The Trustee's Legal Companion
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Beschrijving
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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.
Vergelijk aanbieders (1)
Beschrijving
(1)
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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