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Trustee's Legal Companion, The

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

Liza Hanks, Carol Elias Zolla

EPUB
ca. 38,99
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Sozialwissenschaften, Recht, Wirtschaft / Recht

Beschreibung

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.

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Schlagwörter

estates and trusts, bypass trust, living trust, trust administration, trustee, personal representative, estate tax, inheritance, death, self help, probate, life insurance, capital gains taxes, beneficiaries, money, US, will, joint tenancy property, successor trustee property, legal, quicken willmaker, law, trust, heir, personal finance, executor, IRA, legal self help