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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:
Publisher:
ISBN:
Category : Bankruptcy examiners
Languages : en
Pages : 240
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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.
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: Michael Eastwood
Publisher:
ISBN: 9781906294397
Category :
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: American Bar Association. Ad Hoc Committee for Revision of the 1983 Model Simplified Indenture
Publisher:
ISBN: 9781634257657
Category : Securities
Languages : en
Pages :
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Book Description
Author: Von M. Hughes
Publisher: McGraw Hill Professional
ISBN: 1260134776
Category : Business & Economics
Languages : en
Pages : 497
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Book Description
The first comprehensive guide to mastering the roles and responsibilities of a public pension fiduciary in the U.S. In an ever-changing financial and political landscape, your job as a public pension fiduciary continues to get more difficult. Now, you have the help you need. U.S. Public Pension Handbook is the only one-stop resource that covers the various areas of public pension governance, investment management, infrastructure, accounting, and law. This comprehensive guide presents critical data, information, and insights in topic-specific, easy-to-understand ways—providing the knowledge you need to elevate your expertise and overall contribution to your pension plan or system. U.S. Public Pension Handbook covers:•Today’s domestic and global public pension marketplace•The ins and outs of the defined benefit model, the defined contribution, and hybrid pension designs•Financial concepts central to the actuarial valuation of pension benefits•Public pension investment policies and philosophies•Asset allocations and how they have changed over time•State and local government pension contribution policies•The impact of governance structure and board composition on organizational results•Fiduciary responsibility and the general legal/regulatory framework governing trustees•How changes in trust law may affect public pension trustee fiduciary responsibility and liability•Best practices in pension governance and organizational designPublic pension trustees are the unsung heroes of the world of finance, collectively managing over $6 trillion in retirement assets in this country alone. U.S. Public Pension Handbook provides the grounding you need to make sure you perform your all-important with the utmost expertise and professionalism.
Author: Harold Skramstad
Publisher: American Alliance of Museums
ISBN: 9780931201837
Category : Museum trustees
Languages : en
Pages : 0
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Book Description
Harold and Susan Skramstad, two of the field's most highly regarded experts in museum management, outline the tools you and your board need to handle the challenges facing museums today. A Handbook for Museum Trustees was written to help museum trustees better understand the "why" and the "how" of trusteeship, giving board members and museum directors a thorough understanding of their critical and non-negotiable duties. The book clearly identifies areas of responsibility and offers valuable, how-to advice on board discussion and decision-making, providing practical guidelines for improving board practices and fine-tuning the work of the effective board. "Not only will the tens of thousands of us who work in museums benefit from A Handbook for Museum Trustees," says Stephen E. Weil, "so, too, will the millions more who pass through our doors."
Author: Barbara D. Jackins
Publisher:
ISBN: 9780998814216
Category : People with disabilities
Languages : en
Pages : 0
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Book Description
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.
