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The Trustee Primer: A Guide for Personal Trustees by Patricia M. Angus Esq

The Trustee Primer: A Guide for Personal Trustees

by Patricia M. Angus Esq
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Book cover type: Paperback
  • ISBN13: 9780997068009
  • Binding: Paperback
  • Subject: N/A
  • Publisher: Angus Advisory Group LLC
  • Publisher Imprint: Angus Advisory Group LLC
  • Publication Date:
  • Pages: 72
  • Original Price: USD 21.5
  • Language: English
  • Edition: N/A
  • Item Weight: 96 grams
  • BISAC Subject(s): Estates & Trusts

An essential guidebook for individuals who have been named as trustee of personal trusts for family members or friends. Written by an expert who has more than two decades experience working with families to create, administer, and benefit from trusts, this primer is a "go to" resource for anyone who has been named as a trustee. The text incorporates a worksheet throughout that can help a trustee organize information, thoughts and questions to best serve as trustee. Key concepts are distilled to their essential elements. The tone is encouraging and easy to read while maintaining a sense of the seriousness, and importance, of the trustee's role. Also helpful for anyone setting up a trust as part of an estate plan or who is already a trust beneficiary.

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