Everand Logo

Welcome to Everand!

  • Discover millions of ebooks, audiobooks, and so much more with a free trial

    Only $11.99/month after trial. Cancel anytime.

    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
    Unavailable
    Trustee's Legal Companion, The: A Step-by-Step Guide to Administering a Living Trust
    Ebook620 pages5 hours

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

    By Liza Hanks and Carol Elias Zolla

    ()

    Currently unavailable

    Currently unavailable

    About this ebook

    AUDIENCE FOR THIS BOOK:
    Those who find themselves facing the job of wrapping up a living trust after a loved one has died. If they’re stressed, confused, or unsure where to begin, this is the book for them.

    REASONS TO BUY THIS NEW EDITION:
  • This book shows every trustee how to handle paperwork, keep beneficiaries informed, and get help from experts if necessary.
  • This book gives people peace of mind at a difficult time—and saves them time and money.
  • The new edition will be thoroughly updated for 2018 with a focus on new tax laws and associated trustee reporting requirements.
    • LanguageEnglish
    PublisherNOLO
    Release dateMar 19, 2019
    ISBN9781413325980
    Unavailable
    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.

    Related to Trustee's Legal Companion, The

    Related ebooks

    Law For You

    View More
    View More

    Related podcast episodes

    Related articles

    • Article

      You Have a Will - Is It Time for an Estate Plan?

      Jun 21, 2018

      Most people have a will. But a simple will often doesn't cover some complex issues facing your heirs, which is why I recommend an estate plan. I work with doctors, accountants and other professionals, small-business owners and people getting ready to

      3 min read

    • Article

      No Children? Why You Still Need an Estate Plan

      Feb 11, 2019

      Estate planning is an extremely personal process, not a one-size-fits-all endeavor. When an individual has no close relatives (other than perhaps a spouse), the decisions required to prepare an estate plan can sometimes feel overwhelming. Over the

      3 min read

    • Article

      How to Get a Loved One to Visit an Estate Planning Attorney Before It's Too Late

      May 11, 2020

      Not long ago I wrote about "Mario," an exceptional handyman hired by attorney "Danny" to remove a concrete shuffleboard court in his back yard. Through the project, Danny got to know Mario, and they became friends. He learned that Mario owned a house

      4 min read

    • Article

      How Much Should Go into Your Special Needs Trust?

      Jun 10, 2019

      One of the most difficult challenges in planning for a child with special needs is figuring out how much money it is going to cost to provide for the child, both while the parents are alive, and after the parents pass someday. All too often, it seem

      4 min read

    • Article

      The Do Over Trust: Protecting Your Adult Children from Themselves

      Mar 4, 2019

      Wealthy parents and grandparents who have dutifully planned ahead for their children's futures should consider this cautionary tale. It's 1998: You accumulated sizable estate assets and you and your lawyer created an irrevocable dynasty trust for y

      2 min read

    • Article

      TOD Accounts Versus Revocable Trusts – Which Is Better?

      Dec 2, 2021

      In recent years the use of TOD (transfer on death) or POD (payable on death) accounts has proliferated, leading many to ask why they should bother working with an attorney to prepare a revocable trust.  After all, why do you need a trust if you can j

      2 min read

    • Article

      Homesteading on MARGINAL LAND

      Jul 13, 2018

      Homesteading on MARGINAL LAND
      8 min read

    • Article

      4 Legal Documents Everyone Needs on Hand

      Jun 5, 2020

      A family emergency involving a loved one, including a serious illness, can happen without warning. Lining up these legal documents in advance--and keeping them in a safe but accessible place--will save you precious time and unnecessary hassle. Durabl

      2 min read

    • Article

      Your Money’s no Good Here

      Dec 24, 2019

      Your Money’s no Good Here
      22 min read

    • Article

      How to Avoid Being Robbed Blind After You Die

      Jul 16, 2018

      In February 2018, prominent NYC attorney Steven Etkind was arrested on charges of embezzling millions of dollars from a deceased client's estate. The client's will directed the creation of charitable trusts (of which Etkind served as co-trustee), fun

      5 min read

    • Article

      It’s Time For Action On Privacy

      Jan 28, 2019

      IN 2019, IT’S TIME TO STAND UP FOR THE RIGHT TO privacy—yours, mine, all of ours. Consumers shouldn’t have to tolerate another year of companies irresponsibly amassing huge user profiles, data breaches that seem out of control and the vanishing abili

      2 min read

    • Article

      To Trust Or Not To Trust

      Aug 1, 2019

      To Trust Or Not To Trust
      6 min read

    • Article

      The Constant Garden

      Dec 28, 2022

      The Constant Garden
      10 min read

    • Article

      Estate Planning for Surviving Spouses: What to Do ASAP

      Sep 18, 2018

      After the death of a spouse, most of the attention for legal services is paid to administering the estate of the decedent. Often times, little time is spent focusing on the legal needs of the surviving spouse. From personal experience, I can tell y

      4 min read

    • Article

      Alaska Court Just KO'd Domestic Asset Protection Trusts

      Mar 9, 2018

      Over 15 million lawsuits are filed in the U.S. each year, so protecting your assets from a financially ruinous lawsuit has never been more important. But one common way of doing that -- a domestic asset protection trust (DAPT) -- just took a big hit

      3 min read

    • Article

      A Creative Way to Divorce-Proof Your Premarital Assets

      Dec 28, 2020

      Whoever said “money can’t buy happiness” has never paid for a divorce. Paul Tommins should know … he’s paid for two of them. This is an area we are regularly contacted about. His divorces – expensive as they were – came with silver linings.  Free of

      2 min read

    • Article

      Consider Your Trustee Carefully: It Makes a Difference

      Oct 14, 2019

      You've made it to a place in your estate planning where it's been determined that setting up a trust will help accomplish the many goals you have for your family. You've done extensive research and worked with your adviser to select the type of tr

      2 min read

    • Article

      Silver and U.S. Coinage

      Feb 17, 2020

      Silver and U.S. Coinage
      9 min read

    • Article

      Why You May Need a Pro Trustee: Trust Administration is Not Just Common Sense

      Jan 14, 2019

      As an officer at a trust company, I often find myself defending the use of a professional trustee to attorneys and prospects. Typically, criticisms of trustees center around fees, locality and beneficiaries' perceived lack of access to funds and to t

      4 min read

    • Article

      Seven Keys To Investing Successfully For Retirement

      Apr 24, 2021

      YOUR early working years can be hectic, with long days spent navigating a fast-changing world, and your partner, perhaps even a young family, placing multiple demands on you. How are you supposed to plan for the long term, choose an investment portfo

      2 min read

    • Article

      Once You Create a Living Trust, Don’t Forget to Fund It

      Oct 26, 2020

      Far too often, when I review prospective clients’ trust documents and financial statements, I find that their accounts haven’t been titled in the name of the trust they created. Did they mistakenly believe that simply by having a trust, their assets

      3 min read

    • Article

      Cash Smart

      May 1, 2020

      Cash Smart
      2 min read

    • Article

      How to Hire a Financial Planner You Trust

      Aug 10, 2020

      Ryan Ermey: Amid current economic chaos you may be considering financial advice, but who should you hire? How much should you pay them? And how do you know they're on the up and up? I sit down with CFP Board CEO Kevin Keller to get answers to these q

      18 min read

    • Article

      DIY Masterclass

      Apr 1, 2021

      DIY Masterclass
      3 min read

    • Article

      Black Magic

      Nov 1, 2022

      Black Magic
      3 min read

    • Article

      Making Sandal Patterns

      Mar 18, 2022

      Making Sandal Patterns
      2 min read

    • Article

      Life Insurance: Beyond Just Estate Planning

      Sep 13, 2019

      If you've never said, "I do," or live on your own and don't have any children, you probably think you don't need life insurance. Most people may not realize that life insurance can provide benefits well beyond paying for funeral expenses. You'll wan

      5 min read

    • Article

      Smart Strategies for Couples That Run a Business Together

      Apr 21, 2022

      Gail Nott was a marketing consultant and her husband, Cory, a tech consultant, when they joined forces in 2018 to help other consulting and coaching businesses expand. Married since 2005, Gail, 46, and Cory, 53, of Nicasio, Calif., found it tough goi

      5 min read

    Reviews for Trustee's Legal Companion, The

    0 ratings

    0 ratings0 reviews

    What did you think?

    Tap to rate

    Review must be at least 10 words