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 trust adviser --
Part three: Building great relationships --
Considerations prior to accepting appointment as trustee --
Creating preambles --
Action steps prior to the first trustee-beneficiary meeting --
Positive events, supportive responses --
Trustee-beneficiary meetings --
Requests for distribution --
Working with addictions --
Trusts and marriage --
Transitions --
Part four: A comprehensive model for a humane trustscape --
A promise and a challenge for trust creators --
The highest duty of the trustee and the corresponding responsibility of the beneficiary --
The distribution committee and the office of the beneficiary --
The trustee and the trust protector revisited --
Appendix 1. Sample legacy letter --
Appendix 2. Sample language regarding addiction --
Appendix 3. The distribution committee --
Appendix 4. Private trust companies --
Appendix 5. Family trust review --
Appendix 6. Reflections on the often unexpected consequences of the creation of a perpetual trust.
| Access no. | Call number | Location | Status |
|---|---|---|---|
| 02702/16 | 332.024016 Gol F | Library - 7th Floor | Available |