Trustee Handbook
Author: Lawrence R. Beebe
Publisher:
Published: 2017-09
Total Pages: 529
ISBN-13: 9780891547761
DOWNLOAD EBOOKRead and Download eBook Full
Author: Lawrence R. Beebe
Publisher:
Published: 2017-09
Total Pages: 529
ISBN-13: 9780891547761
DOWNLOAD EBOOKAuthor: Augustus Peabody Loring
Publisher:
Published: 1898
Total Pages: 232
ISBN-13:
DOWNLOAD EBOOKAuthor:
Publisher:
Published: 2001
Total Pages: 240
ISBN-13:
DOWNLOAD EBOOKAuthor: Barbara D. Jackins
Publisher: iUniverse
Published: 2005
Total Pages: 144
ISBN-13: 0595331068
DOWNLOAD EBOOKThe Special Needs Trust Administration Manual is an invaluable guide for anyone who is managing a Special Needs Trust for a person with disabilities. in guiding trustees through the complicated rules of Special Needs Trusts. In clear and easy to understand language, the authors explain how a trustee can use trust funds to meet the financial needs of a person with disabilities while complying with the complex rules of government benefit programs. The Special Needs Trust Administration Manual covers a multitude of topics, including what trustees need to know about: who wants to know more about disability trusts and public benefits.
Author: Barbara D. Jackins
Publisher:
Published: 2020
Total Pages: 0
ISBN-13: 9780998814216
DOWNLOAD EBOOKFor Massachusetts residents, check out LEGAL PLANNING FOR SPECIAL NEEDS IN MASSACHUSETTS. Same great information written for MA programs. Managing a Special Needs Trust 2020 EDITION includes updates on: * Housing: How an ABLE account can be used to pay for housing expenses without reducing SSI benefits* Vacations: New SSI rules allow trust payment of vacation expenses for family members who travel with the beneficiary* A new financial product-the True Link card--allows the beneficiary to have spending money without reducing SSI benefits. As well as all the details you've come to expect in this comprehensive guideMANAGING A SPECIAL NEEDS TRUST: A GUIDE FOR TRUSTEES covers many topics you need to know, including: * What trustees need to know about public benefit programs such as SSI, SSDI, Medicare, and Medicaid* Taxes and special needs trusts* Payment of recreation, transportation, and medical costs* Housing subsidies * Trustee dutiesBy reading MANAGING A SPECIAL NEEDS TRUST, you will learn how a trustee can use trust funds to meet the financial needs of a person with disabilities and still comply with the complex rules of government benefit programs. THIS UPDATED BOOK IS RELEVANT TO ALL 50 STATES. While earlier editions were focused on Massachusetts' laws and procedures, this book applies to all states-the book covers uniform statues that have been adopted in most states. It also provides information on the rules of most major federal benefit programs that provide cash, medical benefits and housing subsidies to people with disabilities. MANAGING A SPECIAL NEEDS TRUST: A GUIDE FOR TRUSTEES is an invaluable resource for anyone who is managing a special needs trust.
Author: Vicki Ammundsen
Publisher:
Published: 2020
Total Pages: 184
ISBN-13: 9781775473602
DOWNLOAD EBOOK"This fifth edition includes more than 150 downloadable precedent minutes and resolutions. The precedents reflect day-to-day decisions that trustees make and matters that trustees need to take into consideration. As well as references to contemporary case law, the book includes comprehensive and practical checklists (also downloadable) to guide trustees as they go about the everyday business of being a trustee. Topics covered include: the practical implications of the Trusts Act 2019, default and mandatory decisions, ascertaining beneficiary needs, AML/CFT, FATCA and CRS , source of wealth considerations, factors to consider when deciding whether to accept appointment as a trustee, whether or not to act personally or through a corporate trustee, important set-up procedures for administration, decision making, how to exercise powers of investment, how to ratify decisions gifting considerations, how to retire as a trustee and important considerations about mental capacity."--Publisher information.
Author: Mike Eastwood
Publisher:
Published: 2011-11
Total Pages: 134
ISBN-13: 9781906294656
DOWNLOAD EBOOKThis handbook offers clear and practical guidance for trustees of voluntary organisations. It offers basic information about the responsibilities of trustee boards, and straightforward advice on planning, getting funding, and management.
Author:
Publisher:
Published: 1998
Total Pages: 482
ISBN-13:
DOWNLOAD EBOOKAuthor: Charles E. Rounds
Publisher: Aspen Publishers
Published: 1998
Total Pages: 487
ISBN-13: 9781567065961
DOWNLOAD EBOOKTrustees today must consider CERCLA, RICO, Medicaid, ERISA, IRAs, and a host of other modern legal growths that have been grafted on to the ancient body of the law of trusts. A TRUSTEE'S HANDBOOK, with unmatched clarity and insight, answers all the trustee's basic, new, and recurring questions about trustees' duties, beneficiaries' rights, and third party rights under current federal and state law. Among this convenient book's special features you'll find: TRUST TERMINATION CHECKLIST. A 29-item checklist of things to do to ensure that you will have done everything possible to properly terminate a trust and avoid the absolute liability entailed by misdelivery. STATE LAW SOURCE CATALOG. A catalog of multi-state charts, surveys, and string citations, organized by topic, providing a detailed list of sources for state laws governing trusts. IMPORTANT HARD-TO-FIND TRUST-RELATED LAW. Essential trust doctrines that today's trustees need to understand And much more.