The trustee primer : a guide for personal trustees
(2016)

Nonfiction

Book

Call Numbers:
346.56/ANGUS,P

Availability

Locations Call Number Status
Adult Nonfiction 346.56/ANGUS,P Available

Details

PUBLISHED
[United States] : Angus Advisory Group LLC?, [2016]
©2016
DESCRIPTION

xii, 51 pages, 8 unnumbered pages : illustrations ; 22 cm

ISBN/ISSN
9780997068009, 0997068000, 9780997068009
LANGUAGE
English
NOTES

Part I, Trust concept and basic vocabulary. What is a trust? ; Why do trusts exist? ; Who are the key parties in your trust? ; What is the purpose of your trust? ; Can the trust be revoked? ; What is the trust fund? -- Part II, Trustee's responsibilities and duties. What are the trustee's responsibilities? ; What is trust administration? ; What do you do with the trust fund? ; When are distributions made to beneficiaries? ; How should the trust fund be invested? ; What are the trustee's duties? -- Part III, The beneficiary. What is the beneficiary's position? ; What are the beneficiary's rights? ; What are the beneficiary's responsibilities? ; How can trustees support beneficiaries? -- Part IV, Final questions. When will the trust end? ; Can I be paid? ; What's the worst that could happen? ; What comes next? -- Resources -- "Your trust" worksheet -- Questions/Notes