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If you've been chosen as a trustee on an estate plan, you may not know where to begin. This book has everything you need to get organized, get started, and get the job done.
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Edition | Availability |
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The trustee's legal companion: a step-by-step guide to administering a living trust
2017, NOLO
in English
- 4th edition.
1413323650 9781413323658
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Book Details
Table of 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 the trusts
Getting help when you need it
Managing ongoing trusts
Investing trust assets
Dealing with taxes
Trust accountings
Terminating the trust.
Edition Notes
"March 2017"--T.p. verso.
Subtitle from cover.
Includes bibliographical references and index.
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Feedback?March 18, 2023 | Edited by ImportBot | import existing book |
July 19, 2019 | Created by MARC Bot | import new book |