The Trustee's Handbook
The Trustee's Handbook

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.

Special Needs Trust Administration Manual
Special Needs Trust Administration Manual

Author: Barbara D. Jackins

Publisher: iUniverse

Published: 2005

Total Pages: 144

ISBN-13: 0595331068

DOWNLOAD EBOOK

The 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.

Managing a Special Needs Trust
Managing a Special Needs Trust

Author: Barbara D. Jackins

Publisher:

Published: 2020

Total Pages: 0

ISBN-13: 9780998814216

DOWNLOAD EBOOK

For 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.

A Trustee's Handbook
A Trustee's Handbook

Author: Augustus Peabody Loring

Publisher: Wentworth Press

Published: 2019-02-23

Total Pages: 258

ISBN-13: 9780469517158

DOWNLOAD EBOOK

This work has been selected by scholars as being culturally important, and is part of the knowledge base of civilization as we know it. This work was reproduced from the original artifact, and remains as true to the original work as possible. Therefore, you will see the original copyright references, library stamps (as most of these works have been housed in our most important libraries around the world), and other notations in the work. This work is in the public domain in the United States of America, and possibly other nations. Within the United States, you may freely copy and distribute this work, as no entity (individual or corporate) has a copyright on the body of the work. As a reproduction of a historical artifact, this work may contain missing or blurred pages, poor pictures, errant marks, etc. Scholars believe, and we concur, that this work is important enough to be preserved, reproduced, and made generally available to the public. We appreciate your support of the preservation process, and thank you for being an important part of keeping this knowledge alive and relevant.

Loring a Trustee's Handbook
Loring a Trustee's Handbook

Author: Charles E. Rounds

Publisher:

Published: 2004

Total Pages: 0

ISBN-13: 9780735546387

DOWNLOAD EBOOK

Loring: A Trustees Handbook is regarded as the most convenient, reliable, and complete source for trust advice. Get in-depth information on how to stay on top of the developments in this complex field of practice. The 2004 Edition brings you up to date on the latest cases, statutes, and developments such as: the Trustee's Liabilities, including discussion of the standing to seek judicial relief for a breach of trust; defenses to breach of trust claims; damages, penalties and denial of compensation for costs and fees Special Types of Trusts, including exploration of the Quitclose Trust And The Private Sector Blind Trust Examination of the Supreme Court's decision in Brown v. Legal Foundation of Washington ruling that though gross IOLTA income constitutes the property of clients And The gross income had been taken from them by the state, there was no compensation due them Examination of the Supreme Court decision in U.S. v. White Mountain Apache Tribe holding that a federal statute providing that Fort Apache shall be held by the United States in trust For The White Mountain Apaches Tribe imposed certain fiduciary obligations on the United States to include keeping the property from falling into disrepair In addition, The comprehensive appendix materials contain an expanded selection of relevant income, gift, estate, and generation-skipping Internal Revenue Code Sections.