The trustee's legal companion

Hanks, Liza Weiman, 1961- (author.). Elias Zolla, Carol, 1971- (author.).

Summary:

Living trusts are popular estate planning tools, but when you're chosen to serve as a trustee, you might wonder where to begin. . The Trustee's Legal Companion has everything you need to get organized, get started, and get the job done. You'll learn how to: decide whether to take on the job of trustee, set up ongoing trusts for surviving spouses, children, or beneficiaries with special needs, invest trust assets, get help from lawyers, financial planners, and other experts, handle taxes and prepare accountings, work effectively with beneficiaries, and distribute trust property. The authors--attorneys who have helped many a bewildered trustee--show you, step by step, how to administer a living trust with confidence.

Record details

ISBN: 9781413325973
ISBN: 1413325971
Physical Description: 400 pages ; 23 cm
Edition: 5th edition.
Publisher: Berkeley, CA : Nolo, [2019]

Content descriptions

General Note:	Includes index.
Formatted Contents Note:	Should you serve as trustee? -- Thinking like a trustee -- Working with beneficiaries -- The first few months -- Assets that should be in the trust, but aren't -- Life insurance, retirement plans, and other assets outside -- Getting help when you need it -- Managing ongoing trusts -- Investing trust assets -- Dealing with taxes -- Trust accountings -- Terminating the trust.