Fountaindale Public Library

The trustee's legal companion, Attorneys Liza Hanks and Carol Elias Zolla

eng

index present

non fiction

The trustee's legal companion

1056200650

Attorneys Liza Hanks and Carol Elias Zolla

"Living trusts are popular estate planning tools, but when you're chosen to serve as a trustee, you might wonder where to begin. [This book] has everything you need to get organized, get started, and get the job done. You'll learn how to decide whether to take the job of a 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 properly. The authors -- attorneys who have helped many a bewildered trustee -- show you, step by step, how to administer a living trust with confidence." -- Back cover

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

adult