Written by two longtime Professional Fiduciaries, "Ethics for Trustees", A Guide for All Who Serve as Trustee, is intended as a guideline for everyone who serves as a Trustee of a Trust; Experienced or inexperienced; Attorneys, Fiduciaries, CPAs, Family Members and Friends, etc. Quotes and concepts have been drawn from personal experience, from the Professional Fiduciary Association of California (PFAC) Code of Ethics and from the most recent California Probate Code (2011). Review by an experienced Trusts and Estates Attorney: Ethics for Trustees is an excellent guidebook that draws together important resources and reference materials. It covers some topics few other writers have addressed, and the authors draw on wealth of personal experience. The writing is clear and concise. It is a valuable addition to my professional library. Meredith G. Alcock Trusts and estates attorney www.aalapc.com Review by an Independent Financial Advisor: Whether you are already serving as a professional trustee or considering taking on this role for the first time, we recommend this book. Serving as a trustee is a challenging responsibility. This book will help you understand what is expected of you and how to best meet the role of trustee. Troy B. Daum, CFP Principal Wealth Analytics www.WealthAnalytics.com The Authors: Jane B. Lorenz, CPA, CLPF has been practicing as a CPA since 1975 and started serving as a Professional Trustee around 1990. Marguerite C. Lorenz, CTFA, CLPF began working with Jane in 2003 and has been serving as a Professional Trustee ever since. This book is a labor of love. They know from experience the challenges facing todays Fiduciary, whether amateur or professional. Many professional Fiduciaries operate as sole proprietors, without partners or staff . Jane and Marguerite have benefitted so much from their partnership and business model, they feel good about sharing some of what they have learned. The Readers: Everyone who is in the Estate Planning Process can benefit from a better understanding of what their Successor can and should do. The documents alone do nothing. The selection of the appropriate Successor Trustee is vitally important, as this is the one trusted to fulfill the Estate Plan provisions. How can the right Successor be selected if the one choosing is not familiar with what the job entails? Reading this concise volume gives the reader just what is needed. Before one accepts the role of Trustee he/she should understand the liability, the ethical issues and the depth of responsibility. We believe that reading this book may prevent family upset and financial disaster.

“Thoughtful essays on the morality, obligations, practice, and virtues of trusteeship.” —ARNOVA News In Entrusted, David H. Smith offers some ideas and raises some issues that may put trusteeship into perspective. The main idea presented in these pages is that trustees should be reflective, that the board should be a community of inquiry, more precisely, a community of interpretation. And, because the trustee’s historically and currently important role has been little studied by moralists, philosophers, or theologians, moral issues associated with nonprofit governance have fallen into the cracks. This book serves to suggest the need for academically sophisticated discussions of the moral parameters of trusteeship, studies that will go beyond and improve on this attempt. “Entrusted provides a much-needed contribution to the literature on ethics in the healthcare arena.” —Health Progress “A splendid and invaluable book, one every trustee with an active conscience would want to read and one every trustee with a dormant conscience ought to read.” —Richard Chait, Center for Higher Education Governance and Leadership “[Smith’s] contribution breaks some new and difficult ground by helping us to think beyond the routine and mundane dimensions of trusteeship.” —Academe “Essential reading for trustees.” —Ethics “Entrusted should be required reading for trustees of any not-for-profit.” —Advancing Philanthropy

Your loved one, or a professional may be your best option as your Successor (Trustee/Executor), but don't select anyone without reading this book first! Too many families are no longer on speaking terms because the chosen person did a poor job, or just did not fulfill the required fiduciary duties. "This little book saved our family from World War III, thank you!!" A. B., 86 years old. Ethics for Trustees 2.0 is for everyone who is getting their estate plan written, as every Trustor needs to select a Successor Trustee. This book is for everyone who serves as a Trustee of a Trust; experienced or inexperienced; Attorneys, Fiduciaries, CPA's, Family Members and Friends, etc., this book can help you better understand what is required to do the job well. Quotes and concepts have been drawn from personal experience based on serving as private professional trustees in California. This book is designed to stimulate discussion in our estate planning community, to emphasize the value of continuing education, and to encourage those who serve as a Fiduciary to do their best.

All manner of medical practitioners have had their scruples dissected ad infinitum. In spite of the attention paid to medical ethics and bioethics, little has been paid to the ethical roles and responsibilities of those who are ultimately in charge of hospital governance: hospital trustees. Deriving from a Hastings Center research project involving meetings with a national task force of experts and extensive interviews with 98 nonprofit hospital trustees and CEOs over a two-year period, The Ethics of Hospital Trustees shows that the decisions made by these often overlooked members of the health community do raise important ethical issues, and that ethical dimensions of trustee service should be more explicitly recognized and discussed. Practical as well as theoretical, The Ethics of Hospital Trustees uncovers four basic principles: 1. Fidelity to mission; 2. Service to patients; 3. Service to the community; and 4. Institutional stewardship. In delineating the extremely important functions of hospital trustees, from patient safety to financial responsibility, the contributors outline not only how hospital trustees do perform—they give a fresh understanding to how they should perform as well.

Examines trust, its definition, value, and decline from the perspective of a physician and a medical ethicist.