Non-Fiction Books:

The Trustee Primer

A Guide for Personal Trustees
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Format:

Paperback / softback
$62.00
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Description

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.
Release date NZ
December 21st, 2015
Audience
  • General (US: Trade)
Pages
72
Dimensions
140x216x4
ISBN-13
9780997068009
Product ID
24778440

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