg
|
| Temas: | |
| Acceso en línea: | Texto completo |
MARC
| LEADER | 00000cam a2200000 i 4500 | ||
|---|---|---|---|
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| 100 | 1 | |a Goldstone, Hartley, |e author. | |
| 245 | 1 | 0 | |a Family trusts : |b a guide for beneficiaries, trustees, trust protectors, and trust creators / |c Hartley Goldstone, James E. Hughes, Jr. and Keith Whitaker. |
| 264 | 1 | |a Hoboken, NJ : |b John Wiley and Sons, Inc., |c 2016. | |
| 264 | 4 | |c Ã2016 | |
| 300 | |a 1 online resource | ||
| 336 | |a text |b txt |2 rdacontent | ||
| 337 | |a computer |b c |2 rdamedia | ||
| 338 | |a online resource |b cr |2 rdacarrier | ||
| 490 | 0 | |a Bloomberg | |
| 588 | 0 | |a Online resource; title from PDF title page (EBSCO, viewed September 28, 2015). | |
| 500 | |a Includes index. | ||
| 520 | 8 | |a An insightful and practical guide to family trusts 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. |b An insightful and practical guide to family trusts 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. Marrying the practical and emotional aspects of family wealth, this book provides a hands-on primer that focuses on fostering positive relationships, and structuring the trust appropriately for the situation and the people involved. It tackles difficult topics with frank and honest discussion, from the first beneficiary meeting to working with addictions, and more. Written by a team of experts in family wealth, this information is becoming increasingly crucial to the successful execution of a trust; you'll learn what type of person makes the best trustee, how to be an excellent beneficiary, and the technical aspects that help you build a better trust from the very beginning. There's been a staggering increase in trustee/beneficiary litigation and hostility, but that doesn't mean it's inevitable. Plenty of trusts are running smoothly, with positive experiences on all sides. This book shows you how to set up your trust to succeed from the start, with step-by-step guidance and expert insight. Express clear and thoughtful intent for the trust Create a healthy and supportive culture Select the right trustee, trust protector, and trust advisor Take the time to prepare before initially meeting the beneficiary Conduct a productive first meeting to set a tone for the relationship Historically, there has been little consideration given to the culture of trusts, and this oversight may be a key driver of the behavior that's becoming more prevalent. Family Trusts explores the nature of these relationships, and shows you how to build a trust that retains the nature and spirit with which it was intended. | |
| 505 | 0 | |a Acknowledgments xv <p>Foreword xvii</p> <p>Preface xxv</p> <p>Introduction 1<br /><i>Keith Whitaker</i></p> <p>Principles 3</p> <p>Notes 13</p> <p><b>Part One: Introducing the Trustscape 15</b></p> <p><b>Chapter 1 Navigation Works Better When You Have a Destination in Mind 17</b></p> <p>Beyond the Thought Experiment 20</p> <p>Questions for Reflection 22</p> <p>Note 22</p> <p><b>Chapter 2 The Trustscape 23</b></p> <p>Introducing Your Trustscape 25</p> <p>A Dynamic Tableau 26</p> <p>A Closing Exercise 27</p> <p>Note 28</p> <p><b>Chapter 3 Some Key Terms 29</b></p> <p><b>Chapter 4 Know Your Narratives 33</b></p> <p>Depends Where You're Sitting 35</p> <p>A Thirst for Education 36</p> <p>Note 39</p> <p><b>Part Two: The Players 41</b></p> <p><b>Chapter 5 The Trust 43</b></p> <p>A Short Description of a Long History 44</p> <p>A Closing Exercise 47</p> <p>Notes 50</p> <p><b>Chapter 6 The Trustee 51</b></p> <p>The Trustee 52</p> <p>Choices 55</p> <p><b>Chapter 7 Beneficiaries and Trust Creators 59</b></p> <p>Beneficiaries 62</p> <p>Trust Creators 66</p> <p>Notes 75</p> <p><b>Chapter 8 The Trust Protector and the Trust Adviser 77</b></p> <p>Trust Advisers 78</p> <p>Trust Protectors 79</p> <p>Choices 81</p> <p><b>Part Three: Building Great Relationships 85</b></p> <p><b>Chapter 9 Considerations Prior to Accepting Appointment as Trustee 87</b></p> <p>So -- You've Been Asked to Serve as Trustee 89</p> <p>Now for Some Homework 89</p> <p>If You Are New to the Trustscape 90</p> <p>Understanding the Technical Side 91</p> <p>Almost There 93</p> <p>A Final Step 94</p> <p>Note 95</p> <p><b>Chapter 10 Creating Preambles 97</b></p> <p>Preambles and Purpose 98</p> <p>"But My Trust Was Drafted 20 Years Ago!" 100</p> <p>Themes and Schemes 101</p> <p>Preambles Created by Trustees and Beneficiaries 102</p> <p>Revisit the Preamble 103</p> <p>As You Begin to Create Your Preamble 104</p> <p>Note 105</p> <p><b>Chapter 11 Action Steps Prior to the First Trustee-Beneficiary Meeting 107</b></p> <p>If You Are a Trustee 108</p> <p>If You Are a Beneficiary 110</p> <p>Note 113</p> <p><b>Chapter 12 Positive Events, Supportive Responses 115</b></p> <p>Matching Mind-set to Task 116</p> <p>Supportive Responses to Positive Events 119</p> <p>Play to Your Strengths 121</p> <p>Notes 122</p> <p><b>Chapter 13 Trustee-Beneficiary Meetings 123</b></p> <p>Premeeting Checklists 124</p> <p>If This Is the First Meeting 126</p> <p>A Sampling of Agenda Items 128</p> <p>An "Appreciative" Exercise 130</p> <p>Note 131</p> <p><b>Chapter 14 Requests for Distribution 133</b></p> <p>"This Worked because I Knew Susan . . ." 135</p> <p>The Request Process 137</p> <p>Analysis of a Request 139</p> <p>About Enhancement 142</p> <p>Note 143</p> <p><b>Chapter 15 Working with Addictions 145</b></p> <p><b>Chapter 16 Trusts and Marriage 153</b></p> <p>Prenuptials 154</p> <p>Within Marriage 157</p> <p>Second Marriages and Beyond 161</p> <p>Notes 163</p> <p><b>Chapter 17 Transitions 165</b></p> <p>Solomon's Ring 165</p> <p>This Too Shall Pass 166</p> <p>Changing the Trust 167</p> <p>Changing the Players 169</p> <p>Coming to an End 171</p> <p>Note 173</p> <p><b>Part Four: A Comprehensive Model for a Humane Trustscape 175</b></p> <p><b>Chapter 18 A Promise and a Challenge for Trust Creators 177</b></p> <p>A Trust Creator's Challenge 178</p> <p>First, an Exercise for Trust Creators 179</p> <p>Note 180</p> <p><b>Chapter 19 The Highest Duty of the Trustee and the Corresponding Responsibility of the Beneficiary 181</b></p> <p>I Wrote These Great Docs, but My Clients Won't Sign ... 183</p> <p>The Highest Duty of the Trustee and the Corresponding Responsibility of the Beneficiary 184</p> <p>Support for the Trustee 186</p> <p>Support for the Beneficiary 188</p> <p><b>Chapter 20 The Distribution Committee and the Office of the Beneficiary 191</b></p> <p>Distribution Committee 192</p> <p>The Office of the Beneficiary 195</p> <p>Conclusion 201</p> <p><b>Chapter 21 The Trustee and the Trust Protector Revisited 203</b></p> <p>Which Cap's on Top? 205</p> <p>A Different Approach 206</p> <p>Reconsidering the Institutional Trustee 209</p> <p>Note 211</p> <p><b>Appendices 213</b></p> <p>Appendix 1 Sample Legacy Letter 215</p> <p>Appendix 2 Sample Language Regarding Addiction 223</p> <p>Appendix 3 The Distribution Committee 235</p> <p>The Core Concept 236</p> <p>Committee Members 237</p> <p>Drafting Points 238</p> <p>Appendix 4 Private Trust Companies 243</p> <p>Definitions 243</p> <p>PTCs versus Individual Trustees 244</p> <p>Governance 246</p> <p>Best Practices 248</p> <p>Appendix 5 Family Trust Review 253</p> <p>Purpose 253</p> <p>Content 253</p> <p>Process 254</p> <p>Why Commission a Family Trust Review? 254</p> <p>Opportunities for Commissioning a Family Trust Review 255</p> <p>Note 256</p> <p>Appendix 6 Reflections on the Often Unexpected Consequences of the Creation of a Perpetual Trust 257<br /><i>By James E. Hughes Jr., Esq.</i></p> <p>Notes 273</p> <p>About the Authors 275</p> <p>Index 279</p> | |
| 590 | |a ProQuest Ebook Central |b Ebook Central Academic Complete | ||
| 650 | 0 | |a Estate planning. | |
| 650 | 0 | |a Family trusts. | |
| 650 | 6 | |a Planification successorale. | |
| 650 | 6 | |a Fiducie de famille. | |
| 650 | 7 | |a BUSINESS & ECONOMICS |x Finance. |2 bisacsh | |
| 650 | 7 | |a Estate planning |2 fast | |
| 650 | 7 | |a Family trusts |2 fast | |
| 700 | 1 | |a Hughes, James E., |e author. | |
| 700 | 1 | |a Whitaker, Keith, |e author. | |
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| 776 | 0 | 8 | |i Erscheint auch als: |n Druck-Ausgabe |a Goldstone, Hartley. Family Trusts . |t A Guide for Beneficiaries, Trustees, Trust Protectors, and Trust Creators |
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