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The trustee's legal companion

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Book

5th edition.

You’re the trustee. Now what? Living trusts are popular estate planning tools, but when you’re chosen to serve as a trustee, you might wonder where to begin. The Trustee’s Legal Companion has everything you need to get organized, get started, and get the job done.

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  • 1 of 1 copy available at OWWL.

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Book 2 English 2 All formats and editions 2
Location Call Number /
Shelving Location
Barcode Status /
Due Date
Macedon Public Library 346.73 HAN 2019 (Text)
Adult Nonfiction
52121300718146
Available
-

Record details

  • ISBN: 9781413325973
  • ISBN: 1413325971
  • Physical Description: 400 pages ; 23 cm
  • Edition: 5th edition.
  • Publisher: Berkeley, CA : Nolo, 2019.

Content descriptions

General Note:
Includes index.
Formatted Contents Note:
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.
Summary, etc.:
You’re the trustee. Now what? Living trusts are popular estate planning tools, but when you’re chosen to serve as a trustee, you might wonder where to begin. The Trustee’s Legal Companion has everything you need to get organized, get started, and get the job done.
Subject: Living trusts > United States > Popular works.
Executors and administrators > United States > Popular works.
Executors and administrators.
Living trusts.
United States.
Genre: Popular works.


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