An insightful and practical guide to family trusts Family Trusts is a step-by-step guide for anyone involved in family trusts: trust creators, trustees, beneficiaries, and advisors. It will help families create and administer a culture that recognizes trusts as a gift of love. Marrying the practical and emotional aspects of family wealth, this book provides a hands-on primer that focuses on fostering positive relationships, and structuring the trust appropriately for the situation and the people involved. It tackles difficult topics with frank and honest discussion, from the first beneficiary meeting to working with addictions, and more. Written by a team of experts in family wealth, this information is becoming increasingly crucial to the successful execution of a trust; you'll learn what type of person makes the best trustee, how to be an excellent beneficiary, and the technical aspects that help you build a better trust from the very beginning. There's been a staggering increase in trustee/beneficiary litigation and hostility, but that doesn't mean it's inevitable. Plenty of trusts are running smoothly, with positive experiences on all sides. This book shows you how to set up your trust to succeed from the start, with step-by-step guidance and expert insight. Express clear and thoughtful intent for the trust Create a healthy and supportive culture Select the right trustee, trust protector, and trust advisor Take the time to prepare before initially meeting the beneficiary Conduct a productive first meeting to set a tone for the relationship Historically, there has been little consideration given to the culture of trusts, and this oversight may be a key driver of the behavior that's becoming more prevalent. Family Trusts explores the nature of these relationships, and shows you how to build a trust that retains the nature and spirit with which it was intended.
TrustWorthy is a collection of 25 personal -- and positive -- stories told by beneficiaries, trustees and their advisors. The book speaks to the human side of personal trusts, leaving the technical side (legal, tax, investments) to others. The book's objective? To begin to transform the most complex, conflicted and difficult relationship known under the law -- the "arranged marriage" between beneficiary and trustee -- by supplanting prevailing negative assumptions and behaviors. Readers are given a peek at "what other families do." Storytellers tackle big questions, for example: How can trusts be used to promote beneficiaries' maturity? What should I look for in a trustee? How can beneficiaries successfully integrate inheritances into their lives? How can trustees, prudently and within legal and other constraints, administer trusts in a way that enhances beneficiaries' lives? How can the widespread dissatisfaction, and all the talk of "problem" beneficiaries and "problem" trustees, give way to more creative and productive relationships? Hartley Goldstone, J.D. and MBA, delights in being surprised by profound questions, having served families for 30 years at attorney, trustee and planner. Today, he is an accomplished speaker, educator and coach for trustees, inheritors in all stages of life, their families and advisors. Kathy Wiseman, MBA and faculty at the Bowen Center for the Study of Family systems, assists people with the legacy potential of their family business, foundation and wealth. She educates families and their professionals about the human assets that underlie success for any trust/estate. Here's what others say about TrustWorthy: You are about to go on the positive journey that is the ongoing effort of Hartley and Kathy to reengineer the beneficiary/trustee relationship toward its higher functioning... -From the Foreword to TrustWorthy, by James E. Hughes Jr., author of The Cycle of the Gift and Family Wealth This is the one book to read this year if you are creating your estate plan, if you are a trustee or a beneficiary, or if you advise families of wealth. You will not think about trusts in the same way again. -Charles W. Collier, Former Senior Philanthropic Advisor at Harvard University and author of Wealth in Families TrustWorthy should be required reading not only for trustees and beneficiaries, but also for grantors and trusted family advisors. Hartley and Kathy's decision to use storytelling to reveal the vast potential in the trustee and beneficiary relationship was a stroke of genius. The stories in this book are inspiring and do a great job of demonstrating how trusts can be used not only to transfer financial wealth, but also to transfer legacy from one generation to the next. -Sara Hamilton, CEO and Founder, Family Office Exchange
This book describes issues in modeling unconventional conflict and suggests a new way to do the modeling. It presents an ontology that describes the unconventional conflict domain, which allows for greater ease in modeling unconventional conflict. Supporting holistic modeling, which means that we can see the entire picture of what needs to be modeled, the ontology allows us to make informed decisions about what to model and what to omit. The unconventional conflict ontology also separates the things we understand best from the things we understand least. This separation means that we can perform verification, validation and accreditation (VV&A) more efficiently and can describe the competence of the model more accurately. However, before this message can be presented in its entirety the supporting body of knowledge has to be explored. For this reason, the book offers chapters that focus on the description of unconventional conflict and the analyses that have been performed, modeling, with a concentration on past efforts at modeling unconventional conflict, the precursors to the ontology, and VV&A. Unconventional conflict is a complex, messy thing. It normally involves multiple actors, with their own conflicting agendas and differing concepts of legitimate actions. This book will present a useful introduction for researchers and professionals within the field.
Charles Dickens is credited with creating some of the world's best-known fictional characters, and is widely regarded as the greatest novelist of the Victorian age. Even before reading the works of Dickens many people have met him already in some form or another. His characters have such vitality that they have leapt from his pages to enjoy flourishing lives of their own: The Artful Dodger, Miss Havisham, Scrooge, Fagin, Mr Micawber, and many many more. His portrait has been in our pockets, on our ten-pound notes; he is a national icon, indeed himself a generator of what Englishness signifies. In this Very Short Introduction Jenny Hartley explores the key themes running through Dickens's corpus of works, and considers how they reflect his attitudes towards the harsh realities of nineteenth century society and its institutions, such as the workhouses and prisons. Running alonside this is Dickens's relish of the carnivalesque; if there is a prison in almost every novel, there is also a theatre. She considers Dickens's multiple lives and careers: as magazine editor for two thirds of his working life, as travel writer and journalist, and his work on behalf of social causes including ragged schools and fallen women. She also shows how his public readings enthralled the readers he wanted to reach but also helped to kill him. Finally, Hartley considers what we mean when we use the term 'Dickensian' today, and how Dickens's enduring legacy marks him out as as a novelist different in kind from others. ABOUT THE SERIES: The Very Short Introductions series from Oxford University Press contains hundreds of titles in almost every subject area. These pocket-sized books are the perfect way to get ahead in a new subject quickly. Our expert authors combine facts, analysis, perspective, new ideas, and enthusiasm to make interesting and challenging topics highly readable. · This book was previously published in hardback as Charles Dickens: An Introduction
As a leading political journalist and newspaper editor, Hartley had the best seat in the house for the unfolding drama of the new South Africa, as well as privileged access to many key players, including Nelson Mandela himself. Admirably concise but rich in detail, drawing on a wide spectrum of interviews, documents and experiences, Ragged Glory offers a bracingly critical look back at the achievements and the failures of two turbulent decades, during which South Africa took its place at the table of free nations but lost something of its moral authority. On a cold Highveld morning in May 1994, Nelson Mandela took the oath of office to become South Africa's first democratically elected president. A new era had begun. The promise of those heady days of political transition soon gave way to a more sober view on the magnitude of the challenges facing the new government. Under Mandela and his successor, Thabo Mbeki, the country grappled with the restructuring of the state, massive inequality and poverty, rising crime, battles over economic policy, the arms deal, the HIV/AIDS crisis, the BEE era, the cancer of political corruption and the rise of a new and predatory political elite. With the removal of Mbeki, followed by the interregnum of Kgalema Motlanthe, the stage was set for the coming to power of the controversial Jacob Zuma. All of these are key threads in Ray Hartley's rich and complex narrative history of the democratic era.
Charles Dickens is credited with creating some of the world's best-known fictional characters, and is widely regarded as the greatest novelist of the Victorian age. Even before reading the works of Dickens many people have met him already in some form or another. His characters have such vitality that they have leapt from his pages to enjoy flourishing lives of their own: The Artful Dodger, Miss Havisham, Scrooge, Fagin, Mr Micawber, and many many more. His portrait has been in our pockets, on our ten-pound notes; he is a national icon, indeed himself a generator of what Englishness signifies. In this Very Short Introduction Jenny Hartley explores the key themes running through Dickens's corpus of works, and considers how they reflect his attitudes towards the harsh realities of nineteenth century society and its institutions, such as the workhouses and prisons. Running alonside this is Dickens's relish of the carnivalesque; if there is a prison in almost every novel, there is also a theatre. She considers Dickens's multiple lives and careers: as magazine editor for two thirds of his working life, as travel writer and journalist, and his work on behalf of social causes including ragged schools and fallen women. She also shows how his public readings enthralled the readers he wanted to reach but also helped to kill him. Finally, Hartley considers what we mean when we use the term 'Dickensian' today, and how Dickens's enduring legacy marks him out as as a novelist different in kind from others. ABOUT THE SERIES: The Very Short Introductions series from Oxford University Press contains hundreds of titles in almost every subject area. These pocket-sized books are the perfect way to get ahead in a new subject quickly. Our expert authors combine facts, analysis, perspective, new ideas, and enthusiasm to make interesting and challenging topics highly readable. · This book was previously published in hardback as Charles Dickens: An Introduction
The Word Biblical Commentary delivers the best in biblical scholarship, from the leading scholars of our day who share a commitment to Scripture as divine revelation. This series emphasizes a thorough analysis of textual, linguistic, structural, and theological evidence. The result is judicious and balanced insight into the meanings of the text in the framework of biblical theology. These widely acclaimed commentaries serve as exceptional resources for the professional theologian and instructor, the seminary or university student, the working minister, and everyone concerned with building theological understanding from a solid base of biblical scholarship. Overview of Commentary Organization Introduction—covers issues pertaining to the whole book, including context, date, authorship, composition, interpretive issues, purpose, and theology. Each section of the commentary includes: Pericope Bibliography—a helpful resource containing the most important works that pertain to each particular pericope. Translation—the author’s own translation of the biblical text, reflecting the end result of exegesis and attending to Hebrew and Greek idiomatic usage of words, phrases, and tenses, yet in reasonably good English. Notes—the author’s notes to the translation that address any textual variants, grammatical forms, syntactical constructions, basic meanings of words, and problems of translation. Form/Structure/Setting—a discussion of redaction, genre, sources, and tradition as they concern the origin of the pericope, its canonical form, and its relation to the biblical and extra-biblical contexts in order to illuminate the structure and character of the pericope. Rhetorical or compositional features important to understanding the passage are also introduced here. Comment—verse-by-verse interpretation of the text and dialogue with other interpreters, engaging with current opinion and scholarly research. Explanation—brings together all the results of the discussion in previous sections to expose the meaning and intention of the text at several levels: (1) within the context of the book itself; (2) its meaning in the OT or NT; (3) its place in the entire canon; (4) theological relevance to broader OT or NT issues. General Bibliography—occurring at the end of each volume, this extensive bibliographycontains all sources used anywhere in the commentary.
An insightful and practical guide to family trusts Family Trusts is a step-by-step guide for anyone involved in family trusts: trust creators, trustees, beneficiaries, and advisors. It will help families create and administer a culture that recognizes trusts as a gift of love. Marrying the practical and emotional aspects of family wealth, this book provides a hands-on primer that focuses on fostering positive relationships, and structuring the trust appropriately for the situation and the people involved. It tackles difficult topics with frank and honest discussion, from the first beneficiary meeting to working with addictions, and more. Written by a team of experts in family wealth, this information is becoming increasingly crucial to the successful execution of a trust; you'll learn what type of person makes the best trustee, how to be an excellent beneficiary, and the technical aspects that help you build a better trust from the very beginning. There's been a staggering increase in trustee/beneficiary litigation and hostility, but that doesn't mean it's inevitable. Plenty of trusts are running smoothly, with positive experiences on all sides. This book shows you how to set up your trust to succeed from the start, with step-by-step guidance and expert insight. Express clear and thoughtful intent for the trust Create a healthy and supportive culture Select the right trustee, trust protector, and trust advisor Take the time to prepare before initially meeting the beneficiary Conduct a productive first meeting to set a tone for the relationship Historically, there has been little consideration given to the culture of trusts, and this oversight may be a key driver of the behavior that's becoming more prevalent. Family Trusts explores the nature of these relationships, and shows you how to build a trust that retains the nature and spirit with which it was intended.
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