Ethics for Trustees 2.0
Ethics for Trustees 2.0

Author: Marguerite C. Lorenz CTFA CLPF

Publisher: AuthorHouse

Published: 2020-09-28

Total Pages: 65

ISBN-13: 1665502010

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Your loved one, or a professional may be your best option as your Successor (Trustee/Executor), but don't 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. This book is for everyone who serves as a Trustee of a Trust; experienced or inexperienced; Attorneys, Fiduciaries, CPA's, 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
Ethics for Trustees

Author: Jane B. Lorenz

Publisher: Author House

Published: 2011-05-03

Total Pages: 77

ISBN-13: 1456767275

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Written by two longtime Professional Fiduciaries, "Ethics for Trustees", A Guide for All Who Serve as Trustee, is intended as a guideline for everyone who serves as a Trustee of a Trust; Experienced or inexperienced; Attorneys, Fiduciaries, CPAs, Family Members and Friends, etc. Quotes and concepts have been drawn from personal experience, from the Professional Fiduciary Association of California (PFAC) Code of Ethics and from the most recent California Probate Code (2011). Review by an experienced Trusts and Estates Attorney: Ethics for Trustees is an excellent guidebook that draws together important resources and reference materials. It covers some topics few other writers have addressed, and the authors draw on wealth of personal experience. The writing is clear and concise. It is a valuable addition to my professional library. Meredith G. Alcock Trusts and estates attorney www.aalapc.com Review by an Independent Financial Advisor: Whether you are already serving as a professional trustee or considering taking on this role for the first time, we recommend this book. Serving as a trustee is a challenging responsibility. This book will help you understand what is expected of you and how to best meet the role of trustee. Troy B. Daum, CFP Principal Wealth Analytics www.WealthAnalytics.com The Authors: Jane B. Lorenz, CPA, CLPF has been practicing as a CPA since 1975 and started serving as a Professional Trustee around 1990. Marguerite C. Lorenz, CTFA, CLPF began working with Jane in 2003 and has been serving as a Professional Trustee ever since. This book is a labor of love. They know from experience the challenges facing todays Fiduciary, whether amateur or professional. Many professional Fiduciaries operate as sole proprietors, without partners or staff . Jane and Marguerite have benefitted so much from their partnership and business model, they feel good about sharing some of what they have learned. The Readers: Everyone who is in the Estate Planning Process can benefit from a better understanding of what their Successor can and should do. The documents alone do nothing. The selection of the appropriate Successor Trustee is vitally important, as this is the one trusted to fulfill the Estate Plan provisions. How can the right Successor be selected if the one choosing is not familiar with what the job entails? Reading this concise volume gives the reader just what is needed. Before one accepts the role of Trustee he/she should understand the liability, the ethical issues and the depth of responsibility. We believe that reading this book may prevent family upset and financial disaster.

Museum Governance
Museum Governance

Author: Marie Malaro

Publisher: Smithsonian Institution

Published: 2013-07-09

Total Pages: 193

ISBN-13: 1588343812

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In Museum Governance, Marie Malaro addresses a range of issues facing museum administrators and trustees, arguing they can handle their duties intelligently only if they understand two points—why our country sustains a nonprofit sector and what constitutes trusteeship. Armed with this knowledge, trustees can sort out knotty problems relating to corporate sponsorship, entrepreneurial activities, and fundraising in ways that preserve the integrity of the nonprofit. Malaro first explores the principles of nonprofit governance. She explains the purpose and use of professional codes of ethics and offers practical advice about board education and its role in fostering the long-term health of an organization. She then applies these principles to situations frequently confronting trustees, discussing how to set collection strategies, balance mission and entreprenurial ventures, handle deaccessioning, maintain effective board oversight, approach automation, and deal with repatriation requests.

Creativity, Wisdom, and Trusteeship
Creativity, Wisdom, and Trusteeship

Author: Anna Craft

Publisher: Corwin Press

Published: 2007-12-13

Total Pages: 201

ISBN-13: 1452297398

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An international panel of distinguished experts explores the balance between creativity and wise action, and calls for educators to nurture "wise creativity" in their students.

The Trustee Governance Guide
The Trustee Governance Guide

Author: Christopher K. Merker

Publisher: Springer

Published: 2019-06-25

Total Pages: 145

ISBN-13: 303021088X

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More than 80% of the financial assets in the United States fall under the purview of a trustee. That's a big responsibility for an estimated 1% (around 1.5 million people) of the U.S. working population charged with overseeing investments for millions and millions of beneficiaries, public sector, and non-profit organizations. In a world proliferated by investment products, increasingly dominated by indexes, faced—particularly in the pension world—with increasing liabilities, more regulation, and a growing number of social and sustainability objectives, what's a trustee to do? The Trustee Governance Guide is here to help guide today’s board trustee through the brave new world of 21st century investing. The book focuses on the critical aspects of the Five Imperatives: Governance, Knowledge, Diversification, Discipline, and Impact. Based on more than a decade of research, practice, and discussions with many key decision makers and influencers across the industry, this book addresses the many topics related to better governance, greater mission-driven financial performance, and impact. The questions the book addresses include: · What is good governance, how do we know it when we see it, and why does it matter? · How much knowledge is necessary to be a competent board member? · How big should my endowment be? · What are the key elements of a diversified portfolio? · How much does cost matter? · What's the difference between socially responsible and ESG investing? · Can I focus on sustainability and still be a good fiduciary? This book provides a way for boards to improve and benchmark their own governance performance alongside their peers, and uniquely covers related investment topics in each chapter.

Trust in Medicine
Trust in Medicine

Author: Markus Wolfensberger

Publisher: Cambridge University Press

Published: 2019-08-22

Total Pages: 271

ISBN-13: 110848719X

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Examines trust, its definition, value, and decline from the perspective of a physician and a medical ethicist.

Reforming Modernity
Reforming Modernity

Author: Wael B. Hallaq

Publisher: Columbia University Press

Published: 2019-11-12

Total Pages: 402

ISBN-13: 0231550553

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Reforming Modernity is a sweeping intellectual history and philosophical reflection built around the work of the Morocco-based philosopher Abdurrahman Taha, one of the most significant philosophers in the Islamic world since the colonial era. Wael B. Hallaq contends that Taha is at the forefront of forging a new, non-Western-centric philosophical tradition. He explores how Taha’s philosophical project sheds light on recent intellectual currents in the Islamic world and puts forth a formidable critique of Western and Islamic modernities. Hallaq argues that Taha’s project departs from—but leaves behind—the epistemological grounds in which most modern Muslim intellectuals have anchored their programs. Taha systematically rejects the modes of thought that have dominated the Muslim intellectual scene since the beginning of the twentieth century—nationalism, Marxism, secularism, political Islamism, and liberalism. Instead, he provides alternative ways of thinking, forcefully and virtuosically developing an ethical system with a view toward reforming existing modernities. Hallaq analyzes the ethical thread that runs throughout Taha’s oeuvre, illuminating how Taha weaves it into a discursive engagement with the central questions that plague modernity in both the West and the Muslim world. The first introduction to Taha’s ethical philosophy for Western audiences, Reforming Modernity presents his complex thought in an accessible way while engaging with it critically. Hallaq’s conversation with Taha’s work both proffers a cogent critique of modernity and points toward answers for its endemic and seemingly insoluble problems.

Model Rules of Professional Conduct
Model Rules of Professional Conduct

Author: American Bar Association. House of Delegates

Publisher: American Bar Association

Published: 2007

Total Pages: 216

ISBN-13: 9781590318737

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The Model Rules of Professional Conduct provides an up-to-date resource for information on legal ethics. Federal, state and local courts in all jurisdictions look to the Rules for guidance in solving lawyer malpractice cases, disciplinary actions, disqualification issues, sanctions questions and much more. In this volume, black-letter Rules of Professional Conduct are followed by numbered Comments that explain each Rule's purpose and provide suggestions for its practical application. The Rules will help you identify proper conduct in a variety of given situations, review those instances where discretionary action is possible, and define the nature of the relationship between you and your clients, colleagues and the courts.

Autonomy and Trust in Bioethics
Autonomy and Trust in Bioethics

Author: Onora O'Neill

Publisher: Cambridge University Press

Published: 2002-04-18

Total Pages: 232

ISBN-13: 9780521894531

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Argues against the conceptions of individual autonomy which are widely relied on in bioethics.

JRD Tata and the Ethics of Philanthropy
JRD Tata and the Ethics of Philanthropy

Author: Sundar Sarukkai

Publisher: Taylor & Francis

Published: 2020-05-06

Total Pages: 187

ISBN-13: 1000072290

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This book introduces readers to the ethics of philanthropy, particularly in the Indian context. Drawing on JRD Tata’s philosophy and approach to business, it shows how business and philanthropy were intrinsically related for him. JRD Tata was arguably one of the most influential businessmen in post-Independence India. He was instrumental in not only expanding the Tata businesses but was also known for his impact on the conduct of business as well as his support for various national projects including research and education. He introduced key labour laws in his factories, which later became the model for the Indian government. He was also part of government institutions such as Air India. By discussing ideas such as trusteeship, the notion of profit, the relation between public and private, and social welfare, the book offers an intellectual map of JRD’s thoughts and an original perspective on their significance for an ethics of philanthropy in general. It provides new insights into the nature of ethical problems in the Indian context as well as ways to negotiate with them based on JRD’s work and reflections. It further creates a more meaningful understanding of Corporate Social Responsibility in the present global economy. Lucid and comprehensive, this book will be useful to scholars, researchers and faculty in departments of management and business studies, social work, sociology, economics and philosophy, as well as across social sciences. It will be of great interest to philanthropy organisations, non-governmental organisations, business schools, industry bodies, corporates, and those in leadership and management.