The Trustee's Legal Companion

The Trustee's Legal Companion

A Step-by-step Guide to Administering A Living Trust

Book - 2015
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"Serving as the trustee of a living trust after someone has died can be a big task—and you probably wonder just where you’re supposed to start. The Trustee’s Legal Companion contains the help you need to get organized, get moving, and do a good job. You’ll learn how to: decide whether or not to take on the job of trustee; set up ongoing trusts for the surviving spouse, children or someone with a disability; invest trust assets; get help from lawyers, accountants, financial planners and other experts; prepare accountings; handle taxes; develop good relationships with beneficiaries; and, distribute trust property. Unlike any other legal guide on the market, The Trustee’s Legal Companion is written with both the legal and the human element of the job in mind. It will help you gain peace of mind during a difficult time, while saving you time, money, and headaches. The authors, attorneys who have helped many bewildered trustees, show you, step by step, how to go through the process with confidence."-- provided by publisher.
Publisher: Berkeley, California : Nolo, [2015]
Edition: 3rd edition
ISBN: 9781413320947
Branch Call Number: 346.73052 H2416t 2015
Characteristics: 399 pages : forms ; 23 cm
Additional Contributors: Elias Zolla, Carol 1971-- Author


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