The Trustee's Legal Companion: A Step-By-Step Guide to Administering a Living Trust - Paperback
The Trustee's Legal Companion: A Step-By-Step Guide to Administering a Living Trust - Paperback
Description
by Liza Hanks (Author), Carol Elias Zolla (Author), Shaila Buckley (Author)
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
- work effectively with beneficiaries, and
- distribute trust property.
The authors--who have helped many a bewildered trustee--show you step by step how to administer a living trust with confidence.
Care
To maintain the beauty and integrity of your purchase, we recommend treating it with care. Simple maintenance practices, such as gentle washing and proper storage, can effectively preserve the longevity of your favorites. We encourage you to refer to the care instructions included with each item, designed to help you keep your purchase in top condition.
Design
Our dedication to excellence extends beyond materials; it encompasses the artistry and craftsmanship illustrated in every piece we create.