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This is part of the ISM Strategic Board Series, and focuses on the specific duties of a Trustee on a private school Board. A companion CD-ROM containing additional information (e.g., strategic planning, Trustee recruitment and orientation, school mission, financial planning) is included.
Loring and Rounds: A Trustee's Handbook--well over 1,550 pages-- is regarded not only as authoritative but also as the most convenient, reliable, and complete single-volume source for trust doctrine. Get in-depth information on how to stay on top of the developments in this complex field of practice. The Handbook carries on the tradition of concise, practical, and up-to-date guidance for trustees, a tradition that began in 1898 with the First Edition. This classic trust reference distills the essence of trust law, illuminating the fundamental principles and answering the basic questions. Loring and Rounds: A Trustee's Handbook, 2017 Edition is up to date and includes eleven chapters of important information, such as chapters on: The Property Requirement The Trustee's Office Interests Remaining with the Settlor The Beneficiary The Trustee's Duties The Trustee's Liabilities Miscellaneous Topics of General Interest to the Trustee Special Types of Trusts The Income Taxation of Trusts Tax Basis/Cost of Trust Property
Loring and Rounds: A Trustee's Handbook--well over 1,550 pages-- is regarded not only as authoritative but also as the most convenient, reliable, and complete single-volume source for trust doctrine. Get in-depth information on how to stay on top of the developments in this complex field of practice. The Handbook carries on the tradition of concise, practical, and up-to-date guidance for trustees, a tradition that began in 1898 with the First Edition. This classic trust reference distills the essence of trust law, illuminating the fundamental principles and answering the basic questions. Loring and Rounds: A Trustee's Handbook, 2019 Edition is up to date and includes eleven chapters of important information, such as chapters on: The Property Requirement The Trustee's Office Interests Remaining with the Settlor The Beneficiary The Trustee's Duties The Trustee's Liabilities Miscellaneous Topics of General Interest to the Trustee Special Types of Trusts The Income Taxation of Trusts Tax Basis/Cost of Trust Property Note: Online subscriptions are for three-month periods. Previous Edition: Loring and Rounds: A Trustee's Handbook, 2018 Edition, ISBN 9781454883883
Loring and Rounds: A Trustee's Handbook--well over 1,550 pages-- is regarded not only as authoritative but also as the most convenient, reliable, and complete single-volume source for trust doctrine. Get in-depth information on how to stay on top of the developments in this complex field of practice. The Handbook carries on the tradition of concise, practical, and up-to-date guidance for trustees, a tradition that began in 1898 with the First Edition. This classic trust reference distills the essence of trust law, illuminating the fundamental principles and answering the basic questions. Loring and Rounds: A Trustee's Handbook, 2020 Edition is up to date and includes eleven chapters of important information, such as chapters on: The Property Requirement The Trustee's Office Interests Remaining with the Settlor The Beneficiary The Trustee's Duties The Trustee's Liabilities Miscellaneous Topics of General Interest to the Trustee Special Types of Trusts The Income Taxation of Trusts Tax Basis/Cost of Trust Property Previous Edition: Loring and Rounds: A Trustee's Handbook, 2019 Edition, ISBN 9781454899723
Loring and Rounds: A Trustee's Handbook (2022) is an invaluable practical resource that addresses the rights, duties, and obligations of the parties once the trustee takes title to trust property. This Handbook steers you through this complex field, providing property owners with a mechanism for seeing to the needs of beneficiaries in cost-effective, creative, efficient, and flexible ways. Loring and Rounds: A Trustee's Handbook (2022) is a handy, ready reference, and a gateway to the treatises, restatements, law review articles, uniform statutes, and cases you need to know. This fully integrated and bound volume of the Handbook brings you up to date on the latest cases, statutes, and developments, as well as new or updated discussion of topics as follow: The Handbook continues the lengthy process of pruning some of the deadwood; significant exposition has been cut, revised, or combined. In sum, the Handbook is now even leaner, meaner, and more usable than ever. In addition, numerous new cases and secondary sources have been added. These include the following: In the 2022 Edition, there are 91 judicial-decision references and 186 footnotes that were not in the 2021 Edition. Forty pre-existing footnotes have been revised along with their accompanying texts. There has been a major across-the-board expansion, re-organization, renovation, consolidation, coordination, and updating of the content devoted to the intersection of trust law and constitutional (U.S.) law. We have, for example, opened up a whole new section devoted entirely to relevant taking and due process jurisprudence. See §5.3.1A and its sub-sections. The Handbook's treatment of the Domestic Asset Protection Trust (DAPT) has been beefed up and consolidated in §9.28. While the Handbook has had much to say about the equitable doctrine of unclean hands as it pertains to trustee conduct, there has been little on its applicability to beneficiary conduct. This oversight has been corrected. See §§ 5.5 & 7.1.9. All this, and much more is included in the 2022 Edition of the Handbook.
Being a member of the Board of Trustees for a private school is certainly an honor. You are asked to take into your care a school--to ensure that each student's education fulfills the school's mission, and that all students are nurtured and developed to their benefit. You must carry out that care by providing support-resources-to the School Head. Your relationship to the school-as with all Trustees--determines whether your school will be successful in the long term.Being a Board member is also somewhat puzzling. If you're like many Trustees, you're not sure how it happened. Maybe you were approached at a social event. Maybe another Board member had talked to you a while ago about it on the phone; you may even have forgotten the conversation. Maybe you were serving on a committee and this seemed the next logical step. You've become a private school Trustee.Now what?This book is based on more than four decades of working with the Boards of hundreds of private schools. Independent School Management (ISM) has honed its research and recommendations over those years to provide the best possible service to our schools. We hope you'll find the following theory and advice valuable as you better prepare your Board to plan for your school's future. Chapters include: * The Role of the Trustee* The Board's Foundation and Strategic Structures* Understanding Private School Finances* Strategic Planning and Strategic Financial Planning* The ISM Stability Markers* Purpose and Outcome Statements* ISM Success Predictors* Recruiting and Orienting Board Members* The Board Committees* Board Meetings and Other Functions* Board-School Head Relationships* The Board's Role in Fundraising* Strategic Board Assessment* A Sample Board Commitment and Trustee HandbookIndependent School Management (ISM) is a family owned company dedicated to the advancement of private school management. ISM reaches over 7,000 private-independent schools, and serves over 200,000 students annually with advice, assistance, and creative solutions. Administrators in private schools of all types and sizes turn to ISM for advice and assistance on an array of management challenges, including student recruitment and retention, fundraising, strategic and long-range planning, Board-Head relations, personnel, plant expansion, mergers, leadership training, and creative insurance solutions.This book is based on more than four decades of working with the Boards of hundreds of private schools. We've honed our research and recommendations over those years to provide the best possible service to our schools. We hope you'll find the following theory and advice valuable as you better prepare your Board to plan for your school's future
Classroom teaching. it addresses supplementary school settings and features a Noticeably larger section devoted to the growing day school sector.