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Book

The trustee's legal companion

Call Numbers

  • 346.052 H2416 2023 (CEN, OSH)
  • LAW 346.052 H2416 2023 (CEN)

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Edition

7th edition.

Publication Information

[Berkeley, CA] : Nolo, 2023.

Physical Description

400 pages : illustrations ; 23 cm

Summary

"This guide shows the reader how to administer a living trust step by step. It discusses 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. Includes summaries of state laws and a sample trust"--

Notes

Includes index.

Contents

  • Should you serve as trustee?
  • Thinking like a trustee
  • Working with beneficiaries
  • The first few months
  • Assets that should be in the trust, but aren't
  • Life insurance, retirement plans, and other assets outside the trust
  • Getting help when you need it
  • Managing ongoing trusts
  • Investing trust assets
  • Dealing with taxes
  • Trust accountings
  • Terminating the trust.

Subjects

Added Authors

Carol Elias Zolla