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

by Hanks, Liza
ISBN: 9781413333152
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Overview

Serving as the trustee of a living trust after someone has died can be a big task. This book shows trustees how to get organized, get moving, and do a good job.


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, and

  • work effectively with beneficiaries and distribute trust property.


The author--an attorney who has helped many a bewildered trustee--shows you, step by step, how to administer a living trust with confidence.


  • Format: TradePaperback
  • Author: Hanks, Liza
  • ISBN: 9781413333152
  • Condition: New
  • Number Of Pages: 416
  • Publication Year: 2026
Language: English

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