Family Trusts

A Guide for Beneficiaries, Trustees, Trust Protectors, and Trust Creators

Family Trusts

This book follows the life-cycle of the trust. It provides very practical, hands-on “how-to-do-it” steps from creating the culture of the trust, conducting the first beneficiary meeting, to working with addictions. Topics include: Creating the Culture of the Trust Writing a Preamble to the Trust Selecting a Trustee Preparing Yourself to Meet with a Beneficiary Keys to Becoming an Excellent Beneficiary The Office of the Beneficiary

Family Trusts

A Plain English Guide for Australian Families of Average Means

Family Trusts

This is a plain English manual for ordinary Australian families and small business proprietors. It will help them to decide whether to set up a family trust, to understand the advantages and disadvantages of this useful legal concept and to discuss the issues more intelligently with their professional advisers. All aspects of setting up and running a family trust are dealt with in this book, including investment aspects and the taxation and social security rules affecting trusts and their beneficiaries. It discusses discretionary and unitised trusts, as well as trust deeds and the roles of the.

Managing Family Trusts

Taking Control of Inherited Wealth

Managing Family Trusts

Managing Family Trusts is an uncompromising, nuts-and-bolts guide to the world of family trusts. Written by a seasoned expert with many years of firsthand experience in the field, it describes how financial professionals can help beneficiaries loosen the grip of unresponsive or inefficient trustees, assert their rights as inheritors, and assume greater responsibility for their own financial lives. Managing Family Trusts provides a complete set of tools to all those concerned with the business of building better, more satisfying fiduciary arrangements and presents a rare insider's view of how this world operates and details its unique challenges and rewards.

Family Trusts

A New Zealand Guide

Family Trusts

A family trust offers you the benefits, use and control of your assets and doesn't penalise you for owning them. Martin Hawes's definitive guide has been completely revised and updated, and brings together everything you need to know about family trusts. Clear and straight-forward, and aimed at the layperson, Family Trusts includes up-to-date advice, with real-life examples and answers to commonly asked questions throughout. This is an essential book for anyone curious about family trusts who is self-employed, a business owner, a wage and salary earner, or retired. 'In my experience, 75 per cent of family trusts in New Zealand are so badly arranged or managed that they could easily be attacked and overturned in court ... managing a trust badly is a bit like insuring the contents of your house but then going on holiday and leaving the doors wide open.' This, the sixth revised edition, includes a new chapter on effective management of family trusts. Many people manage their trusts as if the assets in the trust were still their own, and keep poor records of the trust's transactions. Inadequate management can lead to accusations that the trust is a sham. Drawing on his vast experience, Martin Hawes explains how to keep correct records and minutes, and to manage your trust so that it is resilient in the face of a challenge.

Family Trusts

The Must-Have New Zealand Guide - How to Manage and Protect Your Family Trust

Family Trusts

Over 100,000 copies sold, and the one book all family trust managers and members should own. Family trusts are as popular today as ever. A family trust offers you the benefits, use and control of your assets and doesn't penalise you for owning them. Clear and straight-forward, and aimed at the layperson, Family Trusts includes up-to-date advice by New Zealand's leading financial writer , with real-life examples and answers to commonly asked questions throughout. It has sold well over 100,000 copies since it was first published and is an essential book for anyone curious about family trusts, whether they are self-employed, a business owner, a wage and salary earner or retired. 'In my experience, 75 per cent of family trusts in New Zealand are so badly arranged or managed that they could easily be attacked and overturned in court... managing a trust badly is a bit like insuring the contents of your house but then going on holiday and leaving the doors wide open,' says Martin Hawes. This seventh revised edition includes a section on effective management of your trust; many people manage their trusts as if the assets in the trust were still their own, and keep poor records of the trust's transactions. Inadequate management can lead to accusations that the trust is a sham. Drawing on his vast experience, Martin Hawes explains how to keep correct records and minutes, and to manage your trust so that it is resilient in the face of a challenge.

FAMILY TRUSTS A PLAIN ENGLISH GUIDE FOR AUSTRALIAN FAMILIES OF AVERAGE MEANS 3E

FAMILY TRUSTS A PLAIN ENGLISH GUIDE FOR AUSTRALIAN FAMILIES OF AVERAGE MEANS 3E

This easy-to-understand guide will help ordinary Australian families to create wealth by arranging their financial affairs in better ways, taking into account current conditions and their own particular circumstances.All aspects of setting up and running a family trust are dealt with in this book including taxation and social security rules affecting trusts and their beneficiaries. It discusses trust deeds and the roles of the settlor and the trustees. It examines discretionary trusts and unitised trusts and it analyses the principal alternatives to family trusts. Other topical subjects explored are the use of trusts for children with an intellectual disability and for the protection of assets against creditors.Even if a trust starts off in a fairly small way it could grow over time to handle quite large sums. Getting things right in the first place is clearly most important, and the crucial question 'Can anything go wrong?' is dealt with. A glossary and a detailed index are included.This third edition has been greatly expanded and updated. It now includes chapters on the winding-up of trusts and on charities and philanthropic foundations. Some real-life case studies have also been added to flesh out this important subject.

The Family Trust

A Financial Consultant's Guide to Trust Funds and Estate Planning

The Family Trust


Trusts Law

Text and Materials

Trusts Law

With its unique contextual emphasis and authoritative commentary, Trusts Law: Text and Materials is a book that no serious undergraduate on trust law courses can afford to be without. The book is divided into four main parts: trusts and the preservation of family wealth; trusts and family breakdown; trusts and commerce; and trusts and non-profit activity. Within each of these parts, leading cases, statutes, and historical and research materials are placed alongside the narrative of the author's text to give emphasis both to general theories of trust concepts and to the practical operation of trusts. Attention is also given to important themes such as the developing relationship between trusts law and other areas of private law such as the Law of Restitution. This new edition takes account of all relevant judicial and legislative developments since the third edition, and expands discussion of key themes in current developments of the law.

Family Trusts in New Zealand

Protect Your Family's Assets and Weather an Uncertain Future

Family Trusts in New Zealand

A family trust can give you all of thebenefits ofpersonally owningyour assets, while protecting those assets for your future use and for future generations. Settingup a family trust is simple and relatively inexpensive, but it is important to understandhow they work and how theyshould be run. People set up family trusts for many different reasons: - To protect family assets from legal action or claims by creditors - To share the tax burden among family members - To protect family assets in the case of a relationship breakdown -To protect assets that will be passed on to future generations. This definitive guide, by one of New Zealand's foremost practitioners in family trusts, brings together everything you need to know. Clear and straightforward, itincludes up-to-date advice, with many real-life examples that will help you to determine if a family trust is right for you.

A Family Trust

A Family Trust

Jonathan Yardley called A Family Trust "his longest, his most ambitious and his best… a book with serious purposes that manages to entertain at the same time…rich in carefully observed details, in quick, sharp perceptions that reveal more than one at first understands…a fine, satisfying, rewarding book, the work of a mature and accomplished novelist," upon the book's initial publication in 1978. The passing of Amos Rising, town elder and editor of The Dement Intelligencer, leaves the Rising family without a patriarch and the town with a hole in its center. The ambitions and talents of the Risings, the changing face of the town and the life of the spirited, intelligent, and attractive Dana Rising fill the pages of this extraordinary novel. Ward Just's A Family Trust is about the public face and private souls of America's Heartland in the same way his other novels are about Germany, Vietnam, or Washington D.C. The time has come to bring A Family Trust back into print.