The ISM Trustee Handbook

The ISM Trustee Handbook
Author: Simon Jeynes
Publisher: Independent School Manageme
Total Pages: 112
Release: 2008-03
Genre: Education
ISBN: 9781883627010

This is part of the ISM Strategic Board Series, and focuses on the specific duties of a Trustee on a private school Board. A companion CD-ROM containing additional information (e.g., strategic planning, Trustee recruitment and orientation, school mission, financial planning) is included.

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 Complete Book of Trusts

The Complete Book of Trusts
Author: Martin M. Shenkman
Publisher: John Wiley & Sons
Total Pages: 320
Release: 2002-04-18
Genre: Business & Economics
ISBN:

A new, updated edition of the ultimate guide to trusts Trusts are powerful and flexible financial planning tools, and this new edition of The Complete Book of Trusts covers everything you need to know to protect your hard-earned assets from taxes, creditors, and more. This updated Third Edition provides all the latest information on trusts, addressing recent changes due to economic growth and the Tax Relief Reconciliation Act of 2001 in such areas as transferring assets, distribution of income, gift and estate tax rules, and many others. Along with in-depth examinations of sixty different types of trusts, this book also shows you how to: Set up a trust to manage assets in the event of disability or death Avoid probate Minimize or eliminate estate and other transfer taxes Financially protect loved ones And more The Complete Book of Trusts, Third Edition is an invaluable resource for anyone with significant assets to protect.

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.

A Handbook for Museum Trustees

A Handbook for Museum Trustees
Author: Harold Skramstad
Publisher: American Alliance of Museums
Total Pages: 0
Release: 2003
Genre: Museum trustees
ISBN: 9780931201837

Harold and Susan Skramstad, two of the field's most highly regarded experts in museum management, outline the tools you and your board need to handle the challenges facing museums today. A Handbook for Museum Trustees was written to help museum trustees better understand the "why" and the "how" of trusteeship, giving board members and museum directors a thorough understanding of their critical and non-negotiable duties. The book clearly identifies areas of responsibility and offers valuable, how-to advice on board discussion and decision-making, providing practical guidelines for improving board practices and fine-tuning the work of the effective board. "Not only will the tens of thousands of us who work in museums benefit from A Handbook for Museum Trustees," says Stephen E. Weil, "so, too, will the millions more who pass through our doors."

Trustees of Culture

Trustees of Culture
Author: Francie Ostrower
Publisher: University of Chicago Press
Total Pages: 159
Release: 2004-05-15
Genre: Art
ISBN: 0226639673

Cultural trusteeship is a subject that fascinates those who wonder about the relationship between power and culture. What compels the wealthy to serve on the boards of fine arts institutions? How do they exercise their influence as trustees, and how does this affect the way arts institutions operate? To find out, Francie Ostrower conducted candid personal interviews with 76 trustees drawn from two opera companies and two art museums in the United States. Her new study demonstrates that members of elite arts boards walk a fine line between maintaining their status and serving the needs of the large-scale organizations they oversee. As class members whose status depends in part on the prestige of the boards on which they serve, trustees seek to perpetuate arts boards as exclusive elite enclaves. But in response to pressures to increase and diversify the audiences for arts institutions, elite board members act in a surprisingly open manner in terms of organizational accessibility and operations. Written with clarity and grace, Trustees of Culture will contribute significantly to our understanding of organizational governance; the politics of fundraising; elite arts participation and philanthropy; as well as the consequences of wider social policies that continue to emphasize private financial support. Ostrower's study will prove to be indispensable reading for not just sociologists of culture, but anyone interested in how the arts are financially and institutionally supported.

Broken Trust

Broken Trust
Author: Samuel P. King
Publisher: University of Hawaii Press
Total Pages: 344
Release: 2006-01-01
Genre: History
ISBN: 9780824830144

Princess Bernice Pauahi Bishop was the largest landowner and richest woman in the Hawaiian kingdom. Upon her death in 1884, she entrusted her property--"known as Bishop Estate--"to five trustees in order to create and maintain an institution that would benefit the children of Hawai'i: Kamehameha Schools. A century later, Bishop Estate controlled nearly one out of every nine acres in the state, a concentration of private land ownership rarely seen anywhere in the world. Then in August 1997 the unthinkable happened: Four revered kupuna (native Hawaiian elders) and a professor of trust-law publicly charged Bishop Estate trustees with gross incompetence and massive trust abuse. Entitled "Broken Trust," the statement provided devastating details of rigged appointments, violated trusts, cynical manipulation of the trust's beneficiaries, and the shameful involvement of many of Hawai'i's powerful. No one is better qualified to examine the events and personalities surrounding the scandal than two of the original "Broken Trust" authors.Their comprehensive account together with historical background, brings to light information that has never before been made public, including accounts of secret meetings and communications involving Supreme Court justices.

Administering the California Special Needs Trust

Administering the California Special Needs Trust
Author: Kevin Urbatsch
Publisher: iUniverse
Total Pages: 434
Release: 2011-12
Genre: Law
ISBN: 146206051X

In Administering the California Special Needs Trust, author Kevin Urbatsch presents a guide for anyone assigned the duty of managing a Special Needs Trust for a person with a disability. Though geared toward those who never have administered a trust, it also provides sophisticated answers for experienced trustees concerning some of the unique responsibilities a trustee of a special needs trust will encounter. Urbatsch, a California attorney who has years of experience in assisting trustees to manage special needs trusts, has written extensively for both attorneys and families on how best to establish a special needs trust. Administering the Special Needs Trust addresses specific California issues that a special needs trust trustee encounters daily. In a question-and-answer format, it addresses how to - avoid the most common mistakes made by SNT trustees; - understand the type of public benefits available for California persons with disabilities; - learn how SNT disbursements will affect these public benefits; - best pay for a person with a disability's housing, caregiver costs, transportation, and related expenses; - handle SNT investments, accountings, and taxes; - terminate the SNT. With checklists, form documents, and law summaries included, Administering the Special Needs Trust contains a wide range of information for those charged with the responsibility of managing a special needs trust for people with disabilities.

The Work of the Church Trustee

The Work of the Church Trustee
Author: Orlando L. Tibbetts
Publisher: Work of the Church
Total Pages: 0
Release: 1979
Genre: Religion
ISBN: 9780817008253

There is more to serving as a trustee than counting money or arranging to repair the church plumbing! Beginning with the biblical and theological basis of service, Orlando Tibbetts has prepared a very comprehensive guide to deepen and broaden the trustee's sense of ministry and mission in his/her service to the church. An excellent tool for new or experienced board members, this book covers every facet of the trustee's responsibility as a steward of the community's concerns and as a servant of the Lord. It is both practical and inspiring.