Take Ownership of What You Own: Build Your Confidence to Navigate the World of Trusts and Family Enterprise

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:

Demystify the operational aspects of trusts, helping you grasp the full extent of what you ownAddress the emotional challenges unique to trust administration, offering support and strategies to navigate these waters with confidenceGive you the tools to foster peace within your family, ensuring the trust becomes a source of unity rather than strife

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.

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.