Managing Family Trusts: Taking Control of Inherited Wealth
Managing Family Trusts is an uncompromising, nuts-and-bolts guide to the world of family trusts. Written by a seasoned expert with many years of firsthand experience in the field, it describes how financial professionals can help beneficiaries loosen the grip of unresponsive or inefficient trustees, assert their rights as inheritors, and assume greater responsibility for their own financial lives. Managing Family Trusts provides a complete set of tools to all those concerned with the business of building better, more satisfying fiduciary arrangements and presents a rare insider's view of how this world operates and details its unique challenges and rewards.
Format:Hardcover
Language:English
ISBN:047132115X
ISBN13:9780471321156
Release Date:July 1999
Publisher:John Wiley & Sons
Length:365 Pages
Weight:1.60 lbs.
Dimensions:0.9" x 9.2" x 6.1"
Customer Reviews
1 rating
Trust How-To's for Givers, Heirs, and Professionals
Published by Thriftbooks.com User , 24 years ago
Although written primarily for financial planning professionals, this book is very accessible for individuals seeking guidance for creating and managing personal wealth via trusts. Readers will learn how the development of mega-banks and baby-boomer wealth has changed the nature of trust management. The authors (principals of investment advisory firms) include many helpful questionnaires and decision trees that will help with the planning process, both for existing trusts and for those developing new trusts. Sophisticated readers may find the lack of thorough footnoting disappointing.
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