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
Binding Type: Paperback
Publisher: NOLO
Published: 03/28/2023
Pages: 416
Weight: 1.4lbs
Size: 8.90h x 7.00w x 0.90d
ISBN: 9781413330618
Language: English
Reviews
There are no reviews yet.