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Trustee's Legal Companion, The: A Step-by-Step Guide to Administering a Living Trust
Unavailable
Trustee's Legal Companion, The: A Step-by-Step Guide to Administering a Living Trust
Unavailable
Trustee's Legal Companion, The: A Step-by-Step Guide to Administering a Living Trust
Ebook617 pages5 hours

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

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About this ebook

You’re the trustee. Now what?

Living trusts are popular estate planning tools, but if you’ve been chosen to serve as a trustee, you’re probably wondering 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, accountants, 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.
LanguageEnglish
PublisherNOLO
Release dateMar 7, 2017
ISBN9781413323665
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Trustee's Legal Companion, The: A Step-by-Step Guide to Administering a Living Trust
Author

Liza Hanks

Liza Hanks is a Palo Alto, California attorney who specializes in estate planning for families of all ages. A graduate of Stanford Law School, she has also served as an instructor at the Santa Clara University Law School and practiced with the state of California and a prestigious Silicon Valley firm. Hanks is the author or coauthor of The Mom's Guide to Wills and Estate Planning. She also blogs on wills, trusts, powers of attorney, living wills, estate taxes, and probate court on the law blog Everyday Estate Planning.

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