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Trustee's Legal Companion : A Step-By-Step Guide to Administering a Living Trust by Carol Elias Zolla and Liza Hanks (2021, Trade Paperback)
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Youre 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. You’ll learn 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. The authors―attorneys who have helped many a bewildered trustee―show you, step by step, how to administer a living trust with confidence.
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About this product
Product Identifiers
PublisherNolo
ISBN-101413328369
ISBN-139781413328363
eBay Product ID (ePID)9050087696
Product Key Features
Edition6
Book TitleTrustee's Legal Companion : a Step-By-Step Guide to Administering a Living Trust
Number of Pages416 Pages
LanguageEnglish
Publication Year2021
TopicGeneral, Estates & Trusts, Living Trusts, Personal Finance / Retirement Planning
GenreLaw, Business & Economics
AuthorCarol Elias Zolla, Liza Hanks
FormatTrade Paperback
Dimensions
Item Height1 in
Item Weight24.1 Oz
Item Length9 in
Item Width7 in
Additional Product Features
Intended AudienceTrade
LCCN2020-047241
TitleLeadingThe
Dewey Edition23
Reviews"Nolo is a pioneer in both consumer and business self-help books and software." Los Angeles Times "Nolo is always there in a jam as the nation's premier publisher of do-it-yourself legal books." Newsweek " The Trustee's Legal Companion serves as a resource for those who have been given the responsibility of administering a living trust by carrying out another person's last wishes, pay their remaining debts and taxes, and distribute their property to relatives and friends. It provides practical, accessible advice and tips on activities such as understanding a trustee's legal duties, identifying and collecting trust assets, finding and working with advisers, investing trusts properly, handling income tax returns for the deceased and the trust, and preparing proper trust accounting reports. The authors are estate planning attorneys with over 20 years of experience, collectively." Eithne O'Leyne, Editor Ringgold, Inc. ProtoView "Living trusts are popular estate planning tools, but when a person is chosen to serve as a trustee, they probably won't know where to begin. The Trustee's Legal Companion has everything they need to get organized, get started, and get the job done. The authors "attorneys who have helped many a bewildered trustee" show readers, step by step, how to administer a living trust with confidence. Liza Hanks is a Mountain View, California attorney. Carol Elias Zolla is an attorney who practices only in the field of estate planning and administration. Both are certified as Specialists in Estate Planning, Trust & Probate Law by the State Bar of California Board of Legal Specialization. According to Hanks and Zolla, in the old days, only wealthy families created trusts. Those were the folks with the family attorney who knew everyone's names and could be counted on to give advice at every turn. These days, all sorts of people create trusts, many of whom don't have the luxury of a family lawyer and who don't know the first thing about what will happen when the trust actually has to be wrapped up someday. As a result, every day people find themselves stuck with a job that they don't know much about, aren't sure that they can handle, and yet, for many reasons, feel honor bound to take on. That's why they wrote The Trustee's Legal Companion. " Savannah Jones, sirreadalot.org
Dewey Decimal346.7305/2
Table Of Content1. Should You Serve as Trustee?2. Thinking Like a Trustee3. Working With Beneficiaries4. The First Few Months5. Assets That Should Be in the Trust"But Aren't"6. Life Insurance, Retirement Plans, and Other Assets Outside the Trust7. Getting Help When You Need It8. Managing Ongoing Trusts9. Investing Trust Assets10. Dealing With Taxes11. Trust Accountings12. Terminating the TrustGlossaryState InformationSample TrustIndex
SynopsisMillions of Americans have created living trusts over the past couple of decades, giving little or no thought to what the successor trustee will have to do when the time comes. This book shows every trustee how to handle paperwork, keep beneficiaries informed, and get help from experts if necessary., 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. You'll learn 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. The authors--attorneys who have helped many a bewildered trustee--show you, step by step, how to administer a living trust with confidence.
LC Classification NumberKF734.H36 2021
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