An edition of The trustee primer
(2016)
The trustee primer
a guide for personal trustees
by Patricia M. Angus
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United States| Edition | Availability |
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1
The trustee primer: a guide for personal trustees
2016, Angus Advisory Group LLC?
in English
0997068000 9780997068009
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Book Details
Table of Contents
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.
Edition Notes
Classifications
The Physical Object
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| December 11, 2022 | Created by MARC Bot | import new book |