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Handling postmortem trust administration : a checklist : here's how and when to do it

Author: Paul J Barulich; Continuing Education of the Bar--California.
Publisher: Oakland, Calif. : Continuing Education of the Bar, California, ©2009.
Series: CEB action guide.
Edition/Format:   Print book : EnglishView all editions and formats
Summary:
"This Action Guide sets forth lists of suggested steps to accomplish the various tasks required when administering a trust following the death of the settlor when no probate proceeding is anticipated. The Action Guide provides a checklist for attorneys advising the trustee with respect to: identifying all assets of the decedent; bringing trust assets under the control and management of the trustee or the trustee's  Read more...
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Genre/Form: Outlines and syllabi
Outlines, syllabi, etc
Additional Physical Format: Online version:
Handling postmortem trust administration.
Oakland, Calif. : Continuing Education of the Bar, California, ©2009
(OCoLC)746004274
Document Type: Book
All Authors / Contributors: Paul J Barulich; Continuing Education of the Bar--California.
ISBN: 9780762615476 0762615478
OCLC Number: 436466602
Notes: "September 2009."
"ES-11908"--Title page verso.
"This Action guide supersedes Handling postmortem trust administration: a checklist (Cal CEB action guide September 2009)--P. xvii.
Description: xvii, 102 pages ; 28 cm.
Contents: Initial steps --
Inventorying, valuing, and managing trust assets --
Trust liabilities --
Inventorying, valuing, and managing nontrust assets --
Administering trust --
Transfer taxes --
Distribution and subtrust funding --
Final review --
Tables.
Series Title: CEB action guide.
Responsibility: by Paul J. Barulich [and others].

Abstract:

"This Action Guide sets forth lists of suggested steps to accomplish the various tasks required when administering a trust following the death of the settlor when no probate proceeding is anticipated. The Action Guide provides a checklist for attorneys advising the trustee with respect to: identifying all assets of the decedent; bringing trust assets under the control and management of the trustee or the trustee's agents; determining how to deal with nontrust assets; identifying all debts and liabilities, including taxes, and making sure that they are paid; and finally, distributing the remaining property to the trust beneficiaries or to proper subtrusts. This Action Guide is not intended to provide substantive legal information or to explain why each step is necessary. The authors specifically acknowledge that the use of this checklist in administering trusts following the death of a settlor is not the current standard of practice in California. Indeed, none of the coauthors follows every aspect of the checklist in his or her own practice. Because many specialized legal issues are discussed only briefly in this Action Guide, the practitioner should retain expert counsel to handle those specialized issues."--Scope of Guide, p. [ii].

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