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Vol 23 No 6 June/July 2018

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Cover of Drafting Commercial Agreements

Drafting Commercial Agreements

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Desmith out now
Data protection handbook

Managing Family Trusts

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ISBN13: 9780471321156
ISBN: 047132115X
Published: October 2000
Publisher: John Wiley & Sons Ltd
Format: Hardback
Price: Out of print

Approximately three trillion dollars are tied up in family trusts, but many of these funds are mismanaged. Many financial professionals are now focusing on gaining control of these trusts and arranging for new, more responsible trustees. This resource goes beyond the basics of a trust to discuss alternatives to large banks, and show how to wrest trusts from current holders.

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THE TRUST WORLD; Crisis/Opportunity; Deregulation; Expectations and Returns; THE ART OF TRUST; Trust Technology; The New Paradigm: Building Trust; What's Compassion Got to Do with It?; Trust Terminology; The Psychology of Inherited Wealth; The Right Stuff; THE TRUST BUSINESS: HOW BUSINESS IS DONE NOW; The Trust World; Trust Mismatches: When the Thrill Is Gone; Why Beneficiaries Don't Move Their Trusts; Matching Beneficiaries with the Right Trustee; TRUST BUSTING; Evaluating the Current Trustee; Building a Case; Trust Busting Made Easy; TRUSTWORTHY ADVISORS; Is the Trust Business Appropriate for an Advisor?; Marketing Trust Services; Delivering the Goods; The Trustee Connection; TAKING CONTROL OF YOUR INHERITED WEALTH; Knowing Your Financial Self; Opening the Door to Change; If It's Working..; Keys to the Future; Appendix; Index.