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 | : 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.
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!
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 | : 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.
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.
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 | : 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 | : 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.