The Trustee's Legal Companion - Softcover

Hanks, Liza; Zolla, Carol Elias

Softcover

ISBN 10: 1413323650 ISBN 13: 9781413323658

Publisher: Nolo, 2017

Synopsis

You’re the trustee. Now what?

Living trusts are popular estate planning tools, but if you’ve been chosen to serve as a trustee, you’re probably wondering 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, accountants, financial planners, and other experts
• handle taxes and prepare accountings
• work effectively with beneficiaries, and
• distribute trust property.
  
  

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

About this title

Review

"Nolo is a pioneer in both consumer and business self-help books and software." Los Angeles Times
"Nolo is always there in a jam as the nation's premier publisher of do-it-yourself legal books." Newsweek
"The Trustee's Legal Companion serves as a resource for those who have been given the responsibility of administering a living trust by carrying out another person's last wishes, pay their remaining debts and taxes, and distribute their property to relatives and friends. It provides practical, accessible advice and tips on activities such as understanding a trustee's legal duties, identifying and collecting trust assets, finding and working with advisers, investing trusts properly, handling income tax returns for the deceased and the trust, and preparing proper trust accounting reports. The authors are estate planning attorneys with over 20 years of experience, collectively." Eithne O'Leyne, Editor Ringgold, Inc. ProtoView

About the Author

Liza Hanks is a Palo Alto, California attorney who specializes in estate planning for families of all ages. A graduate of Stanford Law School, she has also served as an instructor at the Santa Clara University Law School and practiced with the state of California and a prestigious Silicon Valley firm. Hanks is the author or coauthor of The Mom's Guide to Wills and Estate Planning. She also blogs on wills, trusts, powers of attorney, living wills, estate taxes, and probate court on the law blog Everyday Estate Planning.

Edition details

• Publisher: Nolo
• Publication date: 2017
• Language: English
• ISBN 10: 1413323650
• ISBN 13: 9781413323658
• Binding: Paperback
• Edition number: 4
• Number of pages: 400