eBook PDF Download Digital Library
Author: Simon Jeynes
Publisher: Independent School Manageme
Published: 2008-03
Total Pages: 112
ISBN-13: 9781883627010
DOWNLOAD EBOOK →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: Lawrence R. Beebe
Publisher:
Published: 2017-09
Total Pages: 529
ISBN-13: 9780891547761
DOWNLOAD EBOOK →Author: Augustus Peabody Loring
Publisher:
Published: 1898
Total Pages: 232
ISBN-13:
DOWNLOAD EBOOK →Author: Rounds
Publisher: Wolters Kluwer Law & Business
Published:
Total Pages: 1942
ISBN-13: 1543880029
DOWNLOAD EBOOK →Author: Vicki Ammundsen
Publisher:
Published: 2020
Total Pages: 184
ISBN-13: 9781775473602
DOWNLOAD EBOOK →"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: iUniverse
Published: 2005
Total Pages: 144
ISBN-13: 0595331068
DOWNLOAD EBOOK →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: Mike Eastwood
Publisher:
Published: 2011-11
Total Pages: 134
ISBN-13: 9781906294656
DOWNLOAD EBOOK →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: Jr. Charles E. Rounds
Publisher: Wolters Kluwer Law & Business
Published: 2022-01-31
Total Pages: 1916
ISBN-13: 1543837050
DOWNLOAD EBOOK →Loring and Rounds: A Trustee's Handbook (2022) is an invaluable practical resource that addresses the rights, duties, and obligations of the parties once the trustee takes title to trust property. This Handbook steers you through this complex field, providing property owners with a mechanism for seeing to the needs of beneficiaries in cost-effective, creative, efficient, and flexible ways. Loring and Rounds: A Trustee's Handbook (2022) is a handy, ready reference, and a gateway to the treatises, restatements, law review articles, uniform statutes, and cases you need to know. This fully integrated and bound volume of the Handbook brings you up to date on the latest cases, statutes, and developments, as well as new or updated discussion of topics as follow: The Handbook continues the lengthy process of pruning some of the deadwood; significant exposition has been cut, revised, or combined. In sum, the Handbook is now even leaner, meaner, and more usable than ever. In addition, numerous new cases and secondary sources have been added. These include the following: In the 2022 Edition, there are 91 judicial-decision references and 186 footnotes that were not in the 2021 Edition. Forty pre-existing footnotes have been revised along with their accompanying texts. There has been a major across-the-board expansion, re-organization, renovation, consolidation, coordination, and updating of the content devoted to the intersection of trust law and constitutional (U.S.) law. We have, for example, opened up a whole new section devoted entirely to relevant taking and due process jurisprudence. See §5.3.1A and its sub-sections. The Handbook's treatment of the Domestic Asset Protection Trust (DAPT) has been beefed up and consolidated in §9.28. While the Handbook has had much to say about the equitable doctrine of unclean hands as it pertains to trustee conduct, there has been little on its applicability to beneficiary conduct. This oversight has been corrected. See §§ 5.5 & 7.1.9. All this, and much more is included in the 2022 Edition of the Handbook.
