The Trustee's Legal Companion: A Step-By-Step Guide to Administering a Living Trust

by Hanks, Liza
ISBN: 9781413330618
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Overview

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 authors--attorneys who have helped many a bewildered trustee--show you, step by step, how to administer a living trust with confidence.

  • Format: TradePaperback
  • Author: Hanks, Liza
  • ISBN: 9781413330618
  • Condition: Used
  • Number Of Pages: 416
  • Publication Year: 2023
Language: English