The Trustee's Legal CompanionThe Trustee's Legal Companion
[a Step-by-step Guide to Administering a Living Trust]
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Book, 2015
Current format, Book, 2015, Third edition, No Longer Available.Book, 2015
Current format, Book, 2015, Third edition, No Longer Available. Offered in 0 more formatsProvides legal advice for serving as the trustee of a living trust after someone has died, discussing how to invest assets, prepare accountings, handle taxes, distribute trust property, and develop relationships with beneficiaries.
The Trustee’s Legal Companion serves as a resource for those who have been given the responsibility of administering a living trust by carrying out another person’s last wishes, pay their remaining debts and taxes, and distribute their property to relatives and friends. It provides practical, accessible advice and tips on activities such as understanding a trustee’s legal duties, identifying and collecting trust assets, finding and working with advisers, investing trusts properly, handling income tax returns for the deceased and the trust, and preparing proper trust accounting reports. The authors are estate planning attorneys with over 20 years of experience, collectively. Annotation ©2015 Ringgold, Inc., Portland, OR (protoview.com)
You're the trustee. Now What?
The Trustee’s Legal Companion serves as a resource for those who have been given the responsibility of administering a living trust by carrying out another person’s last wishes, pay their remaining debts and taxes, and distribute their property to relatives and friends. It provides practical, accessible advice and tips on activities such as understanding a trustee’s legal duties, identifying and collecting trust assets, finding and working with advisers, investing trusts properly, handling income tax returns for the deceased and the trust, and preparing proper trust accounting reports. The authors are estate planning attorneys with over 20 years of experience, collectively. Annotation ©2015 Ringgold, Inc., Portland, OR (protoview.com)
You're the trustee. Now What?
Serving as the trustee of a living trust after someone has died can be a big task—and you probably wonder just where you’re supposed to start. The Trustee’s Legal Companion contains the help you need to get organized, get moving, and do a good job.
You’ll learn how to:
- decide whether or not to take on the job of trustee
- set up ongoing trusts for the surviving spouse, children or someone with a disability
- invest trust assets
- get help from lawyers, accountants, financial planners and other experts
- prepare accountings
- handle taxes
- develop good relationships with beneficiaries, and
- distribute trust property.
Unlike any other legal guide on the market, The Trustee’s Legal Companion is written with both the legal and the human element of the job in mind. It will help you gain peace of mind during a difficult time, while saving you time, money, and headaches. The authors, attorneys who have helped many bewildered trustees, show you, step by step, how to go through the process with confidence.
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- Berkeley, California : Nolo, 2015., Berkeley, California : Nolo, 2015.
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