Guide for the Successful Trustee

About the Book

WHO SHOULD OWN THE GUIDE?

• IF you are named on your own, parent’s, relative’s, friend’s or neighbor’s estate plan as a trustee, you will need to know your responsibilities and have the system to successfully address the trust placed in you.

• IF you are establishing an estate plan with an independent third party, bank or corporate trustee, you will want to use the guide’s, “Notify-Respond-Verify” system. Make sure they get it correct.

• IF you are a parent or grandparent, what gift could be more important or useful than a well drafted estate plan and a system to make it work? Give your heirs the tools they can use to make the plan a success.

WHO SHOULD GIVE THE GUIDE?

• IF you are an estate planning attorney you realize your clients need a system for transferring and tracking their assets. This is it. The Guide for the Successful Trustee.

• IF you are an accountant do your clients have their assets properly titled? Use the “Guide” to get the proper registration and use the system to keep it that way. Thousands of dollars in unnecessary taxes and fees are generated by incorrect registrations.

• IF you are a financial advisor, have your peers and predecessors titled all of their clients’ past investments properly? What is your liability to clients on past transactions and current estate plans? Meet with the client and family go over the three phases of estate planning. Illustrate the phases and the differences between the three. “The Guide for the Successful Trustee” has the system to make it simple and successful.

About the Author

A veteran of years in the financial services industry, Mr. Finley has specialized in the creation, management, and distribution of a wide variety of trusts. He has focused his practice on the use of charitable trust strategies to help clients achieve their financial goals. He has been advisor to a number of nonprofit organizations, working with their donors creating win-win situations.