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


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Sale price$39.99

Description

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




Author: Liza Hanks, Carol Elias Zolla
Publisher: NOLO
Published: 03/28/2023
Pages: 416
Binding Type: Paperback
Weight: 1.40lbs
Size: 8.90h x 7.00w x 0.90d
ISBN13: 9781413330618
ISBN10: 1413330614
BISAC Categories:
- Law | Estates & Trusts
- Law | Living Trusts
- Business & Economics | Personal Finance | Retirement Planning