The Trustee's Guide An Essential Handbook for Trustees, Beneficiaries, and Advisors
"Any trustee, either professional or layperson, will find this publication to be indispensible and very user friendly." --Andrew M. Sullivan, Jr., CPA, Partner, KPMG LLP, June 2003"The authors have made a very understandable book out of a complex subject...I highly recommend it to any trustee." --Judith M. Keppelman, Partner, Robinson & Cole LLP, June 2003"Whether you're an estate planning professional or new trustee, this guide will be your easy-to-understand road map." --Roman Herz, President, Herz Financial Group, June 2003...Any trustee, either professional or layperson, will find this publication to be indispensable and very user friendly. --Andrew M. Sullivan, Jr., CPA, Partner, KPMG LLP...Must reading for all sides: attorneys, administrators, beneficiaries, and of course, the originating testator. --Charles F. Huber II, Managing Director, William D. Witter Inc....[I]t also addresses the personal, human aspects of the trustee-client relationship in a warm and realistic way. --Paul R. Martel, President, YHB Investment AdvisorsMy life would be much easier if individual trustees had [this] book while they were performing as trustees. --Honorable John A. Berman, Former Probate Judge; Partner, Berman Berman Bourns Aaron & Dembo LLCWhether you're an estate planning professional or new trustee, this guide will be your easy-to-understand road map. --Roman Herz, President, Herz Financial Group