Managing a trust is a complex, often mystifying task. You need to safeguard the trust's assets from mismanagement, navigate relational rifts, and avoid the potential spoiling of your descendants; and you need to ensure harmonious family interactions and the establishment of a legacy that benefits generations. If that sounds daunting-even overwhelming-you're not alone. Now, for the first time, you have a guidebook for the responsibility that has unexpectedly fallen into your lap.
Take Ownership of What You Own simplifies the intricate world of trusts into a clear, actionable roadmap. Attorney and family trust expert David Burleigh brings his decades of experience with family ownership directly to you, empowering you with the knowledge to understand and embrace your role-and transforming you into a confident steward of your family's future. This book will:
Take Ownership of What You Own is more than a book; it's a partner in your journey to becoming the expert of your trust. This is your guide to transforming a potentially overwhelming responsibility into an opportunity for personal growth, family harmony, and lasting legacy.
Les informations fournies dans la section « Synopsis » peuvent faire référence à une autre édition de ce titre.
David W. Burleigh is a family ownership expert. An attorney by background, he deals with how families own things - trusts, LLCs, corporations, partnerships - and what they own - private operating companies, investment accounts, real estate, and all kinds of other property. Throughout his career, he has helped clients protect and develop over $1 billion in assets. He is also a fiduciary for clients who require unbiased, independent thinking with their trusts, and is the sole professional in the Midwest region to hold the Advanced Certificate in Family Enterprise Advising from the Society of Trust and Estate Practitioners. David and his wife, Christin, live in a 100-year-old farmhouse near Cincinnati with their intrepid Norfolk terrier, Charlie.
Les informations fournies dans la section « A propos du livre » peuvent faire référence à une autre édition de ce titre.
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