{"product_id":"family-trusts-9781119118268","title":"Family Trusts","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003eAn 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.\u003cbr\u003e\u003cbr\u003e\u003cb\u003eTable of Contents\u003c\/b\u003e\u003cbr\u003e\u003cp\u003eAcknowledgments xv\u003c\/p\u003e \u003cp\u003eForeword xvii\u003c\/p\u003e \u003cp\u003ePreface xxv\u003c\/p\u003e \u003cp\u003e\u003cb\u003eIntroduction 1\u003cbr\u003e\u003c\/b\u003e\u003ci\u003eKeith Whitaker\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003ePrinciples 3\u003c\/p\u003e \u003cp\u003eNotes 13\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePart One: Introducing the Trustscape 15\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 1 Navigation Works Better When You Have a Destination in Mind 17\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eBeyond the Thought Experiment 20\u003c\/p\u003e \u003cp\u003eQuestions for Reflection 22\u003c\/p\u003e \u003cp\u003eNote 22\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 2 The Trustscape 23\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eIntroducing Your Trustscape 25\u003c\/p\u003e \u003cp\u003eA Dynamic Tableau 26\u003c\/p\u003e \u003cp\u003eA Closing Exercise 27\u003c\/p\u003e \u003cp\u003eNote 28\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 3 Some Key Terms 29\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 4 Know Your Narratives 33\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eDepends Where You’re Sitting 35\u003c\/p\u003e \u003cp\u003eA Thirst for Education 36\u003c\/p\u003e \u003cp\u003eNote 39\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePart Two: The Players 41\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 5 The Trust 43\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eA Short Description of a Long History 44\u003c\/p\u003e \u003cp\u003eA Closing Exercise 47\u003c\/p\u003e \u003cp\u003eNotes 50\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 6 The Trustee 51\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eThe Trustee 52\u003c\/p\u003e \u003cp\u003eChoices 55\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 7 Beneficiaries and Trust Creators 59\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eBeneficiaries 62\u003c\/p\u003e \u003cp\u003eTrust Creators 66\u003c\/p\u003e \u003cp\u003eNotes 75\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 8 The Trust Protector and the Trust Adviser 77\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eTrust Advisers 78\u003c\/p\u003e \u003cp\u003eTrust Protectors 79\u003c\/p\u003e \u003cp\u003eChoices 81\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePart Three: Building Great Relationships 85\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 9 Considerations Prior to Accepting Appointment as Trustee 87\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eSo—You’ve Been Asked to Serve as Trustee 89\u003c\/p\u003e \u003cp\u003eNow for Some Homework 89\u003c\/p\u003e \u003cp\u003eIf You are New to the Trustscape 90\u003c\/p\u003e \u003cp\u003eUnderstanding the Technical Side 91\u003c\/p\u003e \u003cp\u003eAlmost There 93\u003c\/p\u003e \u003cp\u003eA Final Step 94\u003c\/p\u003e \u003cp\u003eNote 95\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 10 Creating Preambles 97\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003ePreambles and Purpose 98\u003c\/p\u003e \u003cp\u003e“But My Trust Was Drafted 20 Years Ago!” 100\u003c\/p\u003e \u003cp\u003eThemes and Schemes 101\u003c\/p\u003e \u003cp\u003ePreambles Created by Trustees and Beneficiaries 102\u003c\/p\u003e \u003cp\u003eRevisit the Preamble 103\u003c\/p\u003e \u003cp\u003eAs You Begin to Create Your Preamble 104\u003c\/p\u003e \u003cp\u003eNote 105\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 11 Action Steps Prior to the First Trustee-Beneficiary Meeting 107\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eIf You are a Trustee 108\u003c\/p\u003e \u003cp\u003eIf You are a Beneficiary 110\u003c\/p\u003e \u003cp\u003eNote 113\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter is Positive Events, Supportive Responses 115\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eMatching Mind-set to Task 116\u003c\/p\u003e \u003cp\u003eSupportive Responses to Positive Events 119\u003c\/p\u003e \u003cp\u003ePlay to Your Strengths 121\u003c\/p\u003e \u003cp\u003eNotes 122\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 13 Trustee-Beneficiary Meetings 123\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003ePremeeting Checklists 124\u003c\/p\u003e \u003cp\u003eIf This is the First Meeting 126\u003c\/p\u003e \u003cp\u003eA Sampling of Agenda Items 128\u003c\/p\u003e \u003cp\u003eAn “Appreciative” Exercise 130\u003c\/p\u003e \u003cp\u003eNote 131\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 14 Requests for Distribution 133\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003e“This Worked because I Knew Susan . . .” 135\u003c\/p\u003e \u003cp\u003eThe Request Process 137\u003c\/p\u003e \u003cp\u003eAnalysis of a Request 139\u003c\/p\u003e \u003cp\u003eAbout Enhancement 142\u003c\/p\u003e \u003cp\u003eNote 143\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 15 Working with Addictions 145\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 16 Trusts and Marriage 153\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003ePrenuptials 154\u003c\/p\u003e \u003cp\u003eWithin Marriage 157\u003c\/p\u003e \u003cp\u003eSecond Marriages and Beyond 161\u003c\/p\u003e \u003cp\u003eNotes 163\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 17 Transitions 165\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eSolomon’s Ring 165\u003c\/p\u003e \u003cp\u003eThis Too Shall Pass 166\u003c\/p\u003e \u003cp\u003eChanging the Trust 167\u003c\/p\u003e \u003cp\u003eChanging the Players 169\u003c\/p\u003e \u003cp\u003eComing to an End 171\u003c\/p\u003e \u003cp\u003eNote 173\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePart Four: A Comprehensive Model for a Humane Trustscape 175\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 18 A Promise and a Challenge for Trust Creators 177\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eA Trust Creator’s Challenge 178\u003c\/p\u003e \u003cp\u003eFirst, an Exercise for Trust Creators 179\u003c\/p\u003e \u003cp\u003eNote 180\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 19 The Highest Duty of the Trustee and the Corresponding Responsibility of the Beneficiary 181\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eI Wrote These Great Docs, but My Clients Won’t Sign . . . 183\u003c\/p\u003e \u003cp\u003eThe Highest Duty of the Trustee and the Corresponding Responsibility of the Beneficiary 184\u003c\/p\u003e \u003cp\u003eSupport for the Trustee 186\u003c\/p\u003e \u003cp\u003eSupport for the Beneficiary 188\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 20 The Distribution Committee and the Office of the Beneficiary 191\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eDistribution Committee 192\u003c\/p\u003e \u003cp\u003eThe Office of the Beneficiary 195\u003c\/p\u003e \u003cp\u003eConclusion 201\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 21 The Trustee and the Trust Protector Revisited 203\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eWhich Cap’s on Top? 205\u003c\/p\u003e \u003cp\u003eA Different Approach 206\u003c\/p\u003e \u003cp\u003eReconsidering the Institutional Trustee 209\u003c\/p\u003e \u003cp\u003eNote 211\u003c\/p\u003e \u003cp\u003e\u003cb\u003eAppendices 213\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eAppendix 1 Sample Legacy Letter 215\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eAppendix 2 Sample Language Regarding Addiction 223\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eAppendix 3 The Distribution Committee 235\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eThe Core Concept 236\u003c\/p\u003e \u003cp\u003eCommittee Members 237\u003c\/p\u003e \u003cp\u003eDrafting Points 238\u003c\/p\u003e \u003cp\u003e\u003cb\u003eAppendix 4 Private Trust Companies \u003c\/b\u003e\u003cb\u003e243\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eDefinitions 243\u003c\/p\u003e \u003cp\u003ePTCs versus Individual Trustees 244\u003c\/p\u003e \u003cp\u003eGovernance 246\u003c\/p\u003e \u003cp\u003eBest Practices 248\u003c\/p\u003e \u003cp\u003e\u003cb\u003eAppendix 5 Family Trust Review 253\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003ePurpose 253\u003c\/p\u003e \u003cp\u003eContent 253\u003c\/p\u003e \u003cp\u003eProcess 254\u003c\/p\u003e \u003cp\u003eWhy Commission a Family Trust Review? 254\u003c\/p\u003e \u003cp\u003eOpportunities for Commissioning a Family Trust Review 255\u003c\/p\u003e \u003cp\u003eNote 256\u003c\/p\u003e \u003cp\u003e\u003cb\u003eAppendix 6 Reflections on the Often Unexpected Consequences of the Creation of a Perpetual Trust 257\u003cbr\u003e\u003c\/b\u003e\u003ci\u003eBy James E. Hughes Jr., Esq.\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eNotes 273\u003c\/p\u003e \u003cp\u003eAbout the Authors 275\u003c\/p\u003e \u003cp\u003eIndex 279\u003c\/p\u003e","brand":"John Wiley \u0026 Sons Inc","offers":[{"title":"Default Title","offer_id":49406990909783,"sku":"9781119118268","price":26.4,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9781119118268.jpg?v=1730497806","url":"https:\/\/bookcurl.com\/products\/family-trusts-9781119118268","provider":"Book Curl","version":"1.0","type":"link"}