ISBN: | 9781119118268 (hbk.) : |
---|
ISBN: | 1119118263 (hbk.) |
编目源: | YDXCP YDXCP BDX BTCTA WIM OCLCO GZL ZPP OCLCF VP CDX OCLCQ FM0 DLC CIBTC |
个人名称: | Goldstone, Hartley. |
题名: | Family trusts : a guide for beneficiaries, trustees, trust protectors, and trust creators / Hartley Goldstone, James E. Hughes Jr., Keith Whitaker. |
索书号: | F830.39/G624E |
出版发行项: | Hoboken, New Jersey : Wiley, 2016. |
载体形态: | xxx, 284 p. : ill. ; 23 cm. |
书目附注: | Includes bibliographical references and index. |
格式化内容附注: | 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. |