Table of Contents (partial listing)

Chapter 1

The Art of Administration

The Watchful Eye

The Board of Education

Agreements Equal Cash Flow

Inventory Documentation

Family Involvement Broadens

Chapter 2

Dutiful Attention

Executive Secretary

The General Manager

Trustees

Chapter 3

Puzzles and More

Putting the Pieces Together

First Steps to Creating Your Trust

Checklist

Trust Book Sections

Chapter 4

Building Blocks of the Future

Considerations

Selecting the Board of Trustees

The Skeleton

Funding and Beneficiaries

Unit Registers

Chapter 5

The Will, the Way and the Intent

Essential Elements of a Trust Indenture

Spendthrift Clauses

Differences Statutory and Common-Law Indentures

Chapter 6

Loading the Power

Exchangers

Funding

Management of Assets

Accounting

Joint Property

Chapter 7

Minutes, Masters of the Moment

From Broad Strokes to Details

Agenda

What Is Necessary?

Delayed Results

Tips and Reminders

Chapter 8

So, You Think You are Free?

Beyond the Laws

Contract Types and Differences

Obligation of Contracts

The Regulation of Slaughterhouses

Contract Basics

To Contract or Not

The Spiritual Side of Contracts

Commitment and Reality - Not!

Marriage

Financial Contracts

Miscellaneous Agreements

Welfare Benefits

Chapter 9

Your Piece of the Action

The Difference Between Capital and Beneficial Interest

Chapter 10

Mysterious TCUs

Register Tells All

The Grantor

The First Trustee

The Beneficiary

The Protector and General Manager

The Executive Secretary

Successor Trustee and Grandson

Splitting TCUs

Family Involvement

Transfers and Exchanges

Beneficiaries Are Serious Business

Pooled Resource Management

Corporations, Assets and Shares

Chapter 11

Protector—Judge and Jury

First Line of Defense

Trust Protector and Mediation Skills

High-end Professionals

Chapter 12

Screwball Trusts

Chapter 13

Oops! They Got Ya!

Where is the Beneficiary?

When is a Grantor Taxable?

Chapter 14

And Then We Got Them!

Creditors Failed

Dusting the Past

Favorable Court Decisions

Chapter 15

Head Scratchers

Omissions

Chapter 16

Absolute Musts

Extra Documentation

Nitty-Gritty Details of the DPAHC

Low-down on the Medical Directive

Pour-Over Will's Pesky Particulars

Chapter 17

Family Affairs

Spouses and Joint or Community Property

Joint and Individual Property Agreement

Divorce

Guardianship

The Trust, The Child, and the Guardian

Chapter 18

Suspicion, Terrorism and Agents

Oaths, Allegiance, Commitment

Suspicious Transactions

Chapter 19

Keys to the Future

The Leader

Money, Trade and Exchanges

Media’s Dictation

Key to Financial Security

Certificates

The Franklin Mistake

Legalities

Trust Leverage

Corporate History

Glossary

Appendixes

With sample formats

Index