The trustee's legal companion
Main Author: | Hanks, Liza Weiman, 1961- |
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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.