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The Trustee's Guide to Trust Administration in California - Couverture rigide

Geiger, Brenda

 
9781633853058: The Trustee's Guide to Trust Administration in California

Synopsis

In this book you’ll discover…

  • What immediate actions you need to take after the death of a loved one
  • What your responsibilities are as the Successor Trustee of a Trust
  • What things you should do and those you should NOT do when administering a trust
  • How estate and income taxes are handled for trusts after a loved one has passed
  • How record keeping and accountings are required for a trust
  • What to do when transferring non-trust assets to beneficiaries
  • How and when to close out the trust and distribute assets to the beneficiaries

Les informations fournies dans la section « Synopsis » peuvent faire référence à une autre édition de ce titre.