Ethics For Trustees 2.0
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By Marguerite C. Lorenz, CLPF
Purchase Ethics for Trustees 2.0, A Guide for All Who Serve as Trustee 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.
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.
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.
The Author:
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 today’s Fiduciary, whether amateur or professional. Many professional Fiduciaries operate as sole proprietors, without partners or staff. Jane and Marguerite have benefitted greatly from their partnership and business model, and they enjoy 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 implement your Estate Plan. How can the right Successor be selected if the person 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 involved. We believe that reading this book may prevent family upset and financial disaster.
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.
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.
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.
The Author:
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 today’s Fiduciary, whether amateur or professional. Many professional Fiduciaries operate as sole proprietors, without partners or staff. Jane and Marguerite have benefitted greatly from their partnership and business model, and they enjoy 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 implement your Estate Plan. How can the right Successor be selected if the person 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 involved. We believe that reading this book may prevent family upset and financial disaster.