eBook - PDF
Trustee's Legal Companion, The
A Step-by-Step Guide to Administering a Living Trust
Liza Hanks, Carol Elias Zolla
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- 416 pages
- English
- PDF
- Available on iOS & Android
eBook - PDF
Trustee's Legal Companion, The
A Step-by-Step Guide to Administering a Living Trust
Liza Hanks, Carol Elias Zolla
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Table of contents
Citations
About This Book
Serving as the trustee of a living trust after someone has died can be a big task. This book shows trustees how to get organized, get moving, and do a good job.
Living trusts are popular estate planning tools, but when you're chosen to serve as a trustee, you might wonder where to begin. 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 authorsâattorneys who have helped many a bewildered trusteeâshow you, step by step, how to administer a living trust with confidence.
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