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The trustee's legal companion

Author: Liza Weiman Hanks; Carol Elias Zolla
Publisher: Berkeley, CA : Nolo, [2019]
Edition/Format:   Print book : English : 5th editionView all editions and formats
Summary:
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,  Read more...
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Genre/Form: Self-help publications
Popular works
Additional Physical Format: Online version:
Hanks, Liza Weiman, 1961- author.
Trustee's legal companion
Berkeley, CA : Nolo, 2019
(DLC) 2018048332
Document Type: Book
All Authors / Contributors: Liza Weiman Hanks; Carol Elias Zolla
ISBN: 9781413325973 1413325971
OCLC Number: 1056200650
Notes: Includes index.
Description: 400 pages ; 23 cm
Contents: Should you serve as trustee? --
Thinking like a trustee --
Working with beneficiaries --
The first few months --
Assets that should be in the trust, but aren't --
Life insurance, retirement plans, and other assets outside --
Getting help when you need it --
Managing ongoing trusts --
Investing trust assets --
Dealing with taxes --
Trust accountings --
Terminating the trust.
Responsibility: Attorneys Liza Hanks and Carol Elias Zolla.

Abstract:

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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