The Trustee's Legal Companion
Berkeley, CA : Nolo, 2021.
Format: Book
Edition: 6th edition.
Description: 400 pages ; 23 cm
"This guide shows the reader how to administer a living trust step by step. It discusses 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"-- Provided by publisher.
Contents:
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.
Subjects:
Living trusts -- United States -- Popular works.
Executors and administrators -- United States -- Popular works.
Living trusts -- United States -- Popular works.
Executors and administrators -- United States -- Popular works.
ISBN:
9781413328363
Availability | |||
---|---|---|---|
Call Number | Location | Shelf Location | Status |
LAW Han | Ballentine Indoors | Nonfiction | Out (Due: 4/13/2024) |
Includes index.
Subtitle on cover: "a step-by-step guide to administering a living trust"
Subtitle on cover: "a step-by-step guide to administering a living trust"