The Art of Passing the Buck, By Charles Arthur
Secrets of Wills and Trusts Revealed by Charles Arthur
~The "Lost" Financial Knowledge of the Great American Dynasties
~The Secret Story of How Wealth Is Made and Maintained
~Inheritance Tax Benefits, Privacy and Much, Much, More
~Rockefeller type retirement planning
~Review of the basics of Trusts
~A B C's of Estate Planning
~Difference between Common-Law and Statutory Trusts
~All Trusts shift the issue of Title (Ch 12, Pg 109)
~Avoid Probate altogether, saving time and money (Ch 12)
~No court's approval necessary! (Ch 12)
~No governmental interference! (Ch 12)
~Not all Trustees are the same (Ch 13, pg 120)
~Silver Spoon Curse (Chapter 16, pg 163)
~Offshore & Foreign Trusts (Ch 18 Pg 188)
~Naming Beneficiaries (Ch 21 Pg 227)
~Best way to pass down an Inheritance after you pass
~YOU decide who will oversee your estate
~ A How-to Reference Manual to Ensure the Security of Beneficiaries for Generations to come.
~ Advanced Principles of Trust Construction
~ Privacy of Contracts
~ Agreements Equal Cash Flow
~ Education of Trustees, with Emphasis on Leadership
~ Working Within the Adverse System
~ Learn the Essential Elements of Common-Law Trusts
~ A How-to reference manual to ensure the best for the beneficiaries.
~ Long range solutions—learn protocols to implement smooth trust administration!
~ Property given to a child is subject to the child’s creditors. Instead, transfer the property to a Trust for the child’s benefit.
~ The Trust must contain a spendthrift provision.
~ The Trust gives the Trustee complete discretion as to the distribution of principal and income.
~ International Bankers know the potential power of a properly set up Irrevocable Common-Law Trust.
~ Trust Members and their responsibilities: Executive Secretary, Grantor or Settlor, General Manager, Trustees, Beneficiaries, Protector
Some of the other Topics covered are:
~ Trustee Training
~ The Grantor’s Vision
~ Trust Indenture
~ Creating and Maintaining Trust Minutes
~ Moving together as a Unit
~ Guardianship, Acceptances, and Resignations
~ Trust Certificates
~ Banking Documentation
~ Investment Documentation
~ Certification of Trust
~ Pour-Over Will
~ Durable Power of Attorney for Health Care,
This is a legal reference book with:
Almost 600 pages of detailed information
Over 150 researched footnotes
Over 275-word index
You will read and keep this book and pass it down to your children's children. Hardcover coming soon.