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New Book on An Individual Serving As Trustee of a Family Trust: February, 2015– Pankauski’s Trustees Guide

Uncategorized Feb 25, 2015
post about New Book on An Individual Serving As Trustee of a Family Trust: February, 2015– Pankauski’s Trustees Guide

If you are an individual who is trustee of a family trust, do you know what it really takes to be a trustee?  Are you certain you know what to do — and not do?  Now there is a brand new book about an individual being the trustee of a family trustPankauski’s Trustee’s Guide is now available in digital format on Kindle and at Amazon.com.

Pankauski’s Trustee’s Guide — a great new book on family trustees

Pankauski’s Trustee’s Guide: one of a kind, revealing, behind-the-scenes look at individual trustees of family trusts

  • Are YOU Ready for the Largest Transfer of Generational Wealth in history?
  • $59 Trillion in inheritances are passing from the WWII Generation to the Baby Boomers, Gens X and Y, right now !
  • And most of the inheritances are in a trust !
  • Question:  What does it mean for you to be a trustee?
  • Answer:  In Pankauski’s Trustee’s Guide, author John Pankauski makes the assumption that you’ve been asked to serve as trustee – or you’ve been “appointedtrustee in a trust document – by someone you know.
  • Before you agree to be a trustee of a revocable trust that is now irrevocable, it’s important that you realize it’s your job, as a trustee, to objectively and fairly determine who gets the money – and who doesn’t.
  • You’ll be dealing with friends and/or family, determining what they can and can’t have, and you can’t screw this up.
  • Pankauski’s Trustee’s Guide enables you to turn to the attorney other attorneys turn to when they need help with trust issues, and let him guide you by the hand through this potential emotional and legal minefield – with a surprising mix of humor and even a bit of irony, to keep it all interesting.

John Pankauski, Palm Beach Trust Lawyer, Author of Pankauski’s Trustee’s Guide

  • John Pankauski, www.pankauskilawfirm.com, was born in Salem, Massachusetts, the grandson of Polish and Lithuanian immigrants who arrived in America at the turn of the last century.
  • His parents, products of the Depression and WWII, made a lasting impression on him with their values of hard work and thrift.
  • John graduated from public schools, a standout lacrosse player, Honor Student, and student athlete at Peabody Veterans Memorial High School.
  • He studied Political Science at the University of Massachusetts at Amherst where he was a member of the Pi Kappa Alpha fraternity, after which he attended Suffolk University Law School in Boston, and later obtained a master’s degree in law from the University of Miami School of Law’s Graduate Program in Estate Planning.
  • His early career involved sophisticated tax planning and trust administration for wealthy families in Palm Beach, and in the board rooms of some of the most prestigious trust companies.
  • He founded the Pankauski Law Firm PLLC, www.pankauskilawfirm.com, to create a boutique law firm of highly talented professionals which restricts its practice to administration and litigation of family wealth and disputes involving wills, trusts, and estates.
  • In addition to trying cases and handling appeals, the firm defends trustees and advises beneficiaries on their rights related to inheritances, power of attorney, contested guardianships, investments, and family business interests.
  • Pankauski is often asked to mediate complex, highly emotional, family wealth disputes.
  • John resides in West Palm Beach where he enjoys tennis, softball, following Boston sports teams, cooking, wine, and travel. His passion for wine takes him to Santa Barbara County and Napa often, as well as across the globe, seeking new and interesting wines for his annual Pankauski Pour wine tasting. One of south Florida’s top wine tastings for premium wines, the Pankauski Pour charitable wine tasting is held each February www.pankauskipour.com. The Palm Beach Post named the Pankauski Pour the best small wine event for 2013.