Trustee's Legal Companion, The: A Step-by-Step Guide to Administering a Living Trust by Liza Hanks Attorney, Carol Elias Zolla Attorney

Trustee's Legal Companion, The: A Step-by-Step Guide to Administering a Living Trust
Liza Hanks Attorney, Carol Elias Zolla Attorney
Page: 416
Format: pdf, ePub, mobi, fb2
ISBN: 9781413328363
Publisher: NOLO
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Overview

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.

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