Trustee's Legal Companion, The
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Trustee's Legal Companion, The

A Step-by-Step Guide to Administering a Living Trust

Liza Hanks, Carol Elias Zolla

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  1. 416 pages
  2. English
  3. PDF
  4. Available on iOS & Android
eBook - PDF
No longer available |Learn more

Trustee's Legal Companion, The

A Step-by-Step Guide to Administering a Living Trust

Liza Hanks, Carol Elias Zolla

Book details
Table of contents
Citations

About This Book

You're the trustee. Now what?

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, and
  • 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.

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Information

Publisher
NOLO
Year
2021
ISBN
9781413328370
Edition
6
Topic
Law
Index
Law

Table of contents