Ethics For Trustees
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Ethics For Trustees
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Author : Jane B. Lorenz
language : en
Publisher: Author House
Release Date : 2011-05-03
Ethics For Trustees written by Jane B. Lorenz and has been published by Author House this book supported file pdf, txt, epub, kindle and other format this book has been release on 2011-05-03 with Self-Help categories.
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.
Ethics For Trustees 2 0
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Author : Marguerite C. Lorenz CTFA CLPF
language : en
Publisher: AuthorHouse
Release Date : 2020-09-28
Ethics For Trustees 2 0 written by Marguerite C. Lorenz CTFA CLPF and has been published by AuthorHouse this book supported file pdf, txt, epub, kindle and other format this book has been release on 2020-09-28 with Business & Economics categories.
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.
The Ethics Of Hospital Trustees
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Author : Bruce Jennings
language : en
Publisher: Georgetown University Press
Release Date : 2004-06-18
The Ethics Of Hospital Trustees written by Bruce Jennings and has been published by Georgetown University Press this book supported file pdf, txt, epub, kindle and other format this book has been release on 2004-06-18 with Medical categories.
All manner of medical practitioners have had their scruples dissected ad infinitum. In spite of the attention paid to medical ethics and bioethics, little has been paid to the ethical roles and responsibilities of those who are ultimately in charge of hospital governance: hospital trustees. Deriving from a Hastings Center research project involving meetings with a national task force of experts and extensive interviews with 98 nonprofit hospital trustees and CEOs over a two-year period, The Ethics of Hospital Trustees shows that the decisions made by these often overlooked members of the health community do raise important ethical issues, and that ethical dimensions of trustee service should be more explicitly recognized and discussed. Practical as well as theoretical, The Ethics of Hospital Trustees uncovers four basic principles: 1. Fidelity to mission; 2. Service to patients; 3. Service to the community; and 4. Institutional stewardship. In delineating the extremely important functions of hospital trustees, from patient safety to financial responsibility, the contributors outline not only how hospital trustees do perform—they give a fresh understanding to how they should perform as well.
Entrusted
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Author : David H. Smith
language : en
Publisher: Indiana University Press
Release Date : 1995-05-22
Entrusted written by David H. Smith and has been published by Indiana University Press this book supported file pdf, txt, epub, kindle and other format this book has been release on 1995-05-22 with Social Science categories.
“Thoughtful essays on the morality, obligations, practice, and virtues of trusteeship.” —ARNOVA News In Entrusted, David H. Smith offers some ideas and raises some issues that may put trusteeship into perspective. The main idea presented in these pages is that trustees should be reflective, that the board should be a community of inquiry, more precisely, a community of interpretation. And, because the trustee’s historically and currently important role has been little studied by moralists, philosophers, or theologians, moral issues associated with nonprofit governance have fallen into the cracks. This book serves to suggest the need for academically sophisticated discussions of the moral parameters of trusteeship, studies that will go beyond and improve on this attempt. “Entrusted provides a much-needed contribution to the literature on ethics in the healthcare arena.” —Health Progress “A splendid and invaluable book, one every trustee with an active conscience would want to read and one every trustee with a dormant conscience ought to read.” —Richard Chait, Center for Higher Education Governance and Leadership “[Smith’s] contribution breaks some new and difficult ground by helping us to think beyond the routine and mundane dimensions of trusteeship.” —Academe “Essential reading for trustees.” —Ethics “Entrusted should be required reading for trustees of any not-for-profit.” —Advancing Philanthropy
Code De D Ontologie Des Syndics De Faillite
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Author :
language : en
Publisher:
Release Date : 1995
Code De D Ontologie Des Syndics De Faillite written by and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1995 with Bankruptcy categories.
The New Ethics Of Trusteeship
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Author : David W. Leslie
language : en
Publisher:
Release Date : 2008
The New Ethics Of Trusteeship written by David W. Leslie and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2008 with College trustees categories.
Conflict Or Consensus
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Author : Museum Trustee Association
language : en
Publisher:
Release Date : 1994
Conflict Or Consensus written by Museum Trustee Association and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1994 with Museum trustees categories.
Ethical Challenges Facing Pension Fund Trustees
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Author : Peter Montagnon
language : en
Publisher:
Release Date : 2014-10-29
Ethical Challenges Facing Pension Fund Trustees written by Peter Montagnon and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2014-10-29 with Pension trusts categories.
This report looks at twelve key questions which pension fund trustees need to ask to help guide them in making sound decisions. It looks at the ethical challenges facing pension fund trustees - ranging from fiduciary duty, investment decisions and conflicts of interest to employing consultants. It offers answers that, by applying an ethical approach, aim to cut through the uncertainty and help trustees make the right decisions.
Fiduciaries And Trust
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Author : Paul B. Miller
language : en
Publisher: Cambridge University Press
Release Date : 2020-04-02
Fiduciaries And Trust written by Paul B. Miller and has been published by Cambridge University Press this book supported file pdf, txt, epub, kindle and other format this book has been release on 2020-04-02 with Law categories.
Explores the interactions of fiduciary law and personal and political trust in private, public and international law.
Estates Taxes And Professional Ethics
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Author : International Academy of Estate and Trust Law. Conference
language : en
Publisher: Kluwer Law International B.V.
Release Date : 2003-01-01
Estates Taxes And Professional Ethics written by International Academy of Estate and Trust Law. Conference and has been published by Kluwer Law International B.V. this book supported file pdf, txt, epub, kindle and other format this book has been release on 2003-01-01 with Law categories.
Part 1. Trusts and taxes Italian style. Introduction: Trusts--some observations from a civil law perspective / Maurizio Lupoi ; Trusts and company law--the Italian experience / Edoardo Andreoli ; Trusts and income taxes in Italy / Guglielmo Maisto ; Analysis of indirect taxation on transfers of trust property in Italy / Paolo Gaeta -- pt. 2. Death and gift taxes, including cross-border issues. Introduction: Overview and comparative reflections / Ian V. Gzell ; Special considerations in US-Canada estate planning / Wolfe D. Goodman ; Inheritance and gift taxes--France / Laurent G. Chambaz ; Death and gift taxes : a view from Switzerland / Richard F.G. Pease ; Death and gift taxes--United States / Erik J. Stapper -- pt. 3. Debate: Should Utopia introduce an inheritance tax? Introduction: To tax or not to tax : that was the debate / Barbara R. Hauser ; Estate tax : an argument in favor of working toward equality, justice and common sense through a system of estate taxation / Joseph Kartiganer and Michael Sedlaczek ; Death taxes : unfair and inefficient / Timothy G. Youdan ; Death taxes for Utopia? : a case in the negative / Jürgen Killius -- pt. 4. Ethical issues in estate planning. Introduction / Bruce S. Ross ; Ethical guidelines for the estates and trusts lawyer : the ACTEC commentaries on the Model Rules of Professional Conduct and notes on ethics 2000 / Bruce S. Ross ; Conflict of interest and professional obligations in estate and trust law : an English perspective / Michael Jacobs ; Conflict of interest and professional obligations in probate actions in Germany / Andreas Frieser ; Rules of conduct for estate planners and ethical issues in estate planning in The Netherlands / Hendrik M. Sasse.