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pdf | 26.93 MB | English | Isbn: 9781413330625 | Author: Liza Hanks Attorney, Carol Elias Zolla Attorney | Year: 2023
About ebook : Trustee's Legal Companion, The: A Step-by-Step Guide to Administering a Living Trust
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.
Category: Law, General & Miscellaneous Law, Wills, Estates, & Trusts
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