The Trustee's Legal Companion: A Step-By-Step Guide to Administering a Living Trust

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.

Author: Liza Hanks, Carol Elias Zolla
Binding Type: Paperback
Publisher: NOLO
Published: 03/28/2023
Pages: 416
Weight: 1.4lbs
Size: 8.90h x 7.00w x 0.90d
ISBN: 9781413330618
7th Edition