Ethics for Trustees 2.0: A Guide for All Who Serve as Trustee 9781728372785

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Автор: Lorenz Ctfa Clpf Marguerite C.
Название: Ethics for Trustees 2.0: A Guide for All Who Serve as Trustee
ISBN: 9781728372785
Издательство: Authorhouse
Классификация:

Энциклопедии и справочные материалы

Справочные материалы

Деловое общение и деловые презентации

Реализация личных прав и личностное развитие

ISBN-10: 172837278X
Обложка/Формат: Paperback
Страницы: 94
Вес: 0.14 кг.
Дата издания: 28.09.2020
Язык: English
Размер: 22.86 x 15.24 x 0.48 cm
Читательская аудитория: General (us: trade)
Подзаголовок: A guide for all who serve as trustee
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Поставляется из: США
Описание: Serving as Trustee, Executor, and Agent (Power of Attorney for Finance, and for Health Care Decisions) is complicated as many transactions are simple, but the human beings, affected by those transactions, are complex. Whether you plan to age in place, or move to where the care you need is provided, how you plan for your future, and more importantly, who you select to serve as your Fiduciary, is critical to your success. Your loved one, or a professional may be your best option, but dont select anyone without reading this book first Too many families are no longer on speaking terms because the chosen person did a poor job, or just did not fulfill the required fiduciary duties. This little book saved our family from World War III, thank you A. B., 86 years old. Ethics for Trustees 2.0 is for everyone who is getting their estate plan written, as every Trustor needs to select a Successor Trustee. For everyone who serves as a Trustee of a Trust; experienced or inexperienced; Attorneys, Fiduciaries, CPAs, Family Members and Friends, etc., this book can help you better understand what is required to do the job well. Quotes and concepts have been drawn from personal experience based on serving as private professional trustees in California. This book is designed to stimulate discussion in our estate planning community, to emphasize the value of continuing education, and to encourage those who serve as a Fiduciary to do their best.

Ethics for Trustees 2.0: A Guide for All Who Serve as Trustee, Lorenz Ctfa Clpf Marguerite C.