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  • The Trustee's Legal Companion: A Step-By-Step Guide to Administering a Living Trust by Liza Hanks book cover
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The Trustee's Legal Companion: A Step-By-Step Guide to Administering a Living Trust

by Liza Hanks

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A practical roadmap for living-trust trustees

$30.08 USD
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Paperback New English

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AlbakiReads Editorial

A practical roadmap for living-trust trustees

Taking on a living-trust trusteeship can involve a range of administrative tasks. This guide organizes them into a step-by-step reference, from deciding whether to accept the role and investing trust assets to handling taxes, preparing accountings, working with beneficiaries, and distributing property. It also covers setting up ongoing trusts for surviving spouses, children, or beneficiaries with special needs, and explains where lawyers and financial planners may fit into the process. The book presents these topics as guidance for administering a trust; its legal and tax information should be considered in light of a reader’s particular circumstances.

Good fit for readers who enjoy

  • People newly appointed as trustees of a living trust
  • Trustees seeking an organized reference on administration, taxes, and accountings
  • Those managing ongoing trusts for family members or beneficiaries with special needs

Themes

Living-trust administrationTrustee responsibilitiesBeneficiary relationshipsTrust assets and distributionsTaxes and accountings

Based on publisher information and book metadata.

Book overview

You're the trustee. Now what?


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

  • work effectively with beneficiaries, and

  • distribute trust property.


The authors--who have helped many a bewildered trustee--show you step by step how to administer a living trust with confidence.



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