rdf-syntax-grammar
mods:
  schema location: http://www.loc.gov/mods/v3 http://www.loc.gov/standards/mods/v3/mods-3-2.xsd
  title info:
    title: Family trusts
    sub title: a guide for beneficiaries, trustees, trust protectors, and trust creators
  name:
    name part: Goldstone, Hartley
    role:
      role term: creator
    role:
      role term: author.
  name:
    name part: Hughes, James E.
    role:
      role term: author.
  name:
    name part: Whitaker, Keith
    role:
      role term: author.
  type of resource: text
  genre: Electronic books.
  origin info:
    place:
      place term: nju
    date issued: 2015
    issuance: monographic
  language:
    language term: eng
  physical description:
    form: remote
    extent: 1 online resource
  abstract: 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. 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…
  table of contents: Acknowledgments xv Foreword xvii Preface xxv Introduction 1 Keith Whitaker Principles 3 Notes 13 Part One: Introducing the Trustscape 15 Chapter 1 Navigation Works Better When You Have a Destination in Mind 17 Beyond the Thought Experiment 20 Questions for Reflection 22 Note 22 Chapter 2 The Trustscape 23 Introducing Your Trustscape 25 A Dynamic Tableau 26 A Closing Exercise 27 Note 28 Chapter 3 Some Key Terms 29 Chapter 4 Know Your Narratives 33 Depends Where You're Sitting 35 A Thirst for Education 36 Note 39 Part Two: The Players 41 Chapter 5 The Trust 43 A Short Description of a Long History 44 A Closing Exercise 47 Notes 50 Chapter 6 The Trustee 51 The Trustee 52 Choices 55 Chapter 7 Beneficiaries and Trust Creators 59 Beneficiaries 62 Trust Creators 66 Notes 75 Chapter 8 The Trust Protector and the Trust Adviser 77 Trust Advisers 78 Trust Protectors 79 Choices 81 Part Three: Building Great Relationships 85 Chapter 9 Considerations Prior to Accepting Appointment as Trustee 87 So -- You've Been Asked to Serve as Trustee 89 Now for Some Homework 89 If You Are New to the Trustscape 90 Understanding the Technical Side 91 Almost There 93 A Final Step 94 Note 95 Chapter 10 Creating Preambles 97 Preambles and Purpose 98 But My Trust Was Drafted 20 Years Ago! 100 Themes and Schemes 101 Preambles Created by Trustees and Beneficiaries 102 Revisit the Preamble 103 As You Begin to Create Your Preamble 104 Note 105 Chapter 11 Action Steps Prior to the First Trustee-Beneficiary Meeting 107 If You Are a Trustee 108 If You Are a Beneficiary 110 Note 113 Chapter 12 Positive Events, Supportive Responses 115 Matching Mind-set to Task 116 Supportive Responses to Positive Events 119 Play to Your Strengths 121 Notes 122 Chapter 13 Trustee-Beneficiary Meetings 123 Premeeting Checklists 124 If This Is the First Meeting 126 A Sampling of Agenda Items 128 An Appreciative Exercise 130 Note 131 Chapter 14 Requests for Distribution 133 This Worked because I Knew Susan . . . 135 The Request…
  note: Hartley Goldstone, James E. Hughes, Jr. and Keith Whitaker.
  note: Includes index.
  subject:
    topic: Estate planning
  subject:
    topic: Family trusts
  classification: K4568 .G65 2015
  classification: 332.024/016
  related item:
    title info:
      title: Bloomberg
  related item:
    title info:
      title: A Guide for Beneficiaries, Trustees, Trust Protectors, and Trust Creators
    name:
      name part: Goldstone, Hartley. Family Trusts .
    note: Druck-Ausgabe
  identifier: 9781119118299
  identifier: 1119118298
  identifier: 9781119118282
  identifier: 111911828X
  identifier: 9781119118268
  identifier: 9272EAC4-D673-4434-AA1E-2F75EF3AB908 OverDrive, Inc.
  identifier: http://proxy.library.tamu.edu/login
  record info:
    record content source: NhCcYBP
    record creation date: 150925
    record change date: 20260214200558.5
    record identifier: in00004683828
    language of cataloging:
      language term: eng