The Trustee Primer: A Guide for Personal Trustees (Paperback) (ISBN-13: 9780997068009)

An essential guidebook for individuals who have been named as trustee of personal trusts for family members or friends. Written by an expert who has more than two decades experience working with families to create, administer, and benefit from trusts, this primer is a "go to" resource for anyone who has been named as a trustee. The text incorporates a worksheet throughout that can help a trustee organize information, thoughts and questions to best serve as trustee. Key concepts are distilled to their essential elements. The tone is encouraging and easy to read while maintaining a sense of the seriousness, and importance, of the trustee's role. Also helpful for anyone setting up a trust as part of an estate plan or who is already a trust beneficiary.

Author: Patricia M. Angus Esq
ISBN-10: 0997068000
ISBN-13: 9780997068009
Publisher: Angus Advisory Group LLC
Language: English
Published: 12/21/2015
Pages: 72
Format: Paperback
Weight: 0.21lbs
Size: 8.50h x 5.50w x 0.15d