Family Trusts : A Guide for Trustees and Beneficiaries.

By: Hughes, James E., Jr
Contributor(s): Whitaker, Keith | Goldstone, Hartley
Series: Bloomberg Ser: Publisher: Hoboken : John Wiley & Sons, Incorporated, 2015Copyright date: ©2016Edition: 1st edDescription: 1 online resource (217 pages)Content type: text Media type: computer Carrier type: online resourceISBN: 9781119118282Subject(s): Family trustsGenre/Form: Electronic books. Additional physical formats: Print version:: Family Trusts : A Guide for Trustees and BeneficiariesDDC classification: 332.024016 LOC classification: K795 -- .G653 2016ebOnline resources: Click to View
Contents:
Intro -- 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 Sitting -- A Thirst for Education -- Note -- 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 Trustscape -- Understanding the Technical Side -- Almost 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.
Notes -- Chapter 13: Trustee-Beneficiary Meetings -- Premeeting Checklists -- If This Is the First Meeting -- A Sampling of Agenda Items -- An "Appreciative" Exercise -- Note -- Chapter 14: Requests for Distribution -- "This Worked because I Knew Susan…" -- The Request Process -- Analysis of a Request -- About Enhancement -- Note -- Chapter 15: Working with Addictions -- Chapter 16: Trusts and Marriage -- Prenuptials -- Within Marriage -- Second Marriages and Beyond -- Notes -- Chapter 17: Transitions -- Solomon's Ring -- This Too Shall Pass -- Changing the Trust -- Changing the Players -- Coming to an End -- Note -- Part Four: A Comprehensive Model for a Humane Trustscape -- Chapter 18: A Promise and a Challenge for Trust Creators -- A Trust Creator's Challenge -- First, an Exercise for Trust Creators -- Note -- Chapter 19: The Highest Duty of the Trustee and the Corresponding Responsibility of the Beneficiary -- I Wrote These Great Docs, but My Clients Won't Sign… -- The Highest Duty of the Trustee and the Corresponding Responsibility of the Beneficiary -- Support for the Trustee -- Support for the Beneficiary -- Chapter 20: The Distribution Committee and the Office of the Beneficiary -- Distribution Committee -- The Office of the Beneficiary -- Conclusion -- Chapter 21: The Trustee and the Trust Protector Revisited -- Which Cap's on Top?1 -- A Different Approach -- Reconsidering the Institutional Trustee -- Note -- Appendices -- Appendix 1: Sample Legacy Letter -- Appendix 2: Sample Language Regarding Addiction -- Appendix 3: The Distribution Committee -- The Core Concept -- Committee Members -- Drafting Points -- Appendix 4: Private Trust Companies -- Definitions -- PTCs versus Individual Trustees -- Governance -- Best Practices -- Appendix 5: Family Trust Review -- Purpose -- Content -- Process -- Why Commission a Family Trust Review?.
Opportunities for Commissioning a Family Trust Review -- Note -- Appendix 6: Reflections on the Often Unexpected Consequences of the Creation of a Perpetual Trust -- Notes -- About the Authors -- Index -- End User License Agreement.
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Intro -- 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 Sitting -- A Thirst for Education -- Note -- 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 Trustscape -- Understanding the Technical Side -- Almost 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.

Notes -- Chapter 13: Trustee-Beneficiary Meetings -- Premeeting Checklists -- If This Is the First Meeting -- A Sampling of Agenda Items -- An "Appreciative" Exercise -- Note -- Chapter 14: Requests for Distribution -- "This Worked because I Knew Susan…" -- The Request Process -- Analysis of a Request -- About Enhancement -- Note -- Chapter 15: Working with Addictions -- Chapter 16: Trusts and Marriage -- Prenuptials -- Within Marriage -- Second Marriages and Beyond -- Notes -- Chapter 17: Transitions -- Solomon's Ring -- This Too Shall Pass -- Changing the Trust -- Changing the Players -- Coming to an End -- Note -- Part Four: A Comprehensive Model for a Humane Trustscape -- Chapter 18: A Promise and a Challenge for Trust Creators -- A Trust Creator's Challenge -- First, an Exercise for Trust Creators -- Note -- Chapter 19: The Highest Duty of the Trustee and the Corresponding Responsibility of the Beneficiary -- I Wrote These Great Docs, but My Clients Won't Sign… -- The Highest Duty of the Trustee and the Corresponding Responsibility of the Beneficiary -- Support for the Trustee -- Support for the Beneficiary -- Chapter 20: The Distribution Committee and the Office of the Beneficiary -- Distribution Committee -- The Office of the Beneficiary -- Conclusion -- Chapter 21: The Trustee and the Trust Protector Revisited -- Which Cap's on Top?1 -- A Different Approach -- Reconsidering the Institutional Trustee -- Note -- Appendices -- Appendix 1: Sample Legacy Letter -- Appendix 2: Sample Language Regarding Addiction -- Appendix 3: The Distribution Committee -- The Core Concept -- Committee Members -- Drafting Points -- Appendix 4: Private Trust Companies -- Definitions -- PTCs versus Individual Trustees -- Governance -- Best Practices -- Appendix 5: Family Trust Review -- Purpose -- Content -- Process -- Why Commission a Family Trust Review?.

Opportunities for Commissioning a Family Trust Review -- Note -- Appendix 6: Reflections on the Often Unexpected Consequences of the Creation of a Perpetual Trust -- Notes -- About the Authors -- Index -- End User License Agreement.

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Electronic reproduction. Ann Arbor, Michigan : ProQuest Ebook Central, 2019. Available via World Wide Web. Access may be limited to ProQuest Ebook Central affiliated libraries.

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