An edition of The everything executor and trustee book
(2014)
The everything executor and trustee book
a step-by-step guide to estate and trust administration
by Douglas D. Wilson
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The everything executor and trustee book: a step-by-step guide to estate and trust administration
2014, Adams Media
in English
1440570876 9781440570872
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Book Details
Table of Contents
Serving as an executor and/or trustee
The fiduciary standards that apply to executors and trustees
Passing property and the estate settlement process
Preparing for the administration of the estate
Phase one of administering the estate
Administering the estate : taxes and more
From maintaining records to closing the estate
Definition of a trust and the responsibilities of a trustee
Preparing for the administration of the trust
Setting up a continuing trust for administration
Income tax returns and other related issues
How to manage the trust's investment portfolio
How to manage trust real estate assets
Managing businesses and other property interests
Distributing income and principal under what circumstances are distributions made from a trust?
Expenses and maintaining trust accounting records
Managing other types of irrevocable trusts
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Edition Notes
Includes index.
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History
- Created November 14, 2020
- 5 revisions
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| December 6, 2022 | Edited by ImportBot | import existing book |
| August 23, 2022 | Edited by ImportBot | import existing book |
| December 26, 2021 | Edited by ImportBot | import existing book |
| September 18, 2021 | Edited by ImportBot | import existing book |
| November 14, 2020 | Created by MARC Bot | Imported from Library of Congress MARC record |