Corporate Trust: A Partner in Finance

Corporate Trust: A Partner in Finance
Author: Jeffrey J. Powell
Publisher:
Total Pages: 366
Release: 2014-11-21
Genre: Business & Economics
ISBN: 9780979127342

Corporate Trust: A Partner in Finance gives a practical overview of the Corporate Trust business from Jeffrey J. Powell's personal, real world perspective from over 42 years in the business. This book is a must read for attorneys, underwriters, bank management, regulators and Corporate Trust professionals who want to truly understand the inner workings of this fascinating and challenging business and the role of the Trustee as a true partner in finance. Jeffrey J. Powell is the owner of Corporate Trust Insights and on of the leading global Corporate Trust educators in the industry.

Corporate Trust Administration and Management

Corporate Trust Administration and Management
Author: Robert I. Landau
Publisher:
Total Pages: 481
Release: 1992-01-01
Genre: Business & Economics
ISBN: 9780231076708

This fourth edition has been updated and revised to include current practices and processes in the US corporate trust function of financial service institutions and in the emergent trends in trustee and related agency activities.

Corporate Trust Administration and Management

Corporate Trust Administration and Management
Author: Robert I. Landau
Publisher:
Total Pages: 451
Release: 1998
Genre: Business & Economics
ISBN: 9780231110488

This reference work for the corporate trust industry has been updated to reflect recent practices and processes in financial service institutions, including the emerging trends in both trustee and related agency activities and responsibilities.

Trusts and Modern Wealth Management

Trusts and Modern Wealth Management
Author: Richard C. Nolan
Publisher: Cambridge University Press
Total Pages: 609
Release: 2018-05-31
Genre: Business & Economics
ISBN: 1107170494

New essays by leading figures from the judiciary, practicing lawyers and academics illuminating the worlds of trusts and wealth management.

Estate Planning For Dummies

Estate Planning For Dummies
Author: N. Brian Caverly
Publisher: John Wiley & Sons
Total Pages: 397
Release: 2003-03-07
Genre: Business & Economics
ISBN: 0764555014

Planning for your family's future made easy! If you’re like most people, you want to be sure that, once you’ve passed on, no more of your property and money will be lost to the government than is absolutely necessary. You want to know that you’ll be leaving your heirs your assets and not your debts. You want to be absolutely certain that your will is ship-shape, your insurance policies are structured properly, and that every conceivable hole in your estate plan has been filled. And most of all, you’d like to do all of this without driving yourself crazy trying to make sense of the complicated jargon, jumble of paperwork, and welter of state and federal laws involved in the estate planning process. Written by two estate planning pros, this simple, easy-to-use guide takes the pain out of planning for your ultimate financial future. In plain English, the authors walk you step-by-step through everything you need to know to: Put your estate into order Minimize estate taxes Write a proper will Deal with probate Set up trusts Make sure your insurance policies are structured properly Plan for special situations, like becoming incompetent and pet care Craft a solid estate plan and keep it up-to-date Don’t leave the final disposition of your estate up to chance and the whims of bureaucrats. Estate Planning For Dummies gives you the complete lowdown on: Figuring out what you're really worth Mastering the basics of wills and probate Using will substitutes and dodging probate taxes Setting up protective trusts, charitable trusts, living trusts and more Making sense of state and federal inheritance taxes Avoiding the generation skipping transfer tax Minimizing all your estate-related taxes Estate planning for family businesses Creating a comprehensive estate plan Straightforward, reader-friendly, easy-to-use, Estate Planning For Dummies is the ultimate guide to planning your family’s future.

Make Your Own Living Trust

Make Your Own Living Trust
Author: Denis Clifford
Publisher: Nolo
Total Pages: 312
Release: 2021-03-30
Genre: Business & Economics
ISBN: 1413328407

A do-it-yourself manual for making your own living trust, with checklists, step-by-step procedures, worksheets, and forms.

Understanding Living Trusts

Understanding Living Trusts
Author: Vickie Schumacher
Publisher: Schumacher Publishing
Total Pages: 230
Release: 1990
Genre: Law
ISBN:

Written in clear, conversational English, this book can help anyone understand how a living trust avoids the complications, expenses, and delays of probate at times of incapacity and death.

The Thin Book of Trust, Third Edition

The Thin Book of Trust, Third Edition
Author: CHARLES. FELTMAN
Publisher:
Total Pages: 0
Release: 2024-09-10
Genre: Business & Economics
ISBN:

Best-selling author Charles Feltman updates his business classic, The Thin Book of Trust, with new resources and tools to build trust in the post-pandemic world. Feltman's phenomenal bestseller with almost 100,000 copies sold across two editions outlines in a very simple and quick way the art of building trust between people in organizations as a core essential workplace competency. The updated Thin Book of Trust offers a framework that supports trust building as a workplace competency. It is based on the idea that building trust is a competency, a set of skills that can be learned, improved, and practiced. It will help you continuously improve your ability to build and maintain trust with others. It can also help you create and contribute to a high-trust culture at work. The third edition includes a new study guide and a new resource download page. Charles Feltman says: "Whether you lead others, contribute individually, or serve as a coach, consultant, facilitator, HR or OD professional, your ability to generate and sustain strong trust is critical to the success and well-being of your enterprise. It is my hope this new edition serves you well in becoming an exceptional trust-builder."