The Trustee Primer: A Guide for Personal Trustees by Patricia Angus

By Patricia Angus

a vital guidebook for those who were named as trustee of non-public trusts for relations or pals. Written by way of a professional who has greater than 20 years adventure operating with households to create, administer, and reap the benefits of trusts, this primer is a "go to" source for somebody who has been named as a trustee. The textual content includes a worksheet all through which can aid a trustee manage details, ideas and inquiries to top function trustee. Key ideas are distilled to their crucial parts. The tone is encouraging and simple to learn whereas keeping a feeling of the seriousness, and significance, of the trustee's position. additionally necessary for someone establishing a belief as a part of an property plan or who's already a belief beneficiary.

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