Trustee's Legal Companion, The
eBook - PDF
Available until 23 Dec |Learn more

Trustee's Legal Companion, The

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

  1. 416 pages
  2. English
  3. PDF
  4. 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 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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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

Publisher
NOLO
Year
2021
Print ISBN
9781413328363
eBook ISBN
9781413328370
Edition
6
Topic
Law
Index
Law

Table of contents

  1. Cover
  2. Title Page
  3. Table of Contents
  4. The Trustee’s Companion
  5. 1: Should You Serve as Trustee?
  6. 2: Thinking Like a Trustee
  7. 3: Working With Beneficiaries
  8. 4: The First Few Months
  9. 5: Assets That Should Be in the Trust—But Aren’t
  10. 6: Life Insurance, Retirement Plans, and Other Assets Outside the Trust
  11. 7: Getting Help When You Need It
  12. 8: Managing Ongoing Trusts
  13. 9: Investing Trust Assets
  14. 10: Dealing With Taxes
  15. 11: Trust Accountings
  16. 12: Terminating the Trust
  17. Glossary
  18. Appendix A: State Information
  19. Appendix B: Sample Trust
  20. Index
  21. Book Registration
  22. Addtional Wills, Trusts & Probate Resources at Nolo.com