Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

Wednesday, January 2, 2013

Book on Trusts From The Perspective of Beneficiaries and Trustees

Kathy Wiseman Hartley GoldstoneHartley Goldstone (Founder, Navigating the Trustscape) and Kathy Wiseman (Founder/President, Working Systems, Inc.) recently published a book entitled, Trustworthy: New Angles on Trusts From Beneficiaries and Trustees, (2012). Provided below is a description on the book from Amazon:

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?
Special thanks to Joel Dobris (Professor of Law, UC Davis School of Law) for bringing this book to my attention.


Books - For Practitioners, Professional Responsibility, Trusts | Permalink

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