Bibliograph

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

Type

Label

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

Language

eng

Illustrations

chartsillustrations

Index

index present

Literary Form

non fiction

Main title

The trustee's legal companion

Oclc number

1356800544

Responsibility statement

Attorneys Liza Hanks and Carol Elias Zolla

Summary

"This guide shows the reader how to administer a living trust step by step. It discusses 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. Includes summaries of state laws and a sample trust"--, Provided by publisher

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 trust -- Getting help when you need it -- Managing ongoing trusts -- Investing trust assets -- Dealing with taxes -- Trust accountings -- Terminating the trust

Target audience

adult

Classification