
eBook - PDF
Available until 23 Dec |Learn more
Trustee's Legal Companion, The
A Step-by-Step Guide to Administering a Living Trust
This book is available to read until 23rd December, 2025
- 416 pages
- English
- PDF
- Available on iOS & Android
eBook - PDF
Available until 23 Dec |Learn more
Trustee's Legal Companion, The
A Step-by-Step Guide to Administering a Living Trust
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 authorsāattorneys who have helped many a bewildered trusteeāshow you, step by step, how to administer a living trust with confidence.
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Yes, you can access Trustee's Legal Companion, The by Liza Hanks,Carol Elias Zolla in PDF and/or ePUB format, as well as other popular books in Law & Personal Finance. We have over one million books available in our catalogue for you to explore.
Information
Table of contents
- Cover
- Title Page
- Table of Contents
- The Trusteeās Companion
- 1: Should You Serve as Trustee?
- 2: Thinking Like a Trustee
- 3: Working With Beneficiaries
- 4: The First Few Months
- 5: Assets That Should Be in the TrustāBut Arenāt
- 6: Life Insurance, Retirement Plans, and Other Assets Outside the Trust
- 7: Getting Help When You Need It
- 8: Managing Ongoing Trusts
- 9: Investing Trust Assets
- 10: Dealing With Taxes
- 11: Trust Accountings
- 12: Terminating the Trust
- Glossary
- Appendix A: State Information
- Appendix B: Sample Trust
- Index
- Book Registration
- Addtional Wills, Trusts & Probate Resources at Nolo.com