The Everything Executor and Trustee Book

The Everything Executor and Trustee Book
Author: Douglas D Wilson
Publisher: Simon and Schuster
Total Pages: 304
Release: 2013-12-11
Genre: Law
ISBN: 1440571325

Essential information for executors or trustees for wills and trusts! Being appointed the task of carrying out the terms of a will or trust is daunting, especially if it's your first time. The good news is you won't have to figure it out alone. Certified Trust and Financial Advisor Douglas D. Wilson takes the worry out of the process and provides information on important responsibilities that must be performed after a loved one dies. This all-in-one guide includes information on: Filing a will in court Hiring a lawyer or doing it yourself Notifying beneficiaries Finding and managing the deceased's assets Paying outstanding debts or taxes You'll even find sample tax forms and step-by-step walk-throughs of what you'll need to know when overseeing asset distribution, terminating existing accounts, opening an estate bank account, and closing the estate. No matter your experience level, The Everything Executor and Trustee Book will be there to help you every step of the way!

The Board Book: An Insider's Guide for Directors and Trustees

The Board Book: An Insider's Guide for Directors and Trustees
Author: William G. Bowen
Publisher: W. W. Norton & Company
Total Pages: 252
Release: 2008-04-17
Genre: Business & Economics
ISBN: 0393068412

"By far the best book on corporate and institutional governance." —Nicholas Katzenbach, former attorney general of the United States In his new foreword to The Board Book, former Mellon Foundation and Princeton University president William G. Bowen brings his immense experience to bear on the most pressing questions facing boards of directors and trustees today: seeking collaborative relationships and placing a renewed emphasis on sustainable initiatives. The strategies Bowen relates throughout the book foster the collegiality and sense of purpose—more important in today’s turbulent times than ever before—that are integral to any effective board.

Your Trustee Duties

Your Trustee Duties
Author: Holmes F. Crouch
Publisher:
Total Pages: 0
Release: 1998
Genre: Executors and administrators
ISBN: 9780944817407

Your trustee duties (T/G 305) covers the tax, legal, and administrative aspects of classifying a trust as "simple" or "complex," the requirements for managing (and distributing) trust property, accounting for its income, and the "sharing" with beneficiaries taxable, tax-exempt, and nontaxable items.

Charity Trustee's Handbook [Key Guide]

Charity Trustee's Handbook [Key Guide]
Author: Mike Eastwood
Publisher:
Total Pages: 134
Release: 2011-11
Genre: Charity laws and legislation
ISBN: 9781906294656

This handbook offers clear and practical guidance for trustees of voluntary organisations. It offers basic information about the responsibilities of trustee boards, and straightforward advice on planning, getting funding, and management.

2021-2022 NAIS Trendbook

2021-2022 NAIS Trendbook
Author: National Association of Independent Schools
Publisher:
Total Pages:
Release: 2021-08-28
Genre:
ISBN: 9781631150470

trends affecting independent schools