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Author: Marguerite C. Lorenz CTFA CLPF
Publisher: AuthorHouse
ISBN: 1665502010
Category : Business & Economics
Languages : en
Pages : 65
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Book Description
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.
Author: Jane B. Lorenz
Publisher: Author House
ISBN: 1456767275
Category : Self-Help
Languages : en
Pages : 77
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Book Description
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.
Author: Marguerite C. Lorenz CTFA CLPF
Publisher: AuthorHouse
ISBN: 1665502010
Category : Business & Economics
Languages : en
Pages : 65
Get Book Here
Book Description
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.
Author: Olli Lagerspetz
Publisher: Bloomsbury Publishing
ISBN: 1441109196
Category : Philosophy
Languages : en
Pages : 218
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Book Description
The variety of approaches to the concept of trust in philosophy reflects the fact that our worries are diverse, from the Hobbesian concern for the possibility of rational cooperation to Wittgenstein's treatment of the place of trust in knowledge. To speak of trust is not only to describe human action but also to take a perspective on it and to engage with it. Olli Lagerspetz breathes new life into the philosophical debate by showing how questions about trust are at the centre of any in-depth analyses of the nature of human agency and human rationality and that these issues, in turn, lie at the heart of philosophical ethics. Ideal for those grappling with these issues for the first time, Trust, Ethics and Human Reason provides a thorough and impassioned assessment of the concept of trust in moral philosophy.
Author: Marie Malaro
Publisher: Smithsonian Institution
ISBN: 1588343812
Category : Art
Languages : en
Pages : 193
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Book Description
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.
Author: Markus Wolfensberger
Publisher: Cambridge University Press
ISBN: 110848719X
Category : Law
Languages : en
Pages : 271
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Book Description
Examines trust, its definition, value, and decline from the perspective of a physician and a medical ethicist.
Author:
Publisher:
ISBN:
Category : Bankruptcy examiners
Languages : en
Pages : 240
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Book Description
Author: Paul B. Miller
Publisher: Cambridge University Press
ISBN: 110848042X
Category : Law
Languages : en
Pages : 357
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Book Description
Explores the interactions of fiduciary law and personal and political trust in private, public and international law.
Author: American Bar Association. House of Delegates
Publisher: American Bar Association
ISBN: 9781590318737
Category : Law
Languages : en
Pages : 216
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Book Description
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.
Author: Onora O'Neill
Publisher: Cambridge University Press
ISBN: 9780521894531
Category : Medical
Languages : en
Pages : 232
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Book Description
Argues against the conceptions of individual autonomy which are widely relied on in bioethics.
Author: American Association of Museums
Publisher: American Alliance of Museums
ISBN: 9780931201653
Category : Museum curators
Languages : en
Pages : 0
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Book Description
"Ethical codes evolve in response to changing conditions, values, and ideas. A professional code of ethics must, therefore, be periodically updated. It must also rest upon widely shared values. Although the operating environment of museums grows more complex each year, the root value for museums, the tie that connects all of us together despite our diversity, is the commitment to serving people, both present and future generations. This value guided the creation of and remains the most fundamental principle in the following Code of Ethics for Museums."--
