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Paperback The Trustee's Legal Companion: A Step-By-Step Guide to Administering a Living Trust Book

ISBN: 141333315X

ISBN13: 9781413333152

The Trustee's Legal Companion: 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--who have helped many a bewildered trustee--show you step by step how to administer a living trust with confidence.

Recommended

Format: Paperback

Condition: New

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