The Trustee Primer: A Guide For Personal Trustees

The Trustee Primer: A Guide For Personal Trustees

The Trustee Primer: A Guide for Personal Trustees

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.

Review

"With her trademark wit and breezy style, Patricia Angus breaks down the complicated elements involved in being a trustee ... making this a must-read for anyone acting as trustee or considering becoming one."

--Susan R. Lipp, Editor-in-Chief, Trusts & Estates


"A great starting point--or refresher--for understanding trusts ... I recommend this primer to anyone embarking on being a trustee."
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