The Trustee's Legal Companion - Softcover

Inhaltsangabe

It’s an honor to be entrusted with wrapping up the affairs of a deceased loved one, but it’s also a big task, one you may find stressful and confusing.The Trustee’s Legal Companion shows you exactly how to proceed, keeping in mind the legal, personal and practical aspects of administering a living trust -- all within the terms of the trust and your state's law.

You'll learn exactly how to proceed once you're named as a trustee, including handling paperwork, keeping beneficiaries informed, deciding when and if to call in professionals, and how to work with them once they've been hired. Find out about:

• what the job of trustee entails
  
• determining whether or not to take the job
  
• finding and working with legal and tax experts
  
• what to do with assets that should be in the trust but aren't
  
• subtrust funding
  
• managing an ongoing trust
  
• paying debts and taxes
  
• keeping good records and avoiding challenges to your actions
  
• terminating the trust
  

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