Part one: Introducing the trustscape -- Navigation works better when you have a destination in mind -- The trustscape -- Some key terms -- Know your narratives -- Part two: The players -- The trust -- The trustee -- Beneficiaries and trust creators -- The trust protector and the…
Family Trusts is a step-by-step guide for anyone involved in family trusts: trust creators, trustees, beneficiaries, and advisors. It will help families create and administer a culture that recognizes trusts as a gift of love. --Publisher.
An insightful and practical guide to family trusts Family Trusts is a step-by-step guide for anyone involved in family trusts: trust creators, trustees, beneficiaries, and advisors. It will help families create and administer a culture that recognizes trusts as a gift of love.
"One of the greatest sources of pain within families with wealth is the belief that there are no choices. Sometimes even wealth creators who feel more than able in their business lives feel at the same time that their wealth will inevitably become a pernicious influence on their…
Avoid ""Shirtsleeves to Shirtsleeves"" by Finding Your Voice Growing up in a family with significant wealth or a family business can often feel like an exercise in silence. What should you ask? Whom should you ask? When? Is it ever right to talk about such things? The Voice of t…
A comprehensive guide to giving well to family membersGiving is at the core of family life--and with current law allowing up to $5,120,000 in tax-free gifts, at least through December 2012, the ultra-affluent are faced with the task of giving at perhaps largest scale in history.…
