The trustee's legal companion

Main Author: Hanks, Liza Weiman, 1961-
Other Authors: Elias Zolla, Carol, 1971-
Format: Books Print Book
Language: English
Published: Berkeley, Calif. : Nolo, 2010.
Edition: 1st ed.
Subjects:
Table of 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.