Trustee Handbook
Author | : Lawrence R. Beebe |
Publisher | : |
Total Pages | : 529 |
Release | : 2017-09 |
Genre | : |
ISBN | : 9780891547761 |
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Author | : Lawrence R. Beebe |
Publisher | : |
Total Pages | : 529 |
Release | : 2017-09 |
Genre | : |
ISBN | : 9780891547761 |
Author | : Augustus Peabody Loring |
Publisher | : |
Total Pages | : 232 |
Release | : 1898 |
Genre | : Trusts and trustees |
ISBN | : |
Author | : Vicki Ammundsen |
Publisher | : |
Total Pages | : 184 |
Release | : 2020 |
Genre | : Estate planning |
ISBN | : 9781775473602 |
"This fifth edition includes more than 150 downloadable precedent minutes and resolutions. The precedents reflect day-to-day decisions that trustees make and matters that trustees need to take into consideration. As well as references to contemporary case law, the book includes comprehensive and practical checklists (also downloadable) to guide trustees as they go about the everyday business of being a trustee. Topics covered include: the practical implications of the Trusts Act 2019, default and mandatory decisions, ascertaining beneficiary needs, AML/CFT, FATCA and CRS , source of wealth considerations, factors to consider when deciding whether to accept appointment as a trustee, whether or not to act personally or through a corporate trustee, important set-up procedures for administration, decision making, how to exercise powers of investment, how to ratify decisions gifting considerations, how to retire as a trustee and important considerations about mental capacity."--Publisher information.
Author | : Rounds |
Publisher | : Wolters Kluwer Law & Business |
Total Pages | : 1942 |
Release | : |
Genre | : |
ISBN | : 1543880029 |
Author | : Barbara D. Jackins |
Publisher | : iUniverse |
Total Pages | : 144 |
Release | : 2005 |
Genre | : Estate planning |
ISBN | : 0595331068 |
The Special Needs Trust Administration Manual is an invaluable guide for anyone who is managing a Special Needs Trust for a person with disabilities. in guiding trustees through the complicated rules of Special Needs Trusts. In clear and easy to understand language, the authors explain how a trustee can use trust funds to meet the financial needs of a person with disabilities while complying with the complex rules of government benefit programs. The Special Needs Trust Administration Manual covers a multitude of topics, including what trustees need to know about: who wants to know more about disability trusts and public benefits.
Author | : Barbara D. Jackins |
Publisher | : |
Total Pages | : 0 |
Release | : 2020 |
Genre | : People with disabilities |
ISBN | : 9780998814216 |
For Massachusetts residents, check out LEGAL PLANNING FOR SPECIAL NEEDS IN MASSACHUSETTS. Same great information written for MA programs. Managing a Special Needs Trust 2020 EDITION includes updates on: * Housing: How an ABLE account can be used to pay for housing expenses without reducing SSI benefits* Vacations: New SSI rules allow trust payment of vacation expenses for family members who travel with the beneficiary* A new financial product-the True Link card--allows the beneficiary to have spending money without reducing SSI benefits. As well as all the details you've come to expect in this comprehensive guideMANAGING A SPECIAL NEEDS TRUST: A GUIDE FOR TRUSTEES covers many topics you need to know, including: * What trustees need to know about public benefit programs such as SSI, SSDI, Medicare, and Medicaid* Taxes and special needs trusts* Payment of recreation, transportation, and medical costs* Housing subsidies * Trustee dutiesBy reading MANAGING A SPECIAL NEEDS TRUST, you will learn how a trustee can use trust funds to meet the financial needs of a person with disabilities and still comply with the complex rules of government benefit programs. THIS UPDATED BOOK IS RELEVANT TO ALL 50 STATES. While earlier editions were focused on Massachusetts' laws and procedures, this book applies to all states-the book covers uniform statues that have been adopted in most states. It also provides information on the rules of most major federal benefit programs that provide cash, medical benefits and housing subsidies to people with disabilities. MANAGING A SPECIAL NEEDS TRUST: A GUIDE FOR TRUSTEES is an invaluable resource for anyone who is managing a special needs trust.
Author | : Julieanne E. Steinbacher |
Publisher | : |
Total Pages | : 0 |
Release | : 2023 |
Genre | : Trusts and trustees |
ISBN | : |
Author | : Mary Y. Moore |
Publisher | : American Library Association |
Total Pages | : 122 |
Release | : 2010 |
Genre | : Language Arts & Disciplines |
ISBN | : 0838910033 |
Designed to improve any board's effectiveness, this resource offers proven advice about what it takes to make everything from meetings to evaluations run smoothly and addresses the critical questions every board member needs to understand: What does it mean to be on a library board of trustees? The how-tos of amplifying your message through partnerships How does advocacy work and why is it important? Who makes library policy? Is there a more effective way to do strategic planning? Practical checklists, tables, and "what have you learned?" review items will help anyone maximize the experience of serving on a board. Trustees, administrators, consultants, trainers, and library students will welcome this hands-on, "bring it along and mark it up" reference.