{"product_id":"9781456767273","title":"Ethics for Trustees: A Guide for All Who Serve as Trustee","description":"\u003cp\u003eWritten by two longtime Professional Fiduciaries,\u003cbr\u003e\"Ethics for Trustees\", A Guide for All Who Serve as Trustee, \u003cbr\u003eis intended as a guideline for everyone who serves as a Trustee of\u003cbr\u003ea Trust; Experienced or inexperienced; Att orneys, Fiduciaries, CPA's, Family\u003cbr\u003eMembers and Friends, etc. Quotes and concepts have been drawn from personal\u003cbr\u003eexperience, from the Professional Fiduciary Associati on of California (PFAC) Code\u003cbr\u003eof Ethics and from the most recent California Probate Code (2011).\u003c\/p\u003e\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\u003cp\u003e\u003cbr\u003eReview by an experienced Trusts and Estates Attorney:\u003c\/p\u003e\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\u003cp\u003e\u003cbr\u003e\"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.\u003cbr\u003e\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003e\u003cbr\u003eMeredith G. Alcock\u003cbr\u003eTrusts and estates attorney\u003cbr\u003eaalapc.com\u003c\/p\u003e\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\u003cp\u003e\u003cbr\u003eReview by an Independent Financial Advisor:\u003c\/p\u003e\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\u003cp\u003e\u003cbr\u003eWhether 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.\u003c\/p\u003e\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\u003cp\u003e\u003cbr\u003eTroy B. Daum, CFP®\u003cbr\u003ePrincipal\u003cbr\u003eWealth Analytics\u003cbr\u003eWealthAnalytics.com \u003cbr\u003e\u003c\/p\u003e\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\u003cp\u003e\u003cbr\u003eThe Authors:\u003cbr\u003eJane B. Lorenz, CPA, CLPF has been practicing as a CPA since\u003cbr\u003e1975 and started serving as a Professional Trustee around 1990.\u003cbr\u003eMarguerite C. Lorenz, CTFA, CLPF began working with Jane in 2003\u003cbr\u003eand has been serving as a Professional Trustee ever since.\u003cbr\u003eThis book is a labor of love. They know from experience\u003cbr\u003ethe challenges facing today's Fiduciary, whether amateur or\u003cbr\u003eprofessional. Many professional Fiduciaries operate as\u003cbr\u003esole proprietors, without partners or staff . Jane and \u003cbr\u003eMarguerite have benefitted so much from their partnership and \u003cbr\u003ebusiness model, they feel good about sharing some of what \u003cbr\u003ethey have learned.\u003c\/p\u003e\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\u003cp\u003e\u003cbr\u003eThe Readers:\u003cbr\u003eEveryone who is in the Estate Planning Process can benefit from \u003cbr\u003ea better understanding of what their Successor can and should do.\u003cbr\u003eThe documents alone do nothing. The selection of the appropriate\u003cbr\u003eSuccessor Trustee is vitally important, as this is the one trusted to \u003cbr\u003efulfill the Estate Plan provisions.\u003cbr\u003eHow can the right Successor be selected if the one choosing is not\u003cbr\u003efamiliar with what the job entails? Reading this concise volume \u003cbr\u003egives the reader just what is needed.\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003e\u003cbr\u003eBefore one accepts the role of Trustee he\/she should understand the \u003cbr\u003eliability, the ethical issues and the depth of responsibility. We believe\u003cbr\u003ethat reading this book may prevent family upset and financial disaster.\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e","brand":"AuthorHouse","offers":[{"title":"Default Title","offer_id":47177232023792,"sku":"9781456767273","price":14.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0737\/7593\/9824\/files\/9781456767273_p0.jpg?v=1763857685","url":"https:\/\/shop-qa.barnesandnoble.com\/products\/9781456767273","provider":"Barnes \u0026 Noble (DEV)","version":"1.0","type":"link"}