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Author: Lawrence R. Beebe
Publisher:
ISBN: 9780891547761
Category :
Languages : en
Pages : 529
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Book Description
Author: Lawrence R. Beebe
Publisher:
ISBN: 9780891547761
Category :
Languages : en
Pages : 529
Get Book Here
Book Description
Author: Augustus Peabody Loring
Publisher:
ISBN:
Category : Trusts and trustees
Languages : en
Pages : 232
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Book Description
Author: Simon Jeynes
Publisher: Independent School Manageme
ISBN: 9781883627010
Category : Education
Languages : en
Pages : 112
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Book Description
This is part of the ISM Strategic Board Series, and focuses on the specific duties of a Trustee on a private school Board. A companion CD-ROM containing additional information (e.g., strategic planning, Trustee recruitment and orientation, school mission, financial planning) is included.
Author: Vicki Ammundsen
Publisher:
ISBN: 9781775473602
Category : Estate planning
Languages : en
Pages : 184
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Book Description
"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:
Publisher:
ISBN:
Category : Bankruptcy examiners
Languages : en
Pages : 240
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Book Description
Author:
Publisher:
ISBN:
Category : Trusts and trustees
Languages : en
Pages : 232
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Book Description
Author: Rounds
Publisher: Wolters Kluwer Law & Business
ISBN: 1543880029
Category :
Languages : en
Pages : 1942
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Book Description
Author: Barbara D. Jackins
Publisher: iUniverse
ISBN: 0595331068
Category : Estate planning
Languages : en
Pages : 144
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Book Description
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.
![Charity Trustee's Handbook [Key Guide] PDF](https://books.google.com/books/content/images/frontcover/tC_7ygAACAAJ?fife=w80-h100)
Author: Mike Eastwood
Publisher:
ISBN: 9781906294656
Category : Charity laws and legislation
Languages : en
Pages : 134
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Book Description
This 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: Christopher K. Merker
Publisher: Springer
ISBN: 303021088X
Category : Business & Economics
Languages : en
Pages : 140
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Book Description
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.
