Serving as the trustee of a living trust after someone has died can be a big task. This book shows trustees how to get organized, get moving, and do a good job.
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:
The author--an attorney who has helped many a bewildered trustee--shows you, step by step, how to administer a living trust with confidence.
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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 of Nolo's Guide to Estate Planning and Every Californian's Guide to 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.
Carol Elias Zolla is an attorney who practices only in the field of estate planning and administration. Since 2002, she has been certified as a Specialist in Estate Planning, trust and Probate Law by The State Bar of California Board of Legal Specialization. Carol graduated from the University of California at Berkeley and the University of California at Los Angeles School of Law. She serves on the Estate Planning, Trust, and Probate Law Advisory Commission to the Board of Legal Specialization of the State Bar of California. She is an active member of the Trusts and Estates Section of the Silicon Valley bar association, and is the Editor of its newsletter, The Scrivener. She frequently speaks about estate planning topics to attorney organizations and parent groups.
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Paperback. Etat : new. Paperback. 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 trusteeset up ongoing trusts for surviving spouses, children, or beneficiaries with special needsinvest trust assetsget help from lawyers, financial planners, and other expertshandle taxes and prepare accountingswork effectively with beneficiaries, anddistribute trust property.The authors--who have helped many a bewildered trustee--show you step by step how to administer a living trust with confidence. Millions of Americans have created living trusts over the past couple of decades, giving little or no thought to what the successor trustee will have to do when the time comes. This book shows every trustee how to handle paperwork, keep beneficiaries informed, and get help from experts if necessary--giving them the guidance and support they need to do their job well. Shipping may be from multiple locations in the US or from the UK, depending on stock availability. N° de réf. du vendeur 9781413333152
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