The Trustee's Legal Companion: A Step-By-Step Guide to Administering a Living Trust
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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.
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